Capsule CRM
by Zestia Limited
What is Capsule CRM?
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Capsule CRM Features
Contact management
Sales pipeline tracking
Tasks and calendar
Projects and cases
Custom fields and tags
Email templates and tracking
View All 15 Features
Capsule CRM Pricing Plans
Free
- Permanent Free plan
- Up to 2 users 250 contacts 1 sales pipeline
- Includes the basics for managing contacts and opportunities
- Verified on 2026-06-19
Starter Annual
- $18/user/month annual ($21 monthly)
- Supports 1-5 employees
- 30,000 contacts
- Verified on 2026-06-19
Growth Annual (Recommended)
- $36/user/month annual ($38 monthly)
- 60,000 contacts
- Includes workflow automations and AI features
- Marked as Recommended tier
- Verified on 2026-06-19
Advanced Annual
- $54/user/month annual ($60 monthly)
- 120,000 contacts
- 50 project boards and sales pipelines
- Verified on 2026-06-19
Ultimate Annual
- $75/user/month annual
- For teams with 5+ users
- Custom pricing available
- Includes dedicated account manager
- Sales team will be in touch
- Marketing add-on from $11/month separate
- Verified on 2026-06-19
Capsule CRM Resources
Capsule CRM Screenshots
Description
By the SaaSRat editorial team | Verified on September 17, 2026
Capsule CRM at a Glance
| HQ | Manchester, United Kingdom |
|---|---|
| Website | Capsule CRM website |
| Fit | 1-to-5-person consulting firms |
| Pricing model | Free start, scales by tier |
Capsule CRM is a clean contact-and-pipeline CRM for 1-to-5-person consulting, agency, and professional-service teams with reviewer-reported free plan for two users, Starter, Growth, Advanced, and Ultimate tiers with per-user pricing and no forced annual contracts on lower tiers focused on contact management, sales pipelines, project tracking with Tasks and Projects, and lightweight task management in a refreshingly uncluttered interface that avoids the overhead of Pipedrive or HubSpot with reviewer-cited strengths in shared contact system for small teams and reviewer-cited limits in built-in marketing, phone features, reporting, and automation that don't match Pipedrive or HubSpot at equivalent prices.
What Capsule CRM Actually Does
Here is what ships in Capsule CRM today, independent of which tier you land on:
- Contact management
- Sales pipeline tracking
- Tasks and calendar
- Projects and cases
- Custom fields and tags
- Email templates and tracking
- AI content assistant
- Sales analytics dashboards
- Workflow automation (Advanced+)
- Two-factor authentication
- Mobile apps iOS Android
- Zapier and Make integrations
- Google Workspace and Microsoft 365 sync
- Xero and QuickBooks connectors
- Mailchimp integration
Pricing Tiers for Capsule CRM
| Plan | Price | Key inclusion |
|---|---|---|
| Free | 0 USD/user/mo | Up to 2 users |
| Starter | 18 USD/user/mo | 30,000 contacts |
| Growth | 36 USD/user/mo | 60,000 contacts |
| Advanced | 54 USD/user/mo | 120,000 contacts |
| Ultimate | 72 USD/user/mo | 240,000 contacts |
Rates below are current as of verification; always confirm on the vendor page before signing.
Reasons Teams Choose Capsule CRM
- Clean uncluttered interface for small teams
- Free plan for two users covers early-stage
- Per-user pricing without forced annual contracts on lower tiers
- Xero, QuickBooks, Mailchimp, Google, and Microsoft 365 integrations
Trade-offs to Weigh Before Buying Capsule CRM
No tool is a perfect fit for everyone - here is where Capsule CRM asks for a trade-off:
- Starter plan missing critical features most small businesses need
- No built-in marketing or phone features
- Reporting and automation lag Pipedrive and HubSpot at equivalent prices
- Contact caps at each tier constrain fast-growing lists
Best-fit Buyers for Capsule CRM
- 1-to-5-person consulting firms
- Boutique agencies and freelancers - vendor-published customer stories name F8 Creates, O'Leary Publishing (a Capsule customer since 2019), and HASBEAN coffee roasters as real users
- Professional services teams with shared contact needs
- Early-stage founders on the free 2-user plan
Rolling Out Capsule CRM
Getting Capsule CRM live typically follows a predictable sequence. Most teams pilot on the free or entry tier before committing, with friction concentrated at the ceiling tier where advanced features live.
What Buyers Are Saying About Capsule CRM
Should You Buy Capsule CRM?
Capsule CRM fits 1-to-5-person consulting firms that prioritize its core strengths over the broader feature sets of larger competitors.
Weigh the trade-offs against the value at entry pricing. Confirm current rates and integrations on the vendor site before shortlisting Capsule CRM.
Verified on September 17, 2026.
Frequently Asked Questions
What is Capsule CRM used for?
Is Capsule CRM free?
How does Capsule CRM compare with Pipedrive and HubSpot?
What integrations does Capsule CRM support?
Does Capsule CRM include AI features?
What is the Ultimate plan?
Does Capsule CRM offer a free trial?
Where is Capsule CRM headquartered?
How long does Capsule CRM implementation take?
Where is Capsule CRM headquartered?
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