Sales Tools

  • Sales Pipeline

    A summary of all sales opportunities including potential values and where they are in the pipleine.

  • Pipeline Dashboard

    Track conversion rate, sales pipeline milestones and forecast in one view.

  • Kanban visual pipeline

    See all your opportunities in one pipeline, drag and drop to each stage as they progress.

  • Currency support

    Select the currency that you prefer and this will be used across Capsule.

  • Opportunity Filtering

    Filter opportunities based on status, tag, milestone and more.

  • Multiple Sales PipelinesGrowth

    Create multiple pipelines to reflect different sales processes for products and services you offer and different markets that you sell to.

Task Management

  • Tasks & Calendar

    Create tasks for appointments, meetings, phone calls, submission deadlines and more.

  • Repeating Tasks

    Set a task to repeating daily, weekly or monthly.

  • Task reminder emails

    Receive task reminder emails at the start of each day.

  • Task automation

    Use Tracks to set up a series of tasks that each become active one after the other.

  • Calendar view

    See all of your tasks in a weekly or monthly calendar view.

  • Subscribe to calendar

    Subscribe to your tasks and view them on your personal calendar.


  • Sales analytics

    Monitor every aspect of your sales cycle and understand your business to help you make informed decisions.

  • Activity Reporting

    Shows activities completed by each user and the specific activity types.

  • Advanced sales reportsGrowth

    10+ reports on won/lost opportunities, pipeline growth, average time to won plus more.

  • Export reports

    Export all of your report data or save an image of your chart for import into other tools such as Excel.

  • Google Data StudioGrowth

    Use Data Studio to multiple data sources, create interactive dashboards and build reports.

  • Report filtering

    Filter reports based on time periods, users or teams for a clearer picture.

Automation Tools

  • Sales Automation

    Streamline your sales process with automated actions for your sales pipeline.

  • Project AutomationGrowth

    Create fast, consistent processes that help teams be more productive and increase customer satisfaction.

  • Marketing Automation (Transpond)

    Create triggers and sequences for communications so that you can manage every interaction that you need to.

Contact Management

  • Contact Management

    Everything you know about the people, companies and organizations that you do business with.

  • Full text search

    Quickly find any text within all your notes and emails.

  • Auto-enriched profiles

    Automatically add social network profiles associated with a contact.

  • Attach files

    Attach agreements, quotes, proposals and any other files you need.

  • Import contacts

    Bring your contacts to Capsule by importing them from a spreadhseet, CSV and more.

Email Tools

  • Email Templates

    Create and save email templates in Capsule for the whole team to use.

  • Gmail

    Access Capsule directly from Gmail. Add contacts, conversations, tasks and sales opportunities.

  • Outlook

    Easily manage contacts, conversations & sales opportunities from within your Outlook inbox.

  • Transpond

    Use our sister email marketing tool, Transpond, which integrates seamlessly with Capsule to take your marketing to the next level.

  • Email Sending

    Send emails from within Capsule via Outlook or Gmail in just a few clicks.

  • Shared Inbox

    Connect a shared mailbox so all emails come from the same account.

Security & Permissions

  • Two-factor authentication

    Add an extra layer of security to your account using your mobile device.

  • Microsoft 365 Single Sign-On

    Log in to Capsule using your existing Microsoft 365 email and password.

  • Google Workspace Single Sign-on

    Log in to Capsule using your existing Google Workspace email and password.

  • Restore deleted records

    Super administrators can restore deleted records within 30 days.

  • User roles

    Assign users to one of three different roles to ensure that users only have access to certain records.

  • Data export

    Export your data for safe keeping or for transferring to another system.

  • GDPR compliance

    We have updated our data processes and practices to maintain GDPR compliance.

  • Restrict access to recordsGrowth

    Define what each user can see and edit.



  • Customizing Capsule

    Make Capsule your own by customizing fields, tags, milestones and more.

  • Mail drop box

    Forward emails to an email address unique to your account - an easy way to store emails.

  • Custom fields

    Record the information that is important to you and your business.

  • Custom milestones

    Easily tailor your sales pipeline steps to suit your workflow.

  • Custom branding

    Choose a custom logo for your login screen and change the color scheme.

  • Custom activity typesGrowth

    Add unique activities that are meaningful to your business.

  • Custom tags

    Set up tags to categorize or group your contacts based on your own business needs.

  • Custom lists

    Manage contacts in lists by filtering using your own or using a custom field you have added.

  • Custom lost reasons

    Add reasons why a deal was lost and identify the most commons ones.

  • DataTags

    Set up tags to categorize or group your contacts based on your own business needs.

  • Custom titles

    Add custom titles to personalize your contacts information.

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