Software / CRM Software / Capsule CRM

Capsule CRM

Capsule CRM is a cloud-based customer relationship platform for managing contacts, sales pipelines, tasks, projects, reporting and integrations.

8.5/10 TechZella Score
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Editorial overview

Aggregated Overview

Capsule provides contact records, pipelines, tasks, projects, automation, reporting, mobile apps, AI features and more than 60 integrations. G2 reviews strongly support ease of use and user satisfaction, while published reviews also identify limits in customization and integration breadth.

This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.

Decision guide

Capsule CRM Decision Snapshot

A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.

Platforms

Android, API, iOS, Web

TechZella assessment

8.5/10

Editorial assessment

Capsule CRM Pros & Cons

Pros

  • Free plan available for small contact databases.
  • Contact, opportunity, task and project data share one workspace.
  • iOS and Android apps support mobile access.
  • REST API and OAuth 2 support custom integrations.
  • G2 feedback strongly supports ease of use and quick adoption.
  • Workflow automation and AI tools are available on paid plans.

Cons

  • The free plan supports only two users and 250 contacts.
  • Several advanced features require Growth or higher plans.
  • Ultimate pricing is not publicly listed.
  • Marketing functionality is sold through a separate add-on.
  • Customization and integration breadth may be narrower than larger CRM suites.
Plans & pricing

Capsule CRM Pricing & Plans

Starter

$18 per user
month, billed annually

Includes 30,000 contacts, email templates, shared mailbox, basic reporting, premium integrations and AI pipeline generation.

Check current pricing →

Growth

$36 per user
month, billed annually

Adds 60,000 contacts, workflow automations, advanced reporting, dashboards, multiple pipelines, project boards and expanded AI tools.

Check current pricing →

Advanced

$54 per user
month, billed annually

Adds capacity for 120,000 contacts, 50 project boards and 50 sales pipelines.

Check current pricing →

Ultimate

Contact sales

Designed for scaling teams with five or more users and includes an account manager and custom training.

Check current pricing →

Marketing add-on

Starting at $11
month

Optional marketing add-on for campaigns, forms, analytics and marketing automations.

Check current pricing →

Pricing may change. Verify current plans on the vendor's website.

Cost context

Total Cost & Hidden Costs

The sticker price is rarely the whole cost. TechZella did not find published figures for the items below in the sources reviewed, so confirm them with the vendor before budgeting.

Implementation time

Not publicly documented. Ask for a typical onboarding and migration timeline for a team of your size, and whether paid onboarding is required.

Hosting & infrastructure

Not publicly documented for this product. For SaaS, hosting is normally part of the subscription; for self-hosted or hybrid deployments, budget for servers, backups, security patching and admin time.

Hidden fees & add-ons

No overage, add-on or premium-support fees were documented in the reviewed sources. Request a written quote that lists usage limits, minimum seats, integrations, support tiers and renewal terms.

Overview

Capsule CRM is a cloud-based customer relationship management platform developed by Zestia Limited. It organizes people, organizations, communications, opportunities, tasks, projects and sales activity in one workspace.

The product targets solopreneurs, small businesses and growing teams. Its feature set covers contact management, sales pipelines, project boards, reporting, workflow automation, email connections and mobile access.

Capsule also offers AI-assisted tools on paid plans. These include AI content assistance, pipeline generation, business enrichment, activity summaries, contact enrichment and meeting preparation.

Capabilities

Capsule CRM Features

CRM and Contact Management

  • People and organization records
  • Notes, emails, files and activity history
  • Custom fields and tags
  • Contact ownership and teams
  • Spreadsheet and CRM data import
  • Website lead capture forms

Sales Management

  • Opportunity pipelines
  • Custom sales milestones
  • Sales forecasting
  • Activity and task goals
  • Sales reports
  • Multiple sales pipelines on eligible plans

Project and Workflow Management

  • Kanban-style project boards
  • Task lists and due dates
  • Workflow automations
  • Email notifications
  • Stage-change automations
  • Multiple project boards on eligible plans

AI Features

  • AI content assistance
  • AI pipeline generator
  • AI business enrichment
  • AI contact enrichment
  • AI activity summaries
  • AI meeting preparation

Integrations and Developer Tools

  • Gmail integration
  • Google Workspace and Google Calendar integrations
  • Microsoft 365 and Outlook integrations
  • Mailchimp integration
  • Xero and QuickBooks integrations
  • Zapier and Make connectivity
  • REST API
  • OAuth 2 authentication
  • Personal access tokens

Mobile and Reporting

  • iOS mobile app
  • Android mobile app
  • Basic reporting
  • Advanced sales reporting
  • Reporting dashboards
  • Looker Studio connector
Product details

Capsule CRM Specifications

DeploymentCloud-based SaaS
Primary categoryCRM Software
PlatformsWeb, iOS and Android
APIREST API with OAuth 2 and personal access tokens
Free planYes, up to 2 users and 250 contacts
Free trial14 days for paid plans, no credit card required
Integrations60+ listed integrations and marketplace connections
HeadquartersManchester, England, United Kingdom
Vendor legal entityZestia Limited
Contact capacity250 on Free, 30,000 on Starter, 60,000 on Growth and 120,000 on Advanced

Alternatives

HubSpot CRM is a broader alternative for teams combining CRM, marketing automation and customer service. Pipedrive is a sales-focused alternative centered on pipeline management. Zoho CRM offers wider business-suite integration and deeper customization.

Freshsales provides sales automation and AI-oriented features. Insightly combines CRM with project management. Less Annoying CRM is a simpler alternative for small businesses seeking basic contact and pipeline management.

Our evidence-based assessment

TechZella Score

A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.

8.5/10Moderate confidence
Features8.5
Ease of Use8.8
Value for Money8.2
Performance8.4
Support8.2
User Sentiment8.6

Capsule provides contact records, pipelines, tasks, projects, automation, reporting, mobile apps, AI features and more than 60 integrations. G2 reviews strongly support ease of use and user satisfaction, while published reviews also identify limits in customization and integration breadth.

Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.

Independent review sources

Capsule CRM Ratings & Reviews

Ratings are published by the respective review platforms and may change over time.

FAQ

Does Capsule CRM have a free plan?
Yes. The free plan supports up to two users, 250 contacts, five custom fields and one sales pipeline.

Does Capsule CRM offer a free trial?
Yes. Paid Starter, Growth, Advanced and Ultimate plans include a 14-day trial without requiring a payment card.

What platforms support Capsule CRM?
Capsule provides a web application and mobile apps for iOS and Android devices.

Does Capsule CRM have an API?
Yes. Capsule provides a REST API with OAuth 2 authentication and personal access tokens for supported use cases.

What integrations does Capsule CRM support?
Examples include Gmail, Google Workspace, Microsoft 365, Outlook, Mailchimp, Xero, QuickBooks, Zendesk, Zapier, Make, Calendly and Transpond.

Who is Capsule CRM best suited for?
It is best suited to freelancers, consultancies, professional-service firms and small or growing teams needing contact, pipeline and follow-up management without a large enterprise CRM deployment.

Community feedback

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