Capsule CRM

Capsule CRM is a customer relationship management tool designed to help businesses manage contacts, sales pipelines, tasks, and projects

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Overview

Capsule CRM offers contact management, sales pipeline tracking, task and project management, and reporting features. It supports integrations with popular tools and includes AI enhancements to automate workflows and enrich contact data.

Last updated: Sep 3, 2026

Key Features

Sales Pipeline Management

Visualize and manage sales opportunities with customizable pipelines, milestones, and a Kanban board for drag-and-drop progress tracking.

Task and Calendar Management

Create, organize, and automate tasks with reminders, repeating tasks, calendar views, and workflow automation for sales and projects.

Reporting and Analytics

Access advanced sales reports, activity tracking, exportable data, and integration with Google Data Studio for custom dashboards.

Email Integration and Templates

Connect Gmail or Outlook to send emails from Capsule, use shared mailboxes, and create reusable email templates for team use.

AI-Powered Features

AI tools enrich contact profiles, generate sales pipelines, summarize recent activities, and prepare meeting briefs to improve productivity.

Contact Management

Store detailed contact information with custom fields, tags, social profile enrichment, full-text search, and file attachments.

Security and Permissions

Includes two-factor authentication, single sign-on with Microsoft 365 or Google Workspace, user roles, data export, and GDPR compliance.

Integrations and Mobile Access

Supports over 60 integrations including Xero, QuickBooks, Mailchimp, and Zapier, plus iOS and Android mobile apps for CRM access on the go.

Pros

Offers a balance of simplicity and powerful CRM features suitable for small to medium businesses.
Includes AI enhancements to automate and enrich CRM tasks without overwhelming users.
Supports multiple sales pipelines and project boards for diverse business processes.
Integrates with a wide range of popular business tools and services.
Provides mobile apps for access to CRM data anywhere.

Cons

Free plan limits users to 2 and 250 contacts, which may be restrictive for growing teams.
Advanced features like workflow automation and multiple pipelines require paid plans.
Some AI features are in beta and may have limited availability.
No explicit mention of built-in marketing automation beyond integration with Transpond add-on.
Customization options may require learning to fully tailor the CRM to specific workflows.

Pricing

Capsule CRM pricing plans
Plan	Price	Highlights
Free	$0	Up to 2 users 250 contacts 1 sales pipeline 5 custom fields Custom sales milestones Custom task categories Basic email connection with Gmail or Outlook
Starter	Starting at $18	Up to 30,000 contacts Email templates Shared mailbox Basic reporting Premium integrations Goals tracking AI pipeline generator Custom activity types
Growth	Starting at $36	Up to 60,000 contacts Workflow automations Advanced sales reporting Reporting dashboards Multiple sales pipelines Multiple project boards Project management Team & access controls Enhanced AI tools including business enrichment and meeting prep
Advanced	Starting at $54	Up to 120,000 contacts 50 project boards 50 sales pipelines All Growth features plus advanced AI tools
Ultimate	Custom pricing	All Advanced features Dedicated account manager Custom training Designed for scaling teams with 5+ users

Pricing is collected from the official Capsule CRM website and may change. Always confirm with the vendor.

Frequently Asked Questions

Ratings & reviews

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Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

Ratings & reviews

No reviews yet. Be the first to share your experience.

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

Key Features

Sales Pipeline Management

Visualize and manage sales opportunities with customizable pipelines, milestones, and a Kanban board for drag-and-drop progress tracking.

Task and Calendar Management

Create, organize, and automate tasks with reminders, repeating tasks, calendar views, and workflow automation for sales and projects.

Reporting and Analytics

Access advanced sales reports, activity tracking, exportable data, and integration with Google Data Studio for custom dashboards.

Email Integration and Templates

Connect Gmail or Outlook to send emails from Capsule, use shared mailboxes, and create reusable email templates for team use.

AI-Powered Features

AI tools enrich contact profiles, generate sales pipelines, summarize recent activities, and prepare meeting briefs to improve productivity.

Contact Management

Store detailed contact information with custom fields, tags, social profile enrichment, full-text search, and file attachments.

Security and Permissions

Includes two-factor authentication, single sign-on with Microsoft 365 or Google Workspace, user roles, data export, and GDPR compliance.

Integrations and Mobile Access

Supports over 60 integrations including Xero, QuickBooks, Mailchimp, and Zapier, plus iOS and Android mobile apps for CRM access on the go.

Pros

Offers a balance of simplicity and powerful CRM features suitable for small to medium businesses.
Includes AI enhancements to automate and enrich CRM tasks without overwhelming users.
Supports multiple sales pipelines and project boards for diverse business processes.
Integrates with a wide range of popular business tools and services.
Provides mobile apps for access to CRM data anywhere.

Cons

Free plan limits users to 2 and 250 contacts, which may be restrictive for growing teams.
Advanced features like workflow automation and multiple pipelines require paid plans.
Some AI features are in beta and may have limited availability.
No explicit mention of built-in marketing automation beyond integration with Transpond add-on.
Customization options may require learning to fully tailor the CRM to specific workflows.

Pricing

Capsule CRM pricing plans
Plan	Price	Highlights
Free	$0	Up to 2 users 250 contacts 1 sales pipeline 5 custom fields Custom sales milestones Custom task categories Basic email connection with Gmail or Outlook
Starter	Starting at $18	Up to 30,000 contacts Email templates Shared mailbox Basic reporting Premium integrations Goals tracking AI pipeline generator Custom activity types
Growth	Starting at $36	Up to 60,000 contacts Workflow automations Advanced sales reporting Reporting dashboards Multiple sales pipelines Multiple project boards Project management Team & access controls Enhanced AI tools including business enrichment and meeting prep
Advanced	Starting at $54	Up to 120,000 contacts 50 project boards 50 sales pipelines All Growth features plus advanced AI tools
Ultimate	Custom pricing	All Advanced features Dedicated account manager Custom training Designed for scaling teams with 5+ users

Pricing is collected from the official Capsule CRM website and may change. Always confirm with the vendor.

Capsule CRM

Overview

Key Features

Sales Pipeline Management

Task and Calendar Management

Reporting and Analytics

Email Integration and Templates

AI-Powered Features

Contact Management

Security and Permissions

Integrations and Mobile Access

Pros

Cons

Pricing

Featured Video

Frequently Asked Questions

Ratings & reviews

Ratings & reviews

Community reviews (0)

Ratings & reviews

Community reviews (0)

Key Features

Sales Pipeline Management

Task and Calendar Management

Reporting and Analytics

Email Integration and Templates

AI-Powered Features

Contact Management

Security and Permissions

Integrations and Mobile Access

Pros

Cons

Pricing

Featured Video

Frequently Asked Questions

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