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.
As we all know, 2020 was a difficult year. There were a wide range of challenges that we had to deal with, as individuals and businesses. Despite this…
“One new sale.” When you see that notification come through, don’t assume it has to be a brand new customer—one that’s never heard of you before and…
Better insights lead to a better understanding of your business and even better interactions with your prospects and customers. Our latest activity…
You’re responsible for closing all the deals your business generates. But you’re becoming so busy that you need a dedicated sales team to help close…
Last year we celebrated our 10th anniversary of Capsule. It was a chance to reflect on how Capsule has grown with thousands of customers in all…
Everyone goes through a specific journey when they turn from lead to customer. Fine-tuning that journey, and building a process that your sales…
Receive Task Assignment Emails Stay in the know by receiving an email whenever a task is assigned to you. You can opt in to this. To turn this feature…
The vast majority of businesses are now working remotely to some degree as a response to the coronavirus crisis, lockdown and the trading guidelines…
You might have been quite flexible already with where people work in your business or working remotely might be completely new to you. If you’re going…
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