Capsule CRM
CRM software
Contact management software
Data storage software
Manufacturing software
Real estate client database software
Salesforce software
Sales force automation software
Sale tracking software
AI CRM tools
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$18 per user per month
Free TrialFree version
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Medium
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- Professional services (engineering, legal, consulting, etc.)
- Construction
- Information technology and software
What is Capsule CRM
Capsule CRM is a cloud-based CRM and contact management system used to organize contacts, companies, sales opportunities, and customer interactions. It targets small to mid-sized teams that need a lightweight CRM for pipeline tracking, task management, and basic reporting. The product emphasizes simplicity, configurable pipelines, and integrations with common productivity and accounting tools. It also offers optional add-ons for email marketing and workflow automation through related products from the same vendor.
Straightforward contact and pipeline
Capsule focuses on core CRM functions such as contact records, activity history, tasks, and sales pipelines without requiring extensive setup. Teams can track opportunities through configurable stages and associate emails, notes, and files with records. This makes it suitable for organizations that want a simpler alternative to more complex enterprise CRMs. The UI and data model are oriented around quick adoption for small teams.
Integrations with common tools
Capsule provides integrations and connectors for widely used business tools (for example email, calendars, accounting, and collaboration apps). These integrations help teams reduce duplicate data entry and keep customer context connected to day-to-day workflows. API access is available for custom integrations and syncing with internal systems. This is useful for companies that need CRM data to flow into other operational tools.
Configurable fields and permissions
Capsule supports custom fields and tags to adapt contact and deal records to different business processes. User permissions and team-based access controls help manage visibility of customer data across groups. Basic workflow elements (tasks, reminders, and activity tracking) support consistent follow-up. This configuration depth is often sufficient for SMB use cases without full-scale CRM administration.
Limited advanced automation
Compared with more automation-centric sales platforms, Capsule’s native sales automation and complex workflow capabilities are more limited. Organizations needing sophisticated lead routing, multi-step sequences, or highly conditional automation may require additional tools or add-ons. This can increase operational complexity when processes mature. It is better aligned to straightforward pipelines than heavily automated sales operations.
Reporting depth can be basic
Capsule provides standard pipeline and activity reporting, but it may not meet requirements for advanced analytics, custom dashboards, or complex forecasting models. Teams that rely on extensive KPI tracking across multiple dimensions may need external BI tooling. Data exports and API access can help, but they add implementation work. This is a common constraint for lightweight CRMs.
Not industry-specific by default
Although it can be configured for many use cases, Capsule does not ship as a purpose-built solution for manufacturing or real estate workflows. Users may need to create custom fields, pipelines, and conventions to match industry terminology and processes. If specialized objects (for example properties, listings, or production jobs) are required, customization or integrations are typically needed. This can be a limitation for teams seeking out-of-the-box vertical functionality.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | Free (Free Forever) — up to 2 users | 250 contacts, 5 custom fields, 1 sales pipeline, activity log, contact history, Outlook & Gmail add-in, mobile app access. |
| Starter | $18 per user/month (billed annually) | 30,000 contacts, email templates, shared mailbox, basic reporting, premium integrations, AI Email Assist. |
| Growth | $36 per user/month (billed annually) | 60,000 contacts, workflow automations, advanced sales reporting, reporting dashboards, multiple sales pipelines & project boards, AI business enrichment, AI summaries, AI pipeline generator. |
| Advanced | $54 per user/month (billed annually) | 120,000 contacts, 50 project boards, AI contact enrichment, everything in Growth plus expanded project/automation/reporting capacity. |
| Ultimate | $72 per user/month (billed annually) | Up to 240,000 contacts, dedicated account manager, custom training, priority support, all Advanced features and enterprise-level support. |
Notes: Prices above are the per-user, per-month amounts shown on Capsule CRM’s official site and related official pages; the signup page notes both annual and monthly billing options (annual gives savings).
Seller details
Zestia Ltd
Manchester, United Kingdom
2009
Private
https://capsulecrm.com/
https://x.com/capsulecrm
https://www.linkedin.com/company/capsule-crm
