Capsule CRM

View, search or create Capsule contacts without leaving Zendesk

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Capsule is a simple but powerful CRM for keeping track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

  • Share one set of contacts for your business across sales and support
  • Know who said what and when, by including emails and notes in the history of a contact
  • Get a sales pipeline dashboard that tracks sales opportunities, value and when to follow-up
  • Ensure follow-up by creating tasks about customers and opportunities that can be shared with co-workers
  • Create custom fields that help track, categorize and list data in ways that suit your business

Capsule integrates with Zendesk so that you can see a complete view of interactions that a lead or customer has had with your business across sales and support activities

  • See and create Zendesk tickets right inside a contact's page in Capsule
  • See and create a Capsule contact from within a Zendesk ticket

App details

Author
Capsule CRM
Version
2.0
Price (USD)
Free

Apps install directly into your account.

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