Capsule CRM
Simple yet powerful CRM for managing contacts, sales, and projects.
Executive Summary
Capsule CRM is a cloud-based, user-friendly CRM designed for small to medium-sized businesses, solopreneurs, and freelancers. It centralizes contact management, sales pipelines, and project boards, enabling teams to track interactions, manage opportunities, and streamline workflows. The platform offers customization, integrations, and AI-powered assistance to improve efficiency and foster lasting customer relationships.
Use Cases
- Centralized Contact Management and Organization
- Sales Pipeline Tracking and Opportunity Management
- Task Management and Activity Scheduling
- Lead Management and Qualification
- Project Management and Client Deliverables
- Customer Service and Relationship Nurturing
Features
Visibility
- Visual Sales Pipeline (Kanban): Visualize sales opportunities on a drag-and-drop Kanban board, allowing for easy tracking of deals through customizable stages.
- Activity Reporting: Monitor user activities, communication logs, and task completion to gain insights into team performance and customer interactions.
- Advanced Sales Reports: Access detailed reports on sales forecasts, conversion rates, and reasons for lost deals (available on Growth plans and higher) to make informed business decisions.
- Customizable Dashboards: Tailor dashboards to display key metrics and overviews relevant to individual users or teams, providing quick access to critical information.
Intelligence
- AI Email Assist: Utilize AI to assist in drafting and refining email content, enhancing communication efficiency and quality.
- Lead Scoring & Segmentation: Implement lead scoring using custom fields and tags to prioritize high-value leads and segment contacts for targeted marketing efforts.
- Workflow Automation (Tracks): Automate repetitive tasks and standardize processes using 'Tracks' to ensure consistent follow-ups and efficient progression through sales and project stages (available on higher plans).
- Contact Enrichment: Automatically populate contact records with additional data like job titles, seniority, and LinkedIn profiles to build comprehensive contact profiles (available on higher plans).
Support
- Email Support: Access responsive and expert assistance via email for all plans, with a focus on quick and helpful responses.
- Extensive Knowledge Base & Tutorials: Self-service resources including articles, video tutorials, and step-by-step guides are available for users to learn and troubleshoot.
- Webinars & Product Tours: Participate in live webinars and product tours to understand features, best practices, and optimize usage.
- Dedicated Customer Success Manager: Ultimate plan users receive custom training, implementation support, and a dedicated customer success manager for personalized guidance.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- OAuth 2.0, MFA (implied)
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- NLP
- Machine Learning
- LLM
Integrations
- Google Workspace
- Microsoft 365
- Xero
- Mailchimp
- Zapier
Security & Compliance
Certifications: GDPR
Encryption: Industry-standard encryption at rest and in transit
Pricing
- Model
- Per user/month, tiered subscription
- Starting Price
- Free tier (2 users, 250 contacts), Starter $18/user/month, Growth $36/user/month, Ultimate $72/user/month. 15% annual discount available.
- Target Customer
- SMB, Solopreneurs, Freelancers, Startups
- Contract Type
- Monthly, Annual (with discount)
- Free Trial
- Yes, 14 days (credit card required)
About Capsule
Capsule CRM is a simple yet powerful customer relationship management (CRM) software designed to help businesses track sales, manage contacts, and streamline their sales and marketing processes. It offers features for pipeline management, opportunity tracking, and customer relationship building.