Real-time dashboard visualization of your Capsule KPIs
Using Capsule as your CRM? Get actionable, data-driven insights on your sales performance by building real-time Capsule dashboards.
Partner website
About Capsule CRM
Capsule is a CRM that helps businesses to stay organized, know more about their customers, build strong relationships and make the most of sales opportunities.
Capsule CRM pricing
Additional help
Tier
Plecto x Capsule
SEAMLESSLY VISUALIZE YOUR CAPSULE DATA IN A COUPLE OF CLICKS
We've partnered up with Capsule to build a ready-made dashboard template featuring your favorite Capsule KPIs. To get up and running, simply click through to Data Management > Data Sources > New Data Source and then search for Capsule.
Once you've connected your data, you can find our Capsule dashboard template in our Plecto Store or in within our app.
ACTIONABLE, DATA-DRIVEN INSIGHTS INTO YOUR SALES PERFORMANCE
Once integrated, track and centralize all of your key KPIs onto one, real-time dashboard to unlock insights into your performance. With Plecto you can measure crucial KPIs including:
- Value of Open Opportunities
- Value of Won Opportunities
- Number of Calls
- ...and tons more!
SPARK MOTIVATION AND CELEBRATE SALES SUCCESS
Transform your data from simply numbers on a screen to something that gets the whole office excited and energized! What do we mean? Gamification! Create fun contests between your team to unlock that competitive spirit and celebrate each success with instant notifications!
INVEST IN YOUR EMPLOYEES' DEVELOPMENT
Use the numbers from your dashboards to coach your team members. Hold regular one-on-ones and set up performance agreements to get started data-driven employee development.
What types of data can you import from Capsule CRM?
Opportunities
Opportunities allow you to track potential sales and see metrics such as bids, deals and proposals.
Update frequency
Every 2m
Default member field
Owner ID
Default date field
Closed on
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Projects
Projects allow you to keep track of your emails, notes and tasks related to a specific project or event.
Update frequency
Every 2m
Default member field
Owner ID
Default date field
Closed on
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Parties
Parties are the People and Organizations in your Capsule account.
Update frequency
Every 2m
Default member field
Owner ID
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Tasks
Keep track of all the things you need to do.
Update frequency
Every 2m
Default member field
Owner ID
Default date field
Completed at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Activities
Update frequency
Every 2m
Default member field
Owner ID
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
