Capsule

Capsule is a comprehensive CRM solution designed to help small businesses manage customer relationships effectively. It offers a streamlined interface that simplifies contact management, allowing users to track customer interactions, manage relationships, and organize data efficiently. The app features a visual sales pipeline that enables teams to visualize and manage deals intuitively, using a drag-and-drop interface tailored to their sales process.

Capsule also includes robust task management capabilities, integrating calendars and tasks linked to contacts or deals to ensure timely follow-ups and deadlines. Additionally, it supports email integration with popular services like Gmail and Outlook, allowing users to manage conversations directly within the app. The mobile app provides full functionality on-the-go, ensuring access to customer data and sales pipelines anywhere.

One of Capsule's standout features is its integrated project management tool, which helps streamline post-sale workflows and service activities without needing separate applications. Users can create custom fields to personalize the CRM according to their specific business needs, and the app supports integrations with various tools like Xero, Mailchimp, and Zapier to centralize business operations. Reporting tools provide insights into sales performance and team productivity, helping businesses make informed decisions to enhance their processes. Overall, Capsule offers a versatile and user-friendly platform for managing sales and customer relationships effectively.