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Capsule

About Capsule:

Capsule provide online hosted CRM system for individuals, small businesses and sales teams wanting a simple, effective and affordable solution.  

Features include contact manager, history including emails, document storage, opportunity/deal pipeline tracking, case/support management. Visit Capsule CRM

 

Capsule CRM Dashboard Integration

Need to evaluate and record your sales pipeline?  Then Capsule CRM is the tool for you, create your own milestones and tracking events, with Capsule you will be able to ensure a seamless onboarding process for all of your potential clients.   Connect your account to neatly.io and view Capsule data in your dashboard.

Need help? Find out more about Capsule dashboards on our support base.

What Metrics?

 

  • Conversions in the last 30 & 90 days
  • Pipeline Value
  • Total Value
  • Pipeline by Milestone
  • Pipeline Forecast