Capsule

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Capsule is a cloud-based CRM that organizes contacts, tracks sales pipelines, manages tasks and logs activity, with integrations for email, calendar and third-party apps.

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Capsule was launched in 2009 following the founders’ frustration with existing CRM services that were either overly simplistic or far too complex for most businesses. It believes the value of a modern CRM lies in the ability to help businesses stay organized, know more about their customers, build strong relationships, and make the most of sales opportunities—all while minimizing user input. It was built to deliver on these values, and today Capsule is used by thousands of businesses of all sizes all over the world.

Capsule is a cloud-based customer relationship management (CRM) app designed to simplify contact and sales pipeline management for small and medium-sized businesses. It provides a clean, intuitive interface that helps users organize their contacts, track sales opportunities, and manage tasks within a unified platform. Capsule integrates smoothly with popular tools such as Gmail, Google Calendar, Xero accounting software, and third-party apps like Calendly and Typeform to streamline workflows and reduce manual data entry.

Key features of Capsule include contact and lead management, sales pipeline tracking, task and project management, and real-time activity logging. Its Gmail integration automatically links email threads to relevant contacts, aiding efficient communication tracking. Capsule's calendar functionality consolidates meetings and events to provide a comprehensive view of customer interactions. Additionally, it offers pipeline forecasting and bulk project management for improved administration. The app's cloud-based nature ensures data is updated in real-time, accessible anywhere, and promotes collaboration across teams.

While Capsule excels in ease of use and essential CRM capabilities, it offers basic customization and limited advanced marketing and analytics features compared to larger enterprise solutions. Its mobile app prioritizes simplicity and key functionalities for mobile CRM use, supporting contact management and pipeline updates on the go. Overall, Capsule delivers a practical CRM solution focused on managing customer data, improving follow-ups, and supporting sales processes without overwhelming complexity.

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Categories: BusinessCRM Software

Website: capsulecrm.com

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