CRM for Startups
Manage time, customers and sales consistently with Capsule CRM. It's perfect for startups as you can get started for free, and our plans also give you access to a wide range of useful features as you grow. Our free CRM for startups can give you the necessary tools needed to grow your business, while our paid plans offer all the advanced features to expedite that growth.
With our CRM, you'll have all your customer data in one place with the tools to keep track of your team, partnerships, opportunities, media relationships, and funding opportunities - all the factors that will determine your startup's growth.
The best solution for your business
Managing your customer relationships is important at any stage of your business growth, but particularly for startups. The customers you work with today hold the key to your long-term success.
Capsule's CRM for startups is a customer relationship management solution that is easy to get started with, creates a single version of the truth to help your decision making and helps you build exceptional experiences, all of which positively impacts your bottom line.
Provide an exceptional customer experience
Remove the complexity and inconsistency of managing your growing customer data in spreadsheets, and switch to a customer relationship management solution that grows with you.
Our CRM for startups can create a single view of your prospects and customers which means you can get to know them better, and deliver exceptional customer service time and time again.
Build your foundation
Integrate with a wide range of solutions to ensure data flows to the right areas of your business as smoothly as possible. Whether you use Google Workspace or Microsoft 365 and Outlook for your office suite, Capsule has you covered.
Capsule also integrates with Xero, QuickBooks, Freshbooks, FreeAgent, Kashflow and Sage to ensure that customer records are effortlessly maintained, and you have a complete view of their invoices, paid status and quotes.
Win more sales
Quickly tailor your sales pipeline to match each step of your process, and adapt it as you grow. Track each opportunity from the first interaction right through to sale, and identify the drivers for success. You can even have multiple sales pipelines to reflect the different products or services that you take to market.
Pipeline management is easy with Capsule, meaning you'll establish customer journeys that convert quickly, improve your cash flow and increase customer loyalty.
Access anytime, anywhere
Access all your customer data, calendar, tasks and opportunities in one place, so you can run your business on the go. Our CRM for startups can easily serve as a centralized system for your data.
Helpful features like Caller ID even when your customers number isn't stored in your phone, makes Capsule the best CRM for startups.
Capsule Mobile AppComplete control
With all your contact information in one place and a pipeline that mirrors your sales process, you'll minimize any time-consuming administrative tasks maintaining those areas and focus on other relevant business functions instead.
As you generate leads, you can track every opportunity using intuitive drag and drop functionality. Quickly create tasks to move them on and sync them to your work calendar, giving you total control.
Friendly support every step of the way
Capsule's customer support team sets us apart, and is here to help you at every step of your journey. If you're ever stuck you'll get a timely, helpful and clear response from a real person. You can also access a wide range of resources to ensure you get the most value from Capsule. We can help you through your entire CRM journey, even if your startup is already growing.
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
Transpond is our intuitive email marketing app that integrates seamlessly with Capsule.
Sync with Mailchimp to easily create marketing emails, automatically feeding campaign data into the relevant records.
Use the Capsule CRM integration for Xero and get one complete view of your business.
SSO simplifies login for your business, eliminating the need to juggle usernames and passwords.
Why Startups Need CRM
Running a startup can be challenging. As startup founders, your primary objective is to grow, develop, and expand the company. And for that, a startup needs an excellent organizational system to improve customer relationships, expedite workflow management, and boost employee productivity. That's why its essential for startups with a vision to use a CRM. Here are the top reasons why startups should invest in a quality CRM:
Startups, as developing companies, often go through numerous cycles of funding to ensure the growth of the company and stabilize all its operations. Startups need to properly manage their funds – identify any threats and keep track of opportunities that might affect the budget of every department.
By using a CRM, startups can help the key people handling funds come up with a more efficient and optimized process for gathering and managing them. Various CRM solutions can allow startups to improve, manage, and identify relationships with key people related to funding and budgeting, paving the way for investor or donor retention. On top of that, CRMs can also help execute fundraising campaigns in various mediums.
Team collaboration should be a priority of every startup. A CEO or an entrepreneur can't grow the business alone without talented individuals with core responsibilities. A startup needs a team that can oversee all aspects of the business while the entrepreneur, owner, or CEO oversees everything.
CRMs are effective tools that startup teams can use to collaborate. It makes data sharing easier and digital communication easier, allowing team members to access data any time and anywhere. They can utilize key features and functions like task allocation, scheduling, reports, performance analysis, internal communications, and more.
