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.

Business CRM For Medium-Sized Companies

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


From capturing leads, to tracking customer payments, integrating Xero and Capsule together can help you understand the end-to-end financial health of your business.


Transpond is an intuitive marketing tool that integrates seamlessly with Capsule. Use templates, automate emails, and capture data with forms when communicating or making transactions with clients and prospects.

Microsoft Single Sign On

Enable the Capsule Single Sign-on for your Microsoft 365 domain so you only have to sign in once across all devices and platforms used by your hotel staff. One Microsoft Single Sign-on account will improve collaboration, communication, and consistency.

Google Workspace SSO

SSO paired with Capsule, gives employees secure, single sign-on access to our CRM using existing Google credentials. This provides employees seamless access to Capsule and all its features, and enhances security and convenience by minimizing the number of credentials that employees need to manage.

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:

Growth and scalability

Scalability is essential for medium-sized businesses because it allows them to adapt to changes in their respective industries. It gives them flexibility to adjust their operations to meet changing customer needs, market conditions or unexpected events. Medium-sized businesses must be agile and responsive to new opportunities and challenges.

As medium-sized businesses expand, they can utilize a CRM system to provide a range of useful features. This can assist them in building closer relationships with customers and developing consistency throughout multiple business units or locations.

Sales management and forecasting

A CRM system can help medium-sized businesses manage all sales activities, from lead generation to sales forecasting, and track performance metrics. This helps businesses improve their sales processes, optimize their resources and make better-informed decisions.

Accurate sales forecasting, enabling more effective sales management, allows businesses to improve their planning and resource allocation. In short, a CRM can improve the overall performance of a medium-sized company.

Customer retention and acquisition

Medium-sized businesses can use data collected, stored and analyzed by a CRM to retain and acquire customers.

For customer acquisition, businesses can generate leads, monitor and analyze customer behavior and uncover potential opportunities for new sales through a CRM's centralized database. This can help with acquiring new customers and increasing revenue.

For customer retention, businesses can manage existing customer data and interactions more efficiently to deliver personalized experiences and excellent customer service. This can increase customer satisfaction, encourage loyalty and improve customer retention.

Marketing management across various platforms

Medium-sized businesses can enhance the effectiveness of their marketing campaigns with the help of a CRM. By segmenting customers based on their interests and behaviors, they can create tailored marketing campaigns that can improve their return on investment (ROI) and engagement with their customer base.

A business CRM can gather and store information about customer behavior, interests, demographics and purchase history. This data can help businesses create relevant marketing content for their customers with the same demographics.

Workplace collaboration among key employees

A CRM is an essential tool for workplace collaboration among your employees to improve communication and enhance productivity. Employees with access to a CRM's centralized database can work with the same data, reports, documents and other files to streamline processes.

A CRM can help with task management as you can assign them to team members, monitor progress and confirm that everyone is aligned. This approach helps to keep projects on schedule and guarantees that all team members are working towards the same objectives.

A CRM can also help with reporting as it can gather valuable information about customer behavior and trends, empowering employees to make decisions based on consistent data. This can encourage collaboration by ensuring that all team members have equal access to information.

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.

Communicate while on the go

Capsule allows you to access and update customer data while on the go. The mobile app enables team members to view customer profiles, monitor interactions and sales progress and add notes and updates from meetings or calls with clients.

Never miss a beat

With the Capsule CRM mobile app, team members can receive push notifications or alerts for crucial events, like new leads, appointments or follow-up tasks, ensuring prompt and effective communication with customers. Everyone can stay connected and informed, even while traveling or away from the office, ensuring more efficient and productive collaboration.

Stronger customer service

Employees in medium-sized businesses, especially salespeople and customer-facing teams, can get better access to customer information and offer real-time communication with faster response times through Capsule's mobile app.

Employees can easily access customer data and history, such as contact information, previous interactions and purchase history.

They can receive instant updates about customer inquiries or issues that need attention. The app also provides a method for instant communication and collaboration between team members and customers, regardless of location. This allows medium-sized businesses to provide more personalized and efficient service to customers.

More effective CRM adoption

All businesses have a blend of employees with different skills and expertise. Capsule is a very easy CRM to get started with and use, and our mobile app is an extension of this.

It has a simple and straightforward interface, with features that are easy to understand and use, such as clear buttons and easy-to-navigate dashboard.

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.

Trusted by thousands of businesses worldwide

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.