Capsule CRM Phone System Integration

Call Center for
Capsule CRM

Q: What is Capsule used for?

Capsule CRM is a lightweight CRM for managing contacts, sales pipelines, and customer relationships , making it ideal for small to mid-sized businesses.

Q: Can I make and receive calls directly from Capsule using CloudTalk?

Yes, with Capsule VoIP Integration, you can make and receive calls directly in Capsule CRM using CloudTalk’s click-to-call and auto dialer features.

Q: Is there a limit to the number of calls I can make or receive through the Capsule-CloudTalk integration?

No, the Capsule CRM calling integration allows unlimited calls , depending on your CloudTalk plan and available call credits.

Q: How long does it take to integrate Capsule with CloudTalk?

Setting up the Capsule CRM phone integration takes just a few minutes, requiring a simple authorization and quick configuration in CloudTalk.

Q: Is the Capsule-CloudTalk integration free?

The Capsule CRM Call Center Software Integration is included in CloudTalk plans, though some advanced features may require an upgraded subscription.

Combine the strength of your CRM and powerful calling features with CloudTalk’s Capsule CRM VoIP Integration. Make and receive calls, send SMS messages, and save time on manual tasks with 2-way synchronization. This powerful integration is coming soon—stay tuned!

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1200

Companies across the world

82%

Increase of call volume

23%

Less missed calls

1326€

Save per year

Capsule CRM Phone Integration Benefits

Boost Sales Efficiency with Smarter Calls

Enhance your sales workflow with CloudTalk’s Capsule CRM integration. Click-to-call functionality eliminates manual dialing, allowing agents to instantly connect with leads. Increase daily outreach, reduce response times, and improve conversion rates with seamless calling.

Automate Workflows for Better Engagement

Streamline customer interactions with automated call logging, follow-ups, and SMS notifications. Configure custom conditions to trigger timely actions, ensuring consistent engagement while minimizing manual tasks, so your team can focus on closing deals and nurturing relationships.

Seamless Call Logging & Data Sync

Automatically log inbound, outbound, and missed calls in Capsule CRM. Capture call recordings, voicemails, and notes without manual input. Two-way synchronization keeps customer data up to date, ensuring your team always has the latest insights.

Unified Data Management for Accuracy

Keep customer records organized and accurate with real-time syncing between Capsule CRM and CloudTalk. Eliminate duplicate entries, track deal progress effortlessly, and maintain a complete communication history across both platforms for streamlined sales operations.

Why Integrate Capsule CRM with CloudTalk?

Set up the Capsule CRM phone integration effortlessly and optimize your sales and support workflows. With CloudTalk, you gain direct access to calling, SMS, and real-time data sync, ensuring every interaction is logged automatically for better customer insights.

Synchronize contacts, track call outcomes, listen to recordings, send SMS follow-ups, and access analytics—all from within Capsule CRM.

What Is Capsule CRM?

Capsule CRM is a flexible, cloud-based CRM designed to help businesses manage contacts, sales pipelines, and customer relationships. It simplifies lead tracking, automates processes, and provides actionable insights to drive business growth.

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What Data Does CloudTalk & Capsule CRM Share?

Capsule CRM

CloudTalk

How to Integrate Capsule CRM with CloudTalk?

Log into your CloudTalk account and go to Account > Integrations in the left menu.
Hover over the Capsule CRM integration and click +Add to start the setup.
You’ll be redirected to the Capsule CRM login page. Enter your credentials to sign in.
Click Authorize to grant CloudTalk access and establish the connection.
Configure your integration settings, including contact synchronization, call logging, and workflow preferences.
Save your integration, and Capsule CRM will automatically sync your contacts and call data with CloudTalk.

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Find out why our customers love us

Learn how Swille reduced Support Tickets by 50%

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CloudTalk allowed our CRM team to move from firefighting technical issues to making strategic improvements. Now, tickets are about configurations, not dropped calls or connectivity problems.

Mariana R.

Product Manager

Learn how Dentakay grew call volume by 2.5X

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The power dialer has been a game-changer for managing our call volume. Since we implemented the feature, about 90% of our agents are using it to automate dialing, saving time. The power dialer makes handling both new and old leads easier. It’s been crucial for our growth—our call volume has seen a 2.5X increase in just 8 months.

Ahmed A.

Data Management and Reporting Specialist

Learn how Capitalo boosted efficiency by 83.3% with AI

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CloudTalk’s AI conversation intelligence drastically improved our efficiency. We’ve cut call quality analysis time from 2 hours to 20 minutes a day and reduced wrongly targeted leads by 24%, enabling us to focus on strategic growth while maintaining consistency across markets.

Sara Konickova

Sales Ops Manager

How to Set Up Calling in Capsule CRM?

Ensure you have the CloudTalk Click-to-Call extension installed for seamless dialing.
Log into your CloudTalk account and navigate to Account > Integrations.
Click on Capsule CRM and follow the integration setup instructions.
In Capsule CRM > Settings > Calling, select CloudTalk as your preferred calling tool.
Open any Contact or Lead in Capsule CRM and click on the phone number to initiate a call.
Automatically log call outcomes, notes, and voicemails directly within Capsule CRM.
Access detailed call analytics and recordings to refine your sales and support strategies.

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An Overview of Capsule CRM Integration and CloudTalk

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FAQs

What is Capsule used for?

Capsule CRM is a lightweight CRM for managing contacts, sales pipelines, and customer relationships, making it ideal for small to mid-sized businesses.