Capsule Pricing Plan & Cost Guide

Capsule

Take care of your customers and sales opportunities

4.44/5 (90 reviews)

Capsule Pricing

Starting from: $18.00/month

Pricing model: Free, Subscription

Free Trial: Available

30-day free trial of any plan (requires credit card).

Free edition: up to 2 users, 10MB storage, and 250 contacts

Professional plan: $18 per user per month with 10GB storage per user and up to 50,000 contacts.

Teams plan: $36 per user per month with 20GB storage per user and up to 100,000 contacts.

View Pricing Plans Free Trial

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Capsule Pricing Reviews

Pros
  • Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range.Beth L.Read the full review
  • The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.Socrates M.Read the full review
  • We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it.Verified ReviewerRead the full review
Cons
  • It ended up paying off, because they swear by Capsule now.Rosi M.Read the full review
  • No integration with Office 365. No mass mailouts in capsule for marketing purpose.Verified ReviewerRead the full review
  • I can only upload one document at a time which is annoying. The automatic email BCC doesn't work for me to record in my notes so I always have to copy and paste.Verified ReviewerRead the full review
97%
recommended this to a friend or a colleague

25 reviewers had the following to say about Capsule's pricing:

Alisdair Hamilton-Wilkes

Very simple but missing key features

Used daily for less than 6 months
Reviewed 2018-02-27
Review Source: Software Advice

You get what you pay for and Capsule is a cheaper option. Generally I have implemented more complex systems for clients but opted for Capsule for a small and not technically sophisticated (contract cleaning company) client. It lead me down a bit of a cul-de-sac when trying to plan out sales campaigns and clean and selectively import organisation/ contact data.

Pros
It is really simple to use and cheap. You can easily seed populate in just a few hours and get working fast. Even completely non-tech savvy users will pick it up almost immediately.

Cons
It has no way to easily manipulate multiple records, which means building campaign lists or cleaning up data is a tedious manual process. The import capabilities are very limited and will often duplicate records so you cannot even edit them offline and import the updates. The search function is poor around unstructured data so any legacy data MUST be well categorised using Tags from you seed import or you will never be able to maximise value from it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Keith Gruen

Reduced feature set at reduced price but always reliable

Used daily for 2+ years
Reviewed 2016-11-07
Review Source: Capterra

If Salesforce.com overwhelms you, try Capsule. Costs about 5% of salesforce and has 5% of the features, but it probably has all the features you need. Really easy to set up and maintain.

Pros
Price, ease of use, speed

Cons
There are actually a handful of features that I would like but are missing. There are workarounds, however.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Socrates Moutsakis

Simple, straightforward, and powerful. Great for small teams

Used daily for 6-12 months
Reviewed 2018-07-10
Review Source: Software Advice

The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.

Pros
It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Cons
If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Rimi Abuhussein

Excellent CRM toolset

Used daily for less than 6 months
Reviewed 2019-02-25
Review Source: Software Advice

So far no major issues, a far greater tool set than other crm software we’ve worked with recently.

Pros
Wonderful interface and functionality that exceeded our previous setup. Slowed much greater control and tracking of our client info and project sales made.

Cons
Pricing is a little higher per person but aside from that the benefits outweighed the cost. Smaller companies may do with one installation as we have trialed other crm software and found that for our setup a single implementation sufficed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Nicola Cooper

Great for very basic user...

Used occasionally for free trial
Reviewed 2017-11-17
Review Source: Software Advice

Pros
Really easy to use and get up and running with Capsule - a simple workflow included at a great price.

Cons
The reporting is very light with no obvious integration offered and lack of user permissions a deal breaker :-(

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 8/10

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Anonymous

Relatively Robust, and Affordable!

Used daily for 6-12 months
Reviewed 2019-05-03
Review Source: Capterra

For our small business (5-10 team members), Capsule provides us with one location to input all of our data. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it. It is incomparably more affordable than any of the other CRMs I've used.

Pros
Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.

Cons
Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts. Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 8/10

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Anonymous

Great product!

Reviewed 2016-02-04
Review Source: GetApp

Awesome product with the powerful features you need and without the crazy price tag. The UI is clean and easy to use making it easy to get up to speed.

Rating breakdown

Value for money
Ease of use
Customer support

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Brett Went

Not sure about this one!

Reviewed 2016-05-14
Review Source: GetApp

I have been trying to use capsule on and off for a few years now. Unfortunately as I deal direct with the end user I have found capsule quite taxing as it is set up for business to business use! After following their instructions I then ended up with hundreds of duplicate accounts.

