Contact management all in one place
The contact page gives you a bird’s-eye view of everything you know about a contact so that you can keep track of the people, companies and other organisations that you do business with.
Make sure things get done
Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.
Manage your sales pipeline
Get a quick summary of opportunities on the go via the sales dashboard, including potential values, where they’re up to, and what needs to be done next.
Make Capsule fit your business with flexible custom fields or change colors to match your brand.
Capsule Mobile App
Contact management on the move – Access, add or update your data even when you’re offline.
See latest activity from your co-workers – Always have the most up-to-date information on the move.
Start calls or emails from the app – Start calls or emails directly from a contact’s profile or view a contact’s location on the map.
See all Capsule data relating to a contact – See history of emails and notes about a contact. Keep track of sales opportunities and tasks.
Action Planning seal of approval
Tested and Approved by our team.