Capsule review

Capsule is a clean, easy CRM aimed at small teams, and the vendor positions its Starter plan for teams of one to five. The free plan covers up to two users with 250 contacts, five custom fields and one sales pipeline, which is enough to test it with real data. Starter raises the limit to 30,000 contacts and adds email templates, a shared mailbox for addresses such as sales@, premium integrations with tools like Xero and Zendesk, and an AI pipeline generator. Growth is where automatic email sync with Outlook and Gmail, five pipelines, project boards, workflow automations, advanced reporting and user roles arrive, along with AI enrichment and connectors for assistants such as ChatGPT and Claude. Capsule connects to more than 100 apps, including QuickBooks, FreeAgent and FreshBooks, which suits agencies and professional firms. The pricing page shown from our location quoted pounds, so the USD price is pending here.

Who it is for

Teams of 1 to 5 that want a clean contact and pipeline tool with accounting integrations.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Free plan for up to 2 users and 250 contacts
• Email templates and a shared mailbox on Starter
• Integrations with Xero, QuickBooks, Zapier and 100+ apps
• Email sync with Outlook and Gmail on Growth
• Workflow automations and project boards on Growth

Strengths and weaknesses

• Strength: Free plan for two users
• Strength: 14-day trial with no card
• Strength: Strong accounting integrations for service firms
• Weakness: Automatic email logging needs the Growth plan
• Weakness: Starter has a single pipeline focus
• Weakness: Pricing page shown from our location quoted GBP only

Key facts

• Free plan: Up to 2 users, 250 contacts
• Starter contacts: 30,000
• Integrations: 100+

Where it ranks

Capsule is No. 9 in our Best CRM for Small Business verdict.