CRM

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.

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Try Capsule CRM: weekcrm.com/go/capsule (affiliate link)

Affiliate link: weekcrm may earn a commission. It doesn't change the score.
Website capsulecrm.com
Pricing Free for 2 users; Starter $18/user/mo, Growth $36/user/mo, Advanced $54/user/mo (annual); Ultimate quote-based
WeekCRM score80/100

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.

CheckPointsWhat we found
Price for 10 people16/20 $360 a month on Growth, billed annually
Integrations10/20 10 of 20 common apps connect natively or through a marketplace
Ease of use20/20 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 pace11/15 7 dated releases in 180 days
Openness15/15 public API docs, public changelog, self-serve export
Price transparency3/5 Some plans are “contact sales”
Free entry5/5 Free plan

How we count the score →

Capsule CRM integrations we verified

AppHow it connectsWhat syncsChecked
ChatGPTMarketplace app Contacts; Notes; Opportunities; Projects; Tasks Oct 6, 2026
GmailBuilt in Contacts stored from Gmail; Email conversations stored on contact history; Follow-up tasks and opportunities added from Gmail Oct 7, 2026
LinkedInThird-party app LinkedIn prospect data pulled into Capsule Oct 7, 2026
MailchimpMarketplace app Filtered Capsule lists exported to Mailchimp; Contacts unsubscribed from inside Capsule; Campaign activity recorded on contact records Oct 7, 2026
MakeMarketplace app Parties, cases, opportunities, tasks and tags created in Capsule Oct 7, 2026
OutlookBuilt in Contacts added from the Outlook inbox; Tracked email conversations stored in Capsule; Open opportunities and cases shown for contacts Oct 7, 2026
QuickBooksMarketplace app Estimates, invoices, overdues and customer value shown in Capsule; Estimates and invoices created from Capsule Oct 7, 2026
WhatsAppThird-party app WhatsApp messages stored on Capsule contacts; WhatsApp message sent when an opportunity reaches a milestone Oct 7, 2026
XeroMarketplace app Payment due dates, invoice status and estimates shown on contacts; Customers added to Xero from Capsule Oct 7, 2026
ZapierMarketplace app — Oct 7, 2026
ZoomMarketplace app Call summaries, transcripts and follow-up tasks logged on the attendee contact record Oct 7, 2026
AircallThrough Zapier or Make Calls, texts, recordings and voicemails logged in Capsule Oct 7, 2026
CalendlyThrough Zapier or Make Opportunity created when a lead books a call through Calendly Oct 7, 2026
DocuSignThrough Zapier or Make Capsule opportunities updated when Docusign documents are completed; Docusign requests created from new or updated contacts Oct 7, 2026
IntercomThrough Zapier or Make — Oct 7, 2026
Microsoft TeamsThrough Zapier or Make Teams channel notifications when opportunities and projects progress Oct 7, 2026
PandaDocThrough 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
ShopifyThrough Zapier or Make Capsule contact created for a new Shopify customer with order number, items and total Oct 7, 2026
SlackThrough Zapier or Make Slack notifications when opportunities and projects reach milestones Oct 7, 2026
StripeThrough 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
TypeformThrough Zapier or Make Contact created in Capsule for each Typeform submission Oct 7, 2026

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