Capsule CRM is the simple, powerful solution to help you manage customer relationships, sales pipelines, and business growth—all in one place.
Designed for small to mid-sized teams, Capsule makes it easy to organise contacts, track conversations, automate tasks, and close more deals—without the complexity of traditional CRM tools. Start building stronger connections and growing your business with ease.
Zero onboarding fees
Unlike other CRMs it costs nothing to set up and implement Capsule. What you see is what you get
Workflows that just work
As soon as you sign up, you can start using Capsule immediately. Import your data in lots of different ways and start growing your business.
Rapid implementation, rapid time to value
Create bespoke workflows, email templates and automations for the tedious tasks you’re bogged down with.
Your Capsule, your way
With over 60 native integrations, the ability to label and tag data the way you need, and customizable automations, Capsule is yours to do with as you please.
Contact Management - Build powerful customer relationships
Every client interaction is available in a single view, helping your team understand client status, plan engagements, and deliver top customer experiences.
Save your sales and marketing teams having to sift through emails or manage data via spreadsheets. With Capsule, you have a home to manage all your contacts and their key information. You'll even be able to see the whole history of your customer interactions - including email, calls, files, notes and more.
Sales Pipeline Management - Close more deals, faster
Keep track of every sales opportunity and set the value and milestone to keep track and gather reports on your business deals.
Manage all your open sales opportunities on one page and see how your business is doing, so you can easily lay down your sales plan.
Track sales as they progress through your sales process and easily manage opportunities with our drag and drop interface
Tasks & Calendar - Your to-do list, controlled.
Everything you need to get things get done,
Start and end your working day knowing what tasks you’ve got to tackle. Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who's doing what and share tasks.
Know what works to seal the deal? Set up a series of tasks each becoming active one after the other to make sure that you and your team always follow the same winning process.
Project Management - Deliver more, on time, within scope
Selling your product or service is just the first step; the next crucial phase is delivering on your promises. With Capsule's integrated CRM for project management, you can effortlessly handle both aspects without leaving the platform. Our innovative solution streamlines your sales and service operations, all within a single system, thanks to our built-in project management tool.
Your tools. Your way- Integrations
Capsule's powerful integrations work seamlessly with your existing tech. We also support Zapier, Make, and others, so you can create bespoke integrations, just for your niche use case.
