Capsule CRM

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.

Capsule stores contact details, notes, emails, files, tasks and activity history. Records can use custom fields, tags, ownership assignments and linked organizations.

Sales tools include opportunity pipelines, customizable milestones, forecasting, activity tracking, goals and sales reporting. Growth and higher plans add multiple pipelines and advanced dashboards.

Project features use kanban-style boards for client delivery and other work. Workflow automations can create tasks, send email notifications and change stages when defined conditions occur.

Capsule supports more than 60 integrations. Listed connections include Gmail, Google Workspace, Google Calendar, Microsoft 365, Outlook, Mailchimp, Xero, QuickBooks, FreshBooks, Zendesk, Zapier, Make, Calendly and Transpond.

Developers can connect external applications through Capsule’s REST API. API authentication supports OAuth 2, while personal access tokens are available for some development and internal integration scenarios.

Capsule provides mobile applications for iOS and Android. Its web application is accessible through supported desktop browsers.

Capsule offers a free plan for up to two users and 250 contacts. The free tier includes one sales pipeline and five custom fields.

Paid plans are billed per user. On the official United States pricing view with annual billing, Starter costs $18 per user monthly, Growth costs $36, and Advanced costs $54.

Ultimate is designed for teams with five or more users. Capsule does not publish a fixed Ultimate price on the current plan page, and directs prospective customers toward its sales team.

Paid plans include a 14-day free trial without requiring a payment card. Capsule also offers a marketing add-on starting at $11 per month.

Pros:

• Clear contact, opportunity and activity management.
• Free plan supports small-scale CRM use.
• Paid plans include mobile applications and workflow tools.
• REST API and a broad integration marketplace support connected workflows.
• G2 reviewers frequently praise ease of use and quick adoption.

Cons:

• The free plan has low contact and user limits.
• Advanced automation, reporting and project features require higher tiers.
• Ultimate pricing requires a sales conversation.
• Independent user feedback identifies customization and integration breadth as limitations compared with larger CRM suites.
• Marketing campaigns require a separate marketing add-on.

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.

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.