Capsule CRM

In the time it takes to say “Eureka”! You’ll be able to import your contact data from another CRM (or that pesky spreadsheet).

In minutes, see which deals need love, what you've sold, and where your business is headed. All in one powerful, easy-to-set-up screen.

There’s always so much going on. Don’t stress. Capsule CRM is your business brain—track sales, conversations, supplier details, even your client’s dog’s birthday. (Tiny details matter!)

Track conversion rate, sales pipeline milestones and forecast in one view.

See all your opportunities in one pipeline, drag and drop to each stage as they progress.

Filter opportunities based on status, tag, milestone and more.

Create multiple pipelines to reflect different sales processes for products and services you offer and different markets that you sell to.

Set a task to repeating daily, weekly or monthly.

Receive task reminder emails at the start of each day.

Use Tracks to set up a series of tasks that each become active one after the other.

See all of your tasks in a weekly or monthly calendar view.

Streamline your sales process with automated actions for your sales pipeline.