Capsule CRM

Looking for the best CRM to support your business goals? Capsule CRM offers a simple, intuitive way to centralise customer data, manage sales opportunities and stay organised across contacts, tasks and projects.

Talk to us about whether Capsule CRM is the right fit for your business.

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About Capsule CRM

Capsule CRM is cloud‑based customer relationship management (CRM) software that lets teams store and access customer contact details, track interactions, monitor sales opportunities and manage tasks from a unified platform. Designed with simplicity in mind, it combines contact management, pipeline tracking, and activity scheduling in a single SaaS application accessible via web browser and mobile apps.

Capsule CRM is used by thousands of businesses — particularly small to medium‑sized organisations — that want an easy‑to‑use CRM without overwhelming complexity. While Capsule’s core focus is on helping teams manage customer relationships, pipelines, and related activities, its pricing includes a free tier and paid plans with expanded capabilities.

Why businesses choose Capsule CRM

Capsule CRM is selected by businesses that require a straightforward CRM tool to organise contacts, monitor sales pipelines, and manage daily activities without complex overhead. It supports:

  • Centralised contact and interaction management — store contact details, notes and communications in one place.
  • Sales pipeline tracking — visual pipeline views help teams see opportunities, stages and next steps.
  • Task and calendar management — schedule meetings, tasks and reminders tied to contacts or deals.
  • Reporting and analytics — generate sales and activity reports to better understand performance.
  • Integrations and connectivity — connect with tools such as Gmail, Outlook, Xero, and Zapier to reduce data silos.

These features allow businesses to maintain organised customer records, gain clarity over their sales process, and improve team productivity with minimal training and administration.

Notable Capsule CRM users include a range of small businesses and service providers highlighted in published customer case studies.

Rixxo as your Capsule CRM implementation partner

We help businesses select the best CRM platform based on their unique business needs, which are mapped against the Rixxo Impact Framework. Our structured platform selection discovery process is designed to evaluate how platforms like Capsule CRM align with operational, technical, and commercial requirements.

If Capsule CRM is identified as the best solution, we provide platform planning, integration consultancy, and strategic employee and customer adoption support to facilitate successful implementation.

Not sure if Capsule CRM is the best platform for your business?

Choosing the best CRM platform isn’t about picking the biggest name, it’s about finding the one that fits your goals, systems, and growth plans.

Our Platform Selection service helps you cut through the noise with expert guidance, a proven framework, and a clear strategy.

Available integration objects

Capsule CRM objects / endpoints

FAQs

Is Capsule CRM the best platform?
How do I know if Capsule CRM is right for my B2B business?
Can I migrate my current B2B store to Capsule CRM?
Does Capsule CRM integrate with ERP, CRM, and accounting software?
Can I connect Capsule CRM to my existing warehouse and inventory management system?
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