By integrating Capsule CRM into your sales cycle, The Peloton can help you to build stronger relationships, make more sales and save time

Capsule CRM is an online customer relationship manager that makes it easy to keep track of your contacts

Capsule CRM gives you a bird’s-eye view of everything you know about your contacts so that you can keep track of the people, companies and other organisations that you do business with. Xero integration means no more data duplication across your systems.

Contacts

At the heart of Capsule CRM is a searchable database of all of your contacts, making it easy to see recent conversations and important details. Having all of this information at your fingertips and stored online makes teamwork a breeze.

Sales Pipeline

Track bids, deals, proposals and other opportunities. See where your future income is coming from. Capsule is also able to pull-in enquiries from your website and create opportunities and related tasks.

Task Management

Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers. Make the boat go faster and gain traction in your business by making people directly accountable for their tasks.

Try Capsule CRM for yourself

If you would like to talk to someone about how Capsule can help your business, please get in touch.

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