Capsule CRM

Capsule CRM Capsule is the CRM that helps you make easy work of it.

In most AEC firms, the person who wins the project is also the person who delivers it.89% of firms rely on seller-doers....
20/10/2026

In most AEC firms, the person who wins the project is also the person who delivers it.

89% of firms rely on seller-doers. That’s engineers, principals and owners fitting business development around billable work. And 58% plan to add more over the next five years.

The trouble is that most CRMs are built for a dedicated sales team, so they don’t suit how these firms actually work.

We looked at why the seller-doer model keeps growing, and what a CRM needs to do to support it. Read the full blog in the comments 👇

19/10/2026

Using a tool that doesn’t plug straight into Capsule? Zapier can bridge the gap.

Capsule already has 70+ native integrations. For everything else, Zapier connects you to thousands of apps using simple triggers and actions.

In this quick demo, we connect a Jotform contact form to Capsule:

1️⃣ Someone fills in your web form
2️⃣ Zapier checks Capsule for an existing contact
3️⃣ If there isn’t one, it creates a new contact for you

No copying and pasting, and no leads sitting in an inbox waiting to be added. Their details land in your CRM the moment they hit submit.

That’s just one small example. If there’s a workflow you want to connect to Capsule, there’s a good chance Zapier can help.

🎥 Watch the full walkthrough below and find out more about Capsule integrations in the comments

An account nobody's watching. Records are changing, and no one can say who did it 🔒This is week 3 of our 5-part CRM Horr...
16/10/2026

An account nobody's watching. Records are changing, and no one can say who did it 🔒

This is week 3 of our 5-part CRM Horror Stories series, running every week until Halloween.

An employee leaves the company. Nobody remembers to revoke their access. Months later, deals start disappearing, and nobody can explain why.

The fix: clear permissions from day one, and Super Administrators can check recent login activity anytime, so unusual access doesn't go unnoticed.

Link to how Capsule handles security and permissions in the comments 👇

Steve Wilde has hired enough sales teams to know most salespeople hate their CRM.So for NVOY Technologies, he chose one ...
15/10/2026

Steve Wilde has hired enough sales teams to know most salespeople hate their CRM.

So for NVOY Technologies, he chose one his team would actually use.

The result? 30% less time spent on manual admin, five revenue streams tracked in one place, and emails logged automatically.

Find out more about how Capsule helped NVOY Technologies in the comments 👇️

A client you spoke to three years ago calls. New site, budget approved, ready to move.But whoever picks up the phone is ...
13/10/2026

A client you spoke to three years ago calls. New site, budget approved, ready to move.

But whoever picks up the phone is starting from nothing, because that first conversation lived in an archived inbox or with someone who's since moved on.

Most CRMs are built around a 30 to 90-day sales cycle. Civil engineering isn't. Public-sector procurement alone can run well past a year, and subcontractor relationships build across projects that are years apart.

Swipe through to see what a system built for multi-year relationships needs, and why a quiet client isn't dead weight.

Most sales goals get set, then forgotten.They're picked in a hurry, tracked somewhere nobody looks, and reviewed once th...
12/10/2026

Most sales goals get set, then forgotten.

They're picked in a hurry, tracked somewhere nobody looks, and reviewed once the month is already over. By then, it's too late to help anyone hit them.

Capsule's Goals feature gives you a simple way to set and track goals, so they shape how your team works day to day.

Swipe through for four ways to get more out of it 🏆️

Read the full guide in the comments 🎯

Six spreadsheets. Three laptops. Nobody knows which one is telling the truth 🕸️This is week 2 of our 5-part CRM Horror S...
09/10/2026

Six spreadsheets. Three laptops. Nobody knows which one is telling the truth 🕸️

This is week 2 of our 5-part CRM Horror Stories series, running every week until Halloween.

Two reps reach out to the same prospect on the same day, quoting two different prices.

A client list scattered across six spreadsheets on three laptops meant nobody was working from the same version. The mix-up only came to light when the customer pointed it out.

The fix: one shared source of truth for every contact, so the whole team sees the same information at the same time.

Link on how to make the switch from spreadsheets in the comments 👇

Still running new business, renewals, and everything else through one sales pipeline?It might have worked when you were ...
08/10/2026

Still running new business, renewals, and everything else through one sales pipeline?

It might have worked when you were smaller. But as your process grows, one pipeline starts trying to do too much, and it shows up in a few familiar ways: fuzzy stage definitions, forecasts nobody quite trusts, reports that only make sense once they're exported to a spreadsheet, and reps wading through deals that aren't even theirs.

Swipe through for the 4 signs it's time to split things up 👉

And find the full best-practice guide on setting up multiple pipelines in the comments 👇️

What if you could just ask your CRM a question instead of building a report?"Which deals are stalling this month?""Which...
07/10/2026

What if you could just ask your CRM a question instead of building a report?

"Which deals are stalling this month?"
"Which projects are missing an owner?"
"Who's created the most opportunities this year?"

With Capsule MCP, you can ask questions like these in Claude or Cursor and get answers pulled straight from your live CRM data.

Now in private beta for Growth plan customers and above, free to try.

Check the comments to see how to get access 👇

What if you could ask your CRM a question the same way you'd ask a colleague?"What's closing this week, and which deals ...
07/10/2026

What if you could ask your CRM a question the same way you'd ask a colleague?

"What's closing this week, and which deals haven't moved in two weeks?"

"Which customers haven't we heard from since August?"

"Give me a summary of Acme Corp: open opportunities, recent notes and outstanding tasks."

With the Capsule plugin for ChatGPT, you can. Connect your account and ChatGPT can work with your live CRM data, so you get answers without exports, filters or switching tabs.

It can also do the busywork for you:

✅ Create contacts, opportunities and tasks in one request
✅ Draft follow-ups based on real account history
✅ Spot stalled deals and quiet customers before they slip away

Setup takes a couple of minutes, and you choose how much ChatGPT can change without your approval.

Find out more in the comments 👇️

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