Deliver Projects
Sick of expensive project management?Us too. With Projects, you can do it all in one place. Seal the deal and then deliver your best work, for one fixed cost, in one tool.
Seal the deal. Deliver immediately.
With automated project creation, you can get to work the moment you win the deal. No waiting, no goofing around, just deliver awesome work, and keep your clients happy.
One tool. One price. Winning?
Asana, Monday.com, and other tools are an extra expense. With Capsule CRM, you get everything you’d expect from a CRM and project management in one tool. Nice.
Your process; on autopilot
Got a repeatable onboarding process? Deliver work in a specific way? Build a Track and plug in whatever steps/stages you need, and it’ll trigger every time you start a new project.
Seal the deal. Deliver immediately.
With automated project creation, you can get to work the moment you win the deal. No waiting, no goofing around, just deliver awesome work, and keep your clients happy.
One tool. One price. Winning?
Asana, Monday.com, and other tools are an extra expense. With Capsule CRM, you get everything you’d expect from a CRM and project management in one tool. Nice.
Your process; on autopilot
Got a repeatable onboarding process? Deliver work in a specific way? Build a Track and plug in whatever steps/stages you need, and it’ll trigger every time you start a new project.
"I just needed it to do what I wanted it to do and that was Capsule. It's simple, reliable, and is a central hub for our information."
Jenny Appleford
Global Partner Executive
We call it Projects. You’ll call it “finally.”
Win more, deliver more, relax more. You take care of the big picture things: We’ll sweat the small stuff.
Pick your view
List or Kanban, the choice is yours. In Kanban, drag and drop your project to the desired project status. In list, see everything all at once.
Add your tasks
Populate your project with the tasks you need to complete. Categorize and then assign to whoever will deliver the work.
Send emails
Your project is linked to your contacts, so with one button, you can email your clients a quick update and keep them happy.
Automate the rest
Do this often? Build a bespoke Track you can use again and again. Try a Workflow Automation to speed things up further.
Upcoming: Live Product Tour
See exactly how Capsule works - no commitment, just a 30-minute walkthrough of what’s possible. Get a feel for the product in real time, ask questions, or just listen in.
Pick your plan
Ready to get started? Capsule CRM is perfect for small businesses. Whether you’re a microbusiness or an SMB, there’s a plan for you.
Perfect to try Capsule and see how it works.
Free Forever.
For small businesses with one to five employees.
Billed Annually.
Got a small sales team? This is the plan for you.
Billed Annually.
For big sales teams and fast-growing small businesses.
Billed Annually.
Speedy, human-led support
Our support team knows Capsule and how to help whenever you need us – no plan limitations. We don’t do bots. We do better.
Your business on the go
Capsule’s mobile app keeps your pipeline moving, even when you’re not at your desk. Meeting notes, contacts, and deals — all to go.
Easily get data into Capsule
Used a CRM before? Or, do you have a spreadsheet full of data? Import it in a few simple steps.
Frequently Asked Questions
Project CRM combines project tracking with customer relationship management. It connects what happens inside your team with the expectations clients have outside it. It also combines every project task, message, and update, so you never lose sight of who you're doing the work for. With Capsule CRM, that context lives where the project lives.
A CRM in project management brings intention back to delivery. Each update or deadline sits within a wider client context, helping teams understand the "why" behind the "what." Capsule CRM fits this role well, tying client communication to progress so projects move forward with purpose.
An effective CRM project blends planning with adaptability. The best-run CRM projects start with honesty about what you're trying to fix. Set expectations early, get input from the people who'll actually use it, and test everything in small steps. A CRM helps keep that process grounded with shared timelines and task tracking, preventing projects from drifting off course.
Capsule CRM already includes simple project boards that help teams track ongoing work, assign tasks, and link them to contacts or sales opportunities. For businesses that use external tools, Capsule also connects easily with popular project management platforms through native integrations and automation services like Zapier. This setup gives you flexibility: you can manage smaller projects directly inside Capsule or sync with other tools.