Sales Pipeline

Manage your sales pipeline
Get a quick summary of opportunities on the go via the sales dashboard, including potential values, where they’re up to, and what needs to be done next.

Keep track of each sales opportunity

Use milestones such as prospect ❯ meeting ❯ proposal ❯ won. Each milestone is linked with a success factor that is used to forecast potential sales revenue.

Know each opportunity’s expected value

Never lose track of your potential sales values in your pipeline. Capsule helps you forecast your sales pipeline value based on probablity and total opportunity value.

Keep track of the history of an opportunity

Track all history

Add notes, emails and attach documents.

 

Create and manage tasks

Create individual tasks or define a process using tracks.

 

Collaborate with co-workers

Share opportunities with co-workers to enable easy collaboration.

 

Generate reports

Generate reports and exports from the pipeline using configurable filters.

Pipeline dashboard

View vital statistics about your sales pipeline, future sales projections and summaries all on one clear and simple dashboard screen.

CONVERSION RATE SUMMARY

Quickly get a summary of your conversion performance over the past year.

MILESTONE SUMMARY

Quickly get a summary of your opportunities and where they are in your pipeline

PIPELINE TASK SUMMARY

See which tasks from your opportunities need attention first.

TAG SUMMARY OF OPPORTUNITIES

See which tags are the most common and view opportunities by tag.

PIPELINE FORECAST

See a summary of your opportunities performance and value in your pipeline.