CRM for Professional Services
Professional service firm? Try our professional CRMYou spend all day looking after your clients – it’s about time someone looked after you. Capsule CRM has all the tools you need to manage your services. Simple and stress-free.
Deliver a service clients love
Capsule CRM brings structure to your professional service firm. It's your hub for all things client-related, so you'll nail your next engagement.
Take control of your business processes
Swap chaos for calm. Capsule CRM organizes every client, task, and project, so you can deliver your services without the headaches.
Focus on clients, not checklists
Capsule CRM connects with your tools and automates routine tasks. That means more time to focus on delivering a top-notch service that keeps clients coming back.
Your services, your way
No two professional services organisations are the same. With Custom Fields, Tags, and Workflows, Capsule CRM adapts itself to your business and makes personalization simple.
Take Capsule CRM mobile, like you
Access contact info, notes, and projects from your phone, so you’re never scrambling for those key details (even if you’re offline).
Get set up in minutes, not months
Capsule CRM is designed for simplicity. Import your contacts, set up your pipeline, and start delivering great service right now…Sorted.
We’ve got your back
Stuck on something and need a solution yesterday? Capsule CRM’s speedy, human-led support team is here to help.
How Capsule CRM works for professional services
See how Capsule CRM helps service providers stay on track and keep every client smiling.
Always get the full picture
Capsule CRM stores every email, note, and file with the right contact, so you always have the context you need to own your next call.
Every lead, opportunity – here
Deals don’t need to be mysteries. Capsule CRM’s drag-and-drop pipeline shows you exactly what’s moving and what needs your attention.
Panic-free project management
From proposals to wrap-ups, Capsule CRM tracks progress with kanban-style project boards, helping you deliver on time and on budget.
Collaboration without the chaos
No more “wait, wasn’t that your job?”. Capsule CRM’s built-in comments, notifications, and assignments keep your team operating like clockwork.
Your professional service software, connected
Capsule CRM connects with your favorite tools, syncing contacts, emails, invoices, and more to keep your client work flowing smoothly.
Browse marketplaceFresh insights for professional service teams
Get practical advice on sales, marketing, client relationships, productivity, and anything else you need to take your service up a level.
The complete guide to project management
The complete guide to project management for professional services
Discover how you can master project management in the professional services industry.
Guide to AI in accounting
AI in accounting: how-to guide
AI is revolutionizing accounting, and this guide is your cheat sheet. Ditch the dusty spreadsheets and discover how to automate tasks, predict trends, and future-proof your career.
Best consulting business software
Best consulting business software to scale your firm in 2025
Tired of outdated consulting software? Don't just work, scale. Discover the best business software of 2025 to optimize your firm and leave the competition in the dust.
Pick the plan that suits your service
Capsule CRM offers clear pricing plans with no hidden surprises. Start free and upgrade as you grow.
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.
