Capsule Key Insights
What is Capsule?
Capsule is a cloud based customer relationship management platform designed for small and medium sized businesses. It provides a central place to store contact information, manage sales pipelines, track deals and organise tasks. Built with simplicity at its core, Capsule removes the bloat that plagues many CRM tools while still delivering the features that growing teams need. It integrates with popular tools like Xero, QuickBooks, Mailchimp and Gmail to keep your tech stack connected.
The platform also includes AI powered enrichment features that fill in missing contact and business data automatically. With a free forever plan and paid tiers starting at $18 per user per month, Capsule gives budget conscious teams a genuine path to better sales visibility and pipeline control without the steep learning curve of enterprise CRM platforms.
Capsule lets you track every deal through a visual Kanban board. You can drag and drop opportunities between stages, filter by tags or milestones and get a real time view of your pipeline value. This makes it easy to spot bottlenecks and prioritise high value deals without toggling between spreadsheets.
Starting from the Growth plan, Capsule uses AI to populate contact records with job titles, seniority, LinkedIn profiles and missing email addresses. The AI Business Enrichment feature fills in company level data automatically. This saves hours of manual research and keeps your database accurate and up to date.
Capsule's “Tracks” feature lets you build repeatable task sequences for processes like client onboarding or deal follow ups. Each track triggers the next step automatically, reducing human error and ensuring consistent execution across your entire team.
Beyond sales, Capsule offers project boards that let you manage client delivery work alongside your pipeline. This is a standout feature that most CRMs at this price point simply do not offer. Teams can track post sale activities without needing a separate project management tool.
Capsule connects with Gmail and Outlook so you can log emails, add contacts and manage opportunities straight from your inbox. The shared mailbox feature on the Starter plan allows multiple team members to send from a single address like sales@ or support@.
The Growth plan unlocks advanced reporting dashboards that cover pipeline forecasts, conversion rates, lost opportunity reasons and team activity. Reports are filterable by date, user and team and you can export data for further analysis in tools like Google Data Studio.
Capsule Pricing Plans
| Plan Name | Cost (Annually) | Contact Limit | Key Features |
|---|---|---|---|
| Free | $0 | 250 | 5 custom fields, 1 Sales Pipeline |
| Starter | $18/user/mo | 30,000 | Email Templates, Shared Mailbox, Basic Reporting |
| Growth | $36/user/mo | 60,000 | Workflow Automations, Advanced Sales Reporting, Reporting Dashboards |
| Advanced | $54/user/mo | 120,000 | 50 project boards, 50 sales pipelines |
| Ultimate | $72/user/mo | 120,000+ | For 5+ Users, Account manager, Custom training |
Capsule CRM Customisation and Tagging System
Capsule offers a flexible customisation layer that lets teams shape the CRM around their exact sales process. You can create custom fields for contacts, organisations and opportunities to capture data points unique to your business. The tagging system is one of Capsule's strongest organisational tools, allowing you to label records with multiple tags and then filter entire lists in seconds.
Custom activity types let you log calls, meetings or site visits with labels that match your terminology. From the Growth plan upward, you can also build multiple pipelines with unique milestone stages for different product lines or services. This level of personalisation means your CRM reflects how your team actually works rather than forcing a rigid default structure.
Capsule CRM Mobile App Experience
Capsule's mobile app is available on both iOS and Android and mirrors the core desktop experience in a clean, fast interface. You can access contacts, sales pipelines, tasks and project boards directly from your phone with the ability to start calls, send emails or open a contact's location on a map from their profile.
Automatic call logging records every conversation as an activity with prompts to add notes immediately after you hang up. Full offline support lets you view and update records without a signal, and everything syncs the moment you reconnect. On iOS, a built in Caller ID feature identifies incoming calls from your CRM contacts even if their number is not saved to your phone.
Pros and Cons
- Extremely fast to set up
- Clean and intuitive user interface
- Strong AI enrichment tools included
- Over 60 native integrations supported
- No built in phone dialler
- Limited automation on lower tiers
Best Capsule Alternatives
| CRM Software | Workflow Automation | Inbuilt Project Boards |
|---|---|---|
| HubSpot CRM | ✅ | ❌ |
| Pipedrive | ✅ | ✅ |
| Zoho CRM | ✅ | ❌ |
| Copper | ✅ | ❌ |
