Capsule CRM Review

Capsule CRM is a simple, flexible and effective web-based CRM software that you can use for any type of small or large business. It allows you to manage your sales pipeline and track offers, proposals and other opportunities. Emails are easily organized with this program, including notes, conversations and documents.

You can have a complete history of the company files in one place. Share activities with your team, manage your projects by creating and monitoring activities, assigning the tasks to your colleagues and checking all deadlines and milestones. You can also use the application on your smartphone or tablet to have your CRM always at hand.

CRM CAPSULES – TUTORIALS

Let’s learn together with this tutorial how to make the most of this CRM software:

CAPSULE CRM – FEATURES

• Track all history: add notes and store emails by sending them from any email client
• Search for everything: with quick search and full text search, you are never far from your contacts. Text, email and field match allow you to find any person or organization when you need it most
• Import contacts: import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.
• Create and save lists: save the information you need of every contact. Custom fields allow you to store everything that is important to you and your business
• Create activities and share with colleagues: don’t miss the deadline of the offer or a customer’s call. If you have routine tasks you can set them to automatically repeat.