Capsule CRM

Capsule CRM is a cloud-based CRM for managing customer and supplier relationships, sales opportunities, communication history, tasks, projects, workflow automation, reporting, and mobile work. Its central records are People and Organizations, which can hold contact details, notes, emails, files, tags, custom fields, and activities.

Growth and higher plans add project boards with Kanban-style project management, extending the product beyond a basic contact database.

Capsule gives teams structured Person and Organization records, including custom fields, tags, notes, emails, meetings, calls, and tasks. Tasks can be assigned, dated, repeated, and attached to contacts, opportunities, or projects. Tracks apply predefined task sequences with relative timing and responsibilities.

Sales records are Opportunities. Administrators configure milestones and win probabilities, while expected value and close date feed pipeline forecasts. The visual pipeline supports drag-and-drop progression, loss reasons, stale-deal flags, and pipeline-value views. Growth, Advanced, and Ultimate plans add support for multiple pipelines.

Workflow Automations on Growth and higher plans handle repeatable pipeline and project processes. Available triggers include reaching a selected opportunity milestone or changing an opportunity to won or lost. Actions include assigning a user or team, adding a Track, and creating a linked project.

Capsule also connects Gmail, Outlook, Microsoft 365, and paid-plan SMTP mailboxes for record-based email, with reusable templates and dynamic fields on paid accounts. AI capabilities include Pipeline Generator on Starter, plus enrichment, activity summaries, and beta meeting preparation on Growth.

The automation model is useful for well-defined sales processes, but its available triggers and actions are narrower than those in deeply programmable, cross-object orchestration. Native multistep outbound sales sequences are not yet established.

Capsule offers 100+ integrations spanning accounting, calendars, communications, analytics, email, help desk, marketing, forms, telephony, project management, and automation platforms. Notable options include Gmail, Google Calendar, Outlook, Xero, QuickBooks Online, FreshBooks, Mailchimp, Zapier, Make, Microsoft Power Automate, Zoom, and Looker Studio.

For bespoke integrations, Capsule offers a REST API with OAuth 2 and personal access tokens. Native sales reports cover pipeline forecasts, pipeline by milestone, conversion rate, pipeline by tag, and won/lost performance over time. Growth, Advanced, and Ultimate plans add shareable custom dashboards built from activity, task, sales, and project reports.

Capsule CRM is best suited to solopreneurs, startups, small businesses, and growing SMB sales or service teams that want accessible relationship management, task follow-up, opportunity pipelines, projects, and practical sales reporting. Its plans support starting small, then adding automation, dashboards, projects, and multiple pipelines as needs grow.

It is less suitable for organizations that require deeply programmable event-driven automation across objects, native high-volume sales engagement, highly granular enterprise governance, or sophisticated predictive forecasting.