Drive Efficiency

Do everything better (and do less)

Capsule CRM helps you tame the chaos, simplify the hard stuff, and get back to doing your best work. No spreadsheets. No drama. Just progress.

New client automation in Capsule
Custom workflows

Build it your way. Scale it your way.

Build your exact business processes, the way you want them. From building specific sales steps to your project management process, do it your way in Capsule CRM.

Build it your way. Scale it your way.
Integrations

All your tools in one place

Whether it’s accounting, email marketing, or prospecting tools, we integrate with them all. View and action data from these tools directly in Capsule.

All your tools in one place
Goodbye admin

Automate tedious parts of your job

Always follow up with a lead? Have a standardized project process? These, and other simple tasks, can all be automated, so you don’t have to do them.

Automate tedious parts of your job
Build your process
Custom workflows

Build it your way. Scale it your way.

Build your exact business processes, the way you want them. From building specific sales steps to your project management process, do it your way in Capsule CRM.

Build it your way. Scale it your way.
Everything in one tool
Integrations

All your tools in one place

Whether it’s accounting, email marketing, or prospecting tools, we integrate with them all. View and action data from these tools directly in Capsule.

All your tools in one place
Automate routine tasks
Goodbye admin

Automate tedious parts of your job

Always follow up with a lead? Have a standardized project process? These, and other simple tasks, can all be automated, so you don’t have to do them.

Automate tedious parts of your job

"It’s given us that sense of order, commitment, and professionalism around what we do. It saves money because there’s no repetition, and you always know exactly where you’re at with things."

Lynda Bailey

Director

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This is how Capsule CRM helps

Small businesses can grow quickly. And with rapid growth comes new processes and inefficiencies. Here's how Capsule CRM helps.

Deep dive into your projects with record pages where you can store all your interactions and updates

Build your unique sales process

Use custom fields and tags to create your exact sales process, with all the relevant stages and steps.

Your calendar in Capsule CRM

Bring your Outlook/Gmail emails directly into Capsule CRM, instead of switching from tab to tab.

Build automations & save time

Got a repeatable process? Tracks are perfect for this and can be activated automatically. Same with prospect email follow-ups.

Monitor business performance

Use Reports to see how your Sales Process and Projects are running. Make decisions based on actual data.

Free

Perfect to try Capsule and see how it works.

Maximum 2 users.
Free Forever.
Starter

For small businesses with one to five employees.

Per user, per month.
Billed Annually.
Growth

Got a small sales team? This is the plan for you.

Per user, per month.
Billed Annually.
Advanced

For big sales teams and fast-growing small businesses.

Per user, per month.
Billed Annually.
Image of the Capsule support team and highlighting 80% of responses are within 12 hours
Need a hand? We’ve got you

Helpful, human support from people who actually know the product.

Take business wherever it happens with the Capsule CRM mobile app.
Your CRM, wherever you go

Capsule’s mobile app keeps things moving, even when you’re nowhere near your desk.

Get started in a snap by importing your contacts, deals, and more from another CRM or spreadsheets
Start immediately

Whether you’ve got a spreadsheet to import or are manually entering data, you’ll be able to start straight away.

There's more to explore

Get one step ahead

Break down your working day directly in Capsule CRM.

Explore Tasks and Calendar

Less manual. More momentum

Follow-ups, task assignments, moving deals forward—Capsule CRM does the legwork, so you don’t have to.

Explore Workflow Automation