Capsule CRM

Organize customer relationships, advance sales, coordinate projects, and manage marketing communications with connected CRM and marketing tools.

Centralize customer records, opportunity tracking, sales automation, contact management, and reporting for small businesses.

Products: Capsule CRM

Tracks sales opportunities through customizable stages, automates sales workflows, and provides reporting on pipeline performance, conversions, and forecasts.

Products: Capsule CRM

Plan and coordinate projects using task tracking, boards, timelines, Gantt charts, progress dashboards, and automated status updates.

Products: Capsule CRM

Automate and personalize email and SMS campaigns, targeted promotions, automated follow-ups, audience network advertising, and campaign analytics to retain and engage customers.

Products: Capsule CRM

Capsule CRM

Capsule CRM brings contacts, communications, sales opportunities, tasks, and projects together. Businesses can customize fields, pipelines, and workflows; automate recurring work; and review sales activity and performance through reports. Mobile apps provide access on the go, including offline syncing, and integrations connect Capsule with more than 100 business tools. AI capabilities support contact enrichment, email drafting, meeting preparation, and summaries. Transpond, Capsule CRM’s marketing add-on, provides email and social campaigns, marketing automation, SMS messaging, and customer conversations. Its integration with Capsule syncs contacts, tags, lists, custom fields, and marketing activity, enabling audience segmentation and campaign engagement reviews alongside contact records. Capsule offers a free plan and paid plans for growing teams.

Category: CRM Software

• Keep Contact Details Together
  Give teams a central view of customer, supplier, and partner information, including communications and notes, so they can refer to relevant context when managing relationships.
• Move Sales Opportunities Forward
  See where opportunities stand, identify deals that need attention, and follow their progress through the sales process.
• Automate Repetitive Work
  Set up workflows to handle routine administration, reminders, follow-ups, and repeatable project or sales steps, leaving teams with fewer manual tasks.
• Sync CRM And Marketing Data
  Connect Capsule and Transpond contact data, including tags, lists, and custom fields. Updates can sync between the platforms, and custom fields can personalize marketing communications.
• Create And Send Marketing Emails
  Build email campaigns with a drag-and-drop editor, adding buttons, images, and other content elements to prepare communications for customers.
• Automate Campaigns And Communication Sequences
  Set up triggers and automated sequences using emails, conditions, actions, and webhooks. Conditional paths can direct sequence steps, and Capsule events can trigger communications.
• Keep Emails With Contact Records
  Bring email conversations into the CRM alongside relevant contact information, helping users review communication history in context.
• Connect Your Business Tools
  Link Capsule with other applications used by a business, including tools such as Google, Microsoft, Slack, and Zapier, to support connected workflows.
• Manage CRM Work On The Go
  Access customer and sales information away from a desk. Offline changes sync when the user reconnects, and calls can be logged automatically as CRM activities.
• Track Projects From Start To Finish
  Organize project work, assign tasks, and track progress after a deal is won, helping teams keep delivery activities visible.
• Understand Sales Performance
  Use sales reports and visual data to review results, spot trends, and understand which opportunities and activities need attention.
• Organize Tasks And Deadlines
  Keep tasks, reminders, meetings, and upcoming deadlines visible in one place, with calendar integrations for services such as Google and Outlook.
• Build Segments From Capsule Data
  Use Capsule lists and organization tags to organize audiences in Transpond, and copy and edit lists to create additional segments.
• Schedule Posts Across Social Platforms
  Prepare posts ahead of time and set when they should be published on LinkedIn, X, or Instagram, supporting a regular social media presence.
• Coordinate Customer Replies In One Inbox
  Give the team a shared view of customer emails to coordinate replies, while syncing related tags, notes, and conversations with Capsule CRM. An AI assistant can respond to routine customer questions using information about the company, its services, or products.
• Review Activity Quickly
  Use summaries to review the recent history of a contact, opportunity, or project without searching through each activity.
• Tailor Capsule To Your Workflow
  Shape records, sales processes, tasks, and the product's appearance around the information and workflows a business needs to manage.
• Control Access To CRM Records
  Assign roles and permissions to determine which records users can access, and use supported security options such as two-factor authentication and single sign-on.
• Connect Customer And Invoice Records
  Link CRM records with accounting information to view relevant invoices and customer financial details alongside relationship and sales information.
• Review Campaign Engagement And Performance
  Inspect campaign activity for individual contacts and performance across Capsule tags. Review recent communications and contact interactions, as well as available social metrics such as impressions and clicks.
• Generate And Edit Marketing Copy
  Provide ideas or instructions for email or social content and use AI-generated copy as a draft that can be edited before publishing or sending.
• Check And Clean Email Campaigns
  Filter out bad email addresses, avoid known spamtrap addresses, and test email content and infrastructure before sending.
• Send Automated Customer Text Messages
  Create SMS automations linked to Capsule contact data for customer communications such as renewal reminders. Transpond provides compliance features including opt-out links and permitted send times.
• Enrich Contact Records
  Add useful context to contact records so teams have more information available when managing relationships.
• Access CRM Data In Chat
  Connect CRM information with supported AI tools to ask about records and, in ChatGPT, update Capsule without leaving the chat.
• Coordinate Work Across The Team
  Use comments, notifications, and assignments to make team responsibilities and updates visible within shared CRM work.
• Bring Existing Contact Data Into Capsule
  Move existing contact information from a spreadsheet or another CRM into Capsule to begin managing it in the platform.
• Apply Website Brand Assets To Emails
  Use a website URL to identify brand colors, logos, fonts, and imagery for use in email communications.
• Draft Emails Faster
  Use AI to create an editable first draft, helping users prepare email messages with less manual writing.
• Prepare For Meetings
  Bring relevant CRM context together in a brief to help users prepare for upcoming conversations.
• Generate Sales Pipelines
  Create a sales pipeline based on business and sales-process information.
• Collect Signups Through Website Forms
  Use Transpond website forms to collect signups as part of marketing activity.