Capsule 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Capsule

4.5

(167)

Pricing

Starting at $21.00 per month

About Capsule

Capsule is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations, along with interactions and opportunities in the sales pipeline. Capsule provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.

Capsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.

Capsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.

Capsule Screenshots

Capsule Pricing and Plans

Starting price: $21.00 per month

Free Trial

Free Version

Free

$0.00

per user, per month

Plan includes:

250 Contacts
50 MB/Account
Send Emails With Outlook or Gmail
Tablet Support
Tag Management
Task Management
Track Customer Milestones
Tracks
Two-Factor Authentication

Starter

$21.00

per user, per month

Plan includes:

30,000 Contacts
10 GB/Account
1 Sales Pipeline
1 Shared Mailbox
50 Custom Fields
5 Email Templates
1 Project Board

Growth

$38.00

per user, per month

Plan includes:

60,000 Contacts
20 GB/Account
5 Sales Pipelines
5 Project Boards
150 Custom Fields
50 Email Templates
Track Customer Milestones

Advanced

$60.00

per user, per month

Plan includes:

120,000 Contacts
50 Sales Pipelines
20GB/User
50 Project Boards
300 Custom Fields
500 Email Templates
5 Shared Mailboxes

Ultimate

$75.00

per user, per month

Plan includes:

240,000 Contacts
50GB/User
100 Sales Pipelines
100 Project Boards
Unlimited Custom Fields
1000 Email Templates
Implementation Support
Import Assistance
10 Shared Mailboxes

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Capsule Features

Popular features found in Small Business CRM
Calendar/Reminder System
Lead Qualification
Live Chat
Marketing Automation
Segmentation
Task Management
Territory Management
More features of Capsule
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Management
Assignment Management
Budgeting/Forecasting
Business Process Automation
Business Process Control
Calendar Management
Calendar Sync
Call Logging
Campaign Management
Client Management
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
CRM
CRM Integration
Customer Database
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Drag & Drop
Email Campaign Management
Email Management
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
File Management
Forecasting
For iPad Devices
Forms Management
For Real Estate
For Small Businesses
For Startups
Generative AI
Graphical Data Presentation
Interaction Tracking
Kanban Board
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Segmentation
List Management
Mobile Access
Mobile App
Monitoring
Multi-Currency
Multiple Projects
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Process/Workflow Automation
Progress Tracking
Project Planning/Scheduling
Project Tracking
Project Workflow
Prospecting Tools
Quotes/Estimates
Real-Time Notifications
Referral Tracking
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Role-Based Permissions
Sales Activity Management
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Search
Search/Filter
Social Media Integration
Source Tracking
Tagging
Task Progress Tracking
Task Scheduling
Template Management
Third-Party Integrations
To-Do List
Visual Analytics
Web Forms
Workflow Configuration
Workflow Management

Capsule Integrations

FreeAgent

Jotform

Kixie PowerCall

Mention

Lime Connect

Wufoo

See all 91 integrations

Capsule User Reviews

Overall Rating

4.5

Ratings Breakdown

62%

30%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.5

Functionality

4.3

Kenneth B.

Verified reviewer

Media Production

Self-Employed

Used daily for less than 6 months

Review source

Reviewed May 2021

Capsule CRM

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

It's dead simple to track leads and interactions with leads.

Cons:

I just wish it was a couple clicks easier to get the dropbox email to work more smoothly (not the file sharing software, but the inbox that sorts your inbound mail into appropriate opportunities and cases). It's sometimes easy to forget to BCC the opportunity to track the next message.

Vendor Response

Hi Kenneth, Chloe from Capsule here. Many thanks for taking the time out to write a review about Capsule. We're really happy to hear that you find it easy to track leads and communication with those leads through Capsule.

Replied June 2021

Dave S.

Verified reviewer

Professional Training & Coaching

Self-Employed

Used daily for more than 2 years

Review source

Reviewed September 2020

Simple and Functional

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Cons:

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Reasons for choosing Capsule

it was the easiest to use and the price point was great.

Vendor Response

Hi Dave, Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box. If they are finding that emails aren't being stored on their contacts as expected, could you please email support@capsulecrm.com and we can investigate further.

