Capsule CRM

Capsule CRM provides tools to manage contacts, sales opportunities, tasks, and projects in one location. It focuses on organizing customer data, streamlining sales pipelines, and automating workflows through custom fields, tags, milestones, and tracks. Users customize pipelines for different products or markets, filter opportunities, and generate reports on sales cycles, activities, and pipeline growth. Email integration allows sending messages from within the system, with templates and AI assistance for composing emails. Mobile access supports viewing tasks and data on the go, with automatic backups and integrations for tools like Gmail, Outlook, Zapier, and premium services.

HIGHLIGHTS

• Custom fields, tags, milestones, and sales pipelines
• Task management with repeating tasks, reminders, calendar view, and automation tracks
• Sales analytics and advanced reports with filtering and export options
• Contact management with full text search, auto-enriched profiles, and file attachments
• Email tools including templates, Gmail/Outlook integration, shared mailboxes, and AI Email Composer
• Project management via kanban-style boards
• Automation for sales, projects, and marketing
• Mobile app for iOS and Android with offline access
• Integrations with Zapier, API, and premium tools like Google Workspace and Xero
• Team access controls, data export, and GDPR compliance