Project Management

Seamless Sales to Delivery with Our CRM for Project Management

Selling your product or service is just the first step; the next crucial phase is delivering on your promises. With Capsule's integrated CRM for project management, you can effortlessly handle both aspects without leaving the platform. Our innovative solution streamlines your sales and service operations, all within a single system, thanks to our built-in project management tool called 'Projects.'

Man holding a folder of notes and a closed laptop leaning against a colorful wall

Create kanban-style project management boards

Use Tracks to follow a winning process every time

Give your team complete visibility across a project

Breakdown of a project in Capsule
One Platform

Break Down Information Barriers

Capsule brings your team together and eliminates information silos by providing a single tool to manage sales, service, and support. When your team operates from a shared platform, they can dedicate their efforts to delivering an exceptional customer experience throughout every phase of the customer lifecycle.

Say goodbye to the hassle of double-entry and app-switching, reducing errors that can occur during data transitions between systems.

A project kanban board in Capsule
Project Boards

Flexible Workflow Management

Capsule's project management boards are user-friendly and entirely customizable. Tailor your project stages to empower your team to accomplish their objectives by breaking projects down into manageable steps.

Example of a completed task and the next 'to-do' in a track with a due date

Ensuring Consistency

Consistency is key when it comes to project management. By adhering to the same project management processes, your team becomes well-acquainted with what they need to do each time. Elevate your Projects with the integration of 'Tracks' – a collection of grouped tasks designed to maintain consistency. Add Tracks to your Projects, and your team can consistently deliver high-quality service.

A project with a progress bar showing the percentage of completed stages
Project Visibility

Status updates at a glance

With projects seamlessly integrated alongside your customer interactions and deals, your entire team gains improved project visibility. Those responsible for customer updates can see at a glance the project status. Team and project managers can easily monitor the entire team's workload, track task assignments, and identify potential bottlenecks that might impede project progress.

A list of example tasks
Define Processes

Accelerate Workflow Efficiency

Defining a standardized process ensures that critical tasks are never overlooked. As your team becomes familiar with this established workflow, they'll be able to move projects forward quickly to the next stage or to completion as they'll always know what to do next.

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software, giving you a complete view of your customer. Aside from our built-in project management tool, learn more about Capsule's wide range of CRM integrations to help you further optimize your project management process.

See all our integrations

Use the Capsule Zapier CRM integration and find more ways to automate CRM tasks.

Google Workspace SSO

SSO simplifies login for your business, eliminating the need to juggle usernames and passwords.

Microsoft Single Sign On

Enable Capsule Single Sign-On for Microsoft 365 to simplify your login process and enhance security.

Transpond (Website Forms)

Transpond is an intuitive marketing tool that integrates seamlessly with Capsule.

Benefits and uses of a CRM for project management

While CRM software is primarily designed for managing customer relationships, its features can also benefit project management in a number of ways. Capsule's Projects, for one, is included as a built-in tool to improve the capabilities of a CRM as a central platform.

Manage projects on the go

With the rise of mobile technology, professionals and businesses can now do tasks on the go and stay connected. Mobile devices make it easier to stay up to date with everything, especially business-related matters.

Free CRM for project management

If you're still exploring the various possibilities a CRM offers, then Capsule is the ideal platform for you. Our free version is available for project managers with up to 250 contacts. Capsule provides access to all the fundamental features of a project management CRM, allowing you to enhance your client management process, automate administrative tasks, and begin adopting new technologies.

We also offer a 14-day free trial for all our paid plans. You can use both the website and mobile app during the trial.

Try free for 14 days

Capsule CRM's name is synonymous with integrity, productivity, and functionality. That's why we're trusted by thousands of businesses and professionals worldwide—by project managers, sales agents, marketing experts, and more.