Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Reconnect with prospective clients as their deals reach follow-up stages.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Build a prospect list around the requested territory and fit.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Reply to new business prospects and assign the next follow-up.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Revisit stalled opportunities using the agreed next step.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Draft a reply when a prospect declines a new business proposal.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Rank new client prospects against the target customer profile.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Draft proposals for new client work from deal requirements.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.