Social Media
Capsule
About Us video
- Capsule is a CRM platform suitable for newcomers, enabling them to quickly adapt and start using it. - It also caters to power users by offering extensive customization options. - Capsule ensures that using a CRM system is a straightforward task. - It balances ease of use for beginners while still providing advanced features for experienced users.
Capsule
Product Walkthrough
Capsule
Demo video
- The video explains how to set up multiple sales pipelines in Capsule, a feature available to Teams and Enterprise plan users, allowing them to track and report on different sales processes. - Users with admin access can create up to 10 pipelines, add milestones and descriptions, and set probabilities and days until stale, with all pipelines sharing the same lost reasons. - Existing pipelines can be duplicated, saving time if the new pipeline has similar milestones, and can be archived when no longer needed after ensuring no active sales. - The video also details how to filter and review opportunities across multiple pipelines, move sales between pipelines, and use sales reports to gain insight into past performance and forecast new business.
