Capsule 2026: Benefits, Features & Pricing

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On this page

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

Robert J.

Verified reviewer

Education Management

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2022

A simple CRM that allowed us to hit the ground running

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons:

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Reasons for choosing Capsule

The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Vendor Response

Hi Robert, Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Replied August 2022

Lombardiga B.

Verified reviewer

Renewables & Environment

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2024

My first choice for email marketing.

The product has allowed us to efficiently create professional looking camping and provide reliable insights that enhance our decision making.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Capsule software allows to efficiently send email campings and track all campaign performance in real-time. Customizability of the software is very high.

Cons:

Capsule software excels in most areas I have nothing to dislike.

Reasons for switching to Capsule

Our previous vendors did not meet our demand qualities.

Michael L.

Verified reviewer

Management Consulting

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed March 2024

Could be great but it has a fatal flaw.

I am hoping that they will fix the above deficiency quickly or we have to change to a different app.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simplicity. Price. It appeared to be the right product for the right price.

Cons:

They don’t understand the mission critical relationship between logging an activity and a related task generation. It has to be done entirely manually with no auto reminders or follow-ups. It seemed like such a basic requirement that I didn’t even check for it. My bad.

Reasons for switching to Capsule

Looking for simplicity and more compliance from marketing team.

Peter R.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

wonderful Software for every business

The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Cons:

Actually we love it, so we dont really have anything negative to say

Reasons for switching to Capsule

We wanted to use the cloud and we wanted to use the software on our mobile devices. At the time Act wanted a large investment to do this and secondly the cloud offering was poor. We were recommended Capsule by a telesales lady who worked for us. When we saw the software it blew our minds and we could believe the low monthly charge to use it, so we ran the system alongside Act to see if it was capable of replacing Act. The result we made the switch, saved thousands of pounds on paying for updates and annual service charges. We would highly recommend this product, its excellent

Vendor Response

Hi Peter, Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

Replied November 2020

REBECCA H.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed September 2020

Capsule Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to set up Easy and intuitive to use It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious. The support staff are great at coming up with solutions and work arounds Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Cons:

You can't 'drag and drop' documents from the system to emails. There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system. There's no way of retaining a record of a meeting in the calendar. There's no one to stand behind my husband and remind him to record notes in the system! :-)

Reasons for choosing Capsule

it worked better for our requirements, customer support was personal and significantly better and the price was better.

Vendor Response

Hi Rebecca, Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here: https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.

Replied October 2020

Peter M.

Verified reviewer

Aviation & Aerospace

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2020

Best CRM I've ever used

Peace of mind for my business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons:

The CRM had no functions that I disliked

Reasons for choosing Capsule

All other products were too complex with difficult to set up daily interactions

Vendor Response

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

Replied November 2020

Verified

Reviewer

Information Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2025

Great product with a few UI issues

I've been using this for 5 years. It keeps our company organised and provides a bridge between client contact from different departments.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how the sales pipelines link well to the company profiles. I also like that you can upload a CSV of new oppurtunities. I also like the main page where you can have a good idea of what's going on in the company. I think it works well in a company where multiple product managers are speaking to multiple clients from the same company.

Cons:

Having to add new contacts to companies, this should happen automatically. I have 50+ 'tasks', which means I have to add associated email addresses to a company. I need to do this for my sales team. This should happen automatically, or adding should be a simple process.

Verified

Reviewer

Design

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2025

Essential tool for the small business owner

I use this to manage our entire sales process and delivery of all client projects as well. Our team loves it, it's simple to use and nicely designed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Keeping track of sales and leads with automated tasks and follow up emails. Revenue forecasting. Detailed metrics for analyzing your sales process. Email templates. User permissions. The calendar view so you can see all team tasks alongside calendar events and deadlines.

Cons:

I had to really think to come up with something!

Gavin M.

Verified reviewer

Education Management

2-10 employees

Used daily for less than 2 years

Review source

Reviewed January 2025

Review of Capsule

Very good and very easy to use. Just for us we needed it to be more specific to our industry.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very fast and clean system to work from. Great on mobile devices.

Cons:

I think there could be a bit more development on creating bespoke fields more.

Reasons for switching to Capsule

Capsule offered more features than Hubspot

Vendor Response

Hi there, Thanks so much for your review! It’s great to hear that Capsule has been both simple and clear to use and that you enjoy the experience via your phone, too. I’ve spotted you mentioned the need for bespoke fields - I wonder if our Custom Fields feature would come in handy here! To explain, this feature lets you store any unique information that applies to your records, there are even a few types to choose from (such as Text, List, Number and more). You can read all about them here: https://capsulecrm.com/support/setup-and-configuration/data-enrichment/ Could this help customise Capsule further for your company? Thanks!

Replied January 2025

Rebecca S.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed February 2025

Easy to use and easy to customise

Very good, easy to use, easy to set up, does almost everything we need.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It makes it really easy to store emails between teams to pick up work while members are away. Pipeline sales tracking is really useful to keep track of sales prospectives, and we created a pipeline specifically for renewals as well to get a good overall picture of both. Custom tags can be added as well so we can personalise it to our product types.

Cons:

The tags make it useful to track specific details about products, but it doesn't seem possible to use these tags when looking at sales forecasting, and splitting revenue by custom tags. This would be a great feature to make the forecasting more interactive and drill down into more detail.

Showing 1 - 10 of 167 Reviews

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