Capsule

https://softopro.com/1-1-mp4/

The smart simple online CRM

Build stronger customer relationships, make more sales and save time.

Try Free

Get the Capsule Mobile CRM App for iOS and Android

Take Capsule with you. With our free mobile CRM app, you will never be left out of the loop.

One size rarely fits all – that’s why we created custom fields

Every business is different with unique workflows and data that needs to be tracked. Keep a record of all this data using custom fields.

https://softopro.com/2-7-mp4/

Your sales pipelines, your way

Capsule will populate your sales pipeline with default milestones to help you to get started, but you can customize the milestones to match your company’s workflow.

https://softopro.com/3-11-mp4/

Make yourself at home, add your own branding

Change the look of Capsule to suit your own branding. Choose a custom logo for your login screen and also change the color scheme so you feel right at home as soon as you log in.

FEATURES

Sales Tools

https://softopro.com/1-2-mp4/

TRACK OPPORTUNITIES

Keep track of every sales opportunity

Use opportunities to track potential sales with a customer and set the value and milestone to keep track and gather reports on your business deals.

https://softopro.com/2-8-mp4/

VISUAL SALES PIPELINE

See the bigger picture with our easy-to-use visual pipeline

Manage all your open sales opportunities on one page and easily see how your business is doing.

https://softopro.com/3-12-mp4/

PIPELINE DASHBOARD

View your sales pipeline in a way that makes sense

View vital statistics about your sales pipeline, future sales projections and summaries all on one clear and simple dashboard.

Task Management

https://softopro.com/4-11-mp4/

TASK MANAGEMENT

Get on top of your to-do list with task management

Make sense of your to-do list with features that help you to prioritize your tasks, plan your time and meet deadlines. Linking tasks to contacts, projects or sales opportunities means you’ll always know what a task is related to.

Automate your workflow, turn tasks into tracks

Know what works to seal the deal? Set up a series of tasks each becoming active one after the other to make sure that you and your team always follow the same winning process.

CALENDAR

Get a complete picture with calendar view

Switch to calendar view to see how your task list is shaping up for the week or month. Calendar view also provides a quick way to change due dates – just drag and drop a task to another date in the calendar.

Reporting

SALES ANALYTICS

Know your business inside and out

Our sales analytics tool allows you to see where time is being spent and compare it to the number of sales coming in. It even allows you to track unique sales activities so you get a full picture of each individual’s performance and can spot any new activities that are converting better than others.

Won / Lost Opportunties

Quickly see the number or value of won and lost opportunities by person or team. Our useful reporting tool will help you spot trends across the year or teams and identify any performance issues before it’s too late.

https://softopro.com/3-13-mp4/

ACTIVITY REPORTS

See how your team is getting on with activity reports

How many calls are your team making? Are they generating enough leads? Compare team, sales activity type, and volume side-by-side.

Contact Management

https://softopro.com/4-12-mp4/

ORGANIZE CONTACTS

Goodbye spreadsheets, hello organization

Don’t spend time sifting through emails or juggling multiple spreadsheets. With Capsule, you have a home for all your contacts and their key information.

MINIMIZE DATA ENTRY

We keep everything in sync, so you don’t have to

Keep your Capsule contacts in sync with your favorite apps to see their latest tweet, invoice amounts, if they’re on your mailing list, or how many open support tickets they have.

https://softopro.com/6-mp4/

FIND CONTACTS

Quickly find key information about your contacts

With quick search, you are never far away from your contacts. Text, email and field matching allows you to find any person or organization when you need them most.

https://softopro.com/7-mp4/

KNOW YOUR CONTACTS

It’s the little details that make a big difference

Never ask for the same information twice – with every interaction you have with a contact in one place, you have everything you need to build lasting relationships.

Customization

CUSTOM FIELDS

One size rarely fits all – that’s why we created custom fields

Every business is different with unique workflows and data that needs to be tracked. Keep a record of all this data using custom fields. Capsule supports a variety of different custom field types, including text, dates, numbers and more.

https://softopro.com/2-9-mp4/

CUSTOM MILESTONES

Your sales pipelines, your way

Capsule will populate your sales pipeline with default milestones to help you to get started, but you can customize the milestones to match your company’s workflow.

https://softopro.com/3-14-mp4/

CUSTOM BRANDING

Make yourself at home, add your own branding

Change the look of Capsule to suit your own branding. Choose a custom logo for your login screen and also change the color scheme so you feel right at home as soon as you log in.

Ready to get started?

Trusted by thousands of businesses worldwide

Try Free for 30 Days

Leave a Reply