{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/capsulecrm-com","markdownUrl":"https://nowen.ai/agents/capsulecrm-com.md","jsonUrl":"https://nowen.ai/agents/capsulecrm-com.json","name":"Capsule CRM","nickname":"Capsule","legalName":"Zestia Limited","website":"https://capsulecrm.com","location":"Manchester, United Kingdom","address":{"city":"Manchester","country":"United Kingdom"},"industry":"CRM","deliveryModel":"software","marketCategories":{"primary":{"name":"CRM Software","url":"https://nowen.ai/category/crm-software"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T10:51:34.885Z","summary":"Capsule helps businesses manage customer relationships and sales activities through accessible, integrated CRM software.","description":"Capsule is a software company that helps businesses stay organized, understand their customers, build strong relationships, and make the most of sales opportunities. Its platform brings customer information, sales activity, tasks, and related workflows together, with integrations and support for teams at different stages of growth.","mission":"We make CRM simple.","directory":{"industryName":"CRM","agentCount":40,"indexable":true,"hubUrl":"https://nowen.ai/industry/crm"},"categoryDirectory":{"name":"CRM Software","agentCount":88,"indexable":true,"url":"https://nowen.ai/category/crm-software"},"aiReaderFamilies":["Perplexity"],"boonFrontDoor":{"url":"https://boon.ai/agents/capsulecrm-com","label":"Apply to Capsule CRM's partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"Capsule CRM","anchor":"product-capsule-crm","type":"Platform","url":"https://capsulecrm.com/","summary":"Organize customer relationships, advance sales, coordinate projects, and manage marketing communications with connected CRM and marketing tools.","description":"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.","pricing":{},"features":[{"name":"Contact management","value":"Keep Contact Details Together","valueDescription":"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."},{"name":"Sales pipeline management","value":"Move Sales Opportunities Forward","valueDescription":"See where opportunities stand, identify deals that need attention, and follow their progress through the sales process."},{"name":"Workflow automation","value":"Automate Repetitive Work","valueDescription":"Set up workflows to handle routine administration, reminders, follow-ups, and repeatable project or sales steps, leaving teams with fewer manual tasks."},{"name":"Capsule marketing integration","value":"Sync CRM And Marketing Data","valueDescription":"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."},{"name":"Email campaign creation","value":"Create And Send Marketing Emails","valueDescription":"Build email campaigns with a drag-and-drop editor, adding buttons, images, and other content elements to prepare communications for customers."},{"name":"Marketing automation","value":"Automate Campaigns And Communication Sequences","valueDescription":"Set up triggers and automated sequences using emails, conditions, actions, and webhooks. Conditional paths can direct sequence steps, and Capsule events can trigger communications."},{"name":"Email management","value":"Keep Emails With Contact Records","valueDescription":"Bring email conversations into the CRM alongside relevant contact information, helping users review communication history in context."},{"name":"Business tool integrations","value":"Connect Your Business Tools","valueDescription":"Link Capsule with other applications used by a business, including tools such as Google, Microsoft, Slack, and Zapier, to support connected workflows."},{"name":"Mobile CRM access","value":"Manage CRM Work On The Go","valueDescription":"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."},{"name":"Project management","value":"Track Projects From Start To Finish","valueDescription":"Organize project work, assign tasks, and track progress after a deal is won, helping teams keep delivery activities visible."},{"name":"Sales reporting and analytics","value":"Understand Sales Performance","valueDescription":"Use sales reports and visual data to review results, spot trends, and understand which opportunities and activities need attention."},{"name":"Task and calendar management","value":"Organize Tasks And Deadlines","valueDescription":"Keep tasks, reminders, meetings, and upcoming deadlines visible in one place, with calendar integrations for services such as Google and Outlook."},{"name":"Audience segmentation","value":"Build Segments From Capsule Data","valueDescription":"Use Capsule lists and organization tags to organize audiences in Transpond, and copy and edit lists to create additional segments."},{"name":"Social campaign scheduling","value":"Schedule Posts Across Social Platforms","valueDescription":"Prepare posts ahead of time and set when they should be published on LinkedIn, X, or Instagram, supporting a regular social media presence."},{"name":"Customer conversations","value":"Coordinate Customer Replies In One Inbox","valueDescription":"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."},{"name":"AI activity summaries","value":"Review Activity Quickly","valueDescription":"Use summaries to review the recent history of a contact, opportunity, or project without searching through each activity."},{"name":"CRM customization","value":"Tailor Capsule To Your Workflow","valueDescription":"Shape records, sales processes, tasks, and the product's appearance around the information and workflows a business needs to manage."},{"name":"User permissions and security","value":"Control Access To CRM Records","valueDescription":"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."},{"name":"Accounting integrations","value":"Connect Customer And Invoice Records","valueDescription":"Link CRM records with accounting information to view relevant invoices and customer financial details alongside relationship and sales information."},{"name":"Marketing campaign analytics","value":"Review Campaign Engagement And Performance","valueDescription":"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."},{"name":"AI marketing content generation","value":"Generate And Edit Marketing Copy","valueDescription":"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."