CRM for SaaS

Boost customer relationships, streamline your sales process, and close more deals with Capsule CRM for SaaS. Combined with the functionality offered by other cloud based apps, Capsule can hep you grow your business.

CRM for SaaS

Easy implementation and rapid scalability

Capsule CRM is user-friendly, with a simple and intuitive interface that requires minimal training for new users. Capsule CRM scales to meet your needs as your organization grows, providing a range of features and customization options to fit your specific requirements.

A safer digital world for SaaS companies

SaaS providers have dedicated teams that follow industry best practices to ensure data is treated correctly and securely throughout its lifecycle. Capsule's CRM for SaaS providers keeps all of your customer data in one centralized location, also making it easier for you to manage and secure.

Manage contacts

Minimise downtime

Our CRM for SaaS has minimal downtime, enabling you to manage your contacts whenever you need to. We understand the importance of seamless operations for SaaS providers, so we prioritize reliability and consistency in our services.

Integrations to fit your workflow

Capsule offers an ever growing range of integrations with third-party applications, including tools for accounting, marketing, help desks and integration platforms. Our integrations make it easy for SaaS providers to connect Capsule CRM to other tools, streamlining workflows and increasing productivity.

Do even more with integrations

Get more done in a day by connecting Capsule CRM to all your favorite software, giving you a complete view of your customer. Find out more about Capsule CRM's wide range of integrations that you can use to automate your software and business' administrative processes and transactions.

See all our integrations


Link Capsule with over 2,000 business and productivity apps such as Slack, Google, Formstack and much more to automate basic workflows and reduce admin time shifting data from one tool to another.


Give your customers the service they deserve by integrating Zendesk and Capsule. With Zendesk, you'll have the mechanisms to gather their needs and feedback and with Capsule, the repository to analyze and scrutinize it all.


Email campaigns are an important activity for any business. Use Capsule CRM's powerful list filters to create mailing lists that can be exported to Mailchimp easily. You can unsubscribe individual contacts from mailing lists from inside Capsule without needing to go into Mailchimp and easily add your new mailing list subscribers as contacts.


Trujay offers an integration with Capsule CRM that enables you to transfer data between Capsule CRM and other platforms or CRMs easily. With Trujay, you can migrate your data easily to Capsule CRM from other CRMs, such as Salesforce, Zoho, HubSpot, and more.

Why SaaS companies need CRM

SaaS companies face several challenges that can impact growth and success. Some of the biggest are customer acquisition, customer churn, data privacy, and technological changes. Capsule's CRM for SaaS companies can help to address these internal and external challenges. Here are the top reasons why SaaS companies need CRM:

Centralized storage for security

A CRM allows businesses to store customer data in a single system, which may help prevent data breaches caused by multiple data storage systems. With a centralized system, businesses can more easily track and monitor data access and usage and control who has access to the data.

SaaS CRM software can provide role-based access control and data encryption. Different levels of access can be granted to different users based on their role in the organization. This can help to prevent unauthorized access to customer data in the company.

Better organization and improved efficiency

Since all customer data is stored in a single system, it's easier for SaaS companies and their employees to find and access data because they won't need to trawl through spreadsheets or disparate documents.

In addition to single access, a CRM system automates many routine tasks, such as sending follow-up emails, scheduling appointments, or updating customer records. This frees resources to focus on value-add tasks such as building customer relationships, closing deals, or developing new business opportunities.

Low maintenance and up-to-date tech

In the fast-paced business world, it's essential to have a customer management system that can quickly adapt to changes in technology and market trends. SaaS companies with CRM can thrive in a world with ever-evolving technology.

Cloud-based CRM for SaaS companies like Capsule CRM are also highly scalable and can grow and evolve with the needs of your business. As new features and functionality become available, businesses can easily integrate them into their existing installation without laborious and expensive implementations.

Scalability and flexibility for growth

A SaaS CRM software offers businesses the flexibility to implement it anywhere in the world on any compatible device with an Internet connection. This flexibility means that people can perform their key duties seamlessly, no matter where they are.

With a cloud-based CRM, businesses don't have to worry about being limited by physical location as the software is designed to work from anywhere.

In addition, a cloud-based CRM system provides team members with real-time access to customer data and communications, allowing them to respond to inquiries and resolve issues quickly and efficiently. It's crucial to respond quickly to customer queries to boost customer satisfaction.

Shortened sales cycle

A SaaS CRM system streamlines the sales process, shortens the sales cycle, and improves customer relationships by providing centralized data management and automation. It can provide team members or employees with real-time access to customer data and communications so you can better understand your customers' needs and preferences.

And when you understand your customers better, you can communicate better. A SaaS CRM system comes with omnichannel support, enabling team members to communicate with leads and customers through their preferred channels. This allows representatives to interact seamlessly across channels and meet customers where they are most comfortable.

Empower your SaaS with Capsule CRM mobile app

People increasingly access information and services on mobile devices. The Capsule CRM mobile app provides a convenient and practical solution for managing customer relationships on the go. With its mobile accessibility, Capsule CRM enables sales and marketing work outside the office more efficiently.

One-platform sharing and collaboration

With Capsule's CRM app, team members can access the same information and data from anywhere, anytime. This is particularly beneficial for SaaS companies with distributed teams, remote workers, or employees who work in the field.

Easy scheduling with reminders

Stay on your schedule and never miss an important task or meeting again with our app's scheduling feature and task reminders. The app provides an easy-to-use interface that lets you view your upcoming and overdue tasks, meetings, and reminders at a glance. You can quickly see where they are on the calendar and prioritize your day accordingly.

Emails, notes, and history on the app

It can be challenging to stay on top of the numerous emails and notes exchanged with your contacts, but with Capsule's mobile app, you can access your entire email and note history from anywhere. This lets you quickly reference past conversations with customers or other members and catch up on ongoing projects.

Capsule's mobile app also allows you to easily add new emails and notes to a contact's profile. You can even attach important files, such as photos or contracts to these communications, ensuring that all relevant information is stored in one centralized location.

Do business online or offline

When using Capsule's mobile app, offline changes will be synchronized once an Internet connection is established. This functionality can prove especially useful for salespeople or team members who need to access customer data while on the move or in areas with limited Internet connectivity.

Faster customer response time

With our mobile app, you can improve your customer response time significantly. You can access and update customers' information and communication history in real time, regardless of their location; automate notifications and reminders when there's a new message or inquiry from a customer; and promptly handle customer inquiries, requests, and issues.

Free CRM for SaaS companies

If you're still exploring the various possibilities a CRM offers, then Capsule is the ideal platform for you. Our free version is available for SaaS with up to 250 contacts. Capsule provides access to all the fundamental features of SaaS CRM software, allowing you to enhance your client management process, automate administrative tasks, and begin adopting new technologies.

We also offer a 14-day free trial for all our paid plans. You can use both the website and the mobile app during this complimentary period. If you decide to proceed with a plan, you can choose from four paid plans: Starter, Growth, Advanced and Ultimate.

Trusted by thousands of businesses worldwide

Capsule CRM's name is synonymous with integrity, productivity, and functionality. That's why we're trusted by thousands of companies worldwide—those specializing in productivity tools, business tools, file sharing, communication, and more.