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Capsule Plans: Free vs Paid and Qualifying Tiers

Capsule tiers are a quota ladder rather than a feature narrative. Contact, pipeline, and custom-field limits scale strictly by plan tier. Published rungs: Free ($0/mo) · Starter ($18/seat/mo billed annually) · Growth ($36/seat/mