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Capsule CRM for Small Business Owners

Easy to use, low-cost CRM for small business owners looking to be better organised, improve customer relationships, and manage sales.

Capsule CRM for Small Business

Capsule CRM for small businesses helps keep you organised

Keep track of upcoming tasks, appointments, calls, organise your contacts, and allocate them to different people in your team. Record notes, track email conversations, proposals, contracts, and any other relevant information you wish to store.

Build strong, loyal customer relationships

Create more personalised experiences, offer tailored solutions & show empathy more easily when your customer information is in Capsule CRM. This has a positive impact on your relationship with your customers and helps you look after them.

Manage your sales pipeline steps effectively

The sales pipe is a window into your future deals. Once you have visibility of your sales opportunities, you & your team are more likely to reach your revenue targets and improve your bottom line. Capsule CRM enables clearly defined stages of your sales process.

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Capsule CRM for small business owners UK

Capsule CRM and our verdict.

It's low-cost, easy-to-use software that allows its users to track customer relationships and sales pipelines.

There’s a lot to like about Capsule CRM. Capsule is a UK-based Customer Relationship Management (CRM) cloud-based platform suitable for new and small-sized businesses with contacts from 0 to 250, up to 200,000. It’s a pay-as-you-go service. Cancel at any time with four different plans to suit your business size and needs. Pricing starts at £0 for 2 users with limited functionality, up to £48 p/m for everything with a minimum of 20 User Licence.

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Is Capsule the right CRM for your small business?

Before you start any free trial, be clear about what your business needs.

Dynamics Tech can help you decide and choose the right CRM system for your small business needs. We can work with you before and during the trial period.

 

Start your free trial with Capsule CRM for small businesses by clicking this affiliate link for Capsule CRM. If you are unsure how to get started with CRM, contact us if you need assistance.

CRM customisation services

Automation

Capsule CRM includes two key features that help small businesses save time using automation. Tracks allow you to create smart workflows & integrations that connect with hundreds of different third-party software apps.

Increase sales with services like SEO local

Prepare for growth

When choosing the right CRM system, you must factor in the future. Can Capsule grow with the business? Will its development and technology be obsolete?

CRM system for building relationships

More than just a sales tool

The best CRMs for small businesses will do more than improve sales. Capsule can help support customer service, marketing, business intelligence and more.

Capsule - Visual sales pipeline

A quick introduction to Capsule’s new sales pipeline view and how you can use it to manage & keep track of sales opportunities in your account.

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Does my business need CRM?

Wondering if—and how—customer relationship management could benefit your small business. Get our helpful guide to understanding the benefits of customer relationship management software and services.

How to choose the right CRM system for your business

How do you choose a CRM system that’s right for you?

While CRM systems come in many shapes and sizes, they all have the same aim – to help you collect, organise & understand vital information about existing and would-be customers, so you can do more & better business with them. So how do you know if Capsule CRM for small businesses is right for you and what Capsule CRM benefits?

Prioritising your system requirements that match your business needs will help you shortlist the right CRM system. Working with an IT partner can help you understand how an online CRM can be best used and what core features in Capsule will give you the greatest benefits.

While it’s important to have CRM business tools that work for your business right now, you’ll also need to consider how a system works as you grow or demand more from it. Capsule offers integration with hundreds of popular third-party business apps. That integration doesn’t require much, if not any, development.

You’ll need a CRM system that’s easy to use for you and your staff. Overly complex systems take longer to learn and are harder to work with. Capsule looks nice and is easy to use. There’s a Capsule CRM app, so the solution offers mobile CRM functionality, which helps with usability and accessibility.

Choosing the right CRM system doesn’t always mean choosing the best business software. It also means working with the right IT delivery partners, looking at onboarding and ongoing support. Capsule offers online support. If you need more hands-on software advice, Dynamics Tech can help you.

Out of the box, you need a CRM system that can be customised to suit your business needs. Capsule for small businesses allows you to have custom fields, custom lists, custom tags, custom milestones, custom reports and defined business processes. You can gain more functionality by integrating Capsule with a wide range of solutions, such as Google Workspace, Microsoft 365 (Office 365) and hundreds of cloud-based applications.

For many smaller businesses, a cloud-based CRM solution will be the first pick, given the minimal capital outlay and upfront prices, as considerably as the greater flexibility to expand. Capsule includes a mobile device app so you can access your data whenever and wherever you need.

Many customer relationship management (CRM) software vendors offer subscription-based pricing. However, some may charge a flat monthly fee for a set number of users. This will then require you to pay extra for other services, basic features and users. Capsule CRM is inexpensive, but always remember additional costs for possible added onboarding, more advanced customisation, and ongoing development that may or may not be required now or later. Capsule has four packages that will suit the needs of most small businesses.

Measuring the ROI of a CRM system can be difficult with no historical data. To measure CRM ROI, you must consider the price of the software, training costs, upkeep costs, and costs to migrate the system. It will take time for your development team to capture it and extend it. Suppose CRM systems can help improve the productivity of your team. In that case, you can use the system to nurture prospects into customers, enabling you to serve more with less people-power. If you can bring down your customer churn, then any CRM system that does that for you will deliver a solid ROI.

CLIENTS TESTIMONIALS

Check out some client reviews and experiences.

Hear feedback from real small business clients we work with daily.