Capsule Crm

Features Capsule CRM
Use Capsule to keep track of customers that request a quote from your Magento webshop via the Magento Quotation Manager (Cart2Quote). Use this Add-on to synchronize Quote Request from your Magento with Opportunities in your Capsule account.

Add Magento Customers to Capsule

Customers requesting a quote via your Magento store will be added as a contact in Capsule.
Sync Magento Quote Requests with Capsule

Magento Quotation Requests will be synced automatically with Capsule by adding or updating an opportunity.
Create Magento Quotation Tracks

Create a dedicated Capsule track for Quote Requests via Magento and link Statuses to Probabilities and Milestones.
Mapping of Magento Sales representatives

Capsule will sync the sales rep assigned to the Magento Quote with the mapped Capsule User.