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The capsule is a simple but smart CRM

The capsule is a simple but smart CRM helping you build customer relationships, improve sales, and saves time with features and integrations making you more organized. Capsule gives you the ability to have all your documents, emails, and notes all in one place so that your entire team has one complete view of each of your customers at any given time. No more customer information in spreadsheets, emails, or documents spread across the company which helps give your team the ability to take more time with the actual customer versus chasing down all the information just to have a conversation.

Capsule gives you a birds-eye view of everything you have regarding the company or organization you are working with. With the ability to track all history, attach documents, manage tasks, and share with your co-workers. Going even a step further Capsule allows you to follow your contact’s social networks, allows you to tag your contact’s and expand your information about the customer with custom fields.Symphony can integrate your Xero online accounting solution with Capsule to complete the view across your invoice and accounting activities. This includes:

  • Add customers and suppliers directly to Xero
  • Keep customer and supplier records in sync
  • View invoice history including overdue invoices

Capsule gives you a birds-eye view of everything you have regarding the company or organization you are working with. With the ability to track all history, attach documents, manage tasks, and share with your co-workers. Going even a step further Capsule allows you to follow your contact’s social networks, allows you to tag your contact’s and expand your information about the customer with custom fields.

In addition to Xero, Capsule integrates with 50+ software applications. Capsule allows you to be a client-centric business that really knows each customer on a personal level. Capsule CRM changes the term CRM (Client Relationship Management) to CCRM (Client-Centric Relationship Management).