Evidence status
supportedCapsule provides native sales analytics and reporting for pipeline, conversion, activity, and opportunity performance.
Plan condition: Advanced reports and dashboards require eligible paid plans.
vendor documented · checked 2026-09-12 · source ↗
Capabilities
Contact and company record management, Opportunity and sales-pipeline management, Tasks, calendar, repeating tasks, and reminders, Projects and project boards, Sales dashboards and reporting, Workflow and sales-process automation on eligible plans, Email templates, mailbox connections, shared mailbox, and email sending, Website-form lead capture, Custom fields, tags, milestones, activity types, and lists, Data import and export, Mobile apps for iOS and Android, Integrations, Zapier connectivity, and API access, AI pipeline generation, business enrichment, contact enrichment, summaries, meeting preparation, and content assistance on eligible plans