OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Capsule CRM review: 54 specs compared

Starting price:16 USD/user/moFree plan:yesAI assistant:yesBuilt-in quotes and invoicing:noWorkflow automation:yes

Capsule CRM Review: Compare 54 technical specifications, 19 expert and video reviews and 6 best-of lists to see how this product ranks in the CRM Software category and whether it is worth buying.

Capsule CRM
8.4/10

Overall score

Score
8.4/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 89% of models
Score components

40%

8.4

Technical score

30%

8.3

Reviews score

30%

8.3

List score

▲Better than 89% of CRM software
8.4

Technical score

Technical score
8.4/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 73% of models
Score components

25%

9.0

Product & Pricing

25%

8.3

Core CRM

20%

7.6

Sales & Automation

15%

8.5

Integrations & Access

15%

8.7

Security & Deployment

▲Better than 73%
8.3

Reviews score

Reviews score
8.3/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 73% of models

80%

8.0

Average grade

20%

9.7

Popularity

Grades by review (19)
12 reviews + 7 videos, average 8.0/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▲Better than 73%
8.3

List score

List score
8.3/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (6)
List score: in 6 of 44 lists (14%)
★Better than 95%
Pricing & Access

*Lowest paid plan per month, as listed on the vendor's website.

Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Capsule CRM

Based on 6 · 7

Reviewers like the simple interface and clear deal pipeline, but find reporting weak and marketing features lacking.
Praised
Criticised
Pick a topic to see who said what
Loading category ranking...

Technical Specifications of CRM platform Capsule CRM

Technical score
Technical score
8.4/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 73% of models
Score components:

25%

9.0

Product & Pricing

25%

8.3

Core CRM

20%

7.6

Sales & Automation

15%

8.5

Integrations & Access

15%

8.7

Security & Deployment

8.4
Reviews score
8.3
List score
8.3
Starting price
16 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 16 USD/user/mo, which is lower than that of 91.7% of CRM platforms and equal to that of 0.3% of CRM platforms.
Capsule offers a Free tier for up to 2 users, paid Starter tier is $18 per user/month.
Billing period
Monthly, Annual
Free plan
yes
This CRM platform offers a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
30,0 (Starter plan limit).
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Supports automated web forms, contact auto-enrichment, and manual entry.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Up to 100 or 500 custom fields depending on plan.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Capsule AI Content Assistant generates sales emails and summaries.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Via Workflow Automations.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
? (uses custom fields and tags manually, no automated lead scoring model natively).
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Available on Growth plan and above.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Included on all plans.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Official mobile app (Capsule CRM) available on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Google Workspace and Microsoft 365 natively.
Security certifications
SOC 2 Type II
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Limited to basic user, manager, and administrator roles.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Activity history and audit logging available on Growth and Enterprise tiers.
Supported operating systems
Windows, macOS, iOS, Android
Show more

Capsule CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Offers a permanent free plan
    This CRM platform offers a permanent free plan, while the average CRM platform does not.
  • 23 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Capsule CRM
    the average CRM platform
    Capsule CRM has a lower starting price than the average CRM platform (16 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    16 USD/user/mo vs 39 USD/user/mo
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google Workspace and Microsoft 365 natively.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Capsule AI Content Assistant generates sales emails and summaries.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (50 GB vs 10 GB).
    50 GB vs 10 GB
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Supported natively via integrated Transpond email sequences.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Built-in Projects module tracks post-sale deliverables and milestones.
  • 5.1% higher review score
    Reviews score
    8.3/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ▲ Better than 73% of models

    80%

    8.0

    Average grade

    20%

    9.7

    Popularity

    Grades by review (19)
    12 reviews + 7 videos, average 8.0/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.3 vs 7.9
  • 3% better value for money
    Capsule CRM offers better value for money than the average CRM platform (8.59 vs 8.3).
    8.59 vs 8.34
  • 1.2% higher list score
    List score
    8.3/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (6)
    List score: in 6 of 44 lists (14%)
    8.3 vs 8.2
  • Offers a permanent free plan
    This CRM platform offers a permanent free plan, while the average CRM platform does not.
  • 23 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Capsule CRM
    the average CRM platform
    Capsule CRM has a lower starting price than the average CRM platform (16 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    16 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (50 GB vs 10 GB).
    50 GB vs 10 GB
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Built-in Projects module tracks post-sale deliverables and milestones.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Dedicated real estate templates or property management features: yes
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Capsule AI Content Assistant generates sales emails and summaries.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Supported natively via integrated Transpond email sequences.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google Workspace and Microsoft 365 natively.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Via mobile app syncing.
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (30,000 contacts vs unlimited contacts).
    Included base limit on entry-level Starter plan; scales up to 240,0 on Ultimate.
    30,000 contacts vs unlimited contacts
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Integrates with Xero and QuickBooks for invoicing, lacking native quote builders.
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (30,000 contacts vs unlimited contacts).
    Included base limit on entry-level Starter plan; scales up to 240,0 on Ultimate.
    30,000 contacts vs unlimited contacts
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Integrates with Xero and QuickBooks for invoicing, lacking native quote builders.

