Capsule CRM — the beautifully simple CRM for agencies & solopreneurs
Manage contacts, track opportunities and projects, automate follow-ups, and send gorgeous campaigns with Transpond—all in a streamlined platform that teams actually love using.
Built for service-focused small agencies & solo pros
Client & contact clarity
Every conversation, file, and decision in one clean timeline. Segment with tags, custom fields, and lists.
- Full activity history (notes, emails, calls)
- Custom fields & data tags
- Attach proposals, SOWs, invoices
Opportunities & pipelines
Visual pipelines keep deals moving. Forecast revenue, spot bottlenecks, and coach your team with confidence.
- Stage-based pipelines & probabilities
- Automated tasks & reminders
- Reports you can actually read
Projects & delivery
Use simple project boards and milestones to keep engagements on track—no heavyweight PM tool required.
- Checklists, deadlines, owners
- Project templates for repeatable work
- Client files & context stay together
Email marketing & automation with Transpond
Why Transpond + Capsule is a game-changer
- Native sync: Capsule contacts, tags, and segments flow straight into Transpond.
- Beautiful campaigns: Drag-and-drop builder, on-brand templates, A/B tests, and link tracking.
- Smart automation: Welcome series, lead nurture, post-proposal follow-ups, re-activation.
- Forms & landing pages: Capture leads and auto-tag them in Capsule for instant routing.
- Deliverability & compliance: Double opt-in, unsub management, and analytics.
Run your pipeline and your marketing from one ecosystem—less copy-paste, more momentum.
Popular automation playbooks
Launch any of these in minutes:
Quote sent → Reminder series
Deal won → Onboarding
Project milestone → Update email
Client anniversary → Check-in
Works great with Otto Kit (SureTriggers)
Need custom workflows? Connect Capsule to your stack using Otto Kit triggers, webhooks, and API actions.
- On new Capsule contact → create client in QuickBooks / Xero
- Deal stage changed → Slack/Teams alert + task for assignee
- Form submission → add to Capsule + start Transpond sequence
- Invoice paid → move project to next milestone & send “Next Steps” email
We can help you implement best-practice automations that save hours every week.
Common integrations we set up
Microsoft 365
Gmail & Outlook
QuickBooks / Xero
Slack / Teams
Calendars & Booking
Forms & Webhooks
Custom APIs
No-bloat design. Powerful where it counts.
Onboard in an afternoon
Import contacts, set a pipeline, invite your team, and you’re rolling. Capsule’s UI is famously easy.
Email that just works
Connect Gmail/Outlook to store threads on the contact timeline. Log calls, notes, and files in seconds.
Forecasts you trust
Stage probabilities, expected close dates, and weighted totals give you a clear revenue picture.
Templates & repeatability
Task & project templates reduce admin and keep your delivery consistent as you scale.
Mobile & on the go
iOS/Android apps with offline-friendly views ensure you never lose track between meetings.
Security first
Granular permissions, SSO options, audit trails, and region-aware data compliance features.
How Capsule compares
| Need | Capsule CRM | Heavy CRMs |
|---|---|---|
| Setup time | Hours, not weeks | Days to weeks |
| Ease of use | Minimal training | Steep learning curve |
| Marketing | Native via Transpond | Often add-ons / costly |
| Automation | Tasks, pipelines, + Otto Kit | Complex builders |
| Cost predictability | Transparent & fair | Add-on creep |
You get the capabilities you need—without paying for features you’ll never use.
Quick answers
Can I migrate from my current CRM?
Yes—import CSVs for contacts, companies, and deals. We can help map fields and tags so nothing is lost.
Does Capsule replace my email tool?
Capsule centralizes communication; Transpond powers your campaigns and automations in the same ecosystem.
Will it work with my accounting platform?
Common setups include QuickBooks and Xero. With Otto Kit we can sync new clients, jobs, and invoices automatically.
How do follow-ups work?
Auto-create tasks when a deal moves stage, set reminders, and build nurture sequences with Transpond.
Ready to run your client work the smart way?
Get Capsule through Cloudifi and we’ll help you set up pipelines, Transpond, and your first automations.