Article
9 de set. de 2025
Capsule CRM: Scale your client relationships with clarity and control
Discover Capsule CRM — a simple, powerful tool for managing leads and clients. Ideal for SMBs looking to scale with structure and clarity.
Managing contacts, leads, and opportunities effectively is essential for companies that want to scale with structure and predictability. Capsule is a CRM (Customer Relationship Management) tool known for its simplicity, customization, and user-friendliness—especially for small and medium-sized businesses. In this article, we explore its features, how we use it at Ad Rock, and why it’s a strong alternative to more complex and expensive CRMs.
What is Capsule?
Capsule is a cloud-based CRM that helps businesses organize contacts, track sales pipelines, and manage tasks and communications in one place. Designed for ease of use, it’s ideal for lean teams and consultancies that need agility and visibility.
Key Features of Capsule
Full contact and organization management
Visual pipelines for sales and projects
Task templates and automations
Integrations with Google Workspace, Microsoft 365, Xero, Mailchimp, and more
Mobile app for field sales or service
Custom fields and role-based access
Email and document history per contact
How Ad Rock uses Capsule
At Ad Rock, we use Capsule for:
Tracking sales proposals and partnerships
Managing our commercial pipeline
Centralizing client notes and documents
Automating follow-ups and post-meeting tasks
Keeping a history of strategic contacts across the team
This allows us to maintain clear visibility across all client relationships.
Why we recommend Capsule
Most CRMs are overbuilt or overpriced for smaller teams. Capsule solves this with:
A modern, intuitive interface
Affordable pricing per user
A free plan to get started, with scalable upgrades
Useful native integrations for tools your team already uses
It’s flexible, powerful, and doesn’t require IT support to configure.
Comparing Capsule with alternatives
CRM | Ease of Use | Starting Price | Customization | Best For |
|---|---|---|---|---|
Capsule | ⭐⭐⭐⭐⭐ | From $18/mo | High | SMEs and consultants |
HubSpot | ⭐⭐⭐ | Free (limited) | High | Marketing-driven teams |
Pipedrive | ⭐⭐⭐⭐ | From $19/mo | Medium | Sales-focused teams |
Zoho CRM | ⭐⭐ | From $14/mo | High | Larger organizations |
How to start using Capsule with Ad Rock
You can start using Capsule for free or explore the full features with a free trial. As an official partner, Ad Rock can help you with implementation, onboarding, and integration into your current workflow.
Visit our partner page to learn more:
👉 https://adrock.com.br/parcerias
FAQ
Does Capsule offer a free plan?
Yes, Capsule has a free tier for up to 250 contacts with basic features.
Can I connect Capsule to Google Calendar and Gmail?
Absolutely. Capsule integrates smoothly with Google Workspace and Microsoft 365.
Is Capsule secure?
Yes. It uses encrypted connections, high-availability servers, and strong data privacy policies.
Can Capsule replace my ERP?
No. Capsule is a CRM, not an ERP. For billing, inventory, or finance, you should integrate it with tools like Bling, Conta Azul, or Omie.
Does Ad Rock offer Capsule onboarding?
Yes. We help configure your pipelines, custom fields, and automations tailored to your workflow.