Capsule CRM

Simple, smart CRM for small businesses to manage contacts, sales pipelines, and tasks in one place.

crm-sales
Our Score
4.3

Starting at $18 /month

Free Plan Available

4.3
Recommended

Capsule CRM Score

Ease of Use
4.1
Features
4.2
Value
4.4
Support
4.0

Based on our editorial review across usability, features, value, support, and integrations.

Best For

Small businesses (2-20 people) needing an affordable, simple CRMProfessional services firms tracking client relationships and projectsReal estate agents managing property leads and client follow-upsSmall B2B sales teams that want a CRM they can start using immediatelyBusinesses using Xero or QuickBooks wanting integrated CRM-accounting workflow

Best For

Small businesses (2-20 people) needing an affordable, simple CRM

Free Trial

Yes

Standout Feature

Visual Sales Pipeline with drag-and-drop deal management

Track Record

Since 2009

What Problem It Solves

Small businesses often bounce between two extremes: managing contacts in spreadsheets (which works until it doesn't) or paying for a CRM they never fully adopt because it's too complex. Capsule eliminates this problem by providing a CRM that's genuinely simple to start using. A small sales team can import contacts from their email or spreadsheet, create a sales pipeline with custom stages, and begin tracking deals within their first hour. The integrated task system ensures follow-ups don't fall through the cracks — every call to make, email to send, and proposal to write is tracked against the relevant contact. For professional services firms, the Projects feature extends the CRM beyond sales into post-sale delivery, keeping client work organized. The result is better follow-through on leads, fewer lost opportunities, and a complete view of every customer relationship — without the overhead of enterprise CRM tools.

Key Features

  • Visual Sales Pipeline with drag-and-drop deal management
  • Contact Management with automatic profile enrichment from social media
  • Task Management tied to contacts and opportunities for follow-up tracking
  • Projects feature for managing post-sale delivery and onboarding
  • Email Integration with Gmail and Outlook for conversation tracking
  • Workflow Automations for repetitive CRM actions and notifications
  • Custom Reports and Sales Analytics with pipeline forecasting

Pros

  • + Exceptionally easy to set up and start using — under 1 hour to full deployment
  • + Clean, clutter-free interface that non-technical sales teams adopt quickly
  • + Affordable pricing starting at $18/user/month with a usable free tier
  • + Strong integrations with Google Workspace, Xero, QuickBooks, and Mailchimp
  • + Bootstrapped company focused on customer needs over investor demands

Cons

  • - No built-in email sequences or marketing automation capabilities
  • - Free plan limited to just 250 contacts — outgrown quickly by growing teams
  • - Reporting is functional but lacks depth compared to HubSpot or Pipedrive
  • - UI feels dated compared to modern CRMs like folk, Attio, or Close

Pricing

Starter

$18

/month

  • + 30,000 contacts
  • + 1 sales pipeline
  • + 5 email templates
  • + Activity reporting

Growth

$36

/month

  • + 60,000 contacts
  • + 5 sales pipelines and project boards
  • + Workflow automations
  • + Advanced sales reporting

Advanced

$54

/month

  • + 120,000 contacts
  • + 50 sales pipelines
  • + Custom fields and tags
  • + Premium integrations

Ultimate

$72

/month

  • + 240,000 contacts
  • + 100 sales pipelines
  • + Dedicated account manager
  • + Custom training and onboarding

Starting at $18 /month

Free Plan Available

Our Verdict

Capsule CRMRecommended

Capsule CRM is the CRM equivalent of a well-organized filing cabinet — nothing flashy, nothing overwhelming, just a reliable system that keeps your contacts, deals, and tasks organized without demanding attention. In a market where CRMs either overwhelm with features (Salesforce, HubSpot) or try to be something they're not (folk trying to replace spreadsheets), Capsule simply delivers a clean, functional CRM that works.

The sales pipeline is where Capsule performs best. You get a visual pipeline board, customizable stages, weighted opportunity values, and basic forecasting. Adding contacts is quick, with automatic profile enrichment from social media and web data. The task management system is built into the CRM rather than bolted on, so follow-ups, calls, and meetings are tied directly to contacts and opportunities. For a small sales team that just needs to track deals from first contact to close, Capsule handles this without friction.

The trade-off is that Capsule deliberately doesn't try to be everything. There's no marketing automation, no email sequences, no built-in calling, and no AI-powered insights. The reporting is functional but basic — you won't get the depth of analytics that HubSpot or Pipedrive offer. The free plan is limited to 250 contacts, which fills up fast for growing businesses. And while the UI is clean, it feels somewhat dated compared to modern tools like folk or Attio.

Our recommendation: Capsule CRM is ideal for small businesses (2-20 people) that need a reliable, affordable CRM without the learning curve. If you're a professional services firm, small B2B company, or anyone who needs contact management plus a basic sales pipeline and nothing more, Capsule delivers excellent value starting at $18/user/month. If you need marketing automation, email sequences, or advanced analytics, look at HubSpot or Pipedrive.

Related Tools

How much does Capsule CRM cost?

Capsule CRM offers four tiers. The Free plan includes 250 contacts, 1 sales pipeline, and 1 project board for up to 2 users. The Starter plan costs $18/user/month and adds 30,000 contacts, 1 sales pipeline, 1 project board, and 5 email templates. The Growth plan costs $36/user/month with 60,000 contacts, 5 sales pipelines, 5 project boards, workflow automations, and advanced sales reporting. The Advanced plan costs $54/user/month and adds 120,000 contacts, 50 sales pipelines, 50 project boards, and custom fields. The Ultimate plan costs $72/user/month with 240,000 contacts, 100 pipelines, and dedicated account management.

Is Capsule CRM good for small businesses?

Capsule is specifically designed for small businesses and is one of the best CRMs in this segment. The setup takes under an hour, the interface is intuitive enough that non-technical staff can use it without training, and the pricing is affordable starting at $18/user/month. It integrates with tools small businesses already use — Google Workspace, Microsoft 365, Xero, QuickBooks, and Mailchimp. The main limitation is if your business needs marketing automation or email sequences, which Capsule doesn't include. For straightforward contact management and sales pipeline tracking, it's an excellent choice.

How does Capsule compare to HubSpot free CRM?

HubSpot's free CRM offers more contacts (up to 1,000,000) and includes basic marketing tools that Capsule lacks. However, HubSpot's interface is significantly more complex, and the free tier is designed to upsell you to expensive paid plans (Marketing Hub starts at $50/month). Capsule is simpler, faster to adopt, and its paid plans are more predictable in cost. For a small team that values simplicity and predictable pricing over feature breadth, Capsule is often the better choice. If you need marketing automation alongside CRM, HubSpot's ecosystem is stronger.

Starting at $18 /month

Free Plan Available