Manage Contacts
Your business contacts — in one placeGive your brain a break. Capsule CRM remembers every call, email, and note, from serious sales convos to “loves chai lattes.” All in one system (and not scribbled down on a napkin).
Key customer detail: available
Every single interaction with your customers is stored against their contact record. Get the big picture and the important little details in one tidy place.
Build great customer relationships
Whether it’s client birthdays or where you first met, you’ll find everything you need in your records to build better customer relationships.
Your details. Your way.
Use custom fields and tags to tailor Capsule CRM to capture and track whatever you need. So, if your client prefers black coffee, you’ll nail it every time.
Key customer detail: available
Every single interaction with your customers is stored against their contact record. Get the big picture and the important little details in one tidy place.
Build great customer relationships
Whether it’s client birthdays or where you first met, you’ll find everything you need in your records to build better customer relationships.
Your details. Your way.
Use custom fields and tags to tailor Capsule CRM to capture and track whatever you need. So, if your client prefers black coffee, you’ll nail it every time.
"The range of integrations makes managing client interactions much easier. You’re able to organize your day-to-day interactions and keep data centralized so that you stay on top and in control of client relationships."
Hamish Gill
Director
Not a glorified Roladex — better.
Everything you need to know, right where you need it. We’ll organize; you take care of business.
Record what matters
Track calls, meetings, even dog walks. Custom activities mean you record what matters, not what’s standard.
Log anything
Capture key details in Tags and Custom Fields. Get snapshots of your contacts or filter for outreach and marketing.
Easy-peasy searching
Remember that one call three years ago? Capsule does. Simply search each record’s historical activities — no endless scrolling.
Collaborate in Comments
Collaborate in-app with comments: discuss next steps, give feedback, notify your team. Keep work where work happens.
Upcoming: Live Product Tour
See exactly how Capsule works - no commitment, just a 30-minute walkthrough of what’s possible. Get a feel for the product in real time, ask questions, or just listen in.
Pick your plan
Free for 14 days across all paid plans. No need to enter payment details straight away. No risk.
Perfect to try Capsule and see how it works.
Free Forever.
For small businesses with one to five employees.
Billed Annually.
Got a small sales team? This is the plan for you.
Billed Annually.
For big sales teams and fast-growing small businesses.
Billed Annually.
Real help, real fast
Reach friendly, expert support in a flash. No jargon, no paywalls. Just real people, whenever you need them.
Take your CRM anywhere
Take your CRM how you take your coffee: To go. With our mobile app, you can do business wherever it finds you.
Get started now
In the time it takes to say “Eureka”! you’ll be able to import your contact data from another CRM (or that pesky spreadsheet.)
Frequently Asked Questions
A contact in a CRM represents an individual person your business interacts with: a customer, company, lead, or partner. It's also where every call, email, and note is stored for quick reference. Capsule CRM keeps those records easy to read, giving teams the full context behind each relationship.
Good contact management starts with accuracy. Managing contacts in a CRM means maintaining both order and context. Each record should reflect the latest communication and correct company links. A CRM makes that process simple with clear timelines and task reminders that reduce manual updates.
Segmentation helps you group leads and contacts based on what they need, not just who they are. In Capsule CRM, you can filter by deal stage, location, or engagement level to focus on the right audience. It gives clarity to sales priorities and prevents generic communication.
Not every contact holds the same weight, and ranking helps you see the difference. Ranking contacts helps sales teams know who deserves attention first. Use criteria like deal size, engagement, or recent activity to determine priority. A solid CRM gives you tools to set your own scoring method, from lead strength to relationship depth. It's a way to plan your effort wisely rather than spreading it thin.
Contact data should be refreshed whenever new information surfaces, not just on a fixed schedule. In addition, a quarterly spot check keeps your CRM accurate and prevents outdated leads from slowing the team down. For active pipelines, monthly updates make sense; roles shift, priorities change, and even a small error can break communication. Refresh details whenever roles shift or communication slows to maintain accuracy.