Capsule

9.1
Expert ScoreRead review

Capsule software | CRM software - Software Resellers

Capsule software | CRM software

  • Sales Tools
  • Task Management
  • Reporting
  • Contact Management
  • Security & Permissions
  • Connectivity
  • Customization

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The smart, simple online CRM

Build stronger customer relationships, make
more sales and save time.

Nurture relationships

Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences.

Win more sales

Feel in control of your sales as you tailor your pipeline to match your process and spot the deals in need of attention and those about to land.

See the big picture

Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports.

Integrate with the tools you already use

Capsule works seamlessly with popular applications such as Microsoft 365, Google Workspace, Xero, Mailchimp and many more.

Everything you need to know

Capsule works seamlessly with popular applications such as Microsoft 365, Google Workspace, Xero, Mailchimp and many more.

Task Management

Sales Pipeline

A summary of all sales opportunities including potential values and where they are in the pipleine.

Pipeline dashboard

Track conversion rate, sales pipeline milestones and forecast in one view

Kanban visual pipeline

See all your opportunities in one pipeline, drag and drop to each stage as they progress.

Currency support

Select the currency that you prefer and this will be used across Capsule.

Opportunity filtering

Filter opportunities based on status, tag, milestone and more.

Multiple Sales PipelinesTeams

Create multiple pipelines to reflect different sales processes for products and services you offer and different markets that you sell to.

Tasks & Calendar

Create tasks for appointments, meetings, phone calls, submission deadlines and more.

Repeating tasks

Set a task to repeating daily, weekly or monthly.

Task reminder emails

Receive task reminder emails at the start of each day.

Task automation

Use Tracks to set up a series of tasks that each become active one after the other.

Calendar view

See all of your tasks in a weekly or monthly calendar view.

Subscribe to calendar

Subscribe to your tasks and view them on your personal calendar.

Reporting

Sales analytics

Monitor every aspect of your sales cycle and understand your business to help you make informed decisions.

Activity reporting

Shows activities completed by each user and the specific activity types.

Advanced sales reportsTeams

10+ reports on won/lost opportunities, pipeline growth, average time to won plus more.

Export reports

Export all of your report data or save an image of your chart for import into other tools such as Excel.

Google Data StudioTeams

Use Data Studio to multiple data sources, create interactive dashboards and build reports.

Report filtering

Filter reports based on time periods, users or teams for a clearer picture.

Contact Management

Contact management

Everything you know about the people, companies and organizations that you do business with.

Full text search

Quickly find any text within all your notes and emails.

Auto-enriched profiles

Automatically add social network profiles associated with a contact.

Attach files

Attach agreements, quotes, proposals and any other files you need.

Import contacts

Bring your contacts to Capsule by importing them from a spreadhseet, CSV and more.

Security & Permissions

Two-factor authentication

Add an extra layer of security to your account using your mobile device.

Microsoft 365 Single Sign-On

Log in to Capsule using your existing Microsoft 365 email and password.

Google Workspace Single Sign-on

Log in to Capsule using your existing Google Workspace email and password.

Restore deleted records

Super administrators can restore deleted records within 30 days

User roles

Assign users to one of three different roles to ensure that users only have access to certain records.

Data export

Export your data for safe keeping or for transferring to another system

GDPR compliance

We have updated our data processes and practices to maintain GDPR compliance.

Restrict access to recordsTeams

Define what each user can see and edit.

Connectivity

Add-ons & Integrations

Connect your favorite tools with Capsule.

iOS & Android app

Access Capsule anywhere with our mobile app.

Website form lead capture

Capture leads directly via a form on your own website.

Premium integrations

Power-up Capsule by using Microsoft 365, Google Workspace, Xero, FreshBooks, MailChimp, Wufoo and more.

Automate with Zapier

Use Zapier to integrate with thousands of other business tools.

API access

Use Capsule’s API to integrate with your custom or third party application.

Customizing Capsule

Make Capsule your own by customizing fields, tags, milestones and more.

Mail drop box

Forward emails to an email address unique to your account – an easy way to store emails.

Custom fields

Record the information that is important to you and your business.

Custom milestones

Easily tailor your sales pipeline steps to suit your workflow

Custom branding

Choose a custom logo for your login screen and change the color scheme.

Custom activity typesTeams

Add unique activities that are meaningful to your business.

Custom tags

Set up tags to categorize or group your contacts based on your own business needs.

Custom lists

Manage contacts in lists by filtering using your own or using a custom field you have added.

Custom lost reasons

Add reasons why a deal was lost and identify the most commons ones.

DataTags

Set up tags to categorize or group your contacts based on your own business needs.

Custom titles

Add custom titles to personalize your contacts information.

CRM for Startups

Manage time, customers and sales consistently with Capsule. It’s perfect for startups as you can get started for free, and our plans also give you access to a wide range of useful features as you grow.

Within minutes you’ll have all your customer data in one place with the tools to keep track of your team, partnerships, opportunities, media relationships and funding opportunities.

The best solution for your business

Managing your customer relationships is important at any stage of your business growth, but particularly for startups. The customers you work with today hold the key to your long-term success.

Capsule is a customer relationship management solution that is easy to get started with, creates a single version of the truth to help your decision making and helps you build exceptional experiences, all of which positively impacts your bottom line.

