A Full Capsule CRM Review for 2024

In this Capsule CRM review, we’ll explore this handy platform that can help you professionally manage your contacts and automate workflows to save time. Our Capsule CRM review explores its features, pricing, and how it compares to other CRMs we’ve tested.

This article will help you decide whether Capsule CRM is the right fit for your business or if you should consider an alternative platform.

Table of Contents Table of Contents

Capsule CRM Pricing
Capsule CRM Key Features
Capsule CRM Integrations
Capsule CRM Customer Reviews
What is Capsule CRM Good For?
Capsule CRM vs Top Competitors
How We Test CRM Systems
How To Choose the Best CRM Solution
FAQs
References

Table of Contents

Capsule CRM Pricing
Capsule CRM Key Features
Capsule CRM Integrations

Show Full Guide

Capsule CRM Customer Reviews
What is Capsule CRM Good For?
Capsule CRM vs Top Competitors
How We Test CRM Systems
How To Choose the Best CRM Solution
FAQs
References

Capsule CRM Pricing

Capsule CRM offers a free forever plan as well as four paid plans. Below, we’ve broken down what each plan offers and how much they cost monthly.

	Free	Starter	Growth	Advanced	Ultimate
Starting Price	Free for two users	$18 per user, per month	$36 per user, per month	$54 per user, per month	$72 per user, per month
Contact Limit	250	30,000	60,000	120,000	240,000
Free Trial Period	N/A	14 days	14 days	14 days	14 days
Collaboration	✅	✅	✅	✅	✅
Lead Management	✅	✅	✅	✅	✅
Opportunities Management	✅	✅	✅	✅	✅
Lead Scoring	✅	✅	✅	❌	❌
Automation	❌	❌	✅	✅	✅
Team Collaboration	✅	✅	✅	✅	✅
Integrations	60+, including MailChimp, Gmail, Sage, and Zapier	60+, including MailChimp, Gmail, Sage, and Zapier	60+, including MailChimp, Gmail, Sage, and Zapier	60+, including MailChimp, Gmail, Sage, and Zapier	60+, including MailChimp, Gmail, Sage, and Zapier
Support	Resource center, webform, email, and social media	Resource center, webform, email, and social media	Resource center, webform, email, and social media	Resource center, webform, email, and social media	Custom training, dedicated account manager, and ongoing priority support.

Free

Capsule CRM offers one of the best free CRM plans out there, with basic contact management features to help you manage up to 250 contacts and a modest 50MB data limit per account. This is the perfect option for those wanting to trial the software before committing to a paid plan or for smaller businesses with less complex CRM needs.

This plan allows two users to create a single sales pipeline with 25 custom fields, integration with Gmail and Mailchimp, plus API access. You’ll also get to experiment with Capsule’s AI content assistant, which speeds up writing emails but is limited to 10 uses. This plan doesn’t include automated workflows, email templates, or more sophisticated CRM analytics tools. Larger teams may also find they quickly outgrow the limitations on users, contacts, sales pipelines, and data.

In the free plan, you can also view the sales pipeline as a dashboard, which tracks conversion rate, sales milestones, and forecasting. Plus, you can switch to a Kanban board view if that’s your preferred way of working.

If you want to try any of Capsule CRM’s paid plans, they offer a 14-day free trial to explore the software before committing.

Starter - $18 per user, per month (billed annually)

Capsule CRM’s first paid plan, Starter, accommodates 30,000 contacts, five sales pipelines and project boards, 50 custom fields, and 10 uses of the AI content assistant. This plan also offers five email templates to further assist you in the time-consuming process of sending marketing emails.

In the Starter plan, you can link Capsule with your accounting and invoice software, such as Xero and FreshBooks, or email marketing software, like Mailchimp.

Growth - $36 per user per month (billed annually)

Capsule CRM’s Growth plan has the capacity for 60,000 contacts, five concurrent sales pipelines, five project boards, 150 custom fields, 50 email templates, and 1000 uses of the AI content assistant.

A big plus of Capsule’s Growth plan is that you’ll have access to automation features that speed up your marketing efforts by making your software work harder, so you don’t have to. On top of that, the Growth plan offers advanced sales reporting and analytics features, giving you a more detailed insight into your successes and missed opportunities.

Advanced - $54 per user per month (billed annually)

Capsule CRM’s Advanced plan is the next step up for teams who have outgrown the Growth plan. With 120,000 contact capacity, 50 sales pipelines and project boards, 300 custom fields, 500 email templates, and 1000 AI content assistant uses – the Advanced plan offers a more hefty package for teams with more complex CRM needs. It also provides the same advanced sales reporting and marketing automation features as the Growth plan.

Ultimate

Finally, Capsule CRM’s most advanced plan, Ultimate, offers a robust CRM solution for enterprise-level teams. This plan provides a 240,000 contact capacity, 100 sales pipelines and project boards, unlimited custom fields, and 1000 email templates and AI content assist uses.

