Capsule

• Centralized contact & organisation (company) management
• Sales pipeline / opportunity tracking with visual stages
• Task & activity management (reminders, follow-ups)
• Email integration (send emails from within the CRM, log emails)
• Custom fields, tags, and data enrichment (customization)
• Workflow automation (automate tasks, stage changes, alerts)
• Reporting & dashboards (sales analytics, conversion metrics)
• Multiple pipelines and project boards (for paid plans)
• Mobile apps (iOS & Android) for on-the-go access
• Integration ecosystem / API (connect with tools like Xero, Mailchimp, Zapier, Google Workspace)

Capsule CRM is a cloud-based customer relationship management platform built to help businesses simplify how they manage contacts, sales pipelines, and internal workflows. It is especially well suited for small to medium teams that want CRM power without undue complexity.

With Capsule, your contact database is the heart of the system: you can store detailed records of people and organizations, attach notes, view communication history, and enrich contact profiles with custom fields and data lookup. The sales pipeline module allows you to create and manage opportunity stages, move deals along visually, and forecast revenue. Tasks and activities—calls, follow-ups, meetings—are tied to contacts and opportunities so nothing slips through the cracks.

Capsule also supports workflow automation: you can configure automatic actions (e.g. create tasks, send alerts, change statuses) based on triggers in your pipeline. This helps reduce manual overhead and ensures consistent follow-ups. Advanced reporting and dashboards give you insight into conversion rates, pipeline health, won vs lost deals, and team performance.

The system supports multiple pipelines, project boards (for delivery or service workflows), and access control (user roles and teams) in higher tiers. It integrates with email systems (Outlook, Gmail), calendar apps, accounting tools like Xero or QuickBooks, marketing tools (e.g. Mailchimp), and automation platforms (Zapier, Make). The public API enables custom integrations too.

Capsule CRM offers a free plan for small teams (limited users and contacts) so you can test its core features. As your business grows, you can move to paid plans with higher contact limits, more pipelines, advanced features, and premium support. Because Capsule maintains a balance between usability, flexibility, and power, it’s often recommended for businesses that find large enterprise CRMs overkill and simpler CRMs too limited.