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 touch...read 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...read 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 socks...read 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...read 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 inside...read 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...read 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 CRM.read more
Matthew Guay
Written by Matthew GuayLast updated January 8, 2019

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.

That'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.

Have any feedback on this overview, or something we should change? Let us know!

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