Capsule CRM

Business Profile

Core Value Proposition

Capsule CRM provides simple yet powerful CRM to manage contacts, sales, projects, and relationships in one place for small businesses.

Target Customer

{"Small businesses","Startups","SMBs","Freelancers","Nonprofits"}

Key Differentiator

Easy setup with zero onboarding fees, rapid time to value, a large native integration ecosystem (60+ integrations) plus support for bespoke automations, and customizable Capsule experiences (your Capsule; your way).

Implementation Timeline

{"speed_to_value":"Immediate start after signup with rapid implementation; 14-day free trial available.","notes":["As soon as you sign up, you can start using Capsule immediately.","Try free for 14 days; no onboarding fees mentioned."]}

Pain Points

1Data fragmentation: client interactions and information scattered across multiple tools; Capsule aims to unify them in a single view.
2Task and workflow management: need to manage tasks, deadlines, and delegations efficiently.
3Sales forecasting and pipeline visibility: need a dashboard to forecast and understand deal status across pipelines.

Key Features

1Contact Management
2Sales Pipeline with Kanban and forecasting
3Project Management
4Sales Analytics and reporting
5Automation Tools (Sales and Project automation; Marketing Automation via Transpond)
6Email Tools (templates, Gmail/Outlook integration, shared inbox)
7Security & Permissions (2FA, SSO options, roles, GDPR compliance)
8Connectivity and Integrations (60+ native integrations; Zapier, Make; API access)

Target Customer Industries

Client Results

1Close more deals, faster with a unified sales pipeline and dashboard
2Forecast more accurately and understand deal status in one view
3Deliver projects on time and within scope
4Gain actionable insights from sales analytics

Competitive Advantages

1Zero onboarding fees
2Rapid implementation and time to value
3Large ecosystem of integrations (60+ native integrations; Zapier, Make, etc.)
4Customizable and extensible workflow automation
5Affordable for small businesses with a free plan available

Key Benefits

1Centralized, searchable contact data across people and companies

2Unified view of client status and interactions to improve engagement

3Faster, more predictable sales with a visible pipeline and forecasting

4Automation to streamline repetitive tasks and processes

5Extensive integrations and flexible customization to fit workflows

Case Studies & Success Stories

G2 Review – A great, effortless CRM

Case #1

Reviewer describes Capsule as easy to use, not over-complicated, and used constantly in their business; notes eight years of use across various CRMs.

G2 Review – Capsule has revolutionized our business

Case #2

Reviewer states Capsule centralizes key company information in one place and is accessible to everyone in the business.

Additional Product Information

Product Description

Capsule CRM is a simple, integrated CRM designed for small businesses to manage contacts, sales, projects, and customer interactions with automation, analytics, and a broad integration ecosystem.

Target Market

Small businesses, startups, SMBs, freelancers, nonprofits seeking an easy-to-implement CRM with strong integration and automation capabilities.

Unique Value Proposition

An easy-to-setup, affordable CRM tailored for small businesses that unifies contact data, sales, projects, and marketing automations with a rich integration ecosystem.

Technical Requirements

{"Web-based platform with iOS and Android mobile apps","Microsoft 365 Single Sign-On","Google Workspace Single Sign-On","API access for developers","Import/export data support","GDPR compliance","Over 60 native integrations plus Zapier/Make compatibility"}

Pricing Model

{"Free Plan available","Try free for 14 days","Zero onboarding fees","Paid plans after trial"}

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