Capsule AI

Your unfair advantage

Capsule CRM is jam-packed with practical and useful AI features, helping you prep for calls, write faster follow-ups, set up your sales pipelines, and more.

Prueba gratis
4,7 valoración | 400+ opiniones

Let our AI handle the boring stuff

Whether it’s repetitive follow-up emails, or trying to remember everything a client/customer has said, we’re here to simplify your working day.

Capsule CRM's AI Summaries Feature

Start every conversation with confidence

AI Summaries [Beta] gathers your contacts’ recent notes and activity and produces a summary. Take notes, then stroll into your call confident you’re in control.

Bye-bye boring email admin

Not every sales email has to be Shakespeare. Use AI Email Assist to handle quick updates and routine follow-ups.

Build your exact sales pipeline in minutes

Log into Capsule CRM, tell us what you want, and as if by magic, AI Sales Pipeline Generator will conjure up a Sales Pipeline to match your businesses needs.


Common sense AI for common sense businesses

Capsule CRM AI Summary on a contact profile: bulleted summary of recent notes, calls and meetings with quick metrics and History tab, for pre-call prep.
AI Summaries [Beta]

Vital details, now

It’s 8:15 am, you’ve got a surprise catch-up call with a VIP customer in ten minutes, and you haven’t had a coffee yet.

Capsule CRM pulls together a short summary of recent emails, notes, and other activity. Reminded of the important issues, you’ll stroll into that next call like a boss.

Capsule CRM compose email with AI Email Assist: prompt field to generate an email for quick follow-ups.
AI Email Assist

Boring email admin — gone

You’ve just finished that VIP call, and you need to send a quick update to confirm next steps.

You tell our AI Email Assist what the message is about and the tone you’re looking for, and it’ll draft up your message immediately.

Tweak the wording if needed, hit send, and move on, getting the email off your to-do list and into your customer’s inbox.

Capsule CRM AI Pipeline Generator: modal showing a suggested sales pipeline with stages like New Enquiry, Quote Sent and Negotiation, example deals and Regenerate and Accept Stages buttons.
AI Pipeline Generator

Build your sales process in seconds

Manufacturing firm? Consultant? Or someone else? Our AI Pipeline Generator will build you a sales pipeline, fit for your unique business, immediately.

Tell us what your business does, outline your sales process, and our AI will whip up a Sales Pipeline with all the steps and stages that fits like a glove.

Capsule CRM compose email with AI Email Assist: prompt field to generate an email for quick follow-ups.
AI Business & Contact Enrichment

Crucial prospect details — on hand

You have an email or website for a new lead, but who has the time to research and fill in all of the relevant information about them and their business?

AI Business & Contact Enrichment automatically populates and maintains your records with company information such as revenue, headcount and industry, and so much more.

Capsule CRM AI Summary on a contact profile: bulleted summary of recent notes, calls and meetings with quick metrics and History tab, for pre-call prep.
AI Summaries [Beta]

Vital details, now

It’s 8:15 am, you’ve got a surprise catch-up call with a VIP customer in ten minutes, and you haven’t had a coffee yet.

Capsule CRM pulls together a short summary of recent emails, notes, and other activity. Reminded of the important issues, you’ll stroll into that next call like a boss.

Capsule CRM compose email with AI Email Assist: prompt field to generate an email for quick follow-ups.
AI Email Assist

Boring email admin — gone

You’ve just finished that VIP call, and you need to send a quick update to confirm next steps.

You tell our AI Email Assist what the message is about and the tone you’re looking for, and it’ll draft up your message immediately.

Tweak the wording if needed, hit send, and move on, getting the email off your to-do list and into your customer’s inbox.

Capsule CRM AI Pipeline Generator: modal showing a suggested sales pipeline with stages like New Enquiry, Quote Sent and Negotiation, example deals and Regenerate and Accept Stages buttons.
AI Pipeline Generator

Build your sales process in seconds

Manufacturing firm? Consultant? Or someone else? Our AI Pipeline Generator will build you a sales pipeline, fit for your unique business, immediately.

Tell us what your business does, outline your sales process, and our AI will whip up a Sales Pipeline with all the steps and stages that fits like a glove.

Capsule CRM compose email with AI Email Assist: prompt field to generate an email for quick follow-ups.
AI Business & Contact Enrichment

Crucial prospect details — on hand

You have an email or website for a new lead, but who has the time to research and fill in all of the relevant information about them and their business?

AI Business & Contact Enrichment automatically populates and maintains your records with company information such as revenue, headcount and industry, and so much more.

Transpond's Conversations feature showing a customer service chatbot
Transpond AI Assistant

Amazing customer service — 24/7

Conversations, an AI feature provided by Transpond, our marketing tool, provides 24/7 support for all your sales and customer queries.

It doesn’t sleep, it’s fast, and it can deal with all the routine questions and queries you shouldn’t.

Learn moreAvailable with our Marketing add-on, Transpond.

Our approach to AI and your data

Your data stays yours

We never use your data to train AI models. What you put into Capsule remains your data - always.

Protected as standard

Your account and customer data are protected by the same trusted safeguards we use across Capsule.

Stays in your account

Anything entered into AI features stays within your Capsule account and isn’t shared elsewhere.

AI is optional

You can switch AI features off at any time from your account settings - no pressure, no catch.

For the full details on how our AI tools work, take a look at our Terms and Conditions.

Gratis

Perfecto para probar Capsule y ver cómo funciona.

Máximo 2 usuarios.
Libres para siempre.
Starter

Para pequeñas empresas de uno a cinco empleados.

Por usuario, al mes.
Facturación anual.
Growth

¿Tienes un equipo de ventas pequeño? Este es su plan.

Por usuario, al mes.
Facturación anual.
Advanced

Para grandes equipos de ventas y pequeñas empresas de rápido crecimiento.

Por usuario, al mes.
Facturación anual.
Take business on the go with the Capsule CRM mobile app.
Take Capsule CRM on the go

All your customer details at your fingertips, whether you're in the office, on the road, or halfway up Everest.

Import everything from spreadsheets or another CRM for a quick and easy start
Super-speedy onboarding

With Capsule CRM, you’ll be up and running before your next well-deserved coffee break. Sorted.

Get fast, friendly, and real human support from Capsule’s top-rated support team
For people, by people

Capsule CRM’s human-led support team is here to answer any questions and help you get the most from your CRM.

Free CRM Frequently Asked Questions

AI isn’t going anywhere. Learn about it.

Enjoy practical guides on using AI to improve your business, along with resources for sales, marketing, and more.

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Discover all of Capsule CRM

Capsule CRM comes with everything you need to manage your customer relationships. Pipelines, projects, reports, automations, and more, with AI support where it makes sense.

Banish the busywork

Reduce repetitive tasks and keep things ticking over in the background.

Explore Automations

Deliver without dropping the ball

Closing the deal is just the beginning. Manage your projects and keep customers happy.

Explore Projects