Capsule CRM
What is Capsule CRM?
Capsule CRM is a customer relationship management platform built for small and mid sized businesses that want an easier way to manage contacts, sales opportunities, and projects. It provides a centralized contact database with notes, emails, and activity history, along with drag and drop sales pipelines, task and activity tracking, kanban style project boards, and reporting dashboards. Users can create multiple pipelines for different sales processes and set up workflow automations to reduce manual admin work.
The platform integrates with Gmail, Outlook, Microsoft 365, Google Workspace, Xero, QuickBooks, Mailchimp, and over 1,000 other apps through Zapier and its own API. Capsule also offers AI features such as contact and business enrichment, meeting prep summaries, and an AI pipeline generator. It is available as a web app with iOS and Android mobile apps, and offers a free plan alongside paid tiers with a 14 day trial.
Key Features of Capsule CRM
Here are the powerful features that make Capsule CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Centralized contact management with notes, emails, and activity history
- Drag and drop sales pipelines with custom stages and multiple pipeline support
- Kanban style project boards for managing client delivery
- Task management with repeating tasks and automated task sequences (Tracks)
- Workflow automations for sales, project, and marketing processes
- Advanced sales reporting and customizable reporting dashboards
- AI features including contact enrichment, business enrichment, AI summaries, and meeting prep
- Email templates and shared mailbox integration with Gmail and Outlook
- Custom fields, tags, milestones, and branding
- 1,000+ integrations via Zapier plus a public API and native integrations with Xero, QuickBooks, and Mailchimp
Capsule CRM Pricing
Here are the pricing plans for Capsule CRM. Choose the plan that best fits your requirements and budget.
Growth
$36/user/month
Billed annually; 60,000 contacts; multiple pipelines and project boards; 14-day free trial
Advanced
$54/user/month
Billed annually; 120,000 contacts; 50 project boards; 50 sales pipelines; 14-day free trial
Capsule CRM Specifications
Get a closer look at the technical specifications and system requirements for Capsule CRM. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- ios
- android
- freelancers
- startups
- smes
- agencies
- live support
- tickets
Capsule CRM Videos
Capsule CRM Screenshots
Alternatives of Capsule CRM
AlternativesExplore alternative software options that can fulfill similar requirements as Capsule CRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
CRM built into Google Workspace for managing pipelines, contacts, and customer relationships
Sales CRM with built-in phone, email, AI-powered lead scoring, and pipeline management
Capsule CRM Comparisons
Compare Capsule CRM with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Capsule CRM Reviews
Here's our unbiased review of Capsule CRM. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.