You deliver the expertise, we’ll handle the follow-ups
Whether you're a business consultant, HR advisor, sustainability expert, or any other kind of consultant, Capsule keeps your client work organised without piling on the admin. You focus on solving problems — we’ll keep track of everything else.
Select a plan that suits you
Perfect for businesses with one to five employees. Finally, get clarity and control over your business relationships and work delivered.
Billed Annually.
Free 14-day trial. No card required.
Best for small businesses with sales teams. Give your organization the firepower to prospect, sell, and deliver work — fast.
Billed Annually.
Free 14-day trial. No card required.
For bigger sales teams, with more than one salesperson. Prospect faster, close quicker, and speed up growth.
Billed Annually.
Free 14-day trial. No card required.
Ideal for scaling teams with 5+ users. You'll get your own account manager and custom training. Sign up for a trial and our Sales team will be in touch.
Billed Annually.
Free 14-day trial. No card required.
A CRM built for consultants
Consultancy is complex. Your CRM shouldn’t be.
We know consultancy is a balancing act; Capsule takes the tedious tasks out of the equation. Set reminders, track leads, and keep a clear view of where each client stands.
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.
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.
Get reporting that’s as useful as you are
You help others make smart decisions, so CRM should do the same. Capsule’s reporting shows lead sources, service demand, and pipeline progress, giving you clear insights to grow your consultancy.
Built for busy consultants just like you
Add custom fields, tag clients, and track every deal from start to finish. Stay organized, follow up on time, and make sure no opportunity slips through the cracks.
Works with the tools you already trust
Capsule slots neatly into your existing setup:
- Google Workspace: Sync contacts, calendar, and email automatically
- Microsoft Teams: Notify chosen channels as Opportunities progress
- Outlook: Track and manage crucial conversations
- Zapier: Connect to thousands of other tools you already use
"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.
Get started for free.