CRM (Customer Relationship Management) > Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
CRM (Customer Relationship Management)
Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Apps tend to put similar things together. All contacts here, all emails there, all to-dos in another place. That works for simple things, but can quickly break down—after all, your screenshots likely don't belong with your vacation pictures, even if they're both photo files.And so it goes with your contacts. Everyone you know isn't a lead—some are your suppliers, others are journalists that have covered your company in the past, and still more are former customers or employees that you'd like to stay in touch with. Treating them all as a lead would be nonsense.Read MoreThat's the genius of Capsule. It realizes that contacts—and opportunities, and deals, and everything else—aren't simple. If you're going to manage all of your contacts and relationships in one app, you need something that accounts for the differences between them all. For that, Capsule's powerful tags and custom fields make grouping contracts a breeze.The list of contacts in Capsule will look much like you'd expect: a long list of everything you've added. Suppliers beside leads. So you'll want to create a list. You can pick from any of the possible options in the CRM—tags, name, date updated, or anything else including custom fields—and then specify what you're looking for. Add as many conditions as you need to filter through them. Soon enough, you'll have detailed lists that'll automatically update when the contacts do.It's not all just lists and lists, though. Capsule also has a unique navigation bar that shows icons for the sections you'll need most—sales pipeline, contacts, calendar, cases, and more—along with text links to the contacts, cases, and more that you've accessed most recently. That makes it quick to jump back and forth between the things you're currently working on.But a lot of your work will likely happen outside the CRM. That's why it's integrated with Google Apps, so you can send emails and contact info to your CRM right from Gmail, or jump to a contact's card from the bottom of an email from them. There's also social media integrations, so you'll be able to see the most recent thing that contact said on Twitter—a great way to jumpstart your conversation with them the next time you talk.With a newly refreshed design, Capsule's a great app to consider if you want a way to manage all of your company's contacts, tasks, and sales opportunities all in one place and easily keep an eye on sales activities. You can keep everything together, yet still easily filter and sort to find the people and deals you need to work on.
Integrations
New or Updated Case
Triggers when a given action is performed on a Case.
List Cases
Finds the first page of Cases
List Case Tags
Finds a list of all Case Tags on the account
List Case Track Definitions
Finds a list of all case track definitions on the account
List Countries
Finds a list of all acceptable countries
List Currencies
Finds a list of all available currencies.
List Milestones
Finds a list of all milestones on the account
List Opportunities
Finds the first page of Opportunities
List Opportunity Tags
Finds a list of all Opportunity Tags on the account
List Opportunity Track Definitions
Finds a list of all Opportunity track definitions on the account
List Organisations
Finds the first page of Organisations
List Contacts
Finds the first page of Contacts
List Party Tags
Finds a list of all party tags on the account
List Task Categories
Finds a list of all Task Categories
List Track Definitions
Finds a list of all track definitions on the account
List Users
Finds a list of all users on the account
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Contact
Triggers when a given action is performed on a Contact.
New or Updated Task
Triggers when a given action is performed on a Task.
Create Case
Creates a new Case.
Add Note to Entity
Adds a Note to an Entity.
Add Tag to Entity
Adds a Tag to an Entity.
Create Opportunity
Creates a new Opportunity.
Create Contact
Creates a new Person / Organisation.
Create Task
Creates a new Task.
Find Case
Finds a Case.
Find Opportunity
Finds a Opportunity.
Find Contact
Finds a Contact.
Find or Create Case
Find a Case, or Create if one does not exist.
Find or Create Opportunity
Find a Opportunity, or Create if one does not exist.
Find or Create Contact
Find a Contact, or Create if one does not exist.
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