By using a CRM startups can detect opportunities and threats in the industry and stay on trend, allowing them to build competitive advantage.
CRMs are powerful tools that can provide insight and help you to identify changes in customer behavior and business processes. They can be used to gather, store, and analyze data that can help your business get more leads and boost sales.
A CRM can help startups automate, optimize, align, and expedite their sales and marketing processes. Members of the sales and marketing department won't have to worry about manual operations and can focus on aligning their main tasks instead - finding the most profitable group of audiences who will benefit from the company's products or services.
CRMs provide relevant information and services to identify your customer needs, wants, and overall behavior. A CRM can offer your sales and marketing teams the access to sales and marketing metrics to improve your sales, generate more leads, and increase revenue. When used for the long term, CRM's offer startups benefits in data collection, customer retention and sales generation.
A CRM is the best way for a startup business to improve customer support. By having one, you can upgrade and add a personal touch to customer service platforms you plan to use that provide live chat, ticketing system, email, social media bots, and more. This personal touch provides a competitive advantage as it can build loyalty.
Startups should always prioritize the relationship between the customer and business as this will determine loyalty. When your business always responds well to existing or returning customers, this opens doors for new customers. At the same time and in addition to retention, startups can also expect to recover customer acquisition and retention costs and retain talented employees.
Grow Your Startup With Capsule CRM Mobile App
Startups mark the start of something new, and with the right technology they can fully explore their potential. Capsule CRM is not just about functionality; it also promotes productivity, portability, and convenience. Our Capsule CRM mobile app is the best portable and productivity platform to grow your startup - even when on-the-go.
Some mobile CRMs offer limited user experience when it comes to data management while collaborative functions are all on the web app. Capsule CRM mobile app is different. You can start calls, messages or emails, view tasks and opportunities and automatically log calls. If you're offline it'll sync any changes you've made when you reconnect.
Our CRM mobile app offers real-time data so you get the right metrics. These metrics are important in identifying, helping, and managing clients and customers, so an on-the-go platform can help all team members and employees stay up-to-date.
The Capsule CRM mobile app allows calls, text messages or emails directly from a contact's profile, so employees can easily start conversations with co-workers and teams, or with external contacts - customers, clients, and business partners. At the same time, employees can also view a contact's location on a map, if they have some legwork to do for the company.
Staying on top of multiple projects and campaigns can be a daunting task, even for a very skilled campaign or marketing manager. But with Capsule CRM, you can manage projects and even collaborate on them. With a few taps, managers and key members can coordinate calendars, divide resources, and send reports.
Startups use a lot of digital software and resources to function. But that’s not a problem with Capsule CRM. Integrations open up a host of enhanced features that help your startup reach out to customers, manage projects and campaigns, and generate leads and sales under a personalized system.
Free CRM for Startups
If you're still exploring the many possibilities that a CRM can offer, then Capsule is the right platform for you as we offer a free version for startups - providing one centralized system for managing your customer data and sales processes. We also offer a 14-day free trial for all our paid plans. During the trial you can use both the website version and mobile app. If you decide to proceed with a plan, you can choose from our four paid plans: Starter, Growth, Advanced and Ultimate.
Frequently Asked Questions
CRM (Customer Relationship Management) software is a tool designed to manage customer interactions, streamline the sales process, and enhance contact management, thereby contributing to sales growth.
A CRM solution aids sales reps in managing the sales pipeline by providing tools to track sales, organize customer information, and monitor each stage of the sales funnel for better lead management.
Integrating marketing automation with CRM platforms allows for seamless workflow automation, efficient lead generation, and the ability to run targeted marketing campaigns, all within a unified system.
Yes, many CRM tools come equipped with project management features, allowing teams to manage customer relations and sales projects within the same platform.
Capsule CRM is popular for its user-friendly interface, comprehensive CRM features, affordability, and integration capabilities with other marketing automation tools.
A sales CRM is specifically tailored to support the sales process, focusing on aspects like sales funnel management, sales team coordination, and tracking the entire sales process.
The best CRM software should offer robust customer relationship management systems, effective contact management, marketing automation tools, and features to automate repetitive tasks.
Yes, CRM systems can manage marketing campaigns through email marketing features and support customer service through dedicated customer service tools.
Utilizing a free trial of CRM software allows businesses to evaluate the software's features, user experience, and compatibility with their sales and marketing needs before making a purchase.
Workflow automation in CRM systems contributes to sales efficiency by automating repetitive tasks, ensuring timely follow-ups, and allowing sales teams to focus on more strategic aspects of sales management.