What is Capsule?
Capsule is a CRM built to help businesses manage contacts, track sales, and stay on top of every customer relationship. It brings together contact records, sales pipeline tracking, task management, project workflows, and marketing tools in one place. Capsule CRM covers the full customer lifecycle, from first contact to closed deal to ongoing delivery. AI features are built into the platform to cut prep time, reduce admin, and speed up routine communication. It’s available on iOS and Android, so teams can access their data anywhere.
Capsule Video
Features & Benefits
- Sales Pipeline: track all open opportunities, see potential deal values, and monitor where each one sits in the pipeline, with kanban board view, drag-and-drop stage progression, multi-pipeline support for different products or markets, and opportunity filtering by status, tag, or milestone.
- AI Pipeline Generator: build a complete sales pipeline with stages tailored to your business by describing what your company does and how you sell.
- Pipeline Dashboard: view conversion rates, pipeline milestones, and revenue forecasts in a single screen.
- Sales Automation: trigger automated actions when opportunities move through the pipeline.
- Sales Analytics: monitor pipeline performance, won/lost ratios, average time to close, pipeline growth, and team activity across more than 10 report types, with filtering by time period or user and full data export.
- Activity Reporting: track completed activities by user and activity type.
- Contact Management: store and organize everything known about contacts, companies, and organizations in one searchable place, with full-text search across notes and emails, auto-enriched social profiles, file attachments for quotes and proposals, and CSV and spreadsheet import.
- AI Business & Contact Enrichment: automatically populate and maintain contact and company records with details such as revenue, headcount, and industry.
- AI Summaries: generate an instant summary of recent emails, notes, and activity for any contact, opportunity, or project before a call or meeting.
- Custom Lists: segment contacts using standard or custom fields to build targeted groups.
- Tasks & Calendar: create tasks for meetings, calls, deadlines, and appointments, with daily reminder emails, repeating task options, a weekly or monthly calendar view, and task sequences that activate one after another.
- Projects: manage client delivery work with project-specific workflows and automation.
- Email Tools: send emails directly from Capsule CRM, create and share reusable templates across the team, connect a shared mailbox for consistent outbound communication, and log incoming emails automatically via a unique drop box address.
- AI Email Assist: draft routine follow-up emails and quick updates by specifying the message topic and tone.
- Marketing Automation: build trigger-based communication sequences to manage every customer touchpoint.
- AI Content Assistant: generate marketing email copy from a brief description of tone, style, or subject.
- AI Brand Analyzer: scan a website URL to extract colors, logo, and fonts, then apply them to email communications automatically.
- AI Conversations: handle sales and customer support queries around the clock from a centralized inbox view.
- Website Lead Capture: collect new leads through a form embedded on your own website.
- Customization: tailor fields, tags, milestones, activity types, lost reasons, contact titles, and branding to match your business.
- Integrations: connect with popular productivity, accounting, email marketing, and automation tools via native integrations and API.
- Data Export: export all account data at any time.
- Deleted Record Restore: recover deleted records within 30 days.
- AI Data Privacy: keep all data entered into AI features within the account; data is never used to train external AI models, and AI features can be disabled at any time.
Real-World Applications
A small consultancy managing a growing client base can use Capsule CRM to keep every contact, conversation, and deal in one place. Proposals, notes, and email history attach directly to each contact record. Before a client call, AI Summaries pulls together recent activity so there’s no scrambling for context. The sales pipeline shows exactly which opportunities need attention and which are close to closing.
Sales teams handling multiple product lines or market segments can build separate pipelines for each. A manufacturing company selling both direct and through distributors can track both processes independently. The AI Pipeline Generator sets up the right stages from the start based on how the business actually sells. Pipeline dashboards and advanced sales reports make it easy to spot where deals stall and where win rates are strongest.
Freelancers and small agencies that deliver project work after the sale can manage client delivery alongside CRM data in one tool. AI Email Assist speeds up routine follow-ups after calls so nothing sits on a to-do list longer than it needs to. Task automation keeps delivery sequences consistent across every client engagement, reducing manual setup between projects.
Businesses running outbound campaigns can build and segment contact lists using custom fields and tags. The AI Content Assistant generates marketing email copy from a short brief, while the AI Brand Analyzer keeps every email visually on-brand. Connecting Capsule CRM to existing accounting or email marketing tools keeps the whole operation running from a single source of contact data.
