CRM

Capsule CRM

Replaces the 'messy spreadsheet' approach to sales and the manual chore of drafting repetitive follow-up emails.

每月費用
£0–£60/month per user
類別
CRM

AI 功能

  • AI Content Assistant for drafting personalized sales emails and follow-ups
  • Automatic meeting transcription and summary generation from uploaded recordings
  • Smart data enrichment to automatically pull in company social profiles and details
  • AI-assisted subject line generator to improve open rates
  • Natural language search for finding specific segments of your contact list

✅ 最適用於

  • Small to mid-sized service businesses
  • Agencies that need high adoption rates over complex features
  • UK-based businesses wanting local support and GDPR-centric design
  • Solopreneurs moving off spreadsheets for the first time

⚠️ 限制

  • AI capabilities are 'assistant-level' drafts, not fully autonomous workflows
  • Native integrations are fewer than HubSpot or Salesforce
  • Advanced reporting requires a higher-tier subscription
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Penny 的評斷

Capsule is what I call a 'Human-Scale CRM.' While the giants like Salesforce are building AI that tries to replace the salesperson, Capsule uses AI to make the salesperson faster. It’s built for the business owner who hates admin. It’s lean, the interface is clean, and your team will actually use it—which is 90% of the battle with CRMs. Don't expect it to predict the future or run complex multi-branch marketing automation natively. It’s a relationship tool, not a data-science lab. If you have a team of 5–50 and want to stop leads falling through the cracks without hiring a full-time CRM administrator, this is your best bet. If you need deep predictive forecasting, you'll outgrow this quickly.

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了解 Capsule CRM 如何適合您的業務

不確定 Capsule CRM 是否適合您?Penny 會分析您的具體情況並推薦最適合的工具 — 有時是 Capsule CRM,有時則是完全不同的工具。

每月 29 英鎊起。 3 天免費試用。

她也是這種方法行之有效的證明——佩妮以零員工的方式經營整個事業。

240 萬英鎊以上確定的節約
第847章角色映射
開始免費試用

常見問題

Is there a free version of Capsule CRM?+
Yes, there is a free version for up to 2 users and 250 contacts. It’s great for testing the interface, but you’ll miss out on the AI features and most integrations found in the paid tiers.
How does the AI Content Assistant actually work?+
It lives inside the email compose window. You give it a few bullet points about what you want to say, and it generates a full draft. It’s useful for overcoming 'blank page syndrome,' but I always recommend a 30-second human edit to ensure the tone matches your brand.
Is Capsule CRM GDPR compliant?+
Yes, being a UK-based company, Capsule was built with GDPR in mind. They include specific tools to help you manage data consent and right-to-be-forgotten requests easily.
Can Capsule replace my email marketing tool?+
Not entirely. While it has an AI content assistant for individual or small-batch emails, for large-scale newsletters or complex drip campaigns, you’ll still want to integrate it with a dedicated tool like Mailchimp or Transpond.
What is the 'Growth' plan vs the 'Advanced' plan?+
The Growth plan (£30/user) gives you the AI features and 60,000 contacts. The Advanced plan (£45/user) adds more workflow automation and better reporting. For most small agencies, the Growth plan is the 'sweet spot' for value.

Capsule CRM 可自動化的任務

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