Capsule CRM: Customer Relationship Management Software
Capsule CRM helps small business owners and freelancers manage customer data and track sales opportunities. It is designed for teams that need to centralize client communication and task management.
At a glance
- Category
- Sales
- Best for
- Small business owners, Freelancers, Startups, Consultants, Accountants
- Pricing
- Capsule CRM uses a freemium model with a free plan for up to 2 users. Paid tiers include Starter, Growth, Advanced, and Ultimate. A 14-day free trial is available for paid plans without requiring payment details.
- Key use cases
- Sales Pipeline Management, Professional Service Coordination, Project Delivery, Client Communication History
- Integrations
- QuickBooks, Xero, Zapier, Microsoft 365, Mailchimp
- Official website
- capsulecrm.com
Capsule CRM is a customer relationship management tool designed to centralize contact details, sales pipelines, and project tracking. It is intended for users who need a balance between functionality and ease of use.
The software supports small businesses, startups, freelancers, and professional service providers such as accountants and consultants. It helps these users organize schedules, track sales progress, and maintain a history of customer interactions in one location.
Key capabilities include sales pipeline visualization, automated workflows, and project management. The tool includes AI-assisted features and a mobile app for browser-based and on-the-go access to client data.
Buyers should confirm which plan fits their team size, as the free version is limited to two users and certain security features, such as fine-tuned permissions, are available on the Growth plan and above.
Key Features
Centralizes customer and supplier details, including interaction history and notes.
Provides a visual way to track sales opportunities, forecast revenue, and manage deals.
Supports managing project delivery and deadlines within the same platform as sales.
Includes a scheduling system that syncs with Google and Microsoft Outlook calendars.
Supports the creation of workflows to help reduce manual repetitive tasks.
Includes AI-powered features designed to assist with daily administrative work.
Provides data insights to help users identify business performance.
Use Cases
Tracking leads and opportunities to help nurture and close more sales.
Helping accountants, lawyers, and consultants keep client notes and tasks organized.
Using project management features to track deadlines and client requirements.
Centralizing conversations to help the team maintain a record of customer interactions.
Best For
Integrations
Pricing
Capsule CRM uses a freemium model with a free plan for up to 2 users. Paid tiers include Starter, Growth, Advanced, and Ultimate. A 14-day free trial is available for paid plans without requiring payment details.
FAQ
It is designed for small businesses, startups, freelancers, and consultants who need to manage customers without complex features.
Yes, there is a free plan available for up to 2 users.
It supports over 100 integrations, including tools like Gmail, Outlook, QuickBooks, Xero, and Zapier.
Capsule CRM provides a 14-day free trial for all paid plans (Starter, Growth, Advanced, and Ultimate) without requiring payment details.
Source category: Sales
Source subcategory: CRM
