Overview
Capsule CRM offers a simple but powerful platform for small businesses to manage customer relationships and organize sales workflows. While its built-in analytics options can feel limited compared to enterprise-level systems, its intuitive interface and strong integration capabilities make it a compelling choice for growing teams.
Capsule CRM Specifications
Contact Management
Opportunity Management
Sales Forecasting
Customer Communication Tracking
What Is Capsule CRM?
Capsule CRM is a cloud-based platform designed for small to medium-sized businesses, startups, and freelancers who need an easy-to-use tool to manage customer relationships. The software helps solve the problem of disorganized client data by centralizing all contacts, emails, and notes in one place. Capsule CRM features a visual sales pipeline to track deals and an integrated project management module to handle tasks after a sale is won, helping businesses manage the entire client lifecycle more efficiently.
Capsule CRM Pricing
The Capsule CRM cost is broken down into several plans, including:
- Starter: $21/user/month
- Growth: $38/user/month
- Advanced: $60/user/month
- Ultimate: $75/user/month
Disclaimer: The pricing is subject to change.
Capsule CRM Integrations
The software supports integration with multiple systems and platforms, such as:
Who Is Capsule CRM For?
Capsule CRM software is ideal for a wide range of industries and sectors, including:
- Professional services
- Hotels and hospitality
- Nonprofits
- Real Estate
- Legal
- IT and technology
Is Capsule CRM Right For You?
Capsule CRM is an excellent fit for small and medium-sized businesses that prioritize ease of use and need a system to manage the entire client journey. The features include its integrated project management board, which allows teams to transition smoothly from winning a deal to delivering the work. Capsule CRM software offers a reliable way to stay organized and build stronger customer relationships.
Still unsure about Capsule CRM? Contact our customer support staff at (661) 384-7070 for further guidance.
Capsule CRM Features
This feature centralizes all client information, including communication history, emails, and documents, into a single 360-degree view. It helps teams understand the full context of every relationship, enabling more personalized engagement and ensuring no important details are lost.
Capsule CRM features provide a visual, drag-and-drop Kanban board to track sales opportunities through customizable stages. Users can monitor deal values, forecast revenue, and get a clear overview of sales progress, helping to keep the entire process organized and efficient.
This allows teams to convert won sales opportunities directly into manageable projects. It's ideal for service-based businesses, enabling them to track post-sale delivery, assign tasks, and collaborate on client work within the same platform where the relationship is managed.
Users can automate repetitive administrative tasks, such as creating follow-up activities when a deal moves to a new stage or assigning new leads to team members. This saves valuable time, ensures process consistency, and frees your team to focus on building relationships.
This feature helps generate quick and relevant emails such as follow ups after client meetings using AI. It reduces writer’s block by creating content based on the given topic and tone. The output can be easily reviewed, edited, and refined for final use.
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