You deliver the expertise, we’ll handle the follow-ups

From HR to strategy consulting, Capsule streamlines your client management so you stay focused on delivering results.

Try free
You deliver the expertise, we’ll handle the follow-ups
Free

Perfect to try Capsule and see how it works.

Maximum 2 users.
Free Forever.
Starter

For small businesses with one to five employees.

Per user, per month.
Billed Annually.
GrowthEnhanced AI Tools

Got a small sales team? This is the plan for you.

Per user, per month.
Billed Annually.
AdvancedEnhanced AI Tools

For big sales teams and fast-growing small businesses.

Per user, per month.
Billed Annually.

Find the perfect plan for your business

A CRM built for consultants

Consultancy is complex. Your CRM shouldn’t be.

Consultancy is a balancing act. Capsule sets reminders, track leads, and keeps a clear view of where each client stands.

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contact management in capsule

Track every opportunity - from inquiry to invoice

Never miss an opportunity or follow up. Track deals through each stage, all without switching between tools or losing a thread.

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project management tracking

Because billable hours shouldn’t include chasing client info

No more digging through inboxes or wondering where that note went. Capsule pulls everything together so you can see each client’s full history at a glance.

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To do list in Capsule

Built for busy consultants just like you

Add custom fields, tag clients, and track every deal from start to finish. Make sure no opportunity slips through the cracks.

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reporting features

Get reporting that’s as useful as you are

You help others make smart decisions, your CRM should do the same. Track everything so you can make confident, data-led decisions.

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Sales pipeline progression

Works with the tools you already trust

Capsule connects with Gmail, Outlook, and accounting tools and tailor custom integrations through Zapier and Make.

Browse marketplace

"Very nice interface online and on mobile, the features that you need for an independent consultant are all there, with no extra gimmicks."

Try Capsule free today

Keep track of every project, client, and conversation all in one space. Win more work and give your client a seamless experience, from the first email to the last invoice.