Capsule CRM
VerifiedSales & CRM · capsulecrm.com
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
FreeEntry 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 annuallyEntry 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 annuallyRecommended 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 annuallyHigher capacity tier for larger teams
- 120,000 contacts
- 50 project boards
- 50 sales pipelines
- Everything in Growth
Features
Integrations
Security & compliance
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
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
Written by Audyense accounts · moderated before publishing
No user reviews yet.
Used Capsule CRM? Be the first to tell other buyers what actually worked.