Best CRM for Medium Sized Businesses

Capsule is the perfect CRM for medium-sized companies. Keep your sales team organized, focused on their opportunities and increase their chances of winning deals. With automated reports, you'll get a clear overview of all your business activities to see what's working.

Two women in a break-out area discussing business

A CRM that works for you

Capsule is a CRM platform that is easy to use. Whether you use spreadsheets or another CRM, you can quickly put all your contacts in Capsule and tailor it to your way of working. You'll instantly fall in love with the simplicity of our powerful features.

Boost sales conversion rates

Our clear, visual sales pipeline is packed full of features and is a management tool to help your sales team reach their targets. It's super easy to tailor the pipeline to suit your sales process. When you find a winning way to convert sales, quickly record each step in Capsule and share it with the whole team to follow when they open a new opportunity.

Sales people will quickly know when they need to contact a potential customer as opportunities automatically change color after a set number of days without contact.

Deep business insights

Quickly see the big picture of sales and lead management through clear sales analytics and visual reports with a perfect level of detail. Easily forecast the quarter, see which teams are performing better than others and spot any issues before they impact the bottom line.

Switch the focus of sales meetings from analyzing activity to stimulating growth as Capsule keeps you up to date on business performance.

Clean customer records

Help to focus sales teams by only displaying the customers they're responsible for - it's like creating a mini CRM for every person.

Keep confidential information in the hands of a defined group as you decide who can see what data in your CRM. Even as one centralized database, Capsule CRM can provide user roles and permissions on our Growth plan.

Enjoy a clean CRM as every contact is assigned and individuals feel responsible for their data, regularly keeping it up to date to positively impact their performance reports.

Never miss an opportunity

Access Capsule from anywhere with the Capsule mobile app for iOS and Android. Start calls, messages or emails directly from customer records, view tasks and sales opportunities on the move and much more.

Do even more with integrations

Ensure that you have the right setup to suit your business, and get more done by connecting Capsule to all your favorite software. Find out more about Capsule's wide range of integrations that you can use to manage your processes.

See all our integrations

Use the Capsule CRM integration for Xero and get one complete view of your business.

Transpond (Website Forms)

Transpond is an intuitive marketing tool that integrates seamlessly with Capsule.

Microsoft Single Sign On

Enable Capsule Single Sign-On for Microsoft 365 to simplify your login process and enhance security.

Google Workspace SSO

SSO simplifies login for your business, eliminating the need to juggle usernames and passwords.

Why Medium-Sized Businesses Need a CRM

CRM solutions have evolved over the years to cater for businesses of all sizes and across a wide range of industries. Medium sized businesses are a particular focus because they constantly face challenges around technology adoption, resource allocation, expansion, scaling and customer retention.

There has never been a better time to achieve growth through using a CRM. Here are the top reasons why medium-sized businesses should invest in a quality CRM:

Empower your Sales Representatives with Capsule CRM on Mobile

The Capsule CRM mobile app is an exceptional solution to boost productivity, making it the ideal tool for your sales people to use and successfully convert leads into sales while on-the-go and drive your growth.

Free Business CRM

If you're still in the process of exploring the various possibilities offered by a CRM, then Capsule is the ideal platform for you. Our free version is available for sales agents, customer service representatives, sales coordinators and other professionals that make up a medium-sized business. Capsule provides access to all the fundamental features of a business CRM to boost client management process and automate administrative tasks.

We provide a 14-day free trial for all our paid plans, and you can cancel it at any time. This trial includes access to both the website version and mobile app. If you choose to continue, you can select from four paid plans: Starter, Growth, Advanced and Ultimate.

Try free for 14 days

Capsule CRM's name is synonymous with ease of use, productivity and functionality. That's why we're trusted by thousands of medium-sized businesses worldwide - by business owners, investors, and entrepreneurs.