--- title: "Capsule Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Capsule Software - reviews, pricing plans, popular comparisons to other Small Business CRM products and more." source_url: "https://www.capterra.com/p/124041/Capsule/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Capsule Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Capsule ## What is Capsule? Capsule is an easy-to-use CRM that helps businesses of all sizes stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. Keep your contacts all in one place, manage sales opportunities and create sales. It integrates with popular apps such as Google G Suite, Google Data Studio, MailChimp and Zapier. Free account available for up to 2 users, or paid accounts starting at $18/month. ## What is Capsule used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Top alternative Featured Overall rating Based on 169 user reviews Reviews sentiment Positive 92% Neutral 7% Negative 1% Starting price $22 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Capsule?[Manage this product listing](https://www.g2.com/products/capsule-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Capsule 4.5 (168) VS. [4.5 (4,493)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $22 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (164) Ease Of Use 4.4 (4,394) Value For Money 4.5 (141) Value For Money 4.3 (3,522) Customer Service 4.5 (123) Customer Service 4.4 (3,532) ## Capsule alternatives [4.4 (19,024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (7,010)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (745)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,341)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/124041/Capsule/alternatives/) ## FAQs about Capsule Overview ### What problems does Capsule solve? Capsule solves scattered customer records, lost email history, and missed sales follow-ups by linking contacts, organizations, notes, emails, opportunities, and tasks in one database. Custom pipelines, tags, reminders, and repeatable task tracks help small businesses, sales teams, consultants, and client-service teams coordinate ownership, monitor deal stages, and maintain consistent client communication. Answer based on 102 reviews Overview ### Which roles and teams benefit most from Capsule? Capsule is most used by directors, owners, CEOs, and other business leaders who need visibility into customer relationships, sales activity, and team follow-ups. Account managers and business development teams track prospects and manage pipelines, while product and operations leaders organize contacts, coordinate opportunities, and maintain records for planning and delivery. Answer based on 154 reviews Overview ### What company size and industries is Capsule built for? Capsule is for small and growing businesses, with 95% of reviewers from small companies and Information Technology and Services leading at 9%. It also serves sales and marketing leaders at small to midsize firms, with Marketing and Advertising and Computer Software each representing 8% of reviewers. Answer based on 168 reviews Features and Usability ### What are the key features of Capsule? Capsule includes contact and client management with shared interaction histories, plus sales pipelines for tracking opportunities and stages. Core features also include task management, calendar reminders, customizable fields and tags. Gmail and Google Calendar integration, API access, and mobile apps extend email logging, data capture, and on-the-go access. Answer based on 41 reviews Pricing ### How much does it cost and what fees or limitations are included? Capsule starts at $22 per user/month with the Starter plan; Growth, Advanced, and Ultimate cost 40, 60, and 75 per user/month. A free version and free trial are available. Reviewers generally call pricing fair, though some report the free plan’s 250-contact limit and rising per-user costs can constrain growing teams. Answer based on 40 reviews Integrations ### Which third-party tools and platforms does Capsule integrate with? Capsule integrates with more than 50 third-party tools, including Gmail, Microsoft Outlook, Xero, Zapier, Mailchimp, Harvest, FreshBooks, and Transpond. Email integrations capture customer conversations, while accounting connections support invoicing and quotes. Its catalog also includes ActiveCampaign, Aircall, Asana, and Basecamp for marketing, calling, and project work. Answer based on 37 reviews Getting Started and Support ### What training and onboarding options does Capsule offer? Capsule provides webinars, documentation, and videos to help teams get started. Webinars support guided, live instruction; documentation offers written reference material for setup and feature details; and videos provide visual walkthroughs that users can review on demand. Answer based on 3 reviews Getting Started and Support ### What customer support options does Capsule offer, and how do users rate the experience? Capsule offers email/help desk, FAQ/forum, knowledge base, and chat support. Users often describe the team as friendly, helpful, and quick to provide solutions, with guides aiding setup and imports. However, some users report delayed email replies and frustration when a simple issue requires waiting rather than immediate assistance. Answer based on 17 reviews Contact management ### How well does Capsule manage contacts and customer history? Capsule keeps contact records, organizations, interaction history, tasks, and opportunities in one accessible CRM database. Small business teams and consultants value its simple interface, tagging, mobile access, and email integrations. Some users want stronger duplicate prevention, automatic company detail sharing, more flexible contact relationships, and broader search and permission controls. Answer based on 36 reviews ## Features AI summary Based on 1,643 Small Business CRM reviews Capterra data shows that buyers of small business CRM rank the following features as their top priorities: - **Contact Management** (**51%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**49%**) - **Lead Management** (**45%**) Capsule supports all three features that reviewers rate highest: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer information organized, track deals through each sales stage, and manage new prospects more effectively, allowing teams to build stronger relationships and move opportunities forward with more consistency. Contact Management 4.5 (53) 66.04% of 53 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Sales Pipeline Management 4.5 (22) 59.09% of 22 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Email Management 3.6 (20) 40.00% of 20 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Reporting/Analytics 3.6 (11) 36.36% of 11 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Task Management 4.5 (11) 63.64% of 11 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Lead Management 4.5 (43) 62.79% of 43 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Capsule 88 