Replied September 2020

Verified

Reviewer

Computer Software

11-50 employees

Used daily for less than 12 months

Review source

Reviewed September 2018

Features and Format Lacking, Good for the Basics

Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Ratings Breakdown

Ease of use

Functionality

Pros:

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Cons:

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

Jesse J.

Verified reviewer

Online Media

Self-Employed

Used daily for less than 12 months

Review source

Reviewed December 2021

Capsule is simple to use and just the right number of features

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level! The Gmail extension works really well and makes adding tasks quick and easy.

Cons:

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Reasons for choosing Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Vendor Response

Hi Jesse, Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

Replied January 2022

Ben B.

Verified reviewer

Leisure, Travel & Tourism

Self-Employed

Used daily for free trial

Review source

Reviewed September 2023

Day #1 of the evaluation

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year!

Cons:

I will report back in the next 6 months to give an update.

Reasons for switching to Capsule

I asked ahead of time to send me an invoice for the next 12 months. The toing and froing in trying to sort out a simple invoice was very frustrating. 4 weeks it took until today when I finally received it and all this time despite my protestations, they had me locked out. this was the final straw: enough. So, I goggled, and Capsule came up third or fourth on page one. i logged in saw the freshness of the presentation and decided on a trial. I made a decision after wandering around the site. and yes two things jumped out. the ability to pay monthly and the cost. those were the clincher and after being a loyal customer for 20 odd years. hence my sensitivity to support.

Jonathan R.

Verified reviewer

Media Production

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2023

Easy to use, keeps my lead tracking process organised

It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Ratings Breakdown

Ease of use

Functionality

Pros:

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Cons:

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Reasons for choosing Capsule

Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Vendor Response

Hi Jonathan, Thanks for taking the time to write a review- we really appreciate that. We're glad to hear that Capsule is keeping you organised and you're easily able to manage your sales and marketing using it. As for the import process are you having to change the format from ; to , separation? We're always looking at ways to improve this process and would love to hear more specific details. If you could email support@capsulecrm.com then our team can help you out.

Replied February 2023

David W.

Verified reviewer

Professional Training & Coaching

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2019

Quick and useful to get ourselves organised but the limitations are starting to show

It's our 2nd management tool - the first one was overly complicated and this is quite simple The Dropbox solution is a bit of a fudge but it works most of the time. The tasks system and visual customisation leave a lot to be desired.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed

Cons:

The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Reasons for choosing Capsule

We wanted simplicity and it met out needs initially - we still use it but it's almost too simple and we would love to see more innovation and features which we could use.

Reasons for switching to Capsule

Because Act was expensive with upgrades and support - difficult to manage and implement over the web and had issues we couldn't resolve easily

Taryn S.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used other for less than 12 months

Review source

Reviewed September 2020

Not Ideal for a Charity CRM

I think it is a fine program that didn't suit the needs of a national charity.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

Cons:

The UX wasn't great. It wasn't intuitive for our team.

Reasons for choosing Capsule

We had an employee that had some experience with it and could navigate the program. We stuck with it for 1 year and switched over to Keela.

Vendor Response

Hi Taryn, Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!

Replied October 2020

Andy F.

Verified reviewer

Wholesale

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2021

Good stuff

Love it

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We really like the interface and how it is organised. Best feature is the gmail integration.

Cons:

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Reasons for choosing Capsule

suited our needs best for now and also for future

Reasons for switching to Capsule

better product, much better interface and customer support

Vendor Response

Hi Andy, Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.

Replied February 2021

jibby L.

Verified reviewer

Transportation/ Trucking/ Railroad

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed August 2022

Why Capsule should do better

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of use when our data was under 500

Cons:

It did not seem as competitive as other providers

Reasons for switching to Capsule

Ease of use and complimentary products helped me my mind up.

Vendor Response

Hi Jibby Chloe from Capsule here. Thanks for taking the time to write a review - it really helps our team when we receive first-hand feedback. We're sorry to hear that you found Capsule not as competitive as other providers - we'd love to hear a bit more about this if you'd like to email us. You haven't given a lot of detail in the review and we'd love to address your concerns. Plus, if you're still using Capsule we can help give you a better idea how Capsule can fit your business. Feel free to email us at support@capsulecrm.com

Replied October 2022

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