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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.

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Revenue footprint

Where Capsule CRM fits

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Revenue areas

Primary and supporting use cases
Coverage

Documented 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 documentation ↗
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 documentation ↗
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 documentation ↗
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 documentation ↗

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.

Contact and company record managementOpportunity and sales-pipeline managementTasks, calendar, repeating tasks, and remindersProjects and project boardsSales dashboards and reportingWorkflow and sales-process automation on eligible plansEmail templates, mailbox connections, shared mailbox, and email sendingWebsite-form lead captureCustom fields, tags, milestones, activity types, and listsData import and exportMobile apps for iOS and AndroidIntegrations, Zapier connectivity, and API accessAI pipeline generation, business enrichment, contact enrichment, summaries, meeting preparation, and content assistance on eligible plans

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.
Evidence status
Vendor documented · checked 2026-09-12

Pricing

Plans and billing

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.

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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

Buyer reviews

☆☆☆☆☆No verified rating yet0 verified buyer reviews

RevManic has not ingested a verified review source for this product yet. We do not convert vendor testimonials into star ratings.

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Product references

We reviewed these official vendor documents. Product claims have not yet been independently tested.

  1. Product website ↗capsulecrm.comVendor documentation
  2. Features ↗capsulecrm.com/features/Vendor documentation
  3. Signup ↗capsulecrm.com/signup/Vendor documentation

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