Seamless Sales to Delivery with Our CRM for Project Management
Selling your product or service is just the first step; the next crucial phase is delivering on your promises. With Capsule's integrated CRM for project management, you can effortlessly handle both aspects without leaving the platform. Our innovative solution streamlines your sales and service operations, all within a single system, thanks to our built-in project management tool called 'Projects.'
Create kanban-style project management boards
Use Tracks to follow a winning process every time
Give your team complete visibility across a project
Break Down Information Barriers
Capsule brings your team together and eliminates information silos by providing a single tool to manage sales, service, and support. When your team operates from a shared platform, they can dedicate their efforts to delivering an exceptional customer experience throughout every phase of the customer lifecycle.
Say goodbye to the hassle of double-entry and app-switching, reducing errors that can occur during data transitions between systems.
Flexible Workflow Management
Capsule's project management boards are user-friendly and entirely customizable. Tailor your project stages to empower your team to accomplish their objectives by breaking projects down into manageable steps.
Ensuring Consistency
Consistency is key when it comes to project management. By adhering to the same project management processes, your team becomes well-acquainted with what they need to do each time. Elevate your Projects with the integration of 'Tracks' – a collection of grouped tasks designed to maintain consistency. Add Tracks to your Projects, and your team can consistently deliver high-quality service.
Status updates at a glance
With projects seamlessly integrated alongside your customer interactions and deals, your entire team gains improved project visibility. Those responsible for customer updates can see at a glance the project status. Team and project managers can easily monitor the entire team's workload, track task assignments, and identify potential bottlenecks that might impede project progress.
Accelerate Workflow Efficiency
Defining a standardized process ensures that critical tasks are never overlooked. As your team becomes familiar with this established workflow, they'll be able to move projects forward quickly to the next stage or to completion as they'll always know what to do next.
Do even more with integrations
Get more done in a day by connecting Capsule to all your favorite software, giving you a complete view of your customer. Aside from our built-in project management tool, learn more about Capsule's wide range of CRM integrations to help you further optimize your project management process.
Use the Capsule Zapier CRM integration and find more ways to automate CRM tasks.
SSO simplifies login for your business, eliminating the need to juggle usernames and passwords.
Enable Capsule Single Sign-On for Microsoft 365 to simplify your login process and enhance security.
Transpond is our intuitive email marketing app that integrates seamlessly with Capsule.
Benefits and uses of a CRM for project management
While CRM software is primarily designed for managing customer relationships, its features can also benefit project management in a number of ways. Capsule's Projects, for one, is included as a built-in tool to improve the capabilities of a CRM as a central platform.
A CRM system can provide a centralized location for all project-related information, such as client information, project requirements, timelines, budgets, and communications. By having all project information in one place, you can easily manage and monitor all aspects of the project. This streamlines the decision-making process, as you no longer have to search through multiple sources of information to find what you need. It can also help prevent misunderstandings and miscommunications among team members, as everyone can access the same information.
Managing tasks is a critical aspect of project management as it identifies the clear objectives of the project and monitors progress. It breaks down the project into smaller tasks, making it easier for employees or team members to perform their designated roles and responsibilities.
With a CRM software, you can easily create task lists for each project and assign specific tasks to individual team members. These tasks can be assigned due dates, priority levels, and even dependencies on other tasks. This helps to ensure that everyone knows what they need to do, when they need to do it, and how it fits into the larger project timeline.
Real-time project visibility is one of the key benefits of using a CRM system for project management. CRM software can provide you with the insights into a project progress, including which tasks have been completed, which are in progress, and which are overdue.
Manage projects on the go
With the rise of mobile technology, professionals and businesses can now do tasks on the go and stay connected. Mobile devices make it easier to stay up to date with everything, especially business-related matters.
The synchronization feature of Capsule's mobile app is a convenient tool for project managers. You can update project data even offline, which is especially beneficial when Internet access is limited or unreliable in certain locations.
With Capsule's mobile app, gathering data is effortless and flexible. The app automatically generates an activity log for any call made. As soon as the call ends, you can quickly add relevant notes. You and your team members won't have to remember or take down notes of all the project-related information you get through calls.
Capsule's mobile app can enhance client relationships while managing projects. Here, you can promptly address clients' inquiries or concerns regarding a project, regardless of their location. By doing so, you can establish better relationships with clients and increase their satisfaction levels from project creation to delivery.
Managing a large volume of emails and notes exchanged with your contacts can be a challenge. But Capsule's mobile app offers a solution by providing access to your complete email and note history from any location. It lets you easily add new emails and notes to a contact's profile. You can even attach important files such as photos or contracts and refer to past conversations with clients to stay updated on ongoing projects.
Capsule's CRM app can be integrated with various third-party tools, allowing your team members to fully leverage their business phones and enhance their workflow efficiency. You can integrate accounting software or email marketing tools to streamline processes and boost productivity.
Free CRM for project management
If you're still exploring the various possibilities a CRM offers, then Capsule is the ideal platform for you. Our free version is available for project managers with up to 250 contacts. Capsule provides access to all the fundamental features of a project management CRM, allowing you to enhance your client management process, automate administrative tasks, and begin adopting new technologies.
We also offer a 14-day free trial for all our paid plans. You can use both the website and mobile app during the trial.