Pros
Great value for money

Cons
Not for B2C businesses

Rating breakdown

Value for money
Ease of use
Customer support

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Anonymous

Great and easy to use!

Used weekly for less than 6 months
Reviewed 2019-10-03
Review Source: Capterra

It has helped improve the efficiency of our sales pipeline, allowed us to visualise this pipeline and been great at contact management

Pros
We love capsule and how easy it is to use. We used salesforce on a clients account and found it very difficult to use and learn. Capsule pricing is very fair and it is great with g-suite integration.

Cons
Capsule does have limited functionalities. The free version is also very limited as it is only available for 250 contacts or less.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Pete Wincott

Meets the Sales Needs of Small Business

Reviewed 2012-09-28
Review Source: Capterra

Try it. Nothing to lose apart from your time.

Pros
Affordable to start with - FREE limited to 250 contacts Web based - nothing to install Easy to use and configure - excellent online documentation and support FAQs. Easy UI. Scalable - affordable you grow Browser based - works with mobile devices and Windows, Mac or other platform

Cons
None I can see so far.

Rating breakdown

Ease of use
Customer support

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Beth Love

Best in Class CRM

Used weekly for 2+ years
Reviewed 2019-11-26
Review Source: Capterra

I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.

Pros
Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

Cons
The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Reuben Sweeney

Bang-for-buck the best CRM for Xero

Used daily for 2+ years
Reviewed 2017-04-26
Review Source: GetApp

Pros
Capsule does everything a CRM should: - All of your organisation and contact information in one place - Heaps of available integrations including MailChimp and Xero - Mobile app for capturing new leads - Customisable opportunity management - Customisable case (ticket) management - Email integration makes tracking email correspondence easy - Custom fields allow you to update your

Cons
Capsule has several weaknesses you should be aware of: - The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point. - Capsule is not a marketing automation tool but will help with your marketing - Capsule is not a sales pipeline tool but will improve your pipeline visibility - Capsule is not an email client - Capsule is not your accounts receivable management tool but will improve your collections

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Anonymous

Been using Capsule for over two years, and it's easy to track leads, clients and tasks per project.

Used daily for 2+ years
Reviewed 2018-05-28
Review Source: Capterra

Cost efficient way to keep daily tasks organized.

Pros
The best thing about Capsule is how helpful it is with keeping me organized. We have over 100 clients that I need to keep track of. With each client at a different phase, it could become overwhelming to keep track of all of the details. Capsule helps me stay on top of everything

Cons
Tracking emails is a little cumbersome. I BCC a capsule email address associated with a project. When a client replies to that email the BCC is not copied, so that email does not get tracked. I could copy the email address, but that is not something I want the client to see,

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

The perfect CRM for start ups and fast growing SMBs

Used daily for 2+ years
Reviewed 2018-11-08
Review Source: Capterra

Capsule is one of the cornerstones of our sales organisation.

Pros
Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

Cons
Bulk editing was a bit weak for a long time, but got massively improved this year (2018). Integration through Zapier with our accounting software Bexio doesn't support our use cases.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Stephen Taylor

Simple But Functional

Used daily for 6-12 months
Reviewed 2018-05-28
Review Source: Software Advice

Overall, Capsule was in my top 3 CRMs for small businesses.

Pros
Capsule has a really nice UI. There is no clutter. Capsule has auto-save which prevents you from leaving a window before you 'save'. Critical for me. Has a 'case' module which is usually found in more expensive software.

Cons
Capsule is a perhaps a little bit 'too simple'. You may soon outgrow it. Does not have auto-followup which would pop up after a task completion.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Rosi Munoz

Capsule: Simple But Powerful

Reviewed 2015-03-19
Review Source: Software Advice

Pros
Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.

Cons
I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

One of the best CRM solutions

Used daily for 2+ years
Reviewed 2018-12-18
Review Source: Capterra

Pros
Many years ago before I used Capsule, I researched up and down different CRM solutions. Capsule was the most reasonable as far as pricing goes, and their interface and features is one of the best. It's a powerful CRM that allows a lot of customizations, which is what I need. I highly recommend Capsule! They're always listening to users and coming up with new features that make the CRM better and better through time.

Cons
Honestly, I don't really have much to complain about Capsule!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Scott Friend

I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use.

Used daily for 6-12 months
Reviewed 2017-11-08
Review Source: Capterra

Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.

