Capsule
Whether you're a startup team or an established company, maintaining and managing customer relationships effectively is a crucial step on your path to success! If you're still manually organizing customer information in Excel spreadsheets, let's see how Capsule can help you escape that tedious work!
Capsule is like a warehouse that stores customer information, emails, tasks, and schedules—giving you a clear picture of your customer situation at a glance!
For small businesses or private business owners, Capsule helps you easily transform messy customer data into an organized system:
- Centrally manage all customer information, emails, tasks, and schedules in one comprehensive view;
- Pipeline-style kanban board with intuitive drag-and-drop functionality, supporting multiple sales processes;
- Starting with the Growth plan, set up automated workflows with built-in AI writing assistant to help draft emails;
- Built-in project boards and task reminders to help you work more efficiently;
- Supports Gmail/Outlook email synchronization, Google Calendar reminders, and integrates with tools like Xero, Mailchimp, Zapier, and more;
- Hosted on Amazon data centers with SSL encryption, iOS/Android app available so you can work from anywhere!
Most users review Capsule as: easy to learn, simple to operate, and having highly practical automated features!
Of course, for well-established large teams or enterprises, Capsule might have somewhat limited functionality, so it's more suitable for small to medium-sized businesses with around 50 employees.
