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.
We know how valuable a CRM system is for sales but what about everyone else? As a CRM is such an important investment, it makes sense to encourage as…
A critical part of running a business is controlling your finances. You may start out with a simple spreadsheet but as your business expands you’ll…
When you recruit in sales it's an exciting time when a new person joins the team. When they start, your new recruit will want to jump straight on to…
Everyone loses a sale now and again but how often do you learn from it? When you put so much effort in at the beginning, it seems a shame to just…
Sometimes you don’t lose a sale, it simply goes stale. What’s important is to be aware of these stale opportunities and put plans in place to…
We've got some great news for our customers on the Growth plan - now you can create your own sales opportunity reports in Looker Studio - Google's own…
We know being able to integrate different business services you use is key to running an efficient business. We’ve already integrated with some of the…
Last month we added custom activity tracking and activity reporting to Capsule. You might have had a chance to check it out but if not we’ll explain…
Today, we’re launching a powerful new upgrade that helps you and your business grow with Capsule. Say “hello” to our new Growth plan. We started…
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