Capsule CRM

Free 14-day trial
Pay as you go service. Cancel any time.
Easy to get started and use day to day.
Over 50 integrations with other apps.
Capsule provides a solution where the whole tam can get an overview of what's going on with your sales and customers in one place.

Every interaction is recorded. No important details slip through the cracks.
All of your contacts in one central hub - from customers and prospects right down to suppliers.
Organize your contacts to quickly find what you're looking for.
Minimize data entry by connecting your favorite integrations.

No more guessing games. Know what's going on with every sales opportunity - the value, where it is in the pipeline and what needs to be done next.
The visual pipeline makes it easy to see what's going on at a glance.
Using Multiple Sales Pipelines makes it easy to manage different products, services and save different markets as you can customize your pipeline stages accordingly.

Create email templates to cut down on response times.
Give customers and prospects a consistently exceptional experience. Using templates helps your team stay on brand and send error-free emails.
Stay focused and send emails from Capsule - no more switching between tabs.
Merge fields help you quickly personalize emails.

Monitor every aspect of your sales cycle and better understand your business to help you make more informed decisions.
Answer those burning questions you have about your sales. Am I generating enough leads? Which sales activities are leading to conversions? Why am I losing out on sales?
Know your business inside and out with our pipeline reports such as Pipeline Forecast, Pipeline by Owner, Pipeline by Team, Pipeline Growth.

All your to-do's in one place with powerful task management.
Makes sense of your to-do list with features that help you prioritize your tasks, plan your time and meet deadlines.
Know what you need to do each day when you opt-in to receive task reminder emails at the start of each day.

Support - If you have any questions whatsoever, Capsule's customer service team is super helpful and friendly, all with the goal of helping customers be as successful as possible.
Security - Features such as two-factor authentication, Google and Microsoft 365 SSO, and the ability to assign user roles and restrict access to records all help you to keep your account secure.
Connectivity - Access Capsule anywhere with your iOS and Android apps.
Customization - Make Capsule your own by customizing fields, tags, activity types, milestones and more.

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