Capsule CRM

Founded by Duncan Stockdill in 2009

Manage contacts, track sales deals, and organize customer relationships

Cost

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Capsule CRM to store and organize all your contacts, track sales pipelines, and keep notes on every customer interaction in one place. It lets you see which deals need attention, monitor sales performance, and set up tasks for follow-ups. The mobile app lets you access everything on the go. It connects with over 100 apps like Slack, Google, QuickBooks, and Xero, and includes AI features to reduce manual admin work.

What Capsule CRM does

Add and organize contacts with custom fields and tagsCreate and move deals through a visual sales pipelineSet follow-up tasks and reminders tied to specific contactsImport contact lists from spreadsheets or other CRM toolsLog emails, calls, and meeting notes against contact recordsView sales reports showing revenue and pipeline progressConnect with accounting apps to sync customer billing dataAccess and update contact and deal information from a mobile deviceVisual sales pipeline showing which deals need attention at a glanceContact records that store notes, emails, tasks, and custom details in one profileMobile app for accessing contacts and deals from anywhereImport contacts from spreadsheets or other CRMs quicklyAI writing and admin assistance built into daily workflowsConnects with 100+ apps including accounting tools like Xero and QuickBooksTrack tasks and follow-ups linked to specific contacts or dealsCustomizable fields to match your specific business data needs