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Home/CRM/Capsule CRM
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VerifiedChecked 2026-09-12

Capsule CRM

Part of Zestia

Cloud CRM for managing contacts, opportunities, sales pipelines, tasks, projects, communications, and reporting.

CRM
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On this page
FootprintOverviewPricingReviewsIntegrationsSources

Revenue footprint

Where Capsule CRM fits

Revenue areas

Primary and supporting use cases
Job coverage

Selected jobs

4 distinct jobs across 1 revenue area

StrongAnalyse pipeline performance ↗

Capsule provides native sales analytics and reporting for pipeline, conversion, activity, and opportunity performance.

Condition: Advanced reports and dashboards require eligible paid plans.Capsule CRM source ↗
StrongMaintain account and contact records ↗

Capsule natively maintains contact and company records, including customer and supplier details, ownership, custom fields, tags, and related activity.

Condition: Basic record management is available on the Free plan, subject to its limits.Capsule CRM source ↗
StrongMaintain sales-activity history ↗

Capsule natively records sales activity history, including interactions, tasks, emails, and notes associated with contacts and opportunities.

Condition: Feature availability and limits vary by plan.Capsule CRM source ↗
StrongManage opportunities ↗

Capsule natively maintains sales opportunities with pipeline stages, values, milestones, ownership, and next-step activity.

Condition: The Free plan includes a limited sales pipeline; higher limits and multiple pipelines depend on paid plans.Capsule CRM source ↗

Overview

What Capsule CRM does

Capsule CRM centralizes customer and supplier records, sales opportunities, activities, tasks, projects, email connections, reporting, and selected automations and integrations.

Buying context

Fit and constraints

Best for
Small businesses and growing SMB sales teams needing a straightforward CRM with contact, opportunity, pipeline, task, project, and reporting features.
Relevant constraints
  • Free plan is limited to 2 users, 250 contacts, 5 custom fields, 1 sales pipeline, and 50MB storage.
  • Advanced automation, enhanced reporting, multiple pipelines or project boards, access controls, and AI features depend on paid plans.
  • Paid plans are charged per user; annual subscriptions predefine the user count for the annual term.
  • Paid-plan trials last 14 days; upgrading from Free does not provide a trial.
  • Taxes and other charges are excluded; UK VAT is added where applicable.
  • Current paid-plan monetary amounts and regional currency variations were not established by the retrieved official pricing content.
  • Legacy Professional and Teams plans are no longer available for new sign-ups.
Review status
Reviewed 2026-09-12

Pricing

Capsule CRM pricing and plans

Capsule publicly lists Free, Starter, Growth, Advanced, and Ultimate plans and describes monthly and annual billing. The retrieved official pricing content did not expose current paid monetary amounts, so those amounts remain null. Paid plans have a 14-day no-card trial; annual billing offers up to 15% discount. Taxes are excluded, with UK VAT added where applicable.

Pricing model
Per organisation · Per user
Minimums
No minimum documented
Free access
Free tier · 14-day trial
Last checked
2026-09-12

Free

Free up to 2 usersunknown · up to 2 users · Self-serve

Maximum 2 users; 250 contacts; 5 custom fields; 1 sales pipeline; 50MB storage.

Check current price ↗

Marketing add-on

Custom pricingunknown · Self-serve

Official pricing page states starting from $11 per month; detailed basis and included quantity are unknown.

Check current price ↗

Advanced

Partially publicunknown · Self-serve

Per user per month; monthly or annual billing; official retrieved content did not establish the current monetary amount.

Check current price ↗

Growth

Partially publicunknown · Self-serve

Per user per month; monthly or annual billing; official retrieved content did not establish the current monetary amount.

Check current price ↗

Starter

Partially publicunknown · Self-serve

Per user per month; monthly or annual billing; official retrieved content did not establish the current monetary amount.

Check current price ↗

Ultimate

Partially publicunknown · Contact sales

Per user per month; includes account-management and training positioning. Official retrieved content did not establish the current monetary amount.

Check current price ↗

List prices can exclude tax, usage charges, onboarding, add-ons, and negotiated discounts. Check the vendor page before buying.

Reviews

Capsule CRM reviews

☆☆☆☆☆No published rating yet0 buyer reviews have passed editorial review

No buyer review has passed editorial validation yet. Vendor testimonials are never converted into ratings.

Environment fit

Platform & integrations

How Capsule CRM works with your other tools. Open a finding for its source and any plan or setup limits.

API accessA documented application programming interface is available for at least one product workflow.Not yet recorded+

A documented application programming interface is available for at least one product workflow.

Checked Not documentedNo qualifying source attached
MCP server accessThe vendor provides a documented Model Context Protocol server for product access or actions.Not yet recorded+

The vendor provides a documented Model Context Protocol server for product access or actions.

Checked Not documentedNo qualifying source attached
Single sign-onThe product supports a documented organization-managed single sign-on method.Not yet recorded+

The product supports a documented organization-managed single sign-on method.

Checked Not documentedNo qualifying source attached
Data exportUsers can export material product data in a documented reusable format.Not yet recorded+

Users can export material product data in a documented reusable format.

Checked Not documentedNo qualifying source attached

Integrations

Tools Capsule CRM connects to.

We haven’t added integration details for this product yet.

Not yet recorded means we haven’t added a finding here. It doesn’t mean the feature is missing. We check these connections and settings separately from the work shown on the fit map.

Product references

RevManic's fit assessments are our editorial opinion. Check Capsule CRM's website for the latest features, plans and pricing.