Pros
I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

Cons
I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Murray Cowell

Simple, easy to use CRM software

Used daily for 2+ years
Reviewed 2018-11-03
Review Source: Capterra

Capsule is a really simple, straightforward CRM for small businesses. It's reasonably good value for money, easy to use, and very useful for tracking your sales, customers and prospects.

Pros
Intuitive UI Easy to use Uncomplicated Email dropbox

Cons
Could do with more options to prioritise tasks - they just get served up in date order, irrespective of whether or not they are important. This makes the task feature effectively unusable.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 8/10

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Kelly Moran

User Friendly

Used daily for 2+ years
Reviewed 2018-01-11
Review Source: Software Advice

Pros
We like the way that Capsule integrates with Freshbooks as well as with Gmail. This is very useful for our business.

Cons
We would like to be able to have a way to job cost within Capsule and integrate that into the Freshbooks program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Graham Hyman

Excellent basic CRM tool

Reviewed 2016-01-06
Review Source: GetApp

I have used Capsule for over 5 years and have a database of over 10,000 contacts. It is easy to use, has a clear and attractive interface, s very reliable and has great customer support.

Pros
Very reasonable subscription cost (USD12 per user per month) Good task management system Fast God and easy reporting Easy export, good import Good integration with external programs (I use MailChimp and Xero)

Cons
No HTML on stored emails Very limited boolean filtering on lists

Rating breakdown

Value for money
Ease of use
Customer support

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Coen Meerbeek

CapsuleCRM is social

Reviewed 2012-02-29
Review Source: GetApp

The integration with Google Apps is awesome. The GMail gadget let's you add opportunities from within you inbox, attach email to opportunities, manage contacts etc. Installation and configuration of CapsuleCRM is so easy. We compared different CRM systems and we wanted the Facebook / Twitter / LinkedIn information within our database. Capsule does a really good job in synchronizing this information. The mobile version (webbrowser only) is working good on iOS, like a native app, the performance is somewhat slow but it will do for the functionality required. You are using a CRM system for sales and it does an awesome job. The sales pipeline is very helpfull in discussing the status of the salescycles. Reporting could be more. Defining the stages of a salescycle and determing the phase of the salescycle is an awesome feature. The support is very responsive and helpful. Looking at price vs quality and features we still didn't regret choosing CapsuleCRM!

Pros
- social account integration (pictures and latest intell) - gmail gadget!!! - contact sync in Google Contacts - SSO via Google Apps - webapp - ease of use - support - salescycle possibilities

Cons
- performance webapp

Rating breakdown

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Joel Conner

Great Basic CRM with Gmail integration and easy customization.

Used weekly for 1-2 years
Reviewed 2019-05-20
Review Source: Capterra

Pros
One of the problems with CRMs is that they are usually developed for a certain case scenario and that setup is not quite what you need. Capsule is nice and simple and pretty intuitive. It's Gmail integration is useful and you can easily add custom fields. Another big plus is the mobile app. These features make for a CRM that you can have up and running and grasp the basics by the end of the day. It is also very affordable, you can even use it for free. I have used it, still use it, and recommend it.

Cons
The mobile app is nice but could use some polishing. The UI is decent but could be better, more visual.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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David Wain

Quick and useful to get ourselves organised but the limitations are starting to show

Used daily for 1-2 years
Reviewed 2019-11-26
Review Source: Capterra

It's our 2nd management tool - the first one was overly complicated and this is quite simple The Dropbox solution is a bit of a fudge but it works most of the time. The tasks system and visual customisation leave a lot to be desired.

Pros
It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed

Cons
The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Edo Modun

Finaly a solution for my needs!

Used daily for 6-12 months
Reviewed 2017-04-13
Review Source: Capterra

For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities. My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history. I found some other partial solutions for these problems but was necessary to work, mantain and balance with diferent solutions, multiple insertions of same data and so on. Looking for better solution I got to start with some offline CRM solutions, and I tested several ones. Every program had some part that were interesting to me but neither had all of options that I was looking for. Some prgrams were fantastic but expensive or they needed dedicatd servers. Most of them had so many options that I don't need for my work and can be applied in some other sectors. Finally, on one webpage that was doing reviews of buisiness software there was a list of several on-line CRM solutions and so I decided to try some of them. As 3rd, or 4th, started with CAPSULE CRM. Everything that I needed was there: database of contacts, history (well done), opportunities,...Also flexibility for procedures and all sorf of extra activities was there. PERFECT. Mobile apps is must have when You are out of the office. Today on my computers 2 web pages are always ON during work time: webmail and CAPSULE.

Pros
Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Cons
Free version have a limit to 250 contacts.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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