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Capsule CRM
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Capsule CRM is an online customer relationship management app for SMB teams to manage contacts, pipelines, tasks, calendars and workflows. Capsule CRM allows users to be able to capture, organize, analyze and track communication with leads and clients, manage sales pipeline, allocate tasks to team members and deal with customer enquiries. It also has extensive features, such as contact management, task and calendar functionality, and a sales pipeline tracker.
Find more tutorial videos here.
Pricing Plan
Capsule CRM has a free plan for 2 users and 250 contacts and 3 paid plans. They also offer a 30-day free trial without a credit card.
- Enterprise – $54/user/month
- Teams – $36/user/month
- Professional – $18/user/month
To get more information on the pricing, click this link.
Other Information
To join Capsule’s affiliate program, follow this link.
Competitors: Zoho CRM, Pipedrive, Nimble, Nutshell, Salesforce CRM
See the instructions below to set up your Capsule CRM integration:
- Go to the Automate Hub plugin installed in your WordPress Dashboard.
- Click on App Directory.
- Select Capsule CRM and click on Connect.
- Log in to your Capsule CRM account in another window.
- Create a Capsule CRM account if you don’t have one here.
- If you already have a Capsule CRM account, click your profile image at the top right, then select Account settings.
- Click integrations.
- Click user preferences at the below right and get API Key.
- Copy the API Key and paste it into the required field.
- Next, give the integration a Display Name, and click Save Changes.
- If you have multiple Capsule CRM accounts, you can add them all in the same way.
