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Capsule CRM

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

Triggers

New Person

Triggers when a new person is added.

New Task

Triggers when a new open task is added.

New User

Triggers when a new user is added.

New Milestone

Triggers when a new milestone is added.

New Case

Triggers when a new case is added.

New Organization

Triggers when a new organization is added.

New Opportunity

Triggers when a new opportunity is added.

Actions

Create Task

Add a new task

Create Organization

Create a new organization.

Create Person

Create a new person.

Create Tag on Party

Add a new tag on a specific party (person or organization)

Create Case

Create a new case.

Create Note on Party

Add a new note on a specific party (person or organization)

New Opportunity

Create a new opportunity.