Designed to work in a way that suits your business
Capture the right information with flexible custom fields and personalize the look to match your brand.
Create custom fields to suit your unique workflows
Create custom milestones within your own sales pipelines
Add your own branding and choose a custom color scheme
One size rarely fits all – so we created custom fields
Every business is different with unique workflows and data that needs to be tracked. Keep a record of all this data using custom fields. Capsule supports a variety of different types, including text, dates, numbers and more.
"It's simple and yet we can customize too. There is so much to be done with custom fields. It's rare to find something that you can tweak so much without getting confused and tied up."
Simon Young
Director of Global Operations, Red Circle Network
Your sales pipelines, designed your way
Capsule will populate your sales pipeline with default milestones to help you to get started, but you can customize the milestones to match your workflow.
With our Growth plan, you can also create multiple sales pipelines with different customizable milestones.
Make yourself at home, add your own branding
Change the look of Capsule to suit your own branding. Choose a custom logo for your login screen and also change the color scheme so you feel right at home as soon as you log in.
Everything you need to make Capsule your own
Auto-enriched contact profiles
Enrich your contacts with social media profiles and avatars.
Custom lost reasons
Add reasons why a deal was lost and identify the most common ones.
Custom lists
Create lists of contacts based on custom searches and filters.
Custom activity types
Add your own sales activity types that are meaningful to your business.
Two-Factor Authentication
Add an extra layer of security to your Capsule account using your mobile.
Custom task categories
Customize categories for your tasks and update colors to fit your process.
User permissions
Assign users to one of three different roles to ensure that users only have access to the records you want them to.