Capsule

CRM Made Simple

Explore the complete UI of Capsule with a UI/UX perspective. It includes 1405 UI screens and 106 marketing screens. Dive deep into Capsule's 33 UI components and explore the detailed User flows, including onboarding, password reset, and more advanced flows.

Signing in and recovering account

15 screens

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Logging in with site address

6 screens

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Finding forgotten site address

5 screens

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

Capsule
ux ui design

38 screens

Starting free trial and signing up

4 screens

Verifying email address

3 screens

4 screens

Inviting teammates

Inviting teammates

7 screens

Following product tour

Following product tour

15 screens

Organizing contacts and organizations

105 screens

Creating a person contact

34 screens

Creating contact details for a person

8 screens

Viewing a person contact profile

73 screens

Sending email to a person contact

13 screens

Logging activity on a person contact

9 screens

Adding task to a person contact

7 screens

Merging duplicate contacts

4 screens

Editing a person contact

5 screens

Adding opportunity to a person contact

21 screens

Adding project to a person contact

21 screens

Editing user details

7 screens

Creating an organization

15 screens

Editing contact details for a person

10 screens

Viewing an organization profile

14 screens

Exporting contacts list

3 screens

Emailing contacts in list

4 screens

Adding tags to contacts

3 screens

Saving filters as list for contacts

3 screens

16 screens

Organizing tasks and calendar

49 screens

Adding a new task

20 screens

4 screens

Reassigning tasks

4 screens

Completing tasks

4 screens

Changing task due date

4 screens

Creating a new opportunity

24 screens

Viewing an opportunity profile

32 screens

Adding task to a track

30 screens

Moving an opportunity in pipeline

6 screens

Deleting an opportunity

3 screens

Organizing sales opportunities

87 screens

Choosing lost reason for opportunity

4 screens

Closing an opportunity

3 screens

Assigning opportunities

4 screens

Adding tags to opportunities

3 screens

Saving filters as list for opportunities

3 screens

Organizing projects

89 screens

Creating a new project

17 screens

Editing a project

11 screens

Moving a project between boards

12 screens

Viewing a project profile

20 screens

Creating a project track

12 screens

Closing a project

4 screens

Deleting a project

4 screens

Assigning project owner

5 screens

Adding tags to projects

4 screens

Saving filters as list for projects

3 screens

Analyzing reports and goals

44 screens

Creating a goal

11 screens

7 screens

Sharing feedback on goals

Sharing feedback

3 screens

Configuring workflow automations

Creating workflow

53 screens

Configuring preferences and integrations

11 screens

Updating password and security

Securing account

6 screens

Configuring mail drop box

10 screens

Configuring mailbox connections

Connecting to integration

6 screens

Connecting calendar and feeds

Connecting to integration

13 screens

Configuring Google settings

10 screens

Configuring click-to-call

4 screens

Organizing API authentication tokens

10 screens

Editing API token

7 screens

Updating payment card

Setting up payment method

9 screens

Organizing users and inviting members

Inviting teammates

19 screens

4 screens

Organizing teams

12 screens

Adding members to a team

9 screens

Configuring integrations

Connecting to integration

4 screens

Configuring account settings

10 screens

Organizing email templates

17 screens

Organizing sales pipelines

8 screens

Editing a sales pipeline

4 screens

Adding milestone to pipeline

4 screens

Organizing lost reasons

7 screens

Organizing project boards

9 screens

Editing a project board

7 screens

Organizing opportunity and project tracks

10 screens

Creating an opportunity track

5 screens

Organizing task categories

5 screens

Creating a task category

3 screens

Organizing tags and datatags

7 screens

Organizing activity types

4 screens

Creating an activity type

3 screens

Organizing custom titles

4 screens

Customizing appearance

9 screens

Restoring deleted records (trash)

10 screens

Configuring contact enrichment

6 screens

Organizing referral program

3 screens

Logging in with credentials

8 screens

Resetting password

Resetting password

11 screens

Monitoring dashboard and recent activities

23 screens

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