Capsule CRM

Capsule CRM is a cloud-based customer relationship management platform designed to help small to medium-sized businesses manage their contacts, sales pipelines, tasks, and projects. The software offers a user-friendly interface and core CRM functionalities to streamline business operations and improve customer relationships.

Key features:
- Contact Management: Centralized storage and organization of customer information and interactions.
- Sales Pipeline Tracking: Visual representation and management of sales opportunities through various stages.
- Task and Calendar Management: Scheduling and tracking of tasks, appointments, and deadlines.
- Project Management: Tools for organizing and monitoring project progress and team collaboration.
- Email Integration and Templates: Seamless email connectivity and pre-designed templates for efficient communication.
- Reporting and Analytics: Data-driven insights and performance metrics to inform business decisions.
- Mobile Apps: iOS and Android applications for on-the-go access to CRM data.
- Customizable Fields and Tags: Flexibility to adapt the system to specific business needs and categorization.
- Third-Party Integrations: Connectivity with over 60 external applications to enhance functionality.

How it works:
1. Sign up for an account and choose a pricing plan.
2. Import existing contacts or manually add new ones.
3. Set up custom fields and tags to organize data.
4. Create sales pipelines and add opportunities.
5. Manage tasks and schedule appointments using the calendar.
6. Utilize email integration for streamlined communication.
7. Generate reports and analyze performance metrics.
8. Access data on mobile devices when away from the office.

Integrations:
G Suite, Office 365, Mailchimp, Xero, QuickBooks, Zapier, and 55+ other third-party applications

Use of AI:
Capsule CRM incorporates some AI-powered features, such as email content suggestions, to enhance user productivity. However, generative AI is not a core component of the product offering.

Target users:
- Small to medium-sized businesses
- Service-based companies
- Sales teams
- Organizations implementing their first CRM system

How to access:
Capsule CRM is accessible as a cloud-based web application and through mobile apps for iOS and Android devices. Users can sign up for a free plan or choose from paid tiers starting at $18 per user per month, with higher tiers offering increased contact limits, custom fields, and pipeline options.

Pricing:
- Free plan: Limited to 250 contacts
- Paid plans: Starting at $18 per user per month
- Higher tiers: Offer increased contact limits, custom fields, and pipeline options

Company information:
Capsule CRM is developed by Zestia Ltd, a company registered in England. The platform was launched in 2009 and has since focused on providing a straightforward, customizable CRM solution for small businesses at an affordable price point.