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Capsule CRM review

A calm, uncluttered CRM that small teams actually keep using

4.2Editor rating
Easy to useFree plansSmall business

Reviewed by the CRM Shortlist editorial team · Last updated

Starting priceFree / $18 per user
Free planYes
Key features7 of 12
Founded2009
See plans and pricing
OverviewWho it is forFeaturesPricingPros and consVerdictFAQAlternativesOfficial site

What is Capsule CRM?

Capsule is a British CRM with a reputation for simplicity. It organizes people, organizations, opportunities and tasks in an interface that takes minutes to learn, and adds a visual pipeline, a calendar and project boards for the work that follows a sale.

Tracks let you apply a predefined list of tasks to a deal or project, and workflow automation on the Growth plan handles routine updates. It integrates with Google Workspace, Microsoft 365, Xero, QuickBooks and other small business staples. Features aimed at large sales teams are deliberately absent.

Who Capsule CRM is for

A good fit for

Freelancers, consultancies and small firms that want an organized contact base and a simple pipeline.

Probably not for

High-volume sales teams that need dialers, sequences and deep forecasting.

Capsule CRM key features

Capsule CRM covers 7 of the 12 key features we check on every CRM. Availability can depend on the plan or on an official add-on.

7/12
Visual sales pipelineDrag-and-drop deal stages so everyone can see what is open, stuck or about to close.
Two-way email syncEmails sent and received in Gmail or Outlook are logged on the contact automatically.
Workflow automationRules that assign leads, create tasks and update fields without anyone clicking.
Email sequencesNot included, or only through a third-party integration.
Built-in callingNot included, or only through a third-party integration.
Lead scoringNot included, or only through a third-party integration.
Sales forecastingProjects revenue from the open pipeline by stage, rep or period.
Custom reportsBuild your own reports and dashboards beyond the canned ones.
Marketing campaignsNot included, or only through a third-party integration.
Quotes and invoicesNot included, or only through a third-party integration.
AI assistantDrafts emails, summarizes records or predicts outcomes with built-in AI.
Mobile appsNative iOS and Android apps with offline access to contacts and deals.

Standout capabilities

Contact timeline and tagsTracks for repeatable task listsProject boardsAI content assistant

Capsule CRM pricing

Capsule CRM starts at free / $18 per user, with a free plan to begin with. Prices below are per month on annual billing; paying monthly usually costs more.

Free
$0

2 users, 250 contacts, one pipeline

Starter
$18 / user

30,000 contacts, email templates, activity reports

Growth
$36 / user

Workflow automation, multiple pipelines, advanced reports

Vendors change prices and plan names often. Use the official link at the end of this page to confirm the current offer, and the cost calculator to estimate the yearly bill for your team.

Pros and cons

What we like

  • One of the cleanest interfaces in the category
  • Projects board for work after the sale
  • Free plan suits freelancers and very small teams

What could be better

  • No built-in calling or email sequences
  • Email marketing requires the separate Transpond product

Our verdict

Capsule is for teams that value clarity. It does the fundamentals very well and resists feature bloat, which is exactly why small businesses stay with it for years.

Capsule CRM FAQ

How much does Capsule CRM cost?

Capsule CRM starts at free / $18 per user. The main options are: Free ($0), Starter ($18 / user), Growth ($36 / user). Confirm current prices on the official website before buying.

Does Capsule CRM have a free plan?

Yes. Capsule CRM offers a free plan: 2 users, 250 contacts, one pipeline.

What is Capsule CRM best for?

Small teams that want contacts, pipeline and tasks without noise. Freelancers, consultancies and small firms that want an organized contact base and a simple pipeline.

What are the best alternatives to Capsule CRM?

The closest alternatives in our directory are HubSpot CRM, Bigin by Zoho CRM, Pipedrive. Each has its own profile with pricing and a side-by-side comparison.

Does Capsule CRM have a mobile app?

Mobile: iOS and Android. Support: email support and help center.

Alternatives to Capsule CRM

Similar CRMs worth a look before you commit.

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Guides for Capsule CRM buyers

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Ready to try Capsule CRM?

You have seen what it does, what it costs and who it suits. The next step is the official website, where you can check current pricing and start a trial.

Visit the official Capsule CRM website capsulecrm.com · opens in a new tab