Capsule

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Capsule is a lightweight CRM built for small and mid-market teams, centered on a unified contact/company record with Gmail and Outlook two-way sync, visual Kanban sales pipelines, and Tracks-based task automation sequences. The Growth tier adds workflow automations, multiple pipelines, project boards, and AI-powered contact and business enrichment. It targets teams who need more structure than a spreadsheet but want to avoid the configuration overhead of Salesforce or HubSpot.

Products

Features

Contact & Company Recordsall plansSales Pipeline (Kanban)all plansTask Management & Tracks Automationall plansGmail & Outlook Integrationall plansTwo-Factor Authenticationall plansGDPR Compliance & Data Exportall plansEmail Templates & Shared Mailboxpaid onlyGoals Trackingpaid onlyAI Pipeline Generatorpaid onlyMultiple Sales Pipelines & Project Boardspaid onlyAdvanced Sales Reporting & Dashboardspaid onlyAI Email Assistpaid onlyAI Contact & Business Enrichmentpaid onlyAI Summariespaid onlyContact Forms (Lead Capture)paid onlySSO (Google Workspace & Microsoft 365)paid onlyZapier & API Accesspaid onlySMS Campaignspaid onlyWorkflow Automationpaid onlyMobile Apps (iOS & Android)all plansCustom Brandingpaid onlyCustom Fieldsall plans

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