Capsule CRM

Capsule CRM Updates

Capsule CRM mention · January 18, 2018

The 10 Best CRMs for Small Business in 2018

Business is increasingly challenging, especially for small teams trying to keep up with larger competitors. You might not be able to match them on price or get your products in front of as many people. Your best advantage is that you can give your customers more of a personal more
Capsule CRM mention · June 7, 2017

The 16 Best Free CRM Apps

Ever gotten on a call with someone, only to mispronounce their name or forget which company they work for? Perhaps you needed to email the finance team at a supplier, but can't remember who to contact? That's why you need a CRM or customer relationship manager. Like a more
Capsule CRM mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting more
Capsule CRM mention · September 23, 2014

The 25 Best CRM Apps for Every Business

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses. Things change. That’s good: business is growing and you have more people than ever to more
Capsule CRM update · October 20, 2013

CapsuleCRM Tracks and Owner Fields

Zapier now support two powerful features of Capsule CRM: Tracks and Owners! Owners can be applied to cases, opportunities, and tasks. If none is selected, then the owner will default to the connected account just like it does today. You can pick a different owner for more robust control more
Capsule CRM update · June 19, 2013

Add Tags to Capsule Opportunities

Now when you add an opportunity to Capsule via Zapier, you have the option to provide tags for that opportunity. After we create the opportunity, then we'll automatically apply the tags to the brand new opportunity!read more
Capsule CRM update · June 7, 2013

Capsule CRM Custom Field Support

If you're using Capsule CRM, we've got some good news for you today! Now, Zapier fully supports custom fields from Capsule CRM! Capsule CRM itself has custom fields for people, organisations, opportunities, and cases. You can create custom fields that accept plain-text, a date/time, a yes/no boolean, and a more
Capsule CRM update · April 26, 2013

Create Opportunity in Capsule

Now you can zap opportunities directly into Capsule from any of Zapier's hundreds of supported web applications. Some popular uses might be take a lead form from a service like Formstack, Wufoo, Unbounce or similar and populate your opportunities directly. Check out some cool Zap template for Capsule here!read more
Capsule CRM update · November 8, 2012

Create Case

This new action lets you create a new Case in Capsule more

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