Contact Management CRM

Contact management all in one place

Giving you a bird’s-eye view of everything you know about the people, companies and other organisations that you do business with.

Track all history

Add notes and store emails by sending them from any email client into Capsule.

Attach documents

Attach documents, agreements, proposals and other files.

Manage tasks

Add and complete tasks that need to be done for each contact.

Share with co-workers

Share contacts with co-workers ensuring you all have a single up-to-date view of them.

Get to know your contacts

Follow your contact’s social media

Capsule enriches your contacts with social media profiles and avatars. Easily add their Twitter feed or other social networks to their profile.

 

Tag your contacts

Categorize your customers with searchable customized tag

 

Expand with custom fields

Record the information you need about each contact. Custom fields allow you to store almost anything important to you and your business.

Create and manage lists of contacts

Easily import contacts

Import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.

Create and save lists
Manage contacts in lists by filtering using your own criteria such as which city they’re in, how you’ve tagged them, when they were added, or using a custom field you have added.
Categorise
It’s up to you how you use the list. For example, use it to send an email to everyone on the list. Export it for use in another system. Apply a tag to sub-categorize contacts.