CRM Made Simple logo

CRM Made Simple

Simple yet powerful CRM for managing contacts, sales, and growing lasting relationships.

freemium Web Mobile App Sales

CRM Made Simple is a sales tool built by Capsule. It's best for Startups and Small businesses. Pricing is freemium. Main alternatives include Resource Guru, Field Service Management (FSM) Software.

Pricing

freemium

Audience

Startups

Platforms

Community

0%

About CRM Made Simple

Capsule CRM is a simple and powerful CRM solution designed to help businesses manage contacts, sales pipelines, projects, and customer service in one place. It aims to provide clarity, calm, and control in running a business by centralizing customer and sales data.

Capsule CRM is a customer relationship management system designed to simplify sales, project management, and customer service for small to medium-sized businesses. It consolidates customer details, sales pipelines, projects, tasks, and communications into a single, organized platform, eliminating the chaos of scattered information across various tools and documents.

Key features include contact management, sales pipeline tracking, project management, task and calendar organization, automation of workflows, and reporting. Capsule CRM allows users to track sales opportunities, forecast revenue, manage projects affordably, and automate repetitive tasks. It also offers integrations with popular tools like Google, Microsoft, Xero, and Zapier, enhancing its functionality and connectivity.

The CRM is designed to be user-friendly, with an intuitive interface that makes it easy for teams to adopt and use effectively. It caters to various sectors, including professional services, manufacturing, consulting, construction, accounting, and freelancing, offering tailored solutions to meet specific industry needs. Capsule CRM also scales to accommodate businesses of different sizes, from startups to medium-sized enterprises.

Capsule CRM differentiates itself by focusing on simplicity and ease of use, making it accessible to businesses that may find more complex CRM systems overwhelming. Its affordable project management capabilities and integrations with accounting and marketing tools provide a comprehensive solution for managing customer relationships and business operations. The platform also offers Capsule AI, which enhances various CRM functions with artificial intelligence.

Capsule CRM is best suited for businesses looking for a straightforward, yet powerful CRM solution that integrates sales, project management, and customer service. It is particularly beneficial for companies that want to streamline their operations, improve customer relationships, and drive efficiencies without the complexity of enterprise-level CRM systems.

Key Features

Contact Management: Centralize customer details in one place.
Sales Pipeline: Track sales opportunities and forecast revenue.
Project Management: Manage projects affordably.
Tasks & Calendar: Organize your working day.
Automations: Eliminate manual tasks with workflows.
Reporting: Pinpoint successes and failures.
Social Campaigns: Post on X, Facebook, Instagram, & LinkedIn.
Campaign Builder: Send emails to new customers.
Conversations: Provide customer service & support.
Capsule AI: Enhance CRM functions with artificial intelligence.
Task Management: Create and manage tasks for appointments, meetings, and deadlines.
Sales Pipeline Dashboard: Track conversion rates and sales pipeline milestones.
Kanban Visual Pipeline: Drag and drop opportunities through each stage.
Currency Support: Select preferred currency for use across Capsule.
Opportunity Filtering: Filter opportunities based on status, tag, and milestone.

Pricing

freemium

Capsule CRM offers a free plan and paid plans with additional features. A 14-day free trial is available. Specific pricing details for paid plans are not available on the analyzed pages.

Who is it for?

Best for

  • Small to medium-sized businesses seeking a simple and easy-to-use CRM.
  • Businesses needing integrated sales, project management, and customer service tools.
  • Teams looking to streamline operations and improve customer relationships.
  • Companies that want to automate workflows and track sales opportunities effectively.
  • Businesses in professional services, manufacturing, consulting, construction, accounting, and freelancing.

Not ideal for

  • Large enterprises requiring highly complex and customizable CRM solutions.
  • Businesses needing advanced marketing automation features beyond email campaigns and social media posting.
  • Companies requiring extensive integrations with niche or industry-specific applications not supported by Capsule CRM.
  • Organizations needing on-premise CRM solutions.

Integrations

Google Microsoft WhatsApp LinkedIn Zapier Make Xero Transpond Wati Magical QuickBooks Online Crunch FreeAgent Gmail CallBell

Community Discussion

Sign in to contribute

No discussions yet. Be the first to share your experience!

Frequently asked questions