},{"name":"Email deliverability tools","value":"Check And Clean Email Campaigns","valueDescription":"Filter out bad email addresses, avoid known spamtrap addresses, and test email content and infrastructure before sending."},{"name":"SMS messaging","value":"Send Automated Customer Text Messages","valueDescription":"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."},{"name":"AI contact enrichment","value":"Enrich Contact Records","valueDescription":"Add useful context to contact records so teams have more information available when managing relationships."},{"name":"AI tool connectivity","value":"Access CRM Data In Chat","valueDescription":"Connect CRM information with supported AI tools to ask about records and, in ChatGPT, update Capsule without leaving the chat."},{"name":"Team collaboration","value":"Coordinate Work Across The Team","valueDescription":"Use comments, notifications, and assignments to make team responsibilities and updates visible within shared CRM work."},{"name":"Contact data import","value":"Bring Existing Contact Data Into Capsule","valueDescription":"Move existing contact information from a spreadsheet or another CRM into Capsule to begin managing it in the platform."},{"name":"Brand asset analysis","value":"Apply Website Brand Assets To Emails","valueDescription":"Use a website URL to identify brand colors, logos, fonts, and imagery for use in email communications."},{"name":"AI email drafting","value":"Draft Emails Faster","valueDescription":"Use AI to create an editable first draft, helping users prepare email messages with less manual writing."},{"name":"AI meeting preparation","value":"Prepare For Meetings","valueDescription":"Bring relevant CRM context together in a brief to help users prepare for upcoming conversations."},{"name":"AI sales pipeline generation","value":"Generate Sales Pipelines","valueDescription":"Create a sales pipeline based on business and sales-process information."},{"name":"Web forms","value":"Collect Signups Through Website Forms","valueDescription":"Use Transpond website forms to collect signups as part of marketing activity."}],"marketCategories":[{"name":"CRM Software","url":"https://nowen.ai/category/crm-software"}]}],"audiences":[],"segments":[{"name":"Customer relationship management","description":"Centralize customer records, opportunity tracking, sales automation, contact management, and reporting for small businesses.","size":13.7,"cagr":15,"color":1,"productNames":["Capsule CRM"],"methodology":"Estimated small-business CRM market at approximately USD 13.7 billion by applying an assumed 20% small-business share to the reported USD 68.5 billion 2025 SaaS CRM market. The 15% CAGR estimate uses the reported SME SaaS CRM growth rate as a proxy; the sources do not separately quantify small businesses or the exact functionality described.","citations":[{"url":"https://www.precedenceresearch.com/saas-customer-relationship-management-market","text":"The global SaaS customer relationship management (CRM) market size accounted for USD 68.50 billion in 2025."},{"url":"https://www.precedenceresearch.com/saas-customer-relationship-management-market","text":"The small & medium enterprises (SMEs) segment is expected to grow at the fastest CAGR of 15% between 2026 and 2035."}]},{"name":"Sales pipeline management","description":"Tracks sales opportunities through customizable stages, automates sales workflows, and provides reporting on pipeline performance, conversions, and forecasts.","size":4.5,"cagr":12,"color":2,"productNames":["Capsule CRM"],"methodology":"The search results describe sales pipeline management features but provide no market-size or CAGR figures. Estimated at $4.5 billion globally by treating pipeline management as a subset of sales force automation and CRM software; the 12% CAGR is an internal estimate reflecting continued adoption of cloud CRM, workflow automation, and AI-enabled sales tools. These are directional estimates, not figures directly reported in the results.","citations":[]},{"name":"Project management","description":"Plan and coordinate projects using task tracking, boards, timelines, Gantt charts, progress dashboards, and automated status updates.","size":7.53,"cagr":13.3,"color":3,"productNames":["Capsule CRM"],"methodology":"Estimated the segment as project management software and tools, rather than the broader project-management labor or services market. Credence Research reports a global market size of USD 7.53 billion in 2024 and a 13.3% CAGR through 2032. Estimates vary by source and market definition.","citations":[{"url":"https://www.credenceresearch.com/report/project-management-software-market","text":"Project Management Software market size was valued at USD 7,532.90 million in 2024 and is projected to reach USD 20,455.09 million by 2032."},{"url":"https://www.credenceresearch.com/report/project-management-software-market","text":"CAGR (2024–2032) 13.3%"}]},{"name":"Marketing automation","description":"Automate and personalize email and SMS campaigns, targeted promotions, automated follow-ups, audience network advertising, and campaign analytics to retain and engage customers.","size":6.6,"cagr":13.3,"color":4,"productNames":["Capsule CRM"],"methodology":"The search results provide no explicit market-size or CAGR figures for marketing automation. Using internal market knowledge, the estimate is approximately $6.6 billion globally, with growth potential around 13.3% CAGR. This estimate reflects software and services for automating campaigns, personalization, and related analytics; the broader advertising and marketing spend is excluded.","citations":[]}],"faq":[],"comparisons":[],"sources":[{"url":"https://capsulecrm.com","text":"Capsule CRM"},{"url":"https://capsulecrm.com/","text":"Capsule CRM"},{"url":"https://www.precedenceresearch.com/saas-customer-relationship-management-market","text":"The global SaaS customer relationship management (CRM) market size accounted for USD 68.50 billion in 2025."},{"url":"https://www.credenceresearch.com/report/project-management-software-market","text":"Project Management Software market size was valued at USD 7,532.90 million in 2024 and is projected to reach USD 20,455.09 million by 2032."}]}