--- title: "Capsule Software Reviews, Demo & Pricing - 2026" description: "Review of Capsule Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/27508-Capsule/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Small Business CRM Software](https://www.softwareadvice.com/category/489-small-business-crm/) / Capsule Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/27508-Capsule/reviews/)[Alternatives](https://www.softwareadvice.com/product/27508-Capsule/alternatives/) # Capsule Review From $21-$75/month Free version Free trial 4 plans Wondering if Capsule is right for your organization? Our Small Business CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Capsule 4.5 [(168)](https://www.softwareadvice.com/product/27508-Capsule/reviews/) Pricing Starting at $21.00 per user per month ### About Capsule If you're running a small or growing business and juggling customer details across spreadsheets, sticky notes, and your inbox, Capsule CRM is built with you in mind. It's a cloud-based CRM designed for small and midsize teams who want a clear, organized view of every contact, deal, and customer interaction, without the complexity or price tag of enterprise software. Capsule works well for small business owners, sales teams, and account managers who need to track relationships and deals but don't have the time (or desire) to become CRM administrators. It's a strong fit for professional services firms, consultancies, agencies, and B2B teams that rely on ongoing client relationships rather than one-off transactions. If your team has outgrown spreadsheets but doesn't want the steep learning curve of a bigger enterprise platform, Capsule sits right in that gap. Capsule gives you one place to see every person and organization you deal with, along with the notes, emails, tasks, and opportunities tied to them. Sales pipelines are visual and configurable, so you can define your own stages and milestones, and each milestone connects to a success rate used for revenue forecasting, giving yo... u a realistic read on what's likely to close. Tasks and reminders are linked directly to contacts, deals, and cases, so nothing quietly slips through the cracks while you're focused on the next call. For teams that also handle post-sale support, Capsule includes case tracking to help manage and resolve customer inquiries, keeping support history in the same place as sales history, rather than in a separate disconnected tool. Custom fields, tags, and branding options let you shape the system around how your business actually operates, rather than forcing your process to fit the software. Capsule connects with the everyday tools small businesses already rely on, including email platforms, accounting software like Xero and QuickBooks, document management tools, and marketing platforms. It also offers an AI integration via Model Context Protocol (MCP), allowing supported AI tools to answer plain-language questions about your CRM data, so you can get quick answers without building a report first. Capsule is priced on a per-user, per-month basis, with a free plan available for very small teams and straightforward upgrade paths as your business grows, so there are no long-term contracts standing between you and a system that fits your team today. Support resources include help documentation, guided onboarding, and customer support channels to help new users get set up and get comfortable with the platform without a steep ramp-up period. At its core, Capsule is built for businesses that want their CRM to feel like a natural extension of how they already work, not a system they have to work around. Do you work for Capsule? [Manage this product listing](https://www.g2.com/products/capsule-crm/claim_requests/new?auto=true) Wondering if Capsule is right for your organization? Our Small Business CRM Software selection experts can help you in 15 minutes or less. ## Capsule User Interface ## Popular Capsule Alternatives Main Product Capsule 4.5 [(168)](https://www.softwareadvice.com/product/27508-Capsule/reviews/) Ratings Breakdown - 4.58Ease of use - 4.55Value for money - 4.48Customer support - 4.26Functionality Pricing Starting at $21.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4487)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18810)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6999)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(625)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(744)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## Capsule Pricing and Plans Starting price: $21.00 per month Free Trial Free Version 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 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 Automation Workflow Configuration Workflow Management ## Capsule Integrations FreeAgent Integration rated undefined from -1 review Jotform Integration rated undefined from -1 review Kixie PowerCall & SMS Integration rated undefined from -1 review Mention Integration rated undefined from -1 review Lime Connect Integration rated undefined from -1 review Wufoo Integration rated undefined from -1 review See all 93 integrations ## Capsule User Reviews ## Capsule customer ratings - Overall rating: 4.5/5 - Total reviews: 168 ### Rating distribution - 5 stars: 103 reviews (61%) - 4 stars: 51 reviews (30%) - 3 stars: 12 reviews (7%) - 2 stars: 1 reviews (1%) - 1 star: 1 reviews (1%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.5/5 - Customer support: 4.5/5 - Functionality: 4.3/5 --- ### Still and invaluable tool for Account Management - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It's still a very useful tool which I use daily, it does what it set's out to do in a pretty easy to use way, although sometimes the UI is a bit strange. