Capsule
The capsule is a customer relationship manager (CRM) software tool. It helps you to maintain control of the business relationship you have with your clients and leads. The capsule makes contact management easy. You can track your history by storing notes, emails, and other information about your customer. The software lets you email any of your clients or prospects within the capsule. When sending emails, you can attach documents such as agreements, proposals, and other files. You can also set up a to-do list for any of your contacts. Instead of your coworker having to set up the same connection, share the data with your teammate. As soon as you update the contact file, it is available to whomever you have shared the information. If you have a sales opportunity, you can track it within the capsule by using benchmarks. The capsule links the milestone with a success factor. It will show when you have set up the meeting, make a proposal, and win the contract.