What it is
Capsule is a UK-based CRM for small teams that want structure without heavy setup. It stores contacts and companies, tracks opportunities through sales pipelines and organizes post-sale work as projects. It integrates with accounting and email tools, and its pitch is being simpler than HubSpot or Salesforce while going well beyond a spreadsheet.
How to use it
- Store contacts and companies with email history, notes and tasks.
- Track opportunities across one or more sales pipelines.
- Organize post-sale projects with stages tailored to each client.
- Connect your accounting to see invoices alongside each customer.
- Review reports on won, lost and open sales.
What it's good for
- An architecture firm following each client from quote to project handover.
- An events company with three reps that needs to know who contacted each client.
- A consultancy moving from a spreadsheet to a CRM without weeks of setup.
Pros
- Quick setup with little to learn
- Post-sale projects live next to sales opportunities
- Integrations with Xero and QuickBooks
- Mobile apps for iOS and Android
Cons
- English-only interface
- Automations and reporting are more limited than in larger CRMs
- Few marketing features: you'll need another tool for campaigns
