Capsule CRM
Contact-focused CRM for small businesses and professional services firms. Contacts, sales pipelines, projects, tasks and 100+ integrations, with a free plan for 2 users.
Try Capsule CRM: weekcrm.com/go/capsule (affiliate link)
Affiliate link: weekcrm may earn a commission. It doesn't change the score.What is Capsule CRM?
Capsule CRM stores contacts, tracks deals in sales pipelines and manages tasks and project boards. It adds email and social campaigns, workflow automations and reports. AI features generate pipelines, summarize the last 50 activities on a record and fill in contact data. iOS and Android apps are available, and the site lists 100+ integrations.
Who is it for?
Solopreneurs, startups, small businesses and sales teams, plus professional services firms such as consultants and accountants. Starter is aimed at businesses with one to five employees. Teams that need complex workflows or enterprise controls should look at Attio, HubSpot or Salesforce.
Pricing
- Free: $0, maximum 2 users, 250 contacts, 1 sales pipeline, 5 custom fields.
- Starter: $18/user/mo (annual), 30,000 contacts, email templates, shared mailbox, basic reporting, Xero, Zendesk and Import2 integrations, goals, AI pipeline generator.
- Growth: $36/user/mo (annual), 60,000 contacts, workflow automations, multiple pipelines and project boards, email sync, team and access controls, advanced reporting, AI summaries and enrichment.
- Advanced: $54/user/mo (annual), 120,000 contacts, 50 sales pipelines, 50 project boards.
- Ultimate: quote-based, for 5+ users, with an account manager and custom training.
- Marketing add-on (Transpond): from $11/month.
Paid plans have a 14-day trial with no card required. Prices checked on 6 October 2026.
Strengths
- Free plan: 2 users and 250 contacts cost nothing, enough to test with a real pipeline.
- No setup fee: the pricing page states zero setup fees and cancellation at any time.
- Pipelines plus projects: sales pipelines and project boards live in one tool.
- Accounting links: Xero is a Starter integration, and the site also lists QuickBooks, FreeAgent and FreshBooks.
- Mobile apps: iOS and Android.
What to consider
- Workflow automations, email sync, multiple pipelines and AI summaries need Growth at $36/user/mo.
- Starter has one pipeline and basic reporting. Advanced reporting and dashboards start on Growth.
- The free plan caps at 2 users and 250 contacts, with 1 pipeline and 5 custom fields.
- The Marketing add-on (Transpond) costs from $11/month on top of the plan price.
Bottom line
Shortlist Capsule if you have a team of 1 to 10 people and want contacts, one pipeline and tasks at $18 per user. Before buying, check whether you need automations, because that moves you to Growth at $36.
WeekCRM score: 80 out of 100
Capsule CRM is number 11 of 83 CRMs we have scored. Every point comes from a fact with a source, checked on Oct 7, 2026.
| Check | Points | What we found |
|---|---|---|
| Price for 10 people | 16/20 | $360 a month on Growth, billed annually |
| Integrations | 10/20 | 10 of 20 common apps connect natively or through a marketplace |
| Ease of use | 20/20 | 9.2 out of 10 from customer reviews Capterra 4.6/5, 168 reviews; App Store 4.45/5, 44 ratings (too few, not counted) |
| Release pace | 11/15 | 7 dated releases in 180 days |
| Openness | 15/15 | public API docs, public changelog, self-serve export |
| Price transparency | 3/5 | Some plans are “contact sales” |
| Free entry | 5/5 | Free plan |
Capsule CRM integrations we verified
| App | How it connects | What syncs | Checked |
|---|---|---|---|
| ChatGPT | Marketplace app | Contacts; Notes; Opportunities; Projects; Tasks | Oct 6, 2026 |
| Gmail | Built in | Contacts stored from Gmail; Email conversations stored on contact history; Follow-up tasks and opportunities added from Gmail | Oct 7, 2026 |
| Third-party app | LinkedIn prospect data pulled into Capsule | Oct 7, 2026 | |
| Mailchimp | Marketplace app | Filtered Capsule lists exported to Mailchimp; Contacts unsubscribed from inside Capsule; Campaign activity recorded on contact records | Oct 7, 2026 |
| Make | Marketplace app | Parties, cases, opportunities, tasks and tags created in Capsule | Oct 7, 2026 |
| Outlook | Built in | Contacts added from the Outlook inbox; Tracked email conversations stored in Capsule; Open opportunities and cases shown for contacts | Oct 7, 2026 |
| QuickBooks | Marketplace app | Estimates, invoices, overdues and customer value shown in Capsule; Estimates and invoices created from Capsule | Oct 7, 2026 |
| Third-party app | WhatsApp messages stored on Capsule contacts; WhatsApp message sent when an opportunity reaches a milestone | Oct 7, 2026 | |
| Xero | Marketplace app | Payment due dates, invoice status and estimates shown on contacts; Customers added to Xero from Capsule | Oct 7, 2026 |
| Zapier | Marketplace app | — | Oct 7, 2026 |
| Zoom | Marketplace app | Call summaries, transcripts and follow-up tasks logged on the attendee contact record | Oct 7, 2026 |
| Aircall | Through Zapier or Make | Calls, texts, recordings and voicemails logged in Capsule | Oct 7, 2026 |
| Calendly | Through Zapier or Make | Opportunity created when a lead books a call through Calendly | Oct 7, 2026 |
| DocuSign | Through Zapier or Make | Capsule opportunities updated when Docusign documents are completed; Docusign requests created from new or updated contacts | Oct 7, 2026 |
| Intercom | Through Zapier or Make | — | Oct 7, 2026 |
| Microsoft Teams | Through Zapier or Make | Teams channel notifications when opportunities and projects progress | Oct 7, 2026 |
| PandaDoc | Through Zapier or Make | Create PandaDoc contacts from new or updated Capsule CRM contacts; Create PandaDoc documents for new or updated Capsule CRM opportunities; Create or update PandaDoc contacts for new or updated contacts in Capsule CRM | Oct 7, 2026 |
| Shopify | Through Zapier or Make | Capsule contact created for a new Shopify customer with order number, items and total | Oct 7, 2026 |
| Slack | Through Zapier or Make | Slack notifications when opportunities and projects reach milestones | Oct 7, 2026 |
| Stripe | Through Zapier or Make | Create new Capsule CRM contacts from new Stripe payments; Create Stripe customers from new or updated Capsule CRM contacts; Create products in Stripe for new or updated opportunities in Capsule CRM | Oct 7, 2026 |
| Typeform | Through Zapier or Make | Contact created in Capsule for each Typeform submission | Oct 7, 2026 |
