
What is CapsuleCRM
Capsule is a simple and powerful customer relationship management (CRM) software-as-a-service web application and mobile app.
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With CapsuleCRM:
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Close deals faster
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Multiple Sales Pipelines: Get a summary of all sales opportunities including potential values, where they are in the pipeline, and what needs to be done next
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Kanban Visual Pipeline: See all your opportunities in one pipeline, drag and drop to each stage as they progress
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Reporting and Sales Analytics: 10+ reports on won/lost opportunities, pipeline growth, average time to won plus more
- Automation Tools: Create triggers and sequences for communications so that you can manage every interaction that you need to.
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Contact Management: Everything you know about the people, companies and organizations that you do business with.
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Email Templates: Create and save email templates in Capsule for the whole team to use. And, access Capsule directly from GMAIL or from Outlook.
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Security: Restrict access to records. Assign users to one of three different roles to ensure that users only have access to certain records.
