CRM for Professional Services

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.

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Bring your whole team together

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.

Example of users & teams within Capsule

Get started and grow

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.

See how you’re performing

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.

Example of a custom field: membership renewal

A CRM to suit you you

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.

Tailor your stack

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.

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.

See all our integrations

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