Maximizing Productivity: CRM for Microsoft 365
Harness the power of CRM within your Microsoft 365 ecosystem. The seamless integration of Microsoft and Capsule can transform your business operations. Whether you're looking to streamline email management or supercharge your contact database, you've come to the right place.
Try Capsule for free
Capsule CRM Add-in for Microsoft Outlook
Seamlessly manage your contacts, conversations, and sales opportunities right from your Microsoft Outlook inbox with the Capsule add-in. Discover how it streamlines your daily tasks while helping you keep track of your sales pipeline more efficiently and effectively.
Learn More about Outlook with CapsuleMicrosoft Outlook Calendar Integration
Connect your Microsoft Outlook Calendar with Capsule to create an agenda view of the upcoming and past events for your Contacts. The integration between Capsule CRM and your Microsoft Outlook Calendar can save you valuable time and also ensures that you can manage your resources to get the best possible outcome for your business.
Learn More about Microsoft Outlook Calendar Integration
Microsoft Single Sign On (SSO)
Sign in with Microsoft 365 seamlessly. Enable Single Sign On (SSO) across Microsoft 365 and Capsule and work across both without having to log in twice. This offers a secure and convenient experience, allowing you to work across both platforms without any interruption. It also helps to reduce the risk of identity theft, as you only need to authenticate once, rather than providing credentials multiple times.
Learn more about Single Sign On"The team thinks it’s great they can see the calendar events for a client from all of us. Capsule is now the ‘hub’ for all things client based as it gives us the most complete picture."
Pete Fullard
CEO of Upskill People
An ecosystem of integrations for your organization
Capsule has an ever-growing list of integrations with your favorite solutions to support your workflow and run your business. If you wish to add more integrations to your already powerful Microsoft CRM integration, we have a long list of supported integrations.
Learn more about our integrationsConsistently manage your contact information in one place
Capsule ensures that you can manage all of your contacts in one place, and in a consistent way. You can add your contacts quickly, directly from your Outlook inbox.
Learn more about Contact ManagementKeep track of your Sales Opportunities
If you’re able to manage your contacts and data more easily, you can also be confident that your pipeline will be healthier too. Capsule helps you to visualize your sales pipeline, and manage it more efficiently too.
Learn more about the Sales PipelineBenefits of Integrating Microsoft 365 to a CRM
If you already use Microsoft tools and applications such as Microsoft Office, SharePoint, Teams, and Outlook for your business and professional operations, integrating Microsoft into your CRM system can provide several benefits.
Integrating Microsoft into your CRM system can provide seamless data integration between different applications, which can help reduce the need for manual data entry and improve data accuracy.
A Microsoft CRM integration can streamline your sales and marketing operations and enhance customer engagement. Additionally, improved customer engagement through Microsoft Outlook can result in better coordination between your marketing and sales teams and improved overall efficiency.
Excel's powerful data analysis tools can help you identify patterns, trends, and insights using your CRM data, enabling you to make more informed decisions.
Using a CRM with Microsoft integration can provide greater flexibility for customization and integration with other systems, which can help you tailor your CRM system and overall business processes to meet your specific needs.
For third-party integrations, you can also use the supported software of your CRM. Capsule, for one, supports a number of integrations for customer success, help desk software, inventory management, invoicing and accounting, and project management.
Capsule's Free CRM for Microsoft
If you're still in the process of exploring the various possibilities offered by a CRM, then Capsule is the ideal platform for you. Our free version is available for Microsoft 365 users with up to 250 contacts on top of basic functionalities. Capsule provides access to all the fundamental features of a free CRM, allowing you to enhance your client management process, automate administrative tasks, and begin adopting new technologies.
We provide a 14-day free trial for all our paid plans, and you can cancel it at any time. This trial includes access to both the website version and mobile app. If you choose to continue, you can select from four paid plans: Starter, Growth, Advanced and Ultimate. You can use both the website and mobile app during the trial.