Capsule Blog | Capsule CRM

CRM automation examples: 15 real workflows SMBs run every day

CRM automation examples: 15 real workflows SMBs run every day

What does CRM automation look like in practice? Discover 15 everyday workflows that help small businesses catch missed leads, cut admin, and close more deals.

Rose McMillan

How to connect ChatGPT to Capsule CRM

How to connect ChatGPT to Capsule CRM

Product

Introducing the Zoom integration: the PA you don’t need to hire

Introducing the Zoom integration: the PA you don’t need to hire

Product

Introducing AI Meeting Prep: your briefing for every call

Introducing AI Meeting Prep: your briefing for every call

Product

What if you could just ask your CRM? Introducing Capsule MCP

What if you could just ask your CRM? Introducing Capsule MCP

Product

Set and track Goals in Capsule

Set and track Goals in Capsule

Product

Product

Uncapped - Product update October 2026

Uncapped - Product update October 2026

How to connect ChatGPT to Capsule CRM

How to connect ChatGPT to Capsule CRM

Find fresher leads, faster: introducing the new Lusha integration

Find fresher leads, faster: introducing the new Lusha integration

Introducing the Zoom integration: the PA you don’t need to hire

Introducing the Zoom integration: the PA you don’t need to hire

Sales

Find fresher leads, faster: introducing the new Lusha integration

Find fresher leads, faster: introducing the new Lusha integration

Free client tracker template: a simple system for managing clients

Free client tracker template: a simple system for managing clients

Sales onboarding: a 30-60-90 plan for a first sales hire

Sales onboarding: a 30-60-90 plan for a first sales hire

Value-based selling: a framework to stop competing on price

Value-based selling: a framework to stop competing on price

Business

Managing client and subcontractor relationships that span years

Managing client and subcontractor relationships that span years

CRM for HVAC companies: how to choose the right system

CRM for HVAC companies: how to choose the right system

20+ Small business questions you need the answer to

20+ Small business questions you need the answer to

SWOT analysis template for small business: use cases + free download

SWOT analysis template for small business: use cases + free download

CRM

CRM automation examples: 15 real workflows SMBs run every day

CRM automation examples: 15 real workflows SMBs run every day

7 Best Odoo CRM Alternatives in 2026

7 Best Odoo CRM Alternatives in 2026

5 best TopBuilder CRM alternatives for construction teams in 2026

5 best TopBuilder CRM alternatives for construction teams in 2026

Uncapped - Product update October 2026

Uncapped - Product update October 2026

Marketing

Professional email format: layouts for effective sales emails

Professional email format: layouts for effective sales emails

Marketing packages for small businesses: what's inside and how to choose

Marketing packages for small businesses: what's inside and how to choose

How to introduce yourself in an email: a sales-first guide

How to introduce yourself in an email: a sales-first guide

EU email open tracking consent is changing: what it means for your email marketing

EU email open tracking consent is changing: what it means for your email marketing

Culture

10 sales lessons we can learn from the World Cup

10 sales lessons we can learn from the World Cup

Capsule named as Finalist for Best CRM for Startups and Best Free CRM

Capsule named as Finalist for Best CRM for Startups and Best Free CRM

What England’s Golden Generation and broken CRM systems have in common

What England’s Golden Generation and broken CRM systems have in common

Business acronyms for small business owners

Business acronyms for small business owners

Webinars

Webinar: Live platform tour of Capsule

Webinar: Live platform tour of Capsule

Uncapped Live: AI in Capsule CRM

Uncapped Live: AI in Capsule CRM

How to win and retain clients

How to win and retain clients

Webinar: Marketing essentials: how to plan and create great content for small businesses

Webinar: Marketing essentials: how to plan and create great content for small businesses

AI

How to connect ChatGPT to Capsule CRM

How to connect ChatGPT to Capsule CRM

Introducing the Zoom integration: the PA you don’t need to hire

Introducing the Zoom integration: the PA you don’t need to hire

What if you could just ask your CRM? Introducing Capsule MCP

What if you could just ask your CRM? Introducing Capsule MCP

AI CRM pricing in 2026: what you're really paying for

AI CRM pricing in 2026: what you're really paying for