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's great for a number of reasons: keeping track of contacts, creating mailing lists, tracking oppurtunities and renewals, I like how all of these features are in one place and linked to team members. #### Cons I'd have to still say the automatic importing of contacts. With AI, we should now be able to at least suggest companies for new contacts based on email addresses etc.. --- ### Day #1 of the evaluation - Overall rating: 4/5 - Reviewer: Ben B. - Verified reviewer: Yes - Industry: Leisure, Travel & Tourism - Company size: Self-Employed - Product usage: Used daily for free trial - Reviewed: September 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Features and Format Lacking, Good for the Basics - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2018 - Review source details: This review was submitted organically. No incentive was offered 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: 3/5 - Functionality: 3/5 #### 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. --- ### Easy to use, keeps my lead tracking process organised - Overall rating: 5/5 - Reviewer: Jonathan R. - Verified reviewer: Yes - Industry: Media Production - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered It's positive - solves a problem, makes my life easier so it's a thumbs up from me. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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 --- ### Quick and useful to get ourselves organised but the limitations are starting to show - Overall rating: 4/5 - Reviewer: David W. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### 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 --- ### Not Ideal for a Charity CRM - Overall rating: 3/5 - Reviewer: Taryn S. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used other for less than 12 months - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I think it is a fine program that didn't suit the needs of a national charity. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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 --- ### Good stuff - Overall rating: 5/5 - Reviewer: Andy F. - Verified reviewer: Yes - Industry: Wholesale - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered Love it #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Why Capsule should do better - Overall rating: 5/5 - Reviewer: jibby L. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### 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 --- ### Capsule is great! - Overall rating: 5/5 - Reviewer: Barry H. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2020 - Review source details: This review was submitted organically. No incentive was offered It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results. #### Cons If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point. #### Reasons for choosing Capsule I wanted a bit more historical data and the ability to set reminders and plan a sort of workflow. That wasn't available in Pipedrive. #### Vendor response Hi Barry, Chloe from Capsule here. Thanks for taking the time out to write a review. It's great to hear that you find Capsule so intuitive and that you're seeing benefits from using it! Replied August 2020 --- ### One of the applications I run my business on - Overall rating: 5/5 - Reviewer: Jeff L. - Verified reviewer: Yes - Industry: Printing - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. This is one of three applications that I am in daily. I couldn’t have grown my business without it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 4/5 #### Pros I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos. #### Cons I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with. #### Vendor response Hi there Jeff, Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway. Replied August 2022 --- Showing 1 - 10 of 168 Reviews [See All Reviews](https://www.softwareadvice.com/product/27508-Capsule/reviews/) ## Capsule Popular Comparisons [HubSpot CRM vs Capsule](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/27508-Capsule/)[Salesforce Sales Cloud vs Capsule](https://www.softwareadvice.com/compare/2764-Salesforce/vs/27508-Capsule/)[Zoho CRM vs Capsule](https://www.softwareadvice.com/compare/27508-Capsule/vs/392464-zoho-crm/)[Kylas Sales CRM vs Capsule](https://www.softwareadvice.com/compare/27508-Capsule/vs/216694-kylas/)[Bigin by Zoho CRM vs Capsule](https://www.softwareadvice.com/compare/27508-Capsule/vs/392397-bigin-by-zoho-crm/)[Ploomes CRM vs Capsule](https://www.softwareadvice.com/compare/27508-Capsule/vs/449937-Ploomes/)[Dynamics 365 vs Capsule](https://www.softwareadvice.com/compare/27508-Capsule/vs/106335-Dynamics-365/)[eWay-CRM vs Capsule](https://www.softwareadvice.com/compare/27508-Capsule/vs/31005-eway/)[Nutshell vs Capsule](https://www.softwareadvice.com/compare/4949-nutshell/vs/27508-Capsule/) [Compare All Alternatives](https://www.softwareadvice.com/product/27508-Capsule/alternatives/) ## Other Top Recommended Small Business CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **90** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18810) Recently recommended **80** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (506) Recently recommended **66** times [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) **4.6** (216) Recently recommended **37** times Stuck Between Options? 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