● Capsule is what your small business needs to win more deals, be more productive and delight your customers. Build powerful customer relationships. Control your to-do list, close more deals, deliver projects on time, win more, do more and grow fast.
● Start and end your working day knowing what tasks you’ve got to tackle. And if there’s too much on, manually assign a task, or set up automations to delegate. Seize control of your sales pipeline, forecast more accurately, and understand deal status in one dashboard.
● Onboard, manage, and deliver for your customers when they say ‘yes’. Smash silos, stay on track and collaborate easily with your team. Detect deals close to closure and take action, consult customers who need support and project pipeline to analyze business growth all in one dashboard.
Why
Capsule CRM stands out due to its easy setup, user-friendly interface, customization options, integration capabilities, and affordability. Offering great value for businesses.
Goal
Every client interaction is available in a single view, helping your team understand client status, plan engagements, and deliver top customer experiences.
Process
Choose plan, set brand appearance prefrences, establish user roles, create teams, import data, set-up profiles, set workflow automations, create tasks and opportunities.
Integration
Capsule's powerful integrations work seamlessly with your existing tech. Support for Zapier, Make, and others, so you can create bespoke integrations, just for your use case.
Support
Online Chat with AIHelp Center with DocsVideo TutorialsBlogsEmail Support
Use Case
StartupsSmall BusinessMid-Sized BusinessSaaSFreelancers