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.

Contact Management
Email Marketing & Tools
Tasks & Calendar
Sales Pipeline

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
  • 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.
Step 2: Setting Up 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.
Step 3: Integrating Your Email
  • 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.
Step 4: Managing Contacts
  • 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.
Step 5: Setting Up Sales Pipeline
  • 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.
Step 6: Using Tasks and Calendar
  • 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.
Step 7: Automating Your Workflow
  • 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.
Step 8: Monitoring Sales Analytics
  • 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.
Step 9: Using Capsule CRM's AI Content Assistant
  • 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.
Step 10: Accessing Support and Resources
  • 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

  • Free

    Try our starter CRM with basic features for up to 2 users and 250 contacts.


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    250 Contacts

    1 Sales Pipeline

    1 Project Board

    25 Custom Fields

    10 AI Content Assists

    Email Sending

  • Starter

    Organize contacts, leads, and conversations efficiently with essential starter tools.

    $18 per user, per month. Billed Annually.

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    30,000 Contacts

    1 Sales Pipeline

    1 Project Board

    50 Custom Fields

    10 AI Content Assists

    1 Shared Mailbox

    5 Email Templates

    Activity Reporting

    Key integrations

  • Growth

    Customization, seamless workflows and reporting for evolving businesses.

    $36 per user, per month. Billed Annually.

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    60,000 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

  • Advanced

    Boost the growth potential of your business with added flexibility at your fingertips.

    $54 per user, per month. Billed Annually.

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    120,000 Contacts

    50 Sales Pipelines

    50 Project Boards

    300 Custom Fields

    1000 AI Content Assists

    5 Shared Mailboxes

    500 Email Templates

  • Ultimate

    Discover your full potential with premium onboarding and account management.

    $72 per user, per month. Billed Annually.

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    240,000 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?