Capsule CRM is a CRM tool for Small businesses and Freelancers, offered as freemium ($18/mo). Founded in United Kingdom in 2009.
About Capsule CRM
Capsule is a CRM made by Zestia, a Manchester, UK software company founded in 2009 by Duncan Stockdill, Phil Haines and Wendy Rule. It launched as Javelin and was renamed Capsule in 2010. Its core job is giving small teams one tidy place for contacts, companies, sales pipelines, tasks and follow-ups without the setup burden of larger CRMs.
The product covers contact and company records, multiple sales pipelines with custom milestones, project boards for post-sale delivery, tasks and calendar sync, email tracking via Gmail and Outlook, workflow automation and reporting dashboards. Recent AI features include a pipeline generator, AI summaries, contact and business enrichment and meeting prep. Transpond, Capsule's own marketing tool, is an add-on from $11 a month. A free plan supports two users; paid tiers are Starter, Growth, Advanced and quote-based Ultimate.
Capsule fits agencies, consultancies, B2B service firms and small sales teams that value simplicity and strong accounting links (Xero, QuickBooks, FreeAgent). It is not built for high-volume outbound teams or complex enterprise processes. Pipedrive is stronger for activity-driven selling, folk is lighter for relationship-led networking, and HubSpot or Zoho CRM suit companies that want marketing and service hubs too.
Buying tip: workflow automation, multiple pipelines and most AI features start on Growth, so Starter mainly suits one to five people with one pipeline. Annual billing saves 10 to 18 percent depending on tier, and the 14-day trial needs no card and unlocks every feature.
Key features of Capsule CRM
- Contact and company records with custom fields and tags
- Multiple sales pipelines with custom milestones and forecasts
- Project boards for post-sale delivery and onboarding
- Workflow automation for tasks and follow-ups on Growth
- Two-way email sync and templates for Gmail and Outlook
- AI summaries, contact enrichment and meeting prep
- Reporting dashboards and sales goals
- Native Xero, QuickBooks and FreeAgent accounting integrations
Pros and cons
Pros
- Clean, quick interface that small teams adopt easily
- Useful free plan for solo founders and duos
- Strong accounting integrations for UK and global SMBs
- Sales pipelines and project boards in one tool
Cons
- Automation and multiple pipelines require the Growth plan
- No built-in calling or advanced sequences for outbound teams
- Marketing emails need the paid Transpond add-on
- Reporting is basic compared with HubSpot or Zoho CRM
Capsule CRM pricing
Capsule CRM uses a freemium model. A 14-day free trial is available.
| Plan | Price | Includes |
|---|---|---|
| Free | $0 | Up to 2 users, 250 contacts, 1 sales pipeline |
| Starter | $22 / user/mo | $18 billed annually; 30,000 contacts, email templates |
| Growth | $40 / user/mo | $36 billed annually; workflows, AI summaries, 60,000 contacts |
| Advanced | $60 / user/mo | $54 billed annually; 50 pipelines, 120,000 contacts |
| Ultimate | Custom | Quote for 5+ users; account manager, enhanced AI tools |
Source: capsulecrm.com · checked on Oct 20, 2026
How Capsule CRM compares in CRM
- Rank by votes
- #2 / 19
- Starting price
- $18
- Free alternatives
- 2
0 votes from members
10% below the category median ($20/mo)
Free or open-source tools in CRM
Capsule CRM ranks #2 of 19 crm tools by community votes and is priced in line with the category.
Common use cases
- 1Agencies tracking leads, proposals and client delivery projects
- 2Consultancies linking deals to Xero invoices
- 3Small B2B sales teams managing one or two pipelines
- 4Freelancers keeping client history and follow-up reminders
- 5Ecommerce wholesalers managing trade accounts with Shopify sync
Best for
Small businesses and service firms that want an easy, affordable CRM with pipelines, projects and accounting integrations.
Not ideal for
High-volume outbound sales teams (Pipedrive) or companies that want a full marketing and service suite (HubSpot, Zoho CRM).
Integrations
- Xero
- QuickBooks Online
- Gmail
- Microsoft Outlook
- Mailchimp
- Zapier
- Slack
- Shopify
Our take
Capsule is one of the easiest CRMs to adopt for a small team, and the Growth plan is the sweet spot once you need automation. Use the free plan or 14-day trial to confirm it covers your pipeline before committing annually.
FAQ
- What is Capsule CRM?
- Capsule CRM is a CRM tool: Simple CRM for small businesses tracking contacts, deals and projects.
- How much does Capsule CRM cost?
- Capsule CRM uses a Freemium model; paid plans start at $18 per month.
- Does Capsule CRM have a free trial?
- Yes, Capsule CRM offers a 14-day free trial.
- What does Capsule CRM integrate with?
- Capsule CRM integrates with Xero, QuickBooks Online, Gmail, Microsoft Outlook, Mailchimp, Zapier and more.
- Which platforms does Capsule CRM support?
- Capsule CRM is available on web, ios, android.
- Who is Capsule CRM for?
- Small businesses and service firms that want an easy, affordable CRM with pipelines, projects and accounting integrations.
More CRM tools
Otobüs şu an nerede? Canlı harita üzerinden anlık konumu görün, güncel otobüs sa
FreeFreelancersSmall businessesMicrosoft's CRM and ERP suite with Copilot for mid-size and enterprise
Paid · $65EnterpriseSmall businesses
Reviews
No reviews yet. Be the first to share real experience.
Sign in to write a review.