The smart simple online CRM
Capsule is a simple, flexible, and effective web-based CRM tool you can use for your small business.
Capsule is a good tool to keep track of your contacts and companies you do business with, communications with them, sales opportunities, and what activities and tasks that need be done.
Giving you a bird’s-eye view of everything you know about the people, companies and other organisations that you do business with.
Create & manage lists of contacts
Easily import contacts:
Import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.
Easy collaboration with your advisors:
With Hubdoc, your advisors have the documents they need, when they need them. And you have confidence your docs are organised secure in the cloud and accessible from anywhere.
With the ability to keep vital statistics for all of your contacts and to see summaries and trends of communication across all your integrated tools, and much more, Capsule CRM has proven itself to be an invaluable asset to the efficient workflow of a business.
Follow your contact’s social media
- Capsule enriches your contacts with social media profiles and avatars. Easily add their Twitter feed or other social networks to their profile.
- Tag your contacts
- Categorize your customers with searchable customized tags.
- Expand with custom fields
- Record the information you need about each contact. Custom fields allow you to store almost anything important to you and your business.
Track all history
Add notes and store emails by sending them from any email client into Capsule.
Attach documents, agreements, proposals and other files.
Add and complete tasks that need to be done for each contact.
Share with co-workers
Share contacts with co-workers ensuring you all have a single up-to-date view of them.