Capsule is a CRM system that helps organization capture, organize and analyze leads which leads to more deals and sales. Businesses can more efficiently manage the interactions with leads and clients for additional sales opportunities.
Capsule
Common Capsule Workflows
Capsule in Relationship Management Automation
Turbo charge you relationship management workflows, by connecting information on your leads and opportunities with other business applications using FlowGat to effectively convert these opportunities into sales. Having a workflow in place that ensures that your accounting, marketing, social media and communication apps are connected to your Capsule CRM, means that your business can increase your conversion rates and boost sales.
Connect Capsule with other apps in FlowGat
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Capsule FEATURES IN FLOWGAT
Events are triggers in FlowGat that starts off a workflow process, and the FlowGat processor executes subsequent actions present in the workflow.
Events
- When a new task is created in Capsule CRM
- When a new person is added in Capsule CRM
- When a new organization is created in Capsule CRM
- When a new case is created in Capsule CRM
- When a new opportunity in Capsule CRM
Actions
- Create a new opportunity in Capsule CRM
- Create a new case in Capsule CRM
- Create a new person in Capsule CRM
- Create a new organization in Capsule CRM
- Get a person by name in Capsule CRM
- Get an organization by name in Capsule CRM
- Create a new task in Capsule CRM
- Add a tag to an entity in Capsule CRM
Frequently asked questions
With FlowGat, you can design workflows to integrate different applications used in your businesses processes. FlowGat has a simple drag-and-drop interface that allows users to build simple and complex workflows with zero code to automate or streamline their processes end-to-end.
Compared to other products in the market, FlowGat offers you the flexibility of installing on your desktop, on your own on-premise or cloud server or our own servers, making it very affordable for most clients. No more unpredictable monthly costs, or limited automation processes. You only pay for what you use.
Absolutely not! FlowGat was designed to be a workflow designer for everyone. You can build workflow processes that connects 100+ apps supported by FlowGat, and even your own line-of-business application. FlowGat provides you with an intuitive platform to build simple and complex workflows and drive efficiency and greater productivity in your business.
Yes, your data is very secure. FlowGat encrypts all the information it collects for connecting to applications in your workflow. Unlike other products, you can have your own instance of FlowGat which means your data will never leave the walls of your organization.
Yes, absolutely. FlowGat offers various models such IAAS, PAAS , SAAS and on-premise service. You can choose what works best for you based on your specific workflows and business needs.
Contact out technical sales team using the button below for us to understand your specific business needs, provide you with a sandbox if needed and you can start automating.
