{"best_for":["Small business owners","Freelancers","Startups","Consultants","Accountants"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/capsule-crm","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/capsule-crm.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-009.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: Capsule CRM (https://aitoolsforbusiness.ai/capsule-crm)"},"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."],"freshness_status":"fresh","name":"Capsule CRM","pricing_note":"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.","pricing_url":null,"primary_category":"Sales","profile_last_verified":"2026-06-03T23:59:01.176Z","secondary_categories":[],"short_description":"Capsule CRM is a customer relationship management platform that helps small businesses organize contact information, sales pipelines, and projects.","slug":"capsule-crm","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/capsule-crm","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."],"website_url":"https://capsulecrm.com/"}