CRM for Professional Services
Take the client relationships at the heart of your organization to the next level and focus on delivering your expertise by using Capsule, the CRM for Professional Services.
Try free
Take the client relationships at the heart of your organization to the next level and focus on delivering your expertise by using Capsule, the CRM for Professional Services.
Try free
Leave spreadsheets behind and start to build a rich, valuable picture of your clients. Capsule can store a full history of communication with your clients against each record, including emails, calls, files, notes and more.
Capsule’s intuitive features and layout means it is easy to adopt and get started with, leaving you to concentrate on offering exceptional service and building your client base. It’s easy to add users or access new features as and when you need to.
The Capsule reporting suite gives you visibility of how many opportunities have been won or lost, where this is happening, how long sales are taking to complete and much more. Our range of analytics has everything you need to make important decisions.
It’s rare that one approach fits everyone, so you can customize Capsule to support the way you work. Create a variety of custom field types to suit your business, and up to 50 custom activity types on our Teams and Enterprise plans. You can also create multiple sales pipelines to reflect the different services that you offer.
Capsule integrates with Microsoft Outlook and 365 as well as Google Workspace. It also seamlessly integrates with a wide range of solutions for everything from invoicing and accounting through to contracts and proposals, allowing you to tailor your solutions to fit your end-to-end process.
Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.
QuickBooks Online is a cloud accounting software used to track expenses, create and send invoices, run reports and more.
Use the Capsule CRM integration for Xero and get one complete view of your business, from capturing leads to invoicing & payments.
You can action your emails and manage your data efficiently with the Capsule Microsoft Outlook Add-in.
Allow all users to log in to Capsule with their Google Workspace credentials by enabling Single Sign On.
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