Capsule CRM is unclaimed —

Capsule CRM

CRM Made Simple·capsulecrm.com

Capsule CRM is a cloud-based customer relationship management platform for managing contacts, sales pipelines, tasks, and projects. It includes AI-powered features such as summaries, email drafting, pipeline generation, and contact enrichment, plus reporting, workflow automation, and integrations with over 60 third-party tools. It is used by small and medium-sized businesses across sectors like professional services, manufacturing, and construction.

What it's for

managing contacts and customer relationshipstracking sales opportunities in a pipelinemanaging client delivery via project boardstask and calendar managementsales forecasting and reportingautomating repetitive sales/task workflowscapturing leads from a website formemail marketing via add-on

Features 19

AI Business & Contact Enrichment
AI Email Assist for drafting emails
AI Meeting Prep briefs
AI Pipeline Generator to build custom sales pipelines
AI Summaries of contact/opportunity/project activity
API access for custom integrations
Contact management with auto-enriched profiles
Custom fields, tags, milestones, and branding
Email templates and shared mailbox
Microsoft 365 and Google Workspace Single Sign-On
Mobile app for iOS and Android
Multiple sales pipelines
Project management via Kanban-style project boards
Sales and activity reporting with dashboards
Sales pipeline with Kanban drag-and-drop view
Tasks & calendar with repeating tasks and reminders
Two-factor authentication
Website form lead capture
Workflow automations (Tracks)

At a glance

free tierfree trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

LanguagesEnglish

Forsmall businesses, startups, freelancers, solopreneurs, medium size businesses, larger organizations, sales teams

CompanyZestia Ltd

Integrations

ZapierSlackGoogleMicrosoftQuickBooksFreeAgentXeroFreshBooksTranspondTypeformShopifySquarespaceLinkedInMagicalMailchimpWufooOffice 365GmailOutlookZendeskImport2

Complianceself-reported

GDPRPCI-DSS

Resources

Docs

Pricing

Starter, Growth, and Advanced plans are priced per user, per month, billed annually, but exact pricing is not publicly listed. Ultimate is a sales-assisted/quote plan for teams of 5+ users. Marketing add-on starts from $11/month.

FreeFree

Basic plan for managing contacts and opportunities; upgrade needed for AI features and automations.

Maximum 2 users; 250 Contacts; 5 custom fields; 1 Sales Pipeline

StarterQuote

Per user, per month, billed annually. Exact dollar figure not stated on page. 14-day free trial, no card required.

30,000 Contacts

GrowthQuote

Per user, per month, billed annually. Exact dollar figure not stated on page. Marked 'Recommended'.

60,000 Contacts

AdvancedQuote

Per user, per month, billed annually. Exact dollar figure not stated on page.

120,000 Contacts; 50 project boards; 50 sales pipelines

UltimateQuote

Quote/sales-assisted plan; sign up for trial and sales team will follow up.

Ideal for scaling teams with 5+ users

Pay Annually (Save up to 14%) vs Pay Monthly.