Capsule

Capsule is an online CRM that brings contacts, tasks, sales opportunities and related customer information into one place. It is designed to help businesses stay organized, track sales activity and manage relationships without requiring extensive manual data entry. Contact records can be imported from spreadsheets or other CRMs, and users can attach files, search notes and emails, and view activity in a calendar.

Core capabilities include a visual sales pipeline with multiple pipelines, opportunity filtering, currency support and a pipeline dashboard. Task management covers repeating tasks, reminders, calendar views and task automation through Tracks. Reporting includes sales analytics, activity reporting, advanced sales reports, report filtering and exports, with Google Data Studio available on the Growth plan. Email tools include templates, Gmail and Outlook integration, email sending from Capsule, a shared inbox and the Transpond email marketing app. Automation covers sales, project and marketing workflows. Security features include two-factor authentication, Microsoft 365 and Google Workspace single sign-on, user roles, data export and GDPR compliance. Customization includes custom fields, tags, milestones, activity types, lists, lost reasons and branding.

Capsule connects with more than 100 apps through its marketplace, including Xero, QuickBooks Online, FreshBooks, Mailchimp, Zapier, Make, Google Calendar, Zendesk and ChatGPT, and offers an API for custom integrations. Mobile apps are available for iOS and Android. The product is aimed at businesses of different sizes that need a straightforward CRM, and it offers a 14-day free trial. Some features are marked as part of the Growth plan.