Capsule CRM

Capsule CRM

Score 8.7 out of 10
Capsule CRM


What is Capsule CRM?

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented...
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Recent Reviews

Great CRM option!

8 out of 10
January 23, 2020
I use the free version of Capsule CRM for my business to keep track of clients. Capsule is a great CRM for those who want to use contact …
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Solid CRM App

9 out of 10
December 30, 2019
We use Capsule CRM to keep track of all our customers and potential customers interactions across the entire organization. We use it to …
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Great lightweight CRM

8 out of 10
October 28, 2019
As a small organisation that doesn't need huge CRM functionality, Capsule has been great. It has been really easy to use and integrates …
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Popular Features

View all 31 features
  • Integration with email client (e.g., Outlook or Gmail) (14)
  • Customer data management / contact management (15)
  • Pipeline visualization (14)
  • Opportunity management (15)

Reviewer Pros & Cons

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Video Reviews

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per month per user



per month per user



per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $18 per month per user
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Product Demos

How to use Outlook with Capsule using our Outlook Add-in
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Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

8.2Avg 7.9

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.5Avg 7.8

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.7Avg 7.8

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.1Avg 7.7

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.4Avg 7.7


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.2Avg 7.8


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.2Avg 8.4

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.9Avg 7.5

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8.1Avg 7.4


7.9Avg 7.5
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Product Details

What is Capsule CRM?

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt. It also integrates with a growing range of popular apps, including Google G Suite, QuickBooks, MailChimp and Zapier. A free trial is available, and paid plans are available from $18 per user, per month.

Capsule CRM Screenshots

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Capsule CRM Video

How to use Outlook with Capsule using its Outlook Add-in

Capsule CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

Capsule CRM starts at $18.

Copper, Nimble, and Freshworks CRM are common alternatives for Capsule CRM.

Reviewers rate Integration with email client (e.g., Outlook or Gmail) and Channel / partner relationship management and Lead management highest, with a score of 8.8.

The most common users of Capsule CRM are from Small Businesses (1-50 employees).
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Reviews and Ratings


Attribute Ratings


(1-15 of 15)
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Score 8 out of 10
Vetted Review
Verified User
  • Sales pipeline dashboard is very crisp and clear and easy to use.
  • Contacts management is also very effective to those who need to effortlessly manage their list of prospective clients in one place
  • Manage and followup on active proposals which are in the process of being prepared and manage it until it has been sent to the client.
  • third party integrations can be improved upon as we had to go for Zaps for a couple of apps.
  • learning the basics was easy but we did struggle with a few use cases and were glad to find solutions on 3rd party blogs and forums. It would be great to have a user forum on their own website which can be moderated by the Capsule team.
  • some basic reporting can be added to free plan. Many of our clients would benefit from reports in the free plan before jumping on to the professional plan.
Hannah Eleanor | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • The supporting documentation is very informative and helpful. It integrates seamlessly with other solutions.
  • The customer support is very responsive and every problem is resolved efficiently and quickly.
  • It provides numerous useful features and covers the needs of almost every business.
  • Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
  • It needs to improve the user interface and make it more productive especially on the calendar view.
  • The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.
Farjana Labonno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Capsule CRM: Smooth-to-use.
  • Capsule CRM: Budget-Friendly.
  • Capsule CRM: Lead Management.
  • Capsule CRM: Contact Management.
  • Capsule CRM: Many Interrogations.
  • Capsule CRM: Great Mobile Application.
  • Capsule CRM: Monitoring Email Correspondence.
  • Capsule CRM: Make the UI more appealing.
  • Capsule CRM: Marketing integration is lacking.
  • Capsule CRM: Feature-lacking compared to other CRM systems.
Samuel-Borris James | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • It has advanced features or document storage, lead scoring, and chat integration.
  • It is also used for email marketing that helps its users to manage their emails through this application.
  • It helps the companies to manage their new customers automatically.
  • This application does not have a good dashboard and GUI.
  • It also does not have all the options for customized reports and it lacks many features and sometimes does not provide good customer support.
Score 7 out of 10
Vetted Review
Verified User
  • Mobile app is super helpful to manage work away from a computer!
  • Excellent task management system - can track on a timeline as well as across the team.
  • The Gmail integration can be a little glitchy and hard to get the hang of.
December 30, 2019

Solid CRM App

Score 9 out of 10
Vetted Review
Verified User
  • Tracking all of our email correspondence
  • Integrating with our accounting software
  • Ability to track social media
  • Add additional accounting software integration
Score 9 out of 10
Vetted Review
Verified User
  • Contact management.
  • Tracking sales.
  • Great UI! It is clean and simple to use.
  • Great for G-Suite integration.
  • A huge number of integrations in general.
  • There are more comprehensive features in other CRMs. I wish there was the option to have multiple sales pipelines as Pipedrive has.
October 28, 2019

Great lightweight CRM

Score 8 out of 10
Vetted Review
Verified User
  • Contact Management
  • Sales Forecasting
  • Easy to use
  • Gmail integration
  • Limited functionality when compared to it's CRM competitors.
  • No Email Campaign Functionalities
November 29, 2018

Excellent free CRM!

Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs
  • Entirely web based. We've never experienced down time or lag issues.
  • Free! It's hard to find a powerful database for free.
  • The CRM is intended for "sales pipeline" use. We don't use it for that, so we have to hack it a bit to fit our needs. If you need a free CRM to track sales pipelines...this would be PERFECT!
  • The Dashboard isn't particularly customizable or useful for us.
Harry Longman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Everything is captured in one place and we always refer to this when in touch with customers
  • It's flexible for the very individual customers we have, and good for all forms of communication, while keeping all the standard details in order
  • Allowing multiple websites, addresses and so on for each organisation and person is brilliant
  • Would be handy to allow an individual to be linked to more than one organisation. A number of our customers are in two bodies, eg a GP practice and a GP federation.
Rosi Muñoz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.
  • The UI is clean and intuitive. We don't get easily overwhelmed while using it.
  • Capsule has a very robust contact management system. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts.
  • I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case.
  • Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule.
  • I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!
  • It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.
  • There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others.
  • It would be neat if they integrated with project planning software like Basecamp or Wrike.
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