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What is CapsuleCRM

Capsule is a simple and powerful customer relationship management (CRM) software-as-a-service web application and mobile app. 

With CapsuleCRM:

  • Close deals faster

  • 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

  • Kanban Visual Pipeline: See all your opportunities in one pipeline, drag and drop to each stage as they progress  

  • 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.
  • Contact Management:  Everything you know about the people, companies and organizations that you do business with.

  • Email Templates: Create and save email templates in Capsule for the whole team to use.  And, access Capsule directly from GMAIL or from Outlook.

  • Security: Restrict access to records.  Assign users to one of three different roles to ensure that users only have access to certain records.

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