Making Reporting Available For Capsule CRM
Capsule CRM is an online CRM for individuals, small businesses and sales teams wanting a simple, effective and affordable solution to manage their contacts and their history.
By utilizing the Capsule CRM API, Popdock can retrieve real-time data. With Popdock, you can manipulate and save recurring reports, which you can then refresh and view the most current data.
Access Lists from Phone or Browser
Access your data via an iPhone, iPad, or web browser. Any list you create in Popdock can be refreshed and updated at any time and it will pull in real-time data from Capsule CRM.
Take data from multiple lists and build custom lists that can join, merge, summarize, or compare your data. You can also create calculated fields on a list.
Popdock gives you nearly limitless ways to find, view and use data - such as ‘is any of’ or ‘is not one of’ - making it easier to access what you need.
Share Lists with
Specific Users or Teams
Popdock has several layers of security available. As an admin on the account, you can assign lists to a team or specific user and give them access only to the specific data you define.
- Case entries
- Opportunity entries
- Party entries
- Take any of these out of the box lists and build your own favorite reports to suit exactly how you work.