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Map/Foundations/System of record/Manage opportunities/Capsule CRM
Order of process, not of time
Cross-cycle foundation

System of record

Maintain reliable account, opportunity and activity records.

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Job: Manage opportunities
Job in System of record

Manage opportunities

Maintain opportunity stage, ownership, value and next-step records.

Related categories · within System of record

Selecting one refines this result. Product counts apply to this stage and current filters.

26 products

Capsule CRM

Zestia Ltd

Verified
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Why it’s in this result

Manage opportunities through CRM.

Evidence status

supported

Capsule natively maintains sales opportunities with pipeline stages, values, milestones, ownership, and next-step activity.

Plan condition: The Free plan includes a limited sales pipeline; higher limits and multiple pipelines depend on 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

Pricing

Free up to 2 users · Paid from Custom pricing

Public pricing checked 2026-09-12. See plans and assumptions →

Where else it’s used