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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.


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.


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.