Capsule

Capsule CRM is a cloud-based platform designed to help small businesses increase productivity and improve customer satisfaction. The platform provides a 14-day free trial with access to features such as contact management, sales pipeline management, email marketing, and project management.

The contact management feature offers a comprehensive view of all client interactions. The task and calendar feature helps manage daily tasks which can be manually assigned or automated. The sales pipeline feature provides a dashboard for managing sales, forecasting, and understanding deal statuses.

Capsule CRM's project management feature promotes team collaboration and ensures project efficiency. The sales analytics feature offers insights into deals, customer support needs, and business growth. The platform includes sales tools like a pipeline dashboard, Kanban visual pipeline, currency support, and opportunity filtering.

The task management feature allows for the creation of tasks for appointments, meetings, and deadlines. Tasks can be set to repeat and task reminder emails can be sent daily. The platform offers advanced reporting capabilities.

Capsule CRM includes automation tools for sales, project management, and marketing. The contact management feature includes full text search, auto-enriched profiles, file attachments, and contact import. The platform also provides email tools, such as email templates, Gmail and Outlook integration, and a shared inbox.

Security features include two-factor authentication, single sign-on for Microsoft 365 and Google Workspace, record restoration, user roles, data export, and GDPR compliance. Capsule CRM offers connectivity through add-ons, integrations, a mobile app, website form lead capture, and API access. The platform is customizable, allowing for custom fields, milestones, branding, tags, lists, and titles.