Represent Capsule CRM? Contact us to suggest an update, or claim this profile.

  1. Product website ↗capsulecrm.comCompany source
  2. Features ↗capsulecrm.com/features/Company source
  3. Signup ↗capsulecrm.com/signup/Company source

Alternatives

Capsule CRM alternatives

40
Sales CloudSalesforce’s CRM and sales-force-automation product, now branded Agentforce Sales, for managing leads, accounts, contacts, opportunities, activities, pipeline, forecasting, reporting, workflows, quotes, and approvals.Copper CRMA CRM designed for Google Workspace that manages contacts, leads, opportunities, projects, workflows, communications, and reporting.SalesflareA CRM for small and medium-sized B2B businesses that automates contact, company, activity and pipeline data capture.Zoho CRMA cloud CRM for managing leads, contacts, accounts, deals, sales activities, workflows, forecasting, analytics, and customer-facing processes.BreakcoldBreakcold is an AI-native CRM with a multichannel inbox, LinkedIn and social-selling workflows, enrichment, pipelines, and agent-accessible CRM actions.AttioAI-native CRM for modern go-to-market teams, combining flexible data modeling, relationship intelligence, automation, reporting, and sales workflows.folkA collaborative, relationship-focused CRM for managing contacts, interactions, pipelines, enrichment, and personalized outreach.CloseCalling-led sales CRM combining lead and opportunity management with native calling, email, SMS, workflows, reporting, coaching, and AI sales features.FreshsalesFreshsales is Freshworks’ sales-focused CRM for managing contacts, accounts, deals, activities, communications, automation, and reporting.PipedriveSales CRM for contact, deal and activity records, with plan-qualified outreach, forecasting, meeting assistance and commercial-document workflows.monday CRMAn AI-enabled, customizable CRM for managing leads, contacts, communications, sales pipelines, revenue workflows, and customer relationships.NutshellAI-powered CRM with sales, marketing, engagement, scheduling, calling, reporting, and contact-management capabilities.Mediafly Intelligence360Enterprise revenue intelligence platform combining pipeline inspection, activity capture, conversation intelligence, forecasting, dashboards, and seller coaching.People.aiAI revenue intelligence platform that captures go-to-market activity, synchronizes it with CRM systems, and provides account, opportunity, forecasting, and sales-performance insights.DubbVideo sales and communication platform combining Dubb Sales Studio for recording, sending, and tracking personalized videos with Dubb Sales Agent for AI-assisted lead research, outreach, follow-up, CRM updates, and meeting booking.AttentionAI-powered sales and conversation intelligence platform that captures sales-call insights, updates CRM records, automates follow-up, provides coaching, and supports pipeline analysis.PlanhatCustomer-success and customer-data platform supporting the customer lifecycle from onboarding through renewals and expansion.ChorusConversation intelligence software that captures, transcribes, and analyzes customer calls, meetings, and emails for sales performance, deal insight, coaching, and revenue visibility.PhoneBurnerCloud-based power dialer and sales outreach platform with built-in CRM, calling workflows, email/SMS follow-up, reporting, coaching, and CRM integrations.HubSpotCustomer platform combining Smart CRM with separately entitled marketing, sales, service, content, data and revenue products.InsycleCRM data integrity and data-management platform for deduplication, cleansing, standardization, validation, imports, record association, routing, and workflow automation.ClariPredictive revenue system and revenue orchestration platform for enterprise revenue teams.RB2BWebsite visitor identification platform that resolves anonymous website activity to company-level and, for eligible traffic, person-level profiles.SalesloftPredictive revenue system combining sales engagement, conversation intelligence, deal management, workflow prioritization, AI agents, and revenue intelligence.KasprProspecting and sales-intelligence platform focused on discovering, enriching, organizing, and exporting B2B contact data, primarily through a LinkedIn Chrome extension.Fireflies.aiAI meeting assistant for recording, transcribing, summarizing, searching, and analyzing conversations.Validity DemandToolsSalesforce CRM data-quality and data-management product whose functionality has been incorporated into Validity Engage.GainsightCustomer success platform for managing customer health, adoption, retention, renewals, expansion, and post-sale workflows.Regie.aiAI-native prospecting and sales-engagement platform combining research, enrichment, messaging, sequencing, multichannel outreach, dialing, and AI agents.Aviso AIAI revenue operating platform for forecasting, pipeline and deal intelligence, conversation intelligence, relationship intelligence, sales engagement, and customer-success workflows.SyncariAgentic master data and customer data automation platform for unifying, governing, cleansing, enriching, and synchronizing data across enterprise systems.CustifyAI-enabled customer success platform for centralizing customer data, monitoring customer health, automating workflows, improving onboarding, reducing churn, and driving expansion.RecappedAI-powered digital sales room and deal collaboration platform for complex B2B sales.AvomaAI platform for meeting note-taking, scheduling, conversation intelligence, coaching, and revenue intelligence.TotangoCustomer-success platform for managing customer data, health, workflows, engagement, retention, renewals, and expansion.Marketo MeasureB2B marketing attribution software for measuring campaign, channel, content, pipeline, revenue, and ROI impact.Traction CompleteSalesforce-native revenue operations data management suite for enriching, cleansing, connecting, and orchestrating CRM data.VitallyCustomer success platform for managing customer relationships, health, renewals, and expansion.KixieRevenue communication platform for sales teams combining outbound and inbound calling, SMS, PowerDialer, CRM automation, call analytics, and contact-center features.DemandFarmDemandFarm is a digital key-account-management platform for account planning, relationship intelligence, opportunity planning, and account growth.