Create Sales Quotes from within Capsule
A generated link allows the building of sales quotes from within the opportunity interface of Capsule CRM. Quote Roller automatically grabs client data from your Capsule account.
Synchronize Clients and Contacts
Integration into Capsule CRM synchronizes clients and contacts between both systems, providing you with access to important information quickly and easily.
Attach Sales Quotes to Contacts and Opportunities
BCC notifications and quotes sent by Quote Roller to your Capsule dropbox email address. This will allow you to track all proposals sent by Quote Roller from within Capsule CRM.