Capsule CRM

Founded by Duncan Stockdill in 2009

Manage customer relationships, track sales pipelines, and organize contact interactions in one place

Pricing model

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Capsule CRM to organize all your business contacts, track ongoing sales opportunities, and log communication history across your team. It stores detailed contact records, including notes, emails, and conversation summaries, so nothing gets lost. You can visualize your sales pipeline to see deal stages, monitor revenue forecasts, and identify prospects that need immediate attention. Capsule CRM also connects with popular accounting tools, email providers, and marketing apps, allowing you to sync customer data and run daily operations from desktop or mobile devices.

What Capsule CRM does

Import contact records and spreadsheets into a central address bookTrack sales deal stages across visual pipeline boardsLog customer emails, phone calls, and interaction notesConnect accounting systems to view customer invoice statusesSet reminders and follow-up tasks for upcoming client meetingsMonitor individual and team sales pipeline progressAccess contact records and deal notes on mobile devicesCentralized contact management with custom fields and interaction historyVisual sales pipeline tracking to monitor open deals and stagesMobile application for accessing CRM records on iOS and AndroidFast contact data importing from spreadsheets and other CRMsIntegrations with accounting tools like Xero, QuickBooks, and FreshBooksBuilt-in AI features to assist with daily administrative tasksActivity tracking for calls, meetings, and email conversations