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Capsule: crm features and setup
A CRM for bringing together team contacts, conversations, and sales opportunities. It suits a business that wants to start with a clear structure for customers and follow-up before building a complex system.
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Overview
A process that starts in Capsule can turn an introduction to a customer into follow-up the whole team can understand. Before adding integrations, define how conversations are recorded, who owns the relationship, and what the next action is. That way, the contact list can also help an employee covering for a colleague, without relying on the memory of the person who first replied.
Features
- Centralized customer details and relationship history
- Sales and activity tracking
- Integrations with business applications
Business uses
- A follow-up list for customers who have not received a response
- Transferring customer context from one employee to another
Getting started
- Import a small list and remove duplicates before connecting email and other applications.
- Create two records representing the same customer and check how the duplicate will be handled before importing the full list and connecting another source.
- Record a sample conversation and hand it over to a colleague. Ask them to identify the customer commitment and next task from the record.
What to check
- Check which automation capabilities are available on your plan and which require an external integration tool.
- Check that relationship history can be searched and exported.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.