It also offers the previous plans’ sales reporting, analytics, and marketing automation features. Additionally, the Ultimate plan provides personalized onboarding support from your dedicated account manager, who will assist you with implementation to ensure you reach your highest potential with the CRM system. If anything goes wrong, you’ll also continue to benefit from priority support throughout your subscription with Capsule.

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Capsule CRM Key Features

Capsule has many CRM features you need, including contact management, email marketing, calendar, sales pipeline, sales analytics, workflow automation, and an AI content assistant. Below, we’ll examine some of the most exciting features.

Sales Pipeline

A core component of any CRM system is its ability to track sales opportunities as they move through the sales funnel. Capsule CRM’s sales pipeline offers a user-friendly method for managing each opportunity. In the top-right corner of the screen, you can add a new opportunity, along with crucial information such as the deal’s value, contact person, and expected close date. You can also add custom fields, even on the free plan.

The default view of the sales pipeline is a Kanban-style board, which we liked for its click-and-drag interactivity. Alternatively, you can switch to a list or dashboard view.

Workflow Automation

Any business owner seeking a CRM system wants to save time, and one of the critical time-savers of CRM systems is workflow automation. From the Growth plan and up, you can create workflow automations that act as an extra pair of hands. It also helps to keep processes standardized and consistent.

If you’re seeking marketing automation, Capsule offers integration with its other product, Transpond, which helps to schedule marketing campaigns. If you’re looking specifically for a marketing CRM, read our complete guide on the best CRMs for email marketing.

AI Content Assistant

Many CRM tools are now implementing generative AI features to help speed up time-consuming processes. Capsule has launched its AI Content Assistant to ease writer’s block when drafting emails. Simply use the drop-down menu to program the tool to generate a response aligned with your goal.

You can edit the copy as many times as you wish to ensure it feels on-brand and in your authentic voice before hitting send. This way, you can maintain control over messaging and avoid sounding repetitive.

Mobile App

Capsule CRM is well-suited for busy professionals who are constantly on the move, thanks to its mobile app, which is compatible with iOS and Android. Any good CRM needs to be accessible from mobile devices because, realistically, these days, business doesn’t just happen from behind a computer.

The Capsule CRM mobile app is in sync with the central system, displaying your sales opportunities as seen on the desktop version. It also allows you to call and message contacts and manage tasks wherever you are.

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Capsule CRM Integrations

Capsule CRM offers integration with 60+ third-party applications. This includes including invoicing and accounting software like Quickbooks and Xero. Additionally, it integrates email platforms like Gmail and Outlook, plus email marketing tools like MailChimp.

It also offers its own marketing tool integration, Transpond, which could help to compensate for some of its shortcomings in the email marketing department.

We noticed it doesn’t list any social media platforms in its integration list, and this is something that came up in customer reviews we analyzed, so if you’d like to integrate your social media platforms with your CRM, you may consider another CRM provider.

Capsule CRM Customer Reviews

Capsule attracts generally positive reviews online from its broad customer base. It earned a respectable 4.6/5 score on Trustpilot, where users praised its responsive customer service, all-inclusive value for money, and adaptability.

One user spoke highly of the Transpond marketing integration, while many others were pleased with how intuitive and easy the platform is to use.

Some complaints were targeted at the lack of Twitter API, plus another user was disappointed that they could not import opportunities in the same way as contacts.

What is Capsule CRM Good For?

Capsule CRM stands out for its generous free plan, which can be a perfectly functional CRM for small businesses and solo entrepreneurs. Not all CRMs on the market offer a free plan that stays free, and Capsule’s free plan proved capable of managing a decent sales pipeline when we tested it.

It’s also an excellent fit for SMBs prioritizing simplicity and affordability. When researching Capsule, we loved its straightforward navigation and clean interface. It was easy to work our way around without consulting the help guide, so it’s a great fit for those who don’t have time to learn a complex new software platform.

While Capsule’s Ultimate plan may be enough for some larger businesses, we recommend it as the number one enterprise CRM solution due to its simplicity. We think it could be more robust in the analytics department to suit businesses with more complex needs.

Capsule CRM vs Top Competitors

No two CRM solutions are the same, just like no two businesses have the same needs. This is why it’s important to compare all your options before making your final decision. Below, we’ve compared Capsule against other industry-leading CRM systems.

