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Capsule CRM

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Sales & CRM · capsulecrm.com

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Overview

Capsule CRM is a UK-based, cloud-hosted CRM for small and mid-sized businesses that combines contact management, sales pipelines, and lightweight project tracking with tight Google Workspace and Microsoft 365 integration.

The problem Capsule CRM solves

Capsule CRM solves the problem small businesses face when standard CRMs are either too basic or too complex: it gives teams a straightforward way to centralize contacts, track sales pipelines, and manage tasks with minimal setup and strong support, at the cost of deeper automation, forecasting, and native email-sync capabilities found in pricier platforms.

Decision context

Use these points to test whether the product fits your operation, not just whether it has a long feature list.

  • Published starting price: $18 per user/month. Confirm user, usage, and feature limits for the plan you would actually buy.
  • Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
  • Verified integrations include Xero, Zapier, QuickBooks Online, Gmail, Mailchimp, Google Calendar. Validate sync direction and plan limits for the connections that matter.
  • This record was last checked on 7/25/2026; pricing and features can change.

How to evaluate Capsule CRM

A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.

Workflow fit

The record describes it as a fit for Small businesses and solopreneurs wanting a simple CRM without a steep learning curve, Teams already on Google Workspace or Microsoft 365 who want tight mail/calendar integration, Budget-conscious teams that want per-seat pricing with room to scale through tiered plans. Check that this context matches the volume, roles, and processes your team needs it to support.

Pilot questions

  • Can Capsule CRM complete the critical workflow without manual work outside the product?
  • Do the recorded connections (Xero, Zapier, QuickBooks Online, Gmail) support the sync direction, permissions, and volume we need?
  • What user, usage, storage, support, or security limits appear after the headline starting price?

Evidence and freshness

This record was checked on 7/25/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.

Best for

  • Small businesses and solopreneurs wanting a simple CRM without a steep learning curve
  • Teams already on Google Workspace or Microsoft 365 who want tight mail/calendar integration
  • Budget-conscious teams that want per-seat pricing with room to scale through tiered plans

Not a fit if

  • Organizations needing deep customization (true custom objects) or advanced marketing automation out of the box
  • Sales teams that rely on native in-app calling or want automatic two-way email logging without manual BCC workarounds

Why it’s listed

  • Transparent per-seat pricing published on the website, with a genuine (if limited) free tier confirmed at capsulecrm.com/pricing.
  • Reviewers on G2 and Capterra consistently rate support quality highly, a rarer trait among small-business CRMs.

Pricing

Free

Free

Entry tier capped at 2 users

  • 250 contacts
  • 5 custom fields
  • 1 sales pipeline
  • Custom sales milestones
  • Advanced mail connection

Starter

$18 per user/month, billed annually

Entry paid plan for small teams

  • 30,000 contacts
  • Email templates
  • Shared mailbox
  • Basic reporting
  • Premium integrations (Xero, Zendesk, Import2)
  • AI Pipeline Generator

Growth

$36 per user/month, billed annually

Recommended tier adding automation and AI

  • 60,000 contacts
  • Workflow automations
  • Advanced sales reporting & dashboards
  • Multiple pipelines and project boards
  • Team & access controls
  • AI enrichment and summaries

Advanced

$60 per user/month, billed annually

Higher capacity tier for larger teams

  • 120,000 contacts
  • 50 project boards
  • 50 sales pipelines
  • Everything in Growth

Features

Custom objectsOffers custom fields and custom activity types/milestones, but no true custom-object data modeling
Workflow automationWorkflow Automations available from the Growth plan and above
AI featuresAI Pipeline Generator (Starter+), AI business/contact enrichment, AI summaries, and AI meeting prep (beta) on Growth+
Native callingNo built-in dialer; calling is handled via integrations like Aircall, JustCall, Kixie, or CircleLoop
Public APIREST API with Personal Access Token and OAuth2 auth, plus webhooks (REST hooks) at developer.capsulecrm.com
Email & calendar syncGmail, Outlook, Google Calendar, and Microsoft Outlook Calendar integrations; advanced mail connection included even on the Free plan
Reporting & dashboardsBasic reporting on Starter; advanced sales reporting and reporting dashboards from Growth upward
Mobile appNative iOS and Android apps (available since 2013)
Lead scoringNo lead-scoring feature found on the pricing/features pages
Sales forecastingSales forecasting exists but reviewers note it cannot segment revenue forecasts by custom tags

Integrations

XeroZapierQuickBooks OnlineGmailMailchimpGoogle CalendarMicrosoft Outlook CalendarSlackZendeskDocusignShopifyCalendlyKlaviyoMakeSage Accounting

Security & compliance

GDPR

Pros & cons

Pros

  • Intuitive, easy-to-learn interface that lets small teams get organized quickly with minimal training
  • Highly rated, responsive customer support
  • Competitively priced compared to larger CRMs like HubSpot, especially for small teams
  • Solid contact management, sales pipeline tracking, and mobile app for on-the-go access

Cons

  • No native two-way email sync — logging emails requires manually BCCing a Capsule drop-box address rather than automatic inbox sync
  • Limited native automation and AI depth compared to enterprise CRMs; workflow automation is gated to the Growth tier and above
  • Advanced reporting, sales forecasting segmentation, and customization options are limited, especially on lower-priced tiers
  • Free plan is capped tightly at 2 users and 250 contacts, so growing teams outgrow it quickly

What we found

4.7/5
476 reviews aggregatedLast checked 2026-07-25

Users consistently praise Capsule's ease of use, simplicity, and customer support (also cited on Capsule's own site as "Rated 4.7 on G2"); Capterra reviewers rate it 4.5/5 (167 reviews) citing affordability and easy setup, while noting limited automation and advanced-feature depth.

Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.

User reviews

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