Updated 04/27
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Capsule https://capsulecrm.com/
Capsule

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Capsule

https://capsulecrm.com/

​Capsule CRM is a cloud-based customer relationship management platform designed for small to mid-sized businesses seeking a streamlined, user-friendly solution to manage contacts, sales pipelines, and customer interactions. With a focus on simplicity and affordability, Capsule offers essential CRM features without the complexity often found in larger enterprise systems.​

Capsule CRM earns high marks for its intuitive interface, affordability, and effective contact management capabilities. It's particularly well-suited for small businesses and startups looking for a straightforward CRM solution.​

Key Features
Contact Management: Centralize and organize customer information, communications, and history in one place.​

Sales Pipeline: Visualize and manage sales opportunities through customizable pipelines, aiding in tracking and forecasting.​

Task and Calendar Management: Schedule tasks, set reminders, and manage appointments to stay on top of customer interactions.​

Workflow Automation: Automate repetitive tasks to enhance efficiency and consistency in customer engagement.​

Integrations: Connect with popular tools like Google Workspace, Microsoft 365, Mailchimp, Xero, and QuickBooks to streamline operations.​

Mobile App: Access CRM functionalities on-the-go with a robust mobile application.

Capsule CRM is a robust, user-friendly solution ideal for small to mid-sized businesses seeking an affordable and efficient way to manage customer relationships and sales processes. While it may not offer the extensive features required by larger enterprises, its simplicity, customization options, and strong integrations make it a valuable tool for businesses looking to streamline their CRM activities without the complexity and cost of larger systems.


MyRealEstateGeek.com Pros for Capsule
Simplifies CRM adoption with an intuitive design, reducing the learning curve
Offers competitive pricing plans, including a free version for up to 2 users, making it accessible for small businesses
Allows for tailored fields and tags to match specific business needs
Seamlessly connects with various third-party applications to enhance functionality

MyRealEstateGeek.com Cons for Capsule
May lack some advanced functionalities required by larger enterprises, such as in-depth reporting and complex automation
Requires BCC to a dropbox address for email logging, which can be less convenient compared to full email integration
Customer support is primarily available via email, with limited real-time assistance options


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