CRM for Professional Services

Take the client relationships at the heart of your organization to the next level and focus on delivering your expertise by using Capsule, the CRM for professional services.

Capsule helps you deliver better value and enhanced experiences to your clients while helping you to capitalize on every opportunity.

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Bring your whole team together

Leave the rigorous tasks of manual data entry behind and start to build a rich, valuable picture of your clients. Capsule stores all communication with your clients against each record, including emails, calls, files, notes, and more, so your team can collaborate and focus on roles that matter.

Launch with ease

Capsule's user-friendly interface and intuitive features make it incredibly easy to implement, allowing you to quickly adapt and get started without any hassle. You can easily familiarize yourself with our CRM system, minimizing the learning curve and maximizing efficiency.

See how you're performing

Get visibility of how many opportunities have been won or lost, where this is happening, how long sales are taking to complete, and more with Capsule. Our analytics has everything you need to make data-driven decisions.

Endlessly customizable CRM

Create a variety of custom field types to suit your business and up to 50 custom activity types on our Growth and Advanced plans. You can also create multiple sales pipelines to reflect your different services.

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software, giving you a complete view of your customer. Find out more about Capsule's wide range of CRM integrations that you can use to automate and optimize your professional services firm.

See all our integrations
QuickBooks Online

QuickBooks helps you streamline your accounting processes and stay on top of finances.


Utiliza la integración del CRM Capsule para Xero y obtén una visión completa de tu negocio.

Microsoft Outlook

Enhance email productivity. Integrate Capsule's CRM and sales tools into your Outlook account.

Google Workspace SSO

SSO simplifies login for your business, eliminating the need to juggle usernames and passwords.

Why professional services firms need a CRM

With the rise of globalization and the Internet, competition in the professional services industry has increased. To remain competitive, businesses need to stay current with the latest trends and technologies. In addition, they must also stay focused on meeting client expectations and embracing new technologies that may be required to improve skills, knowledge, and services.

A CRM for professional services firms can help address challenges by assisting firms in prioritizing services to clients over other tasks that can already be automated, managed, and analyzed with a system. Here are some of the main reasons why professional service firms should invest in a CRM:

Build a network of professionals with Capsule's CRM mobile app

Capsule is mobile-ready. Our mobile app is designed to be used on the go. You can attend client meetings and recall key information on your mobile device. Record vital information on the fly as you attend client meetings, improving communication and collaboration across your organization. Build a network of professionals with Capsule's CRM mobile app.

Free CRM for professional service firms

If you're still exploring the various possibilities a CRM offers, then Capsule is the ideal platform for you. Our free version is available for professional services firms with up to 250 contacts on storage. Capsule provides access to all the fundamental features of an excellent CRM for professional services, allowing you to enhance your client management process, automate administrative tasks, and begin adopting new technologies.

We also offer a 14-day free trial for all our paid plans. You can use both the website version and mobile app during this complimentary period. If you decide to proceed with a plan, you can choose from our four paid plans: Starter, Growth, Advanced and Ultimate.

Trusted by Thousands of Professionals Worldwide

Capsule CRM's name is synonymous with integrity, productivity, and functionality. That's why we're trusted by thousands of firms worldwide—by professionals in finance, arts, digital marketing, the medical field, public services, and more.