Streamline your data management process with the CSV Online File + CapsuleCRM integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Capsule is an online CRM that allows you to store and manage all your business contacts leads, customers, vendors and more, in just one place.

Thanks to this tool, businesses can have a complete overview of their business to take the right decisions in terms of marketing and growth. Easy interface Capsule CRM allows you to create and manage lists of contacts very easily. Its user-friendly interface is simple and intuitive. Manage contacts Through Capsule you can add, share and categorize your new business contacts using tags.

Team’s management Capsule CRM allows business owners and managers to create new tasks and share with co-workers. Thanks to this feature, your team’s member will be more productive and focused on their job. Track your sales pipeline One of the most important characteristics of Capsule is the ability to track where each opportunity is at. You can do this by using a segmentation method based on milestones, such as prospect > meeting > proposal > won etc.