Capsule contacts page showing contact records, AI summary of contact history and recent activity.
Capsule sales pipeline kanban board with opportunities organized by stage - new, qualified, proposal, negotiation, won, lost.
Transpond email campaign template builder.
Support inbox showing customer messages and replies.
Project overview showing tasks and project progress.
Automation builder with trigger and action workflow steps.
Reporting dashboard with charts and opportunity performance trends.

For your entire customer journey

From first enquiry to repeat business, everything
runs through one aligned tech stack.

Diagram header showing an example contact in Capsule.Flow diagram connecting a contact to Attract, Convert, and Grow features.
Lead capture form example from Transpond.
Attract

Capture new leads and turn enquiries into organised contacts.

Kanban card example in Capsule CRM sales pipeline showing progress towards a milestone
Convert

Move opportunities forward with full visibility of every interaction.

Example of a Transpond's chat feature.
Grow

Build lasting relationships with every conversation connected.

Attract

Bring in new business

Read how a professional services firm replaced spreadsheets and disparate software solutions with Capsule CRM and Transpond.

  • 50% lower technology costs

  • Clear visibility across the entire pipeline

  • Greater confidence to scale

  • Consistent, structured follow-up

  • No more lead leakage

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Permanent Wealth logo for Capsule customer story
Convert

Keep opportunities moving

Turn interest into revenue

Every lead enters a structured sales pipeline. See exactly where deals stand, prioritize high-value prospects, and forecast with confidence. No missed follow-ups. No guesswork.

Capsule sales pipeline with a deal marked as won.

Convert consistently

Automations, reminders, and targeted sequences keep momentum high. Follow-up becomes systematic,  increasing conversion rates without increasing headcount.

Workflow automation builder with trigger and action steps.
Grow

Build lasting relationships

Deliver exceptional service

Every interaction, emails, calls, campaigns, and history - lives in one place. Respond faster, retain more customers, and ensure no context is ever lost.

Support enquiries inbox with customer conversation history.

Drive repeat business

Stay visible long after the sale with newsletters, social scheduling, and automated re-engagement. Strengthen relationships. Increase lifetime value.

Social media campaign setup screen in Transpond with toggles for scheduling on Facebook, LinkedIn, Instagram and X.

Works with your favorite tools

Work with Gmail, Outlook, Xero, QuickBooks, Sage, and others? You can easily integrate with Capsule CRM.

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Ready to give us a try?

Speak to our team to see how Capsule CRM and Transpond give you clarity and control across your entire customer journey.