	Capsule CRM	Monday Sales CRM	Salesforce	Pipedrive	HubSpot	Act!
Best For	Free tools	Intuitive UI	Feature-rich contact management	Ease of use	Enterprise-level contact management	SMBs
Starting Price	Free	$12 per user, per month	$25 per user, per month	$14.90 per user, per month	Free	$30 per user, per month
Free Version	Free forever plan, 14-day free trial for paid plans	14-day free trial	30-day free trial	14-day free trial	14-day free trial	14-day free trial
Compatibility	Android, iOS, Mac, Windows	Android, iOS, Mac, Windows	Android, iOS, Mac, Windows	Android, iOS, Mac, Windows	Android, iOS, Mac, Windows	Android, iOS, Mac, Windows
Top 3 Features	Free forever plan, AI content assistant,	User-friendly interface, automations, customization	Lead scoring, advanced reporting, over 1000 integrations	Visual sales pipeline, AI assistant, automations	Generous free plan, tailored email marketing, predictive lead scoring	Email marketing, cloud-based and on-premises option, excellent customer support

Capsule CRM vs Monday CRM

Capsule and monday.com are top-recommended CRMs for businesses just starting out with a CRM platform. A big draw with Capsule is that it offers a free plan, while monday.com does not offer a free forever version of its Sales CRM – not to be confused with its project management product. You can trial monday.com’s Sales CRM for 14 days, but you must subscribe to continue using it past that point.

Both providers are renowned for their simple and intuitive UI design, which makes navigating the software easy whether you’re a CRM expert or a total beginner. One area in which monday.com is a clear winner over Capsule concerns integrations. Monday.com boasts 200+, while Capsule offers 60+.

Capsule CRM vs Salesforce

Salesforce is a big name in the CRM world and is split into three distinct ‘clouds’: Sales, Service, and Marketing. This is based on the understanding that CRM is a broad category of software used by various teams with different activities. We’d recommend Salesforce for teams looking for this level of detail and versatility.

When looking at Capsule, we’d say it’s more intended for sales teams to track opportunities along the sales funnel – rather than being a multi-purpose tool for marketing and customer service teams to join in with.

Both CRMs’ pricing reflects their level of complexity, so if you are simply looking to track sales – Capsule may be sufficient. Meanwhile, teams with a broader range of needs may need to invest in a more comprehensive CRM system like Salesforce.

Capsule CRM vs HubSpot

HubSpot is another CRM system that, like Capsule, offers a completely free CRM tool. It mirrors many of Capsule’s features, such as the sales pipeline and AI content writer. Plus, it offers some that Capsule does not offer in its free version, such as email templates, live chat, and a meeting scheduler. We did find Capsule’s interface slightly easier to navigate than HubSpot, perhaps due to its more minimalist range of features.

Like Salesforce, HubSpot splits its paid plans into Sales, Marketing, and Service (plus three other categories: CMS, Operations, and Commerce), so it’s a far more complex tool than Capsule. It’s also more expensive and offers fewer contacts once we start looking at the paid plans, but again, it may be a better option for your team if you work in an area other than purely Sales.

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How We Test CRM Systems

Techopedia has established itself as a trusted voice in technology over the past 13 years, including the best CRM services. Our analysis is trusted by professionals worldwide as we extensively test market-leading CRM solutions. We meticulously examine the core functionalities, including contact, lead and opportunity management, sales and marketing automation, reporting and analytics, and third-party integrations.

We also evaluate user reviews from multiple independent platforms to ensure we can offer a comprehensive assessment that considers real-world experiences. Thanks to our thorough research process, you can rely on our recommendations when deciding which CRM system suits your needs best.

How To Choose the Best CRM Solution

If you’re at the beginning of your search for the perfect CRM solution, there are several factors you’ll need to consider before making your decision.

PriceFeaturesScalabilityEase of useIntegrationsCustomer support

As with any business decision, price is key. You want to ensure that your chosen plan is within your budget and offers adequate functionality so that you won’t have to pay for additional software to compensate for shortcomings.

Remember that some CRM providers may require a minimum contract length, so consider that when projecting your total spend.

Since all CRM platforms offer different features, you should consider which features are most important for your business and thoroughly research the providers. Also, ensure that the features you need are included in the plan you intend to sign up for.

Whether you’re a growing company or an established enterprise, most companies anticipate growth. When shopping for a CRM system, check for scalability and how much this will cost; otherwise, you could face issues further down the road if you outgrow your plan.

If your CRM platform isn’t easy to use, you may not be able to reach your potential. We’d recommend opting for software that offers the opportunity to try before you buy to be sure you can get to grips with it.

This is especially important if you also onboard team members to use the software. A complicated system will often not be used effectively and can often create more confusion than clarity.

Another point to consider is whether your chosen CRM software will integrate with your existing software stack. Many leading CRM platforms integrate with accounting and invoicing tools and marketing tools. You’ll be able to work more seamlessly across platforms when they are compatible, so it is worth checking out before making your final call.

If you run into trouble with your CRM and need to talk to an expert, you want to be sure they are on hand. While some providers offer 24/7 telephone support or live chat, others offer a knowledge hub or community forum. If you have strong preferences, it’s wise to check which support options your chosen provider offers.