Smart business tools that #SMBs and #Startups use - Part 1 #CRM

Capsule CRM home page

Capsule CRM is a great Cloud CRM system that is affordable, efficient and flexible with integrations to a range of other popular business tools:


Capsule Mobile is the official mobile application for Capsule providing support for iPhones and Android phones.


Xero - online accounting
KashFlow - online accounting
FreeAgent - Accounting
Freshbooks - Painless billing
Fetchflow - Paperless billing
Google Apps
RightSignature - e-Signature services
Signable - e-Signature services
TidyWork - Job costing workflow system
Synchroteam - Track progress of customer jobs

Help Desk

Zendesk - Customer support
Freshdesk - Customer support
HelpScout - Customer support
SupportBee - Customer support
SupportFu - Customer support

Live Chat

ClickDesk - Multi-channel online engangement
Userlike - Live chat with your leads

Sales & Marketing

MailChimp - Email campaign services
ActiveCampaign - Automated email campaigns
Tout - Repeat emailings
Yesware - Track your emails as a Google App
MPZ Mail - Beautil email designs and services - Extract data from emails such as contact details into Capsule
Proposable - Proposal services tool
NiftyQuoter - Proposal services tool
QuoteRoller - Proposal services tool
DocumentLeads - Collect leads from your posted documents
Direct Mail Manager - DM marketing campaigns
Wufoo Forms - Form creator for your website
Alive Docs - Document mail merge
WebMerge - Automatically create documents and deliver through email, cloud or digital


PandaDoc - Track when documents are opened
edocr - Track who reads your documents
INinbox - Email newsletters


Grappster - Dashboard for your cloud apps
Leftronic - Visibility in real-time
Geckoboard - Monitoring in real-time
SalesWally - TV showing software

Integration Platform

CloudWork - Link your cloud services with each other
Zapier - Link Capsule with your favorite web apps
Torpio - JavaScript micro scripting platform for joining up & extending cloud apps.

Features (as of Sep 2014)

£8/month, per user
30 day free trial!
2GB storage per user
50,000 contacts
Unlimited opportunities
Unlimited cases

Try it out, I can highly recommend it.

AD - Sign-up for free and test it!

AD - Sign-up for free and test it!


Thomas Lidforss

Senior Business Advisor & International Business Development Projects

I have a MSEE with MBA in Business and Product Planning. 15 years of experience in complex international projects, consultative business advisor activities in the IT and Telecom industry. Have worked with small (VC funded startups) and large businesses (B2B). Interacted with customers on top levels and project level among vendors and service providers. Managed in a program/multi-project environment. Good at finding cost-effective and sustainable IT solutions for the customer, both through sourcing / procurement and selection of alternative technology.