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Capsule

Vendor: Capsule

Capsule CRM is a CRM for small and growing businesses that combines contact management, sales pipelines, tasks, email tools, reporting, automations and connected business apps.

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Overview

Capsule CRM helps teams manage contacts, opportunities, tasks, projects and customer communications in one workspace. It provides configurable sales pipelines, reporting, workflows, email tools, mobile apps, access controls and custom fields. Capsule also connects with business systems for accounting, calendar, marketing, integration automation and help desk workflows. It is suited to small and growing businesses that want a configurable CRM without an enterprise-heavy setup.

Key Features

Contact and opportunity management

Store contacts, organisations, notes, emails and opportunities, with tags, custom fields and search. Track calls, meetings, and custom activities. Collaborate with comments.

Sales pipelines and reporting

Track opportunities in visual pipelines. Basic reporting on Starter, Advanced Sales Reporting on Growth. AI Pipeline Generator builds custom pipelines in seconds.

Tasks and workflow tools

Manage tasks, reminders, calendars, recurring work. Task templates for repeatable processes. Workflow Automations on Growth plan for series of tasks, email notifications, stage changes.

Email and mobile CRM

Connect Gmail/Outlook mailboxes, use email templates, shared mailbox on Starter. Advanced Mail Connection for professional servers. Mobile apps for iOS and Android.

Security and customisation

Roles, two-factor authentication, access controls, custom fields, milestones, tags, API access. GDPR compliant, encrypted data, certified cloud infrastructure.

AI and automation features

AI Pipeline Generator creates custom sales pipelines. Workflow Automations on Growth plan. Automations handle follow-ups, reminders, to-dos.

Pros & Strengths

  • ✓
    Free tier for small setups: Capsule offers a Free plan for up to two users with 250 contacts, 5 custom fields, 1 sales pipeline.
  • ✓
    Broad CRM fundamentals: Combines contacts, opportunities, pipelines, tasks, reporting, email tools, customisation, and AI features.
  • ✓
    Integration and API options: Supports a wide range of business app integrations (100+), Zapier (2000+ apps), Make, and REST API.
  • ✓
    Scalable paid plans: Starter (30k contacts), Growth (60k contacts), Advanced, Ultimate with increasing features like workflow automations, advanced reporting, AI.

Cons & Tradeoffs

  • ⚠
    Free plan has tight limits: The Free plan is limited to two users, 250 contacts, five custom fields and one sales pipeline.
  • ⚠
    Advanced functionality is paid: More reporting, automation, access controls, AI features, and higher limits depend on the selected paid plan.
  • ⚠
    Per-user pricing: Paid subscription cost scales with the number of active, suspended and pending users.
  • ⚠
    Premium integrations gated: Direct integrations with Xero, Zendesk, Import2 require paid plans (Starter+).

Known Limitations

  • • Free is limited to two users, 250 contacts, five custom fields and one sales pipeline.
  • • Paid-plan capabilities and limits differ across Starter, Growth, Advanced and Ultimate; compare current plan details before purchase.
  • • The official plan page currently presents prices dynamically, so current amounts should be confirmed directly with Capsule before budgeting.
  • • Premium integrations (Xero, Zendesk, Import2) only available on paid plans.
  • • Advanced features like Workflow Automations, Advanced Sales Reporting, AI Pipeline Generator require Growth plan or higher.

Pricing & Plans

Model: freemium

Capsule offers a Free plan (2 users, 250 contacts, 5 custom fields, 1 pipeline). Paid plans: Starter (30k contacts, email templates, shared mailbox, basic reporting, goals, AI Pipeline Generator, custom activity types, custom task categories, advanced mail connection), Growth (60k contacts, workflow automations, advanced sales reporting), Advanced, Ultimate. 14-day free trial on paid plans, no card required. Pricing varies by plan, billing cadence and region; see Capsule's plan page for current amounts.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-09-03

Editorial Info

Last Reviewed: 2026-09-03

Verified Sources & Research

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