CRM
Integrated Journeys. Deeper Relationships.
Track interactions, understand customer journeys and connect your customer data for smarter, more personalized engagement.

Why this matters
Understand your customer journeys across all interactions. Deepen customer relationships, personalize experiences and drive sustainable growth.
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Targeted promotions
Segment customers into lists and launch targeted omnichannel Campaigns, increasing conversion rates and revenue.

Proactive support
Identify at-risk customers based on support interaction history and proactively offer assistance, reducing churn and improving loyalty.

Optimize customer workstreams
Improve customer journeys by preventing customer issues, driving higher satisfaction and faster adoption.
Capacity in numbers
19K+
Happy customers
1.5M+
Users who love us
36.3B+
Automated interactions
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Accounts & Contacts
Unify customer journeys
Natively store account and contact data within Capacity alongside support interactions like tickets, chats and SMS.
- Import and download contact data
- Manage data via the API
- Set up event-based syncing to external CRMs
- Create and apply custom fields to Accounts & Contacts


Campaigns
Optimize outreach
Proactively reach out to customers via single or multi-message scheduled campaigns. Customer responses can route into direct one-on-one conversations.
Lists
Streamline engagement
Organize customer contacts into lists for campaigns and other targeted engagement. Add contacts via Accounts, search & filtering and imports.


Custom Fields
Track data your way
Need to analyze specific data? Configure your Accounts and Contacts with whatever custom fields you want.
Analytics
Optimize performance
Track campaign performance, monitor customer engagement and identify trends with comprehensive dashboards.


Security
Protected data
Protect customer data with Capacity’s robust security infrastructure, including Role-Based Access Controls, SSO, SOC II and HIPAA compliance.
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Frequently asked questions
Is there a limit to the number of Contacts I can import?
No, you can import as many Contacts as you’d like.
Can I import my data from Salesforce or Hubspot?
Yes, we have an import template to import from Salesforce, Hubspot and many other common CRMs.
Is it possible to automatically import new Contacts from the Helpdesk?
Yes, we have the ability to import Contacts from Helpdesk tickets into the CRM.

Ready to elevate every conversation?
Find out how Capacity can help your team do their best work.