Relationship Management
Capsule keeps every interaction tied to the right contact. Emails, notes, files and call history are shared so your team gets the full context of a business relationship.
Capsule CRM Software Features
Explore what Capsule CRM offers — from day-to-day workflows to advanced capabilities.
Sales Tracking and Deal Visibility
The visual pipeline makes it clear where each deal stands. You can drive opportunities through stages, see deal value and forecast revenue . The feature makes Capsule one of the best CRM software for sales-driven teams.
Post-Sale Project Handling
You can assign the tasks, monitor the progress and collaborate within the system. It’s particularly convenient for service-oriented businesses.
Automated Workflow Control
Workflow automation reduces manual work. Capsule automatically sets follow-ups, assigns people tasks and updates records to keep you on track as your pipeline builds up.
AI-Assisted Email Writing
Draft follow-ups or client messages in seconds with the AI content assistant.
What Is Capsule CRM ?
Capsule CRM is a cloud-based CRM software that helps businesses of all sizes, from small startups to large enterprises, discipline their information. Instead of scattered spreadsheets and inboxes, Capsule centralizes contacts, emails, notes, and tasks in one secure location.
Capsule allows you to monitor the entire customer journey, from initial contact through closed deal and follow-on service. CRM is designed to manage customer relationship management, or keep track of all the ways a business interacts with its leads and clients.
Capsule CRM system allows you to:
- Capture and organize leads
- Track communication with customers
- Assign tasks across your team
- Easily manage your sales pipeline from lead to close
- Be able to respond back to a customer’s original message without losing context
In doing so, Capsule serves as a user-friendly CRM software for small business teams who want structure but don’t have time to train.
Capsule CRM Pricing
Capsule CRM pricing comes with four plans:
- Starter: $21/user/month
- Growth: $38 a user a month
- Advanced: $60 per user, per month
- Ultimate: $75 per user/month
Capsule also does a 14-day free trial, so you can try your hand at its features. If you require flexibility, you can ask for a customized Capsule CRM pricing tailored to your team size and needs.
Users
Capsule CRM suits a range of industries such as:
- Professional services
- Hospitality businesses
- Nonprofit organizations
- Real estate agencies
- Legal firms
- IT and technology companies
This CRM management software is best suited for teams who handles long-term client relationships as it keeps history, tasks and deals all tied together.
Integrations
Capsule integrates with more than 80 third-party applications. Popular integrations include:
- Xero
- QuickBooks
- FreshBooks
- Mailchimp
- Make
- Gravity Forms
- Plecto
The solution also connects with applications like DocuSign, Zapier, Slack, Gmail and Office 365.
How Does Capsule CRM Work?
The navigation in Capsule is very simple, based on icons, and designed to keep focus on your daily work:
- Home dashboard for tasks and new contacts
- Contacts directory for people and companies browsing
- Calendar and Tasks section for scheduling
- Opportunities view of the sales pipeline
- Projects section for post-sale work
- Reports dashboard for performance insights
- Process consistency with workflow automation tools
No technical knowledge is necessary when using Capsule CRM. The interface is simple, allowing users to work productively.
Choose Capsule Software For Better sales pipeline visibility
Capsule CRM offers review-approved reliability and values transparency, efficiency and precision. This solution is ideal for teams who want to close sales, manage leads and deliver work without using different tools.Capsule CRM system is for you if simplicity of use is more important to you than advanced analytics.
Contact and account management
Included
Opportunity and deal tracking
Included
Sales forecasting tools
Included
Communication history logging
Included
Email integration
Included
Customer segmentation
Included
Visual deal pipeline
Included
Mobile CRM access
Included
Reporting dashboards
Included
Workflow automation
Included
Pros
3- Strong deal pipeline management
- Clean and intuitive interface
- Simple data import and customization
Cons
3- Email handling needs improvement
- Tags require structured organization
- Dropbox integration needs careful setup
Capsule CRM Reviews
Reliable CRM for Small Teams
Pros
Easy to learn, cost-effective for small businesses, customizable workflows, and strong balance between simplicity and functionality.
Cons
Advanced reporting and integrations may not meet the needs of larger or more complex organizations.
Effective CRM for Business Growth
Pros
Affordable to start, quick to implement, strong feature set, helpful sales pipeline visualization, useful project boards, and very responsive customer support
Cons
Customization and integrations may become limiting as business needs grow significantly.
Ideal CRM for Smaller Businesses
Pros
Long-term reliability, highly user-friendly, powerful customization options, and evolves well with changing business needs.
Cons
No native ActiveCampaign integration, limited client collaboration on projects, and contact activity history can be hard to search or filter.
FAQs
It is used by consultants, creative agencies, law firms construction companies and accounting departments.
Capsule CRM does offer an API for custom integrations and more advanced workflows.
It offers :Starter ($21 per user per month), Growth ($38 per user per month), Advanced ($60 per user per month) and Ultimate plans ($75). Custom pricing is available.
Capsule supports English, Spanish, French, Brazilian and Portuguese.
It integrates with Mailchimp, Xero, QuickBooks, Gmail, Office 365 and Transpond and Zapier .
The trial period begins when you sign up and provides access to the chosen plan features for 14 days.