An Online CRM For Small Businesses
A CRM tool to help take control of relationship management and admin.
What is Capsule CRM?
Capsule was launched following the founders' frustration with existing CRM services that were either overly simplistic or far too complex for most businesses.
Capsule is built to deliver these values, and it is used by businesses of all sizes all over the world.
Key Features
Sales Pipeline Tool
Capsule allows users to create multiple pipelines to reflect different sales processes for products and services offering.
Tasks and Calendar
Capsule allows users to create tasks for appointments, meetings, phone calls, submission deadlines, and more.
Sales Reporting
Capsule allows users to monitor sales cycles and understand the business to make informed decisions.
Marketing Automation
Capsule allows users to create triggers and sequences for communications to manage interactions.
Contact Importing
Capsule allows users to sync contacts by importing them from a spreadsheet, CSV, and more.
Email Templates
Capsule allows users to format email templates with the rich-text editor to ensure emails are consistent with the company's brand and tone.
Roles Permissions
Capsule allows users to assign one of three different roles to ensure that users only have access to certain records.
App Connectivity
Capsule allows users to integrate multiple tools like Microsoft 365, Google Workspace, Xero, FreshBooks, Mailchimp, Wufoo, and more.
CRM Customisation
Capsule allows users to customise fields, milestones in sales pipelines, and color schemes to add branding.
Capsule CRM for Your
Business Operations
Powerful Customer Relationships
Capsule provides users with every client interaction available in a single view, to help the team understand client status, plan engagements, and deliver top customer experiences.
Controlled To-Do Lists
Capsule provides users with task ToDos at the start and end of the working day. Capsule CRM allows users to manually or automatically delegate tasks if there’s too much on.
Faster Deal Closing
Capsule allows users to control the sales pipeline, improve forecast accuracy, and understand deal status in one dashboard.
Seamless Integration
Capsule assists users with seamless app integrations to work with existing tech and fit niche use cases.
Game-changing Insights
Capsule helps users detect deals close to closure, consult customers who need support, and project pipeline to analyze business growth.
Make CRM Effortless, Focus on Relationships
Use any feature, connect any integrations, and add as many users as you see fit.
