Best CRM for Medium Sized Businesses

Capsule is the perfect CRM for medium sized businesses. 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.

Best CRM for Medium Sized Businesses

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.

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.

See all our integrations

Xero

Use the Capsule CRM integration for Xero and get one complete view of your business, from capturing leads to invoicing & payments.

Transpond

Transpond is an intuitive marketing tool that integrates seamlessly with Capsule. Use templates, automate emails and capture data with forms.

Microsoft Single Sign On

Enable the Capsule Single Sign On for your Microsoft 365 domain so you only have to sign in once.

Google Workspace SSO

Allow all users to log in to Capsule with their Google Workspace credentials by enabling Single Sign On.

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