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.
Sales success doesn’t come down to just one factor. You need great leads. You need solid systems in place to cut down time on less productive tasks…
The one universal business need, regardless of your business size or industry, is customers. Breaking the all-or-nothing cycle depends on an effective…
A sales pipeline is a window into your future deals. Once you have visibility of all your sale opportunities, you're more likely to hit your revenue…
A core feature of every CRM is a pipeline. It tracks each sale so you can clearly see the stage it’s at and the amount the sale is worth. It’s a key…
“If you can’t measure it, you can’t improve it.” The legend Peter Drucker's wise words that sit at the heart of every CRM. You're likely to be…
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…
Sales teams are notoriously challenging to manage for many good reason. By the very nature of sales, you have to be a certain personality type 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…
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