Video reviews

Hands-on testing and real-world video evaluations

9.0
CRM Central
≈ estimated
28/02/2026
Feature walkthrough · contacts, pipelines and automation
Verdict
Capsule CRM suits teams that put simplicity and a clean interface ahead of a long feature list.
7.0
LeadLoft
≈ estimated
29/04/2025
Comparison review · pipeline, tasks and automations
Verdict
Capsule CRM is simple and well designed for basic needs, but offers little for follow-up, engagement or automation.
8.0
Dan Thorne
≈ estimated
20/01/2025
Overview review · features, pricing and business fit
Verdict
Capsule CRM suits small businesses that want a simple, affordable CRM, but it is limited for growing teams.
9.0
Ron Tester
≈ estimated
21/11/2024
Short overview · features and small-business fit
Verdict
Capsule CRM is an easy-to-use pick for small to medium businesses that want a simple, affordable CRM.
8.0
Wise Explainer
≈ estimated
26/08/2024
Overview review · features and limitations
Verdict
Capsule CRM is a strong choice for small businesses that value simplicity, but it lacks advanced features.
8.0
FULL FINANCE REVIEW
≈ estimated
10/11/2023
Short review · pros, cons and pricing
Verdict
Capsule CRM is a user-friendly choice for smaller businesses, though its reporting and advanced features are limited.
7.0
TechnologyAdvice
≈ estimated
15/05/2020
Product overview · feature walkthrough, pros and cons
Verdict
Capsule CRM is a simple online CRM for small and medium businesses, but its mobile app can be slow.
Overview video
Shop video
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Expert reviews

In-depth analysis and verdict from leading tech publications

7.6
stylefactoryproductions.com
✓ explicit
08/05/2025
Hands-on review · Simple starter CRM
Verdict
Capsule CRM is an easy, budget-friendly CRM for small businesses, but its email tracking needs a BCC step and reporting is thin on lower plans.
9.0
marketingtoolpro.com
≈ estimated
22/05/2025
Hands-on review · Small team CRM
Verdict
Capsule CRM is a clean, simple CRM for small businesses and solo owners who want quick pipelines and reminders, but it lacks advanced automation and marketing tools.
8.0
pmstudycircle.com
≈ estimated
14/11/2025
Feature review · Pipeline and integrations
Verdict
Capsule CRM is a flexible, easy-to-learn CRM for startups and small firms, with custom fields, a mobile app and over 60 integrations.
8.0
pcmag.com
✓ explicit
31/03/2020
Expert review · Team collaboration
Verdict
Capsule CRM is a minimalist CRM whose shared contact history and access levels suit small teams, though its spartan interface and lack of live chat frustrate some users.
9.0
geekflare.com
✓ explicit
19/05/2025
Personal test · Small team CRM
Verdict
Capsule CRM is a simple CRM for small teams and freelancers that avoids feature clutter, but its Starter plan automation is limited and it struggles at enterprise scale.
7.2
hackceleration.com
✓ explicit
09/06/2026
Lab test · Accounting-friendly CRM
Verdict
Capsule CRM is a simple, free-to-start CRM for small firms that live in Xero, but the lack of two-way email sync and advanced automation limits it.
9.0
saask.fr
≈ estimated
16/08/2025
Hands-on test · Pipeline and integrations
Verdict
Capsule CRM is a lightweight CRM for small businesses, with an easy pipeline and Gmail and Mailchimp links, but advanced features are limited.
7.0
yolah.fr
✓ explicit
11/03/2026
Hands-on test · Simple CRM
Verdict
Capsule CRM is an easy-to-use, clean-looking CRM for freelancers and very small firms, but limited automation and reporting hold it back.
7.2
hackceleration.com
✓ explicit
09/06/2026
Hands-on review · Integrations and support
Verdict
Capsule CRM suits small firms that want a simple pipeline and strong accounting links, though support is email-only and there's no two-way email sync.
7.6
softabase.com
✓ explicit
13/02/2026
Review · GDPR-focused CRM
Verdict
Capsule CRM is a simple, privacy-focused CRM for small UK and European firms, though its 250-contact limit and short integration list are drawbacks.

Third-party reviews

What customers like about Capsule CRM

  • Clean, uncluttered interface that makes contact and relationship management effortless.
  • Straightforward sales pipeline tracking with customizable milestones and stages.
  • Very fast implementation with almost no training required for non-technical teams.
  • Budget-friendly pricing plans including a free tier for up to 2 users.

What customers don't like about Capsule CRM

  • Basic reporting capabilities with limited support for complex multi-dimensional analytics.
  • Minimal built-in workflow automations, requiring Zapier or Make for complex logic.
  • Smaller native integration ecosystem compared to larger market competitors.

Verdict

Capsule CRM is a lightweight, cloud-based relationship management SaaS platform built for small-to-midpriced businesses, supporting deployment tiers that scale up to 120,000 contacts, 50 custom fields, and 50 distinct pipelines. Its core architecture centers around structured contact profiles that separate individuals from organizations, a visual Kanban-style sales pipeline tracking deal value, and built-in post-sale project boards with integrated calendars. The primary advantages include a zero-learning-curve minimalistic interface, rapid setup under one hour, and smooth native integration ecosystems connecting to Google Workspace, Microsoft 365, Xero, and Mailchimp. However, significant limitations exist on lower tiers, which restrict users to a single pipeline with zero workflow automation and completely gate two-way email synchronization behind the premium Growth subscription.

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