CRM for Travel & Hospitality

Use Capsule to provide clients and guests with exceptional sales and customer service every time and align different areas of your business to better serve your customers.

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Enhance Your Customer Experience

The difference between good customer service and great customer service is in the details.

Use Capsule to keep your customer data organized and easily-accessible to all staff, so those all important details are right at your fingertips. Add social profiles to your contacts and discover more about them. Use Custom Fields to record detailed information about customers and their preferences. By keeping track of your customers and learning more about their likes and dislikes, you can keep them coming back again and again.

Foster Loyalty

Use Capsule to store a complete history of every interaction each client has with your company.

Schedule reminder tasks to re-engage with previous clients and use the contact history to your advantage, giving the customer the feeling that the company remembers their last booking down to the last detail.

Visualize Sales Performance

Use the sales pipeline to see your projected income, know which areas are making the most revenue and how each sales representative is performing.

With these insights to hand, you can make informed decisions about your business.

Manage Guest Bookings

Great service shouldn’t just be limited to sales. Use Cases to manage bookings and requests after a customer has booked with you.

Create your own streamlined processes using Tracks and apply them to your Cases to automate service delivery. Add DataTags to Cases to record booking details such as number of guests, transfer details and reference numbers. While Custom Fields can be used to record more customer-centric information like requests, likes and dislikes, ensuring guests benefit from a high-quality personalized service.

Perfect for cross-functional team collaboration where many staff members and departments are involved in achieving customer satisfaction.

Optimize Lead Nurturing

Create workflows that work for your business. Design effective and proactive lead management processes that you know work and that staff can stick to so that everyone can see who’s supposed to be doing what and when. Giving your staff easy-to use tools and processes that help them succeed empowers them to do their very best to reward, manage, and assist customers.

Integrate Tools to Do Even More

Capsule connects with other popular tools so you can get more done. Use an email list marketing tool such as MailChimp to send automated emails, use a webform service to send new contacts and leads into Capsule using a form on your website, and integrate an accounting tool such as Xero to manage invoices and bookkeeping.


Send regular email campaigns to your Capsule contacts and track the results.


Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.

Wufoo Forms

Submit new contacts and leads directly into Capsule using a form on your website.


Zendesk is software for better customer service. Connect Zendesk to Capsule during your 30 day risk-free trial.

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