Provide an exceptional customer experience

Remove the complexity and inconsistency of managing your growing customer data in spreadsheets, and switch to a customer relationship management solution that grows with you.

Creating a single view of your prospects and customers means you can get to know them better, and deliver exceptional customer service time and time again.

Build your foundation

Integrate with a wide range of solutions to ensure data flows to the right areas of your business as smoothly as possible. Whether you use Google Workspace or Microsoft 365 and Outlook for your office suite, Capsule has you covered.

Capsule also integrates with Xero, QuickBooks, Freshbooks, FreeAgent, Kashflow and Sage to ensure that customer records are effortlessly maintained, and you have a complete view of their invoices, paid status and quotes.

Win more sales

Quickly tailor your sales pipeline to match each step of your process, and adapt it as you grow. Track each opportunity from the first interaction right through to sale, and identify the drivers for success. You can even have multiple sales pipelines to reflect the different products or services that you take to market.

Pipeline management is easy with Capsule, meaning you’ll establish customer journeys that convert quickly, improve your cash flow and increase customer loyalty.

Access anytime, anywhere

Access all your customer data, calendar, tasks and opportunities on Capsule’s mobile app so you can run your business on the go.

Helpful features like Caller ID even when your customers number isn’t stored in your phone, makes Capsule the best CRM for startups.

Complete control

With all your contact information in one place and a pipeline that mirrors your sales process, you’ll minimize any time-consuming administrative tasks maintaining those areas.

As you generate leads, you can track every opportunity using intuitive drag and drop functionality. Quickly create tasks to move them on and sync them to your work calendar, giving you total control.

Friendly support every step of the way

Capsule’s customer support team sets us apart, and is here to help you at every step of your journey. If you’re ever stuck you’ll get a timely, helpful and clear response from a real person. You can also access a wide range of resources to ensure you get the most value from Capsule.

Best CRM for Small Business

Capsule’s CRM for small business helps you achieve more with less time. You’ll quickly feel more organized, in control of your sales growth and able to build deeper relationships with every customer, partner and vendor.

Be instantly organized

We make CRM easy for small business. You’ll instantly feel comfortable using and tailoring Capsule to suit your way of working.

Quickly pull your contact lists from spreadsheets or other software into Capsule and suddenly see all their details and interactions in one place, instantly streamlining your processes and putting you back in control.

One view of your customer

Capsule connects all your business tools across email, accounting, customer service, and marketing, to name a few. Once linked up, customer data automatically feeds into Capsule, giving you one complete view of your customer.

Store all your partners, vendors and suppliers into Capsule too, tagging them to make it easy to search and communicate with them.

Complete control of your sales

Our small business CRM makes it easy for you to track all your opportunities in a sales pipeline that’s tailored to your unique sales process. You’ll even be reminded to contact people after a set number of days.

Quickly see the activities and individuals performing well and the areas that need more focus, sharing best practice as you learn.

Stellar customer service every time

Create more personalized experiences, offer tailored solutions and show empathy more easily when all your customer information is in Capsule. Watch how these authentic interactions build trust, encourage repeat business and generate positive word of mouth.

Make the most of networking

It’s easy to transfer all your new contacts into Capsule and set reminders to stay in touch after meeting people at a meetup, conference or trade show.

Simply connect up their social media accounts to automatically update their profile picture so you know who you’re speaking to – creating a connection right from the start.

All this can be done instantly through the Capsule mobile app, reducing the amount of admin at the end of the day.

We're the best CRM for small business

As your business grows, Capsule grows with you. Flexible enough to suit any new process or team creation and restrict access to sensitive information as more people use your CRM.

Throughout your CRM journey, our support team is here for you every step of the way. Our friendly experts answer every email and send clear, detailed advice every time.

Best CRM for Medium Sized Businesses

Capsule is the perfect CRM for medium sized businesses. Keep your sales team organized, focused on their opportunities and increase their chances of winning deals. With automated reports, you’ll get a clear overview of all your business activities to see what’s working.

A CRM that works for you

Capsule is a CRM platform that is easy to use. Whether you use spreadsheets or another CRM, you can quickly put all your contacts in Capsule and tailor it to your way of working. You’ll instantly fall in love with the simplicity of our powerful features.

Boost sales conversion rates

Our clear, visual sales pipeline is packed full of features and is a management tool to help your sales team reach their targets. It’s super easy to tailor the pipeline to suit your sales process. When you find a winning way to convert sales, quickly record each step in Capsule and share it with the whole team to follow when they open a new opportunity.

Sales people will quickly know when they need to contact a potential customer as opportunities automatically change color after a set number of days without contact.

Deep business insights

Quickly see the big picture of sales and lead management through clear sales analytics and visual reports with a perfect level of detail. Easily forecast the quarter, see which teams are performing better than others and spot any issues before they impact the bottom line.

Switch the focus of sales meetings from analyzing activity to stimulating growth as Capsule keeps you up to date on business performance.

Clean customer records

Help to focus sales teams by only displaying the customers they’re responsible for – it’s like creating a mini CRM for every person.

Keep confidential information in the hands of a defined group as you decide who can see what data in your CRM.

Enjoy a clean CRM as every contact is assigned and individuals feel responsible for their data, regularly keeping it up to date to positively impact their performance reports.

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