Contact Management
Giving you an overview of the people and companies you do business with.
Email Marketing & Tools
Send campaigns and email templates or integrate with Outlook or Gmail.
Tasks & Calendar
Create tasks for appointments, meetings, phone calls and more.
Sales Pipeline
Get a complete summary of your opportunities with our sales dashboard.
Sales Analytics
Monitor every aspect of your sales cycle with our reports and gain insights.
Projects
Manage your sales and services using our built-in project management tool.
Workflow Automation
Streamline your sales and business processes with automated actions.
AI Content Assistant
Write emails quickly by letting our AI Content Assistant do the work.
View all integrations
See all the integrations that Capsule supports for every business need.
Startups
Small Business
Mid-Size Business
Large-Scale Growth Business
Professional Services
Hotels & Hospitality
IT & Technology
Real Estate
Construction
Travel & Tourism
Accountants
Legal
Recruitment
Architects
Support
Search an extensive library of help articles and submit a support request.
Blog
Read product updates and posts on CRM, culture, sales and more.
Video Tutorials
Access on-demand video tutorials and walkthroughs.
Customer Stories
Learn more about the people and businesses who use Capsule.
For businesses, productivity soars when the tools you use work together seamlessly. At Capsule, we understand the power of a cohesive workflow, which…
When people are looking for a to use alongside Xero, they want one that’s quick to set up and easy to use. The integration should be seamless and…
What is Customer Success? Surely every company cares about how successful their customers are? Of course they do. However, the term Customer Success…
Businesses and organizations looking for software solutions to automate their processes often explore CRM and ERP systems – two of today’s most widely…
When we ask our customers what they need when integrating QuickBooks with their it's that both CRM and integration should be quick to set up and…
Advertising can be pricey, so it’s a huge win when someone clicks on your ad or submits a form from your Facebook page. But, it’s only truly worth…
We're…
Modern technology enables an incredible amount of valuable data. Like many businesses we spend a lot of time looking at what the data tells us to…
Is your business still reluctant to migrate to the cloud? Although cloud computing has become widespread, large enterprises often prefer to invest in…
Read our full privacy policy here.
