Capsule CRM is a simple yet powerful customer relationship management (CRM) tool designed for small and medium-sized businesses. It helps organizations effectively manage their customer relationships, track sales opportunities, and organize client data. Capsule CRM provides features such as contact management, sales tracking, task management, and pipeline visualization. Its seamless integration with other tools, user-friendly interface, and scalability make it suitable for businesses of varying needs. By integrating Capsule CRM with Frends iPaaS, businesses can automate customer data synchronization, optimize workflows, and ensure better collaboration between CRM and other business systems.

Business use cases

Synchronization of customer data across systems

Capsule CRM serves as a central hub for customer information, but organizations often use other systems such as ERP, e-commerce platforms, or marketing tools. Frends can integrate Capsule CRM with these systems to automate customer data synchronization. For example, when a new customer is added to Capsule CRM, Frends can automatically create corresponding records in accounting platforms like QuickBooks or marketing tools like Mailchimp, ensuring consistent and accurate data across all systems.

Sales pipeline automation

Capsule CRM allows businesses to monitor and manage sales pipelines effectively. By integrating Capsule CRM with Frends, workflows can be automated for pipeline management. For instance, when a deal progresses to a specific stage, Frends can trigger tasks such as generating proposals, notifying sales managers via email or Slack, and updating relevant documents in tools like Google Drive or SharePoint.

Integration with email and marketing platforms

Frends can enhance Capsule CRM's functionality by integrating it with email marketing platforms like HubSpot or Mailchimp. For example, Frends workflows can automatically add newly qualified leads from Capsule CRM to email marketing campaigns, ensuring that targeted emails are sent to the right potential customers without manual effort.

Task and calendar scheduling

Capsule CRM includes task and activity management features to help teams stay on top of their work. By integrating with Frends, businesses can automate task notifications and synchronization with calendar platforms such as Google Calendar or Microsoft Outlook. For instance, when a task is assigned in Capsule CRM, Frends can create a calendar entry and send reminders to the responsible team members, improving task completion rates and overall efficiency.

Integration with support systems

Capsule CRM integration with customer support tools can help streamline customer service workflows. By integrating Capsule CRM with platforms like Zendesk or ServiceNow via Frends, businesses can automatically create support tickets when customer issues are logged in Capsule CRM. These workflows can also link customer history from Capsule CRM to support tickets, providing agents with better context for resolving issues.

Automated reporting and analytics

Capsule CRM collects valuable customer and sales data, but generating reports can be time-consuming. Frends can automate the extraction of this data and integrate it with analytics tools such as Power BI or Tableau. For instance, workflows can gather sales performance data or customer interaction metrics from Capsule CRM and generate visual dashboards or periodic reports, helping decision-makers monitor performance trends and optimize strategies.

Lead qualification and enrichment

Capsule CRM helps with lead management, but integrating it with external data sources via Frends can further enhance lead qualification processes. For example, Frends can automate workflows that enrich lead profiles in Capsule CRM with data from external systems, such as social media or business intelligence platforms, ensuring that sales teams focus on the most valuable opportunities.

Customer segmentation and campaign automation

Capsule CRM allows businesses to organize customer data using tags and categories. Frends can augment this functionality by automating campaign workflows based on customer segmentation. For instance, Frends can periodically extract segmented customer lists from Capsule CRM and sync them with marketing tools for personalized campaigns, ensuring timely and relevant communication with customers.

Invoice and payment tracking

For organizations that need to track sales pipelines and payments, Frends can integrate Capsule CRM with invoicing or payment platforms such as Stripe, Xero, or QuickBooks. When a deal closes in Capsule CRM, Frends can automate the creation of invoices in the designated accounting system and track payment status updates, helping businesses maintain accurate financial records and improve cash flow.

Data backup and archival

As a CRM system, Capsule stores critical business data, requiring regular backups to prevent data loss. Frends can automate the process of periodically exporting Capsule CRM data and saving it to secure, long-term storage solutions such as AWS S3, Azure Blob Storage, or on-premises systems. Automated backups ensure compliance with data retention policies and provide easy recovery options in case of data loss.