Organize tasks
Your working day, decidedTasks and calendar from Capsule CRM help you plan, prioritize, and power through your busiest days.
Start your working day with a plan
Build your to-do list directly in Capsule CRM—and link it to deals, projects, and contacts. Add context, keep everything connected, and give your future self a well-organized high-five.
Get Outlook and Gmail into Capsule CRM
If your tabs have tabs, it’s time to rethink your approach. Read your emails, monitor your diary, and build your working day directly in Capsule CRM.
Don't repeat yourself. Scale yourself.
Create structured task lists for repeatable work, such as client onboarding, campaigns, and handovers, and reuse them every time you need a clean, consistent process.
Start your working day with a plan
Build your to-do list directly in Capsule CRM—and link it to deals, projects, and contacts. Add context, keep everything connected, and give your future self a well-organized high-five.
Get Outlook and Gmail into Capsule CRM
If your tabs have tabs, it’s time to rethink your approach. Read your emails, monitor your diary, and build your working day directly in Capsule CRM.
Don't repeat yourself. Scale yourself.
Create structured task lists for repeatable work, such as client onboarding, campaigns, and handovers, and reuse them every time you need a clean, consistent process.
"While Sales Pipeline has helped us better visualize and forecast our pipeline, Tasks has helped us deliver better service to our customers."
Rafael Soto
CEO
From to-dos to done. This is how it works:
From smarter selling to smoother delivery, Capsule CRM helps you run your whole business, and not just sales
Pick your view
Choose Calendar if you like the big picture or Task List if you prefer a list. Capsule CRM works your way.
Filter and drill down
Filter by due date, teammate, or tag. Drill into what’s urgent, what’s overdue, or a task that must be done.
Add the details
Create a task and link it to a contact, sales opportunity, or project. Like sticky notes, but better.
Check your progress
See what’s done, what’s overdue, and what’s creeping up on you—in calendar or list view.
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.
Surely there’s one for you?
Whether you’re a one-person company or a growing team, we’ve got you.
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.
Fast, friendly, human support
Capsule CRM’s support team knows their stuff—and yours. We use bots sparingly, and they’re always managed by a human.
Your office is now mobile
Add notes, check your day, update deals—right from your phone. Capsule CRM keeps you organised, even when your desk’s a café table.
Set up. Sync up. Sorted.
Old CRM? Big spreadsheet? Doesn’t matter. Capsule CRM makes importing your data simple, speedy, and yes, strangely satisfying.
Frequently Asked Questions
In daily use, CRM automation replaces small manual actions with preset triggers. Task automation quietly keeps your day in motion. When a new lead enters the pipeline, the CRM can instantly assign follow-ups, create reminders, or send notifications. It takes care of the details while you focus on moving work forward. Over time, this creates a predictable, steady pace across every account.
In daily operations, a CRM acts as the organizer that most teams don't realize they're missing. It links activities with their purpose: each follow-up, call, or update stays tied to the account it supports. That connection gives managers oversight while freeing individual contributors from chasing details across different tools. Tasks no longer compete for attention – they line up where they belong.
A task app for CRM teams is a built-in space where daily actions stay tied to real customer work. Instead of using external to-do lists, it lets you create, assign, and review tasks within the same place you manage clients and deals. Some CRMs, like Capsule, include simple task modules designed to fit neatly into everyday routines.
To handle shared tasks in a CRM, you should build a rhythm your team can stick to. Every task should have a home – attached to a client or project – and one clear person driving it. The rest of the team can drop updates or quick comments right there instead of hunting through chat threads. Over time, that habit turns into quiet efficiency: people know what's happening, even when they don't need to ask.
Automation in sales doesn't have to mean complex workflows. It can be as simple as a rule that flags a deal when there's been no contact for a week or assigns a reminder after a quote goes out. Over time, those small automations remove friction you barely notice but always feel. The result is a steady, predictable sales motion that feels built around how your team actually works.