Capsule is a simple but powerful CRM for keeping track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
- Share one set of contacts for your business across sales and support
- Know who said what and when, by including emails and notes in the history of a contact
- Get a sales pipeline dashboard that tracks sales opportunities, value and when to follow-up
- Ensure follow-up by creating tasks about customers and opportunities that can be shared with co-workers
- Create custom fields that help track, categorize and list data in ways that suit your business
Capsule integrates with Zendesk so that you can see a complete view of interactions that a lead or customer has had with your business across sales and support activities
- See and create Zendesk tickets right inside a contact's page in Capsule
- See and create a Capsule contact from within a Zendesk ticket