About Capsule CRM
Overview
Capsule CRM is a customer relationship management platform that helps businesses manage contacts, track sales, and grow lasting relationships without heavy administrative work. It serves over 10,000 businesses worldwide and holds a 4.7 rating on G2. The company is based in Manchester, United Kingdom and launched in 2008.
Capsule brings contact management, sales pipeline tracking, task management, reporting, and email tools together in one system. It also offers AI features such as a sales pipeline generator, contact enrichment, activity summaries, and meeting preparation briefs.
Key Benefits
- Track sales opportunities across visual pipelines with forecast and conversion dashboards.
- Keep every contact central with full-text search, file attachments, and auto-enriched profiles.
- Automate repetitive work with workflow automations, task sequences, and daily email reminders.
- Connect to 100+ third-party tools through an app marketplace, including Zapier, Google, and Xero.
- Start with a free plan for up to 2 users, then upgrade as the business grows.
- Use AI tools to build sales pipelines, enrich contact records, and prepare meeting briefs.
How It Works
Users begin by selecting a plan, and the free tier and 14-day trial require no credit card. They import existing contacts from another CRM or a CSV spreadsheet, then organize people and companies, set up a sales pipeline, and create tasks. Teams can connect Gmail or Outlook, share a mailbox, and configure automations, while AI assistants enrich records and draft meeting briefs.
Use Cases
- Small business owners track customers, suppliers, and conversations in one central place.
- Sales teams move opportunities through multiple pipelines and watch forecasts on dashboards.
- Agencies and consultancies run project boards and automate follow-ups after sending proposals.
- Non-technical SME operators rely on email templates, automations, and simple reporting without IT support.
- Account managers log every interaction, including personal details such as client birthdays, to strengthen relationships.
Why Choose This Product
Capsule sets out to fill the gap between CRMs that are too simple and those that are too complex, with a stated goal of minimizing user input. Customer reviews repeatedly note easy adoption, a clean interface, and budget-friendly pricing, and many businesses report using Capsule for years. The free plan is capped at 2 users and 250 contacts, while advanced capabilities such as multiple pipelines, workflow automations, and AI tools appear on paid plans.
Capsule CRM Pros & Cons
- Free plan supports up to 2 users with 250 contacts
- 14-day free trial on all paid plans, no card required
- Connects to 100+ third-party integrations
- AI tools for pipeline generation, enrichment, and meeting prep
- Rated 4.7 on G2 by customers
- Free plan capped at 2 users and 250 contacts
- Workflow automations and multiple pipelines require Growth plan or above
- AI features limited to paid plans
Key Features
Sales Pipeline
Track opportunities across a visual kanban pipeline with forecast, conversion, and milestone dashboards.
Contact Management
Store people and companies with full-text search, auto-enriched social profiles, file attachments, and CSV import.
Task Management
Create one-off or repeating tasks, view them on a weekly or monthly calendar, and receive daily reminder emails.
Reporting Dashboards
Monitor sales analytics, activity reporting, and forecasts with filterable, exportable reports.
Workflow Automations
Define repeatable sales and project processes with task sequences, email notifications, and stage changes.
AI Assistants
Generate sales pipelines, enrich contact records, summarize activities, and prepare meeting briefs automatically.
Email Tools
Save reusable templates, connect Gmail or Outlook, and share a mailbox so multiple team members can respond.
App Integrations
Connect 100+ third-party tools through the Capsule app marketplace, including Zapier, Xero, and QuickBooks.
Capsule CRM Pricing
View full pricing →- 250 contacts
- 5 custom fields
- 1 sales pipeline
- Custom sales milestones
- Custom task categories
- Up to 2 users
- 30,000 contacts
- Email templates
- Shared mailbox
- Basic reporting
- Premium integrations (Xero, Zendesk, Import2)
- AI pipeline generator
- 60,000 contacts
- Workflow automations
- Advanced sales reporting and dashboards
- Multiple sales pipelines and project boards
- Email sync
- AI contact enrichment, summaries, and meeting prep
- 120,000 contacts
- 50 project boards
- 50 sales pipelines
- For scaling teams with 5+ users
- Dedicated account manager
- Custom training
| Feature | Free Free | Starter Custom/mo | Growth Custom/mo | Advanced Custom/mo | Ultimate Custom/mo |
|---|---|---|---|---|---|
| 250 contacts | |||||
| 5 custom fields | |||||
| 1 sales pipeline | |||||
| Custom sales milestones | |||||
| Custom task categories | |||||
| Up to 2 users | |||||
| 30,000 contacts | |||||
| Email templates | |||||
| Shared mailbox | |||||
| Basic reporting | |||||
| Premium integrations (Xero, Zendesk, Import2) | |||||
| AI pipeline generator | |||||
| 60,000 contacts | |||||
| Workflow automations | |||||
| Advanced sales reporting and dashboards | |||||
| Multiple sales pipelines and project boards | |||||
| Email sync | |||||
| AI contact enrichment, summaries, and meeting prep | |||||
| 120,000 contacts | |||||
| 50 project boards | |||||
| 50 sales pipelines | |||||
| For scaling teams with 5+ users | |||||
| Dedicated account manager | |||||
| Custom training |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Capsule CRM
How does Capsule's 14-day trial work?
Capsule's 14-day trial of its paid plans (Starter, Growth, Advanced, and Ultimate) begins as soon as you sign up for one of the plans. You can use all the features available on the plan you are trialing and add your team to the account.
What happens at the end of the free trial?
At the end of the free trial you can continue on the paid plan you selected, switch to another plan, or cancel your subscription entirely. To keep using Capsule with the data you have already added, simply enter your payment details.
Are there any setup fees for opening a Capsule account?
There are zero setup fees associated with opening a Capsule account, and you can cancel your account at any time.
What are the most common Capsule integrations?
Capsule supports 60+ integrations across categories such as accounting and invoicing, email service, help desk, marketing, and integration platforms. Popular connectors include Xero, QuickBooks, Zapier, and Gmail.
Is Capsule CRM free?
Capsule CRM offers a free plan with optional paid upgrades. See the pricing section for what's included in each tier.
How much does Capsule CRM cost?
Capsule CRM offers the following plans: Free, Starter, Growth, Advanced, Ultimate. See the pricing section for what's included in each tier and any per-seat or usage-based costs.