Contact Management CRM
Contact management all in one place
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
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
Import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.
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.
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.