Capsule CRM

Manage contacts, sales pipelines, and customer relationships.

Capsule CRM Overview

Capsule CRM is a customer relationship management platform designed for small and growing businesses. It helps teams organize contacts, track sales opportunities, and streamline communications in one centralized system.

The software provides simple yet effective tools for managing pipelines, automating workflows, and integrating with popular business applications. Capsule CRM emphasizes ease of use and scalability, which makes it a practical choice for companies seeking efficiency without complexity.

Key Features

  • Contact Management: Capsule CRM provides a centralized place to store and organize customer and company information, which helps businesses maintain clear and updated records.
  • Sales Pipeline Tracking: The software allows users to visualize sales opportunities, monitor deal progress, and forecast revenue through customizable pipelines.
  • Task and Calendar Management: Capsule CRM includes tools for creating tasks, setting reminders, and scheduling events that ensure no important activity is overlooked.
  • Project and Workflow Tools: The platform supports project boards, workflow automation, and team collaboration, which make managing ongoing work more efficient.
  • Email Integration: Capsule CRM connects with Gmail and Outlook, which enables email tracking, communication history, and direct correspondence from within the system.
  • Reporting and Analytics: The system provides customizable reports and dashboards that give insights into sales performance and team productivity.
  • Mobile Access: Capsule CRM offers a mobile app that allows teams to manage contacts, track opportunities, and update activities while on the go.
  • Integrations: The platform integrates with accounting, helpdesk, and marketing tools such as Xero, Mailchimp, and Zendesk, which extends its functionality.

Price

Plan Name Price (per user/month, billed annually) Key Inclusions at a Glance
Free Free Forever (up to 2 users) 250 contacts, 5 custom fields, 1 pipeline, activity log, contact history, Outlook & Gmail add-in, mobile app, upgrade anytime
Starter $18 30,000 contacts, email templates, AI-powered email assistant, shared mailbox, basic reporting, premium integrations (Xero, Zendesk, Import2), goals
Growth $36 All Starter features plus: 60,000 contacts, workflow automations, advanced sales reporting, reporting dashboards, multiple pipelines, multiple project boards, project management (kanban), team & access controls, business enrichment
Advanced $54 All Growth features plus: 120,000 contacts, contact enrichment (job title, LinkedIn, etc.), up to 50 project boards
Ultimate Custom (contact sales) Everything in Advanced, plus onboarding support, a dedicated account manager, and highest usage limits

 

Pros

Competitor Pros of Capsule CRM
HubSpot CRM Capsule offers a clean, easy-to-navigate interface that avoids overwhelming users. It gives small teams a straightforward way to manage contacts and sales without clutter.
Zoho CRM Capsule brings simplicity and clarity that Zoho’s extensive suite may lack. It provides essential tools without all the extra modules, which could feel less onerous for small businesses.
Pipedrive Capsule provides core CRM needs like pipeline and contact tracking in a lighter format. It delivers functionality without the complexity that Pipedrive’s broader sales tools can introduce.
Salesforce Capsule delivers the essentials in a far more accessible package. It helps small teams get started quickly without the steep customisation and cost that come with Salesforce.
Bitrix24 Capsule emphasizes an intuitive design that many find easier to adopt than Bitrix24’s broader, feature-packed interface. It offers small teams the tools they need without extra overwhelm.

Cons

Competitor Cons of Capsule CRM
HubSpot CRM Capsule lacks the deep marketing automation and advanced free marketing tools that HubSpot includes. Teams may miss those capabilities if they rely on marketing-heavy workflows.
Zoho CRM Capsule does not offer AI-driven insights, multi-channel customer support, or built-in virtual assistants like Zoho’s Zia that guide tasks and data analysis.
Pipedrive Capsule does not provide as many automation features, AI-based suggestions, or customizable workflows that are part of Pipedrive’s more robust sales process tools.
Salesforce Capsule does not match the flexibility, AI-powered forecasting, or deep customization that Salesforce delivers. Teams needing complex configurations may find Capsule too limited.
Bitrix24 Capsule lacks integrated project management, time tracking, internal communication features, and website-building tools that Bitrix24 packs in powerful all-in-one fashion.

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