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Assignment Management: Assign issues and tasks based on availability or required skills - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - File Management: Create, save, and store files - For iPad Devices: Operate/access software on iPad Devices - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - List Management: Manage contacts across multiple mailing lists - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Project Tracking: Monitor the progress of projects from start to finish - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (153) 4.3 Based on 153 reviews ## Pricing Value for money 4.5 (141) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/124041/Capsule/pricing/) Starter $22.00 Per User,Per Month It includes: - 30,000 Contacts - 10 GB/Account - 1 Sales Pipeline - 1 Shared Mailbox - 50 Custom Fields - 5 Email Templates - 1 Project Board Growth $40.00 Per User,Per Month It includes: - Track Customer Milestones - 20 GB/Account - 5 Sales Pipelines - 5 Project Boards - 150 Custom Fields - 50 Email Templates - 60,000 Contacts Advanced $60.00 Per User,Per Month It includes: - 5 Shared Mailboxes - 500 Email Templates - 300 Custom Fields - 50 Project Boards - 20GB/User - 50 Sales Pipelines - 120,000 Contacts Ultimate $75.00 Per User,Per Month It includes: - 10 Shared Mailboxes - Import Assistance - Implementation Support - 1000 Email Templates - Unlimited Custom Fields - 100 Project Boards - 100 Sales Pipelines - 240,000 Contacts - 50GB/User Value for money 4.5 (141) 4.5 Based on 141 reviews ## Integrations [ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Clockify](https://www.capterra.com/p/169607/Clockify/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (123) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (123) 4.5 Based on 123 reviews ## User reviews Overall rating 4.5 Based on 169 reviews Filter by rating Counts reflect reviews available in this feed. 5(102) 4(53) 3(12) 2(1) 1(1) Mentioned topic Recent reviews first, then most helpful Kate K. Sales Director Used the software for: 5+ years ### "Keeps Me on Track with Daily Tasks" 5.0 November 4, 2026 It's solving my time management and improving my sales Pros It keeps me on track with my daily tasks Cons I'm struggling to incorporate or connect my Capsule to my emails to do bulk emails CS Customer service rep Customer service rep Used the software for: Less than 1 year ### "capsuleden2112" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 18, 2026 this quick and easy to learn platform is also quick to implement and provides essential capabilities especially for a smaller business. Pros very simple to use yet very intuitive and requires little training to get started with a clean uncluttered interface. Cons workflow automation and email synchronization seem limited, more flexibility in dashboards, reports would be nice. SP Senior Product Manager Senior Product Manager Used the software for: 3-5 years ### "Still and invaluable tool for Account Management" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 26, 2026 It's still a very useful tool which I use daily, it does what it set's out to do in a pretty easy to use way, although sometimes the UI is a bit strange. Pros It's great for a number of reasons: keeping track of contacts, creating mailing lists, tracking oppurtunities and renewals, I like how all of these features are in one place and linked to team members. Cons I'd have to still say the automatic importing of contacts. With AI, we should now be able to at least suggest companies for new contacts based on email addresses etc.. CE CEO CEO Used the software for: Less than 1 year ### "A simple CRM that allowed us to hit the ground running" 4.0 August 4, 2022 Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us. Pros I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus. Cons The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little). LB Lombardiga B. Electrical Engineer Used the software for: 3-5 years ### "My first choice for email marketing." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 23, 2024 The product has allowed us to efficiently create professional looking camping and provide reliable insights that enhance our decision making. Pros Capsule software allows to efficiently send email campings and track all campaign performance in real-time. Customizability of the software is very high. Cons Capsule software excels in most areas I have nothing to dislike. CE CEO CEO Used the software for: 3-5 years ### "Could be great but it has a fatal flaw. " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 March 27, 2024 I am hoping that they will fix the above deficiency quickly or we have to change to a different app. Pros Simplicity. Price. It appeared to be the right product for the right price. Cons They don’t understand the mission critical relationship between logging an activity and a related task generation. It has to be done entirely manually with no auto reminders or follow-ups. It seemed like such a basic requirement that I didn’t even check for it. My bad. DI Director Director Used the software for: 3-5 years ### "wonderful Software for every business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 23, 2020 The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product Pros We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all Cons Actually we love it, so we dont really have anything negative to say DI Director Director Used the software for: Less than 1 year ### "Capsule Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 7, 2020 Pros Very easy to set up Easy and intuitive to use It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious. The support staff are great at coming up with solutions and work arounds Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems. Cons You can't 'drag and drop' documents from the system to emails. There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system. There's no way of retaining a record of a meeting in the calendar. There's no one to stand behind my husband and remind him to record notes in the system! :-) RA Research and Product Development Research and Product Development Used the software for: 3-5 years ### "Simple and Functional" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 9, 2020 My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about. Pros It is incredibly easy to set up, very simple to use and I like it's integration with Xero. Cons Sending email from the system get stored in dropbox, not ideal if you don't use dropbox DI Director Director Used the software for: Less than 1 year ### "Best CRM I've ever used" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 5, 2020 Peace of mind for my business Pros Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access. Cons The CRM had no functions that I disliked [View all Reviews](https://www.capterra.com/p/124041/Capsule/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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