
CRM made simple for small businesses
Capsule CRM is a streamlined customer relationship management platform designed for small and mid-sized businesses. It offers clean contact management, visual sales pipelines, task tracking, and lightweight project management � all in one intuitive interface without the complexity of enterprise CRM systems.
Unified 360-degree contact profiles with custom fields, tags, and data import with duplicate handling
Visual Kanban-style boards for tracking opportunities through customizable milestones and stages
Automated task sequences (Tracks) to standardize follow-ups and onboarding processes
Built-in post-sale project boards to manage delivery and client work after closing deals
Pipeline forecasts, activity reports, conversion rate analysis, and sales dashboards
Gmail and Outlook add-ins, shared mailbox support, and AI-powered email composer
Automatic company and contact data enrichment to fill in missing profile details
Track leads, opportunities, and pipeline stages with a visual Kanban board that's easy to adopt without training
Manage client relationships and post-sale delivery using combined CRM and project management boards
Track subscription tiers, monitor deal progression, and automate follow-up sequences as the team scales
Centralize client contacts, sales pipelines, and project boards to maintain visibility across accounts
Best for consultants and relationship-driven B2B sales teams who value simplicity and contact management over automation and AI, and whose deals close through trust and consistency rather than volume and velocity.
Best lightweight CRM for small teams who need organized contact management and a simple sales pipeline without the complexity and cost of full-featured CRM platforms.
Full-featured iOS and Android apps for managing contacts and deals on the go
Native connections with Google Workspace, Microsoft 365, Xero, QuickBooks, Mailchimp, and Zapier

The world's #1 CRM platform for sales, service, marketing, and more