Track all history
Add notes and store emails by sending them from any email client into Capsule.
Share with co-workers
Share contacts with co-workers ensuring you all have a single up-to-date view of them.
Attach documents, agreements, proposals and other files.
Add and complete tasks that need to be done for each contact.
- Track all history
- Add notes, emails and attach documents.
- Create and manage tasks
- Create individual tasks or define a process using tracks.
- Collaborate with co-workers
- Share opportunities with co-workers.
- Generate reports
- Generate reports and exports from the pipeline using configurable filters.
Manage leads, contacts, organizations, partners, vendors and suppliers. See everything from background, email history, events, projects or opportunities.
Make sure you’re on top of your project at every stage – track project activity and performance against milestones.
We’ll detect virtually every social media profile related to a contact’s email address.
Business Overview and Reports
Look at your business any way you want with task dashboard, activity sets, reports and more.
Supporting iPhone and Android phones and popular tablets, the Insightly mobile app has you covered.
Integration with email, Box, Dropbox, Evernote, G Suite, MailChimp, Outlook 2013/Office 365 Business Edition, QuickBooks Online, Torpio, Xero, Zapier, and more.