AI TOOL PROFILE
Capsule CRM: Customer Relationship Management Software
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.
At a glance
- Best for
- Small business owners, Freelancers, Startups, Consultants, Accountants
- Key use cases
- Sales Pipeline Management, Professional Service Coordination, Project Delivery, Client Communication History
- Integrations
- QuickBooks, Xero, Zapier, Microsoft 365, Mailchimp
- Official website
- Visit Capsule CRM official website
How AI is used
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
Contact Management
Centralizes customer and supplier details, including interaction history and notes.
Sales Pipeline
Provides a visual way to track sales opportunities, forecast revenue, and manage deals.
Project Tracking
Supports managing project delivery and deadlines within the same platform as sales.
Tasks and Calendar
Includes a scheduling system that syncs with Google and Microsoft Outlook calendars.
Automations
Supports the creation of workflows to help reduce manual repetitive tasks.
Capsule AI
Includes AI-powered features designed to assist with daily administrative work.
Reports
Provides data insights to help users identify business performance.
Use Cases
Sales Pipeline Management
Tracking leads and opportunities to help nurture and close more sales.
Professional Service Coordination
Helping accountants, lawyers, and consultants keep client notes and tasks organized.
Project Delivery
Using project management features to track deadlines and client requirements.
Client Communication History
Centralizing conversations to help the team maintain a record of customer interactions.
Integrations
- QuickBooks
- Xero
- Zapier
- Microsoft 365
- Mailchimp
- Gmail
- Outlook
- Google Workspace
- Slack
- FreshBooks
- Sage Accounting
FAQ
Who can benefit from Capsule CRM?
- It is designed for small businesses, startups, freelancers, and consultants who need to manage customers without complex features.
Does Capsule CRM have a free version?
- Yes, there is a free plan available for up to 2 users.
What integrations does Capsule CRM support?
- It supports over 100 integrations, including tools like Gmail, Outlook, QuickBooks, Xero, and Zapier.
Can I try the paid plans before buying?
- 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
More tools in Sales
Other published listings in the Sales category.
More tools in the CRM software type
Related listings that share the same software type for comparison and shortlisting.
