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.
Count prospective service deals and report their pipeline value.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Show where revised service quotes differ from approved terms.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Find business buyers at companies that fit the provider's sales focus.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Find contacts at assigned business accounts for each rep's call list.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.