Best CRM for Small Business

Capsule's CRM for small business helps you achieve more with less time. You'll quickly feel more organized, in control of your sales growth and able to build deeper relationships with every customer, partner and vendor.

Woman in standing in front of a shelf of beauty products and serving a customer at a till

Be instantly organized

We make CRM easy for small business. You'll instantly feel comfortable using and tailoring Capsule to suit your way of working.

Quickly pull your contact lists from spreadsheets or other software into Capsule and suddenly see all their details and interactions in one place, instantly streamlining your processes and putting you back in control.

Spend less time on admin and feel more in control of your day with Capsule tasks. Create them quickly in Capsule or if you use Google Workspace, direct from Gmail.


"Easy to use and navigate; enough information but not overloaded with more than I need. I love the tasks feature and being able to generate lists from the tags associated with our clients."

Shelly Turner

Account Manager, The Crop Shop LLC

One view of your customer

Capsule connects all your business tools across email, accounting, customer service, and marketing, to name a few. Once linked up, customer data automatically feeds into Capsule, giving you one complete view of your customer.

Store all your partners, vendors and suppliers into Capsule too, tagging them to make it easy to search and communicate with them. A centralized contact management system can give employees easy access to all the customer related information they need to make sales and create campaigns.

Complete control of your sales

Our small business CRM makes it easy for you to track all your opportunities in a sales pipeline that's tailored to your unique sales process. You'll even be reminded to contact people after a set number of days.

Quickly see the activities and individuals performing well and the areas that need more focus, sharing the best practices as you learn. With Capsule you can closely manage your sales performance, and address any gaps in your process.

Stellar customer service every time

Create more personalized experiences, offer tailored solutions and show empathy more easily when all your customer information is in Capsule. Watch how these authentic interactions build trust, encourage repeat business and generate positive word of mouth. Offering excellent customer service can improve customer loyalty and retention.

Make the most of networking

It's easy to transfer all your new contacts into Capsule and set reminders to stay in touch after meeting people at a meetup, conference, or trade show. You can easily track where you're up to with your prospects.

Simply connect up their social media accounts to automatically update their profile picture so you know who you're speaking to creating a connection right from the start so you can reach out with confidence whenever you need to network.

All this can be done instantly through the Capsule mobile app, reducing the amount of admin at the end of the day and helping your employees be more productive.

We're the best CRM for small business

As your business grows, Capsule grows with you. We're the best CRM for small businesses and can also provide marketing functionality to support your growth. We are flexible enough to suit any new process or team creation and restrict access to sensitive information as more people use your CRM.

Throughout your CRM journey, our support team is here for you every step of the way. Our friendly experts answer every email and send clear, detailed advice every time. Capsule also has excellent service availability, so you can rely on us to help you grow.

Read about Read about Liquona's success with Capsule

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.

See all our integrations
Transpond

Transpond is our intuitive email marketing app that integrates seamlessly with Capsule.

Wufoo Forms

Submit new contacts and leads directly into Capsule using a form on your website.

Xero

Use the Capsule CRM integration for Xero and get one complete view of your business.

Zapier

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

Why Small Businesses Need CRM

Many business owners, investors, and entrepreneurs with small businesses can find it difficult to manage manual administrative tasks, sales processes, and marketing campaigns all the while prioritizing opportunities. Small businesses mostly grow through manual processes due to limitations in resources, so it can be hard to identify areas that can be improved by using an application. That's where a CRM comes in. It's a centralized system that helps you manage your data more effectively and fully unlock your potential. Here are the top reasons why small businesses should invest in a quality CRM:

Grow Your Small Business with Capsule CRM Mobile App

The perfect CRM for any small business should enable it to think big. That doesn't just mean providing the right functionality. It means being able to access contacts anywhere, anytime. The Capsule mobile app lets you do this, and provides you with all the information you need.

Try free for 14 days

Capsule CRM's name is synonymous with ease of use, productivity and functionality. That's why we're trusted by thousands of small businesses worldwide - by business owners, investors, and entrepreneurs. Capsule CRM is one of the best CRMs for small businesses from any type of industry — your partner to attract more customers and clients and dominate your business territory.

Small business CRM: Frequently asked questions