Capsule CRM

What is Capsule CRM?

Capsule is a cloud-based CRM platform that helps businesses manage their contacts, track opportunities and build relationships with customers and partners. It enables users to store contacts, track sales opportunities, generate reports, automate workflows and manage projects.  Additionally, it has an email marketing add-on called Transpond which allows users to manage data and lists across both apps

There is also a wide range of integrations with other apps such as Gmail, Outlook, MailChimp, Xero and integration platforms such as Zapier and Make.

Some of the features offered by Capsule CRM include contact management, opportunity tracking, collaboration tools, analytics & reporting, automation, project management and integrations with popular third-party apps. 

For contact management, Capsule CRM provides users with tools to store all the necessary details associated with customers such as name, address and phone number. Additionally, it allows users to add custom fields to store additional information about contacts. It also offers advanced filtering capabilities so users can quickly locate specific contacts based on criteria like location or job title.

In terms of sales pipeline management, Capsule CRM enables users to visualize their sales process with an interactive dashboard. It allows them to track each deal’s progress and understand where it is in the pipeline. This helps them better manage their resources, as they can focus on deals that are most likely to close. On the Teams plan, you have the ability to use multiple sales pipelines.

Capsule offers reporting which allows users to generate reports based on customer data and other metrics. This provides them with valuable insights into their sales performance and customer base so they can make informed decisions, and see where opportunities are won and lost.

In terms of email, Capsule lets you create and store email templates that can be shared with and used by your wider team. This means you can deliver success more consistently if you know a certain type of email works well for you.

The platform provides automated processes such as email sequences and task reminders which help streamline workflows and ensure tasks are completed efficiently. Additionally, Capsule CRM has a built-in project management system that makes it easy for teams to collaborate by assigning tasks, setting deadlines and tracking progress.

Capsule CRM’s AI Content Assistant is an advanced artificial intelligence-driven tool that helps users communicate with their clients by suggesting email content for them. This feature is also available in Transpond.

Because Capsule develops the Transpond add-on too, they work incredibly well together. You can pull your Capsule tags, lists and custom fields through to Transpond in minutes. It’s also easy to manage your data across both apps - you can  update or add contacts and tags in Transpond and they'll sync back to Capsule, and you can also change lists, tags, contacts and custom fields in Capsule and they'll sync to Transpond.

Beyond this, Transpond has a range of excellent features which when combined with Capsule help you to grow your business:

• Use the Campaign Builder to create campaigns that get noticed. You don’t even need to create a template - the Brand Analyzer can do that for you.
• Let our AI Content Assistant do the research and write your emails in seconds.
• Access a range of marketing automations to achieve more. It’s like having an extra member of your team.
• Harness powerful analytics to see how contacts engage with your campaigns.
• Easily create signup forms to keep your prospect pot growing.
• Keep contacts updated instantly with perfectly timed transactional emails.
• See where your contacts go after they’ve clicked on your emails with website tracking.

One of the key aspects of Capsule is that it is easy to use day to day, and also very easy to set up and get started with. You therefore start to realise the value very quickly, and can use the insight it provides to make more informed business decisions very quickly too.

To get started with Capsule CRM, users need to create an account on the website. Once signed up, they will be guided through how to start adding contacts, tracking opportunities and the rest of the feature set. They can also customize the platform to suit their business needs by setting up task automation, collaboration tools and analytics & reporting.

There are a wide range of resources available on the Capsule website to help users get started, and the excellent Support team is always on hand to provide answers to any questions you may have.

Features

Screenshots

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Pricing

There are three plans available for Capsule CRM and also a free plan – Professional, Teams and Enterprise. 

• Professional is priced at $18/£12user/month 
• Teams is priced at $36/£24 user/month 
• Enterprise is priced at $54/£36 user/month 

All plans come with a free 14 day trial.

Support

• Email
• Articles
• Tweeting
• Online request forms

FAQs