Capsule

Stop managing customer relationships from scattered spreadsheets, emails, and notes. Capsule CRM brings all your contact information, sales activities, and project details into one organized place. As a UK-based tool, it's designed with European business needs in mind, providing a clear and straightforward way to manage your customer lifecycle without unnecessary complexity.

Get a complete view of your business operations:

• Centralized Contact Management: Store every interaction, email, file, and note for each contact. Have the full history at your fingertips before any call or meeting.
• Visual Sales Pipeline: Track sales opportunities from lead to close. Get an accurate forecast of future revenue and identify which deals need attention.
• Integrated Project Management: Manage client work and internal projects after a deal is won. Assign tasks and track progress within the same system.
• Task Calendars & Automation: Organize your daily schedule, set follow-up reminders, and automate repetitive tasks to save time.

Capsule integrates directly with tools like Google Workspace, Microsoft 365, Xero, and QuickBooks, making it easy to fit into your existing workflow. It's a practical CRM for founders and teams who need control over their data and processes.