Capsule CRM
Capsule CRM is a user-friendly platform that helps businesses streamline customer relationship management, boost sales performance, and make informed decisions. It offers essential tools like sales pipeline dashboard and integrates with popular software tools. Tailored solutions cater to startups, small businesses, and mid-sized companies.
What is Capsule CRM?
Capsule CRM is a game-changer for businesses looking to streamline their customer relationship management processes. With its user-friendly interface and robust features, Capsule CRM makes it easy to nurture relationships, win more sales, and make informed business decisions. The platform's sales pipeline dashboard and calendar & task management tools are essential for driving sales performance and staying organized. Plus, Capsule CRM seamlessly integrates with popular software tools like QuickBooks, Gmail, and Mailchimp, allowing users to connect all their favorite tools in one place. Whether you're a startup, small business, or mid-sized company, Capsule CRM offers a range of solutions tailored to fit your specific needs. Join the thousands of satisfied customers who have benefited from Capsule CRM's simple yet powerful features and start building stronger customer relationships today.
How to Use Capsule CRM?
Step 1: Getting Started with Capsule CRM- Visit the Capsule CRM homepage at www.capsulecrm.com.
- Click on 'Try Free' to start your 14-day free trial.
- Sign up by entering your email address and creating a password.
- Confirm your email to activate your account.
- Log in to your Capsule CRM account.
- Go to 'Account Settings' to customize your profile information.
- Add your company details, including name, address, and industry.
- Invite team members by sending email invitations from the 'User Management' section.
- Navigate to 'Integrations' in Capsule CRM.
- Select 'Gmail' or 'Outlook' depending on your email provider.
- Follow the on-screen instructions to authorize Capsule CRM to access your email.
- Sync your emails so all customer interactions are recorded in Capsule CRM.
- Go to the 'Contacts' section in Capsule CRM.
- Click 'Add Person' or 'Add Organization' to create new contacts.
- Fill out the contact information fields, including name, email, phone number, and company details.
- Use tags and categories to organize contacts for easier retrieval.
- Navigate to the 'Sales Pipeline' section in Capsule CRM.
- Click 'Add Opportunity' to start tracking a potential sale.
- Enter details such as opportunity name, value, milestone, and close date.
- Customize the pipeline stages to match your sales process.
- Go to the 'Tasks' and 'Calendar' section in Capsule CRM.
- Click 'Add Task' to create new to-dos for appointments, meetings, and calls.
- Assign tasks to team members by selecting their name from the list.
- Set due dates and reminders to keep track of important deadlines.
- Access 'Workflow Automation' in Capsule CRM.
- Click 'Create New Automation' to set up automated actions.
- Define triggers and conditions for the automation, such as new contact added or opportunity status changed.
- Specify the actions to be taken automatically, like sending follow-up emails or creating tasks.
- Navigate to 'Sales Analytics' in Capsule CRM.
- Select the desired timeframe and specific reports (e.g., sales by rep, sales by source).
- Analyze the generated reports to identify trends and opportunities.
- Use these insights to make informed business decisions and optimize your sales strategy.
- Go to the 'AI Content Assistant' section in Capsule CRM.
- Select the type of content you need help with, such as emails or proposals.
- Input key information and let the AI generate a draft for you.
- Review and edit the generated content before sending it out.
- Visit the 'Support' section in Capsule CRM.
- Search the extensive library of help articles for instant assistance.
- Submit a support request if you need further help.
- Explore video tutorials and customer stories for additional tips and inspiration.
Capsule CRM Features
Contact Management
Contact Management in Capsule CRM provides users with an organized overview of the people and companies they do business with. It allows users to track conversations, know the history, and deliver more personalized experiences.
Function Detail
- Users can easily input and access customer information in one centralized location.
- Users can track conversations and interactions with customers over time.
- Users can customize and categorize contacts based on different criteria.
- Users can set follow-up reminders and notifications for important interactions.
Email Marketing & Tools
The Email Marketing & Tools feature in Capsule CRM allows users to send campaigns, email templates, and integrate with popular email platforms like Outlook and Gmail.
Function Detail
- Users can create and send email campaigns to customers and prospects.
- Users can integrate their email accounts with Capsule CRM for seamless communication.
- Users can automate email outreach and follow-up tasks.
Tasks & Calendar
Tasks & Calendar feature in Capsule CRM allows users to create tasks for appointments, meetings, phone calls, and more. It helps users stay organized and manage their time effectively.
Function Detail
- Users can create tasks with specific details, deadlines, and reminders.
- Users can schedule appointments and meetings directly on the calendar.
- Users can prioritize tasks and set due dates for better time management.
Sales Pipeline
The Sales Pipeline feature in Capsule CRM provides users with a complete summary of their opportunities through a sales dashboard. It helps users visualize and track the progress of their sales deals.
Function Detail
- Users can customize their sales pipeline stages to match their sales process.
- Users can track the status of each deal and move them through the pipeline.
- Users can analyze sales data and identify opportunities for improvement.
Capsule CRM Pricing
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Free
Try our starter CRM with basic features for up to 2 users and 250 contacts.
$0
Get Started250 Contacts
1 Sales Pipeline
1 Project Board
25 Custom Fields
10 AI Content Assists
Email Sending
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Starter
Organize contacts, leads, and conversations efficiently with essential starter tools.
$18 per user, per month. Billed Annually.
Get Started30,000 Contacts
1 Sales Pipeline
1 Project Board
50 Custom Fields
10 AI Content Assists
1 Shared Mailbox
5 Email Templates
Activity Reporting
Key integrations
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Growth
Customization, seamless workflows and reporting for evolving businesses.
$36 per user, per month. Billed Annually.
Get Started60,000 Contacts
5 Sales Pipelines
5 Project Boards
150 Custom Fields
1000 AI Content Assists
3 Shared Mailboxes
50 Email Templates
Important Fields
Workflow Automation
Custom Activity Types
Advanced Sales Reporting
User Roles & Permissions
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Advanced
Boost the growth potential of your business with added flexibility at your fingertips.
$54 per user, per month. Billed Annually.
Get Started120,000 Contacts
50 Sales Pipelines
50 Project Boards
300 Custom Fields
1000 AI Content Assists
5 Shared Mailboxes
500 Email Templates
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Ultimate
Discover your full potential with premium onboarding and account management.
$72 per user, per month. Billed Annually.
Get Started240,000 Contacts
100 Sales Pipelines
100 Project Boards
Unlimited Custom Fields
1000 AI Content Assists
10 Shared Mailboxes
1000 Email Templates
Implementation Support
Import Assistance
Custom Training
Dedicated Account Manager
Ongoing Priority Support
Capsule CRM Frequently Asked Questions
What is Capsule CRM?
What features does Capsule CRM offer?
What industries does Capsule CRM cater to?
How can Capsule CRM help with team organization?
Are there different pricing plans available in Capsule CRM?
What integrations are available with Capsule CRM?
How can Capsule CRM users access support and resources?