Capsule CRM
6.6/10Capsule is a web-based CRM for small and growing businesses that manages contacts, sales pipelines, projects and team email, with iOS and Android apps.
Data last updated November 2026 · Our methodology
Overview
Capsule is a CRM made by Zestia Ltd in Manchester, UK. It keeps people, organisations and opportunities as separate records that you can link to each other. You get full-text search across notes and emails, Kanban sales pipelines with conversion and forecast dashboards, project boards, task tracks, and apps for iOS and Android. You can connect a Gmail or Outlook mailbox, share an inbox, and use team email templates. It integrates with Google Workspace, Microsoft 365, Xero, QuickBooks, FreshBooks, Mailchimp and Zapier, and it has an API. Pricing is per user. A free plan covers 2 users and 250 contacts. Paid tiers are Starter, Growth, Advanced and Ultimate, at $22 to $75 per user per month on monthly billing, or less on annual billing. The tiers mainly raise contact limits and the number of pipelines and project boards. Workflow automation, advanced reporting and AI features start at Growth, and Ultimate adds a dedicated account manager. Social and email marketing campaigns are sold separately through a sister product called Transpond. Capsule suits small teams that want a structured CRM without a long setup. Its main limitation is depth: reviewers mention limited export and query options, few custom field options, and fewer advanced features than they need as requirements grow.
Our Rating
Who Capsule CRM is best for
Good fit
The pricing, contact limits and simple setup suit small teams, and most reviewers are small businesses.
The free plan covers 2 users and 250 contacts, and Starter is cheap for a single user, although the contact limit on the free plan is a common complaint.
It has multiple pipelines, milestones, forecasting and activity reporting, but workflow automation and advanced reports require the Growth plan or above.
Less suited
- Mid-Market5/10
Advanced and Ultimate raise the limits and add account management, but reviewers say it lacks the sophistication wider business needs call for.
The vendor shows no enterprise compliance certifications, and the platform's depth is limited compared with enterprise CRMs.
Pros & Cons
Pros
- People, organisations and opportunities are separate records that can be linked to each other, which reviewers say keeps relationship data organised.
- Reviewers say it is easy to learn: it scores 4.7 out of 5 on G2 from over 500 reviews and 4.6 for ease of use on Capterra.
- The free plan covers 2 users and 250 contacts, and paid plans include a 14-day trial with no card required.
- It has native integrations with Google Workspace, Microsoft 365, Xero, QuickBooks, Mailchimp and Zapier, plus API access.
- Security basics such as two-factor authentication, Google and Microsoft single sign-on, and a 30-day restore of deleted records are included.
Cons
- Workflow automation, advanced reports and AI features start at the $40 Growth plan, which makes the full feature set fairly costly per user.
- Reviewers say export and query functions are limited, and some want more options for custom fields.
- Email and social marketing campaigns require a separate product, Transpond, rather than being built into the CRM.
- Some reviewers say it lacks sophistication for broader business needs and fits B2C businesses poorly.
Key Features
Capsule CRM Pricing
Free
- 250 contacts
- Up to 2 users
- 5 custom fields
- 1 sales pipeline
- Gmail and Outlook mail connection
Starter
or $216/user/year (save 18%)
- 30,000 contacts
- AI pipeline generator
- Custom activity types
- Aimed at teams of 1 to 5
- Email templates and shared mailbox
- Premium integrations such as Xero and Zendesk
Growth
or $432/user/year (save 10%)
- 60,000 contacts
- Team access controls
- Workflow automations
- Outlook and Gmail email sync
- Advanced reporting and dashboards
- 5 sales pipelines and 5 project boards
- AI connectors, enrichment and summaries
Advanced
or $648/user/year (save 10%)
- 120,000 contacts
- 50 project boards
- 50 sales pipelines
- Everything in Growth
Ultimate
or $864/user/year (save 4%)
- Expert support
- Custom training
- Dedicated account manager
- Built for larger businesses
Frequently Asked Questions
Yes. The free plan supports up to 2 users and 250 contacts, with one sales pipeline and five custom fields.
Workflow automation and advanced reporting and dashboards start on the Growth plan, which costs $40 per user per month on monthly billing or $36 per month billed annually.
Not inside the CRM itself. Email and social campaigns run through Transpond, Capsule's separate marketing product, which connects to the CRM.
Capsule offers two-factor authentication, single sign-on with Microsoft 365 and Google Workspace, three user roles, data export, a 30-day restore of deleted records, and a GDPR compliance statement.
Yes. Capsule has apps for iOS and Android, and reviewers often praise them.
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