Capsule CRM
Simple CRM for growing businesses to manage contacts, sales, and projects
Best for
Small businesses and service firms wanting CRM, light project management, and automation without enterprise complexity
Skip if
You need heavy-duty marketing automation or an enterprise-scale sales org structure
What is Capsule CRM?
Capsule CRM is a contact and relationship management platform built to be simple to start with while scaling alongside a growing business. It centralizes customer details, tracks sales pipelines and forecasting, and layers in project management, task and calendar organization, and workflow automation so teams spend less time on admin and more time on relationships. The platform also includes sales analytics and reporting, plus marketing tools such as social campaigns and email capabilities, with a mobile app for access on the go. It integrates with more than 100 platforms including Zapier, Slack, Google, Microsoft, QuickBooks, Xero, Shopify, and LinkedIn, and is aimed at solopreneurs, freelancers, startups, and small-to-medium businesses across professional services, manufacturing, consulting, construction, and accounting.
SpecificationsAI-estimated
Key Features of Capsule CRM
Use Cases for Capsule CRM
Small business sales tracking
Solopreneurs and small teams organize leads and track deals through a visual pipeline without heavy setup.
Client project handoff
Sales and delivery teams move a closed deal straight into a linked project with tasks and a calendar.
Service business relationship management
Consultants, accountants, and construction firms keep client history and communications in one place.
Automated follow-up workflows
Teams automate routine follow-ups and admin tasks to keep deals moving without manual chasing.
Pros & Cons of Capsule CRM
Pros
- Straightforward setup aimed at teams that don't want enterprise CRM complexity
- Combines CRM, light project management, and workflow automation in one product
- Broad integration library covering accounting, email, and e-commerce tools
- Mobile app supports managing relationships away from the desk
Cons
- Pricing tiers are not published on the homepage and require visiting a separate page
- Marketing features are lighter-weight than dedicated marketing automation platforms
- Best suited to small and mid-sized teams rather than large enterprise sales orgs
Frequently Asked Questions
What does Capsule CRM include?
Contact management, a sales pipeline with forecasting, light project management, workflow automation, sales analytics, and marketing tools like email and social campaigns.
Does Capsule CRM have a mobile app?
Yes, Capsule offers a mobile app for managing contacts and deals while away from the desktop.
What does Capsule CRM integrate with?
It connects with over 100 tools including Zapier, Slack, Google, Microsoft, QuickBooks, Xero, Shopify, and LinkedIn.
Who is Capsule CRM built for?
Solopreneurs, freelancers, startups, and small-to-medium businesses, including professional services, manufacturing, consulting, construction, and accounting firms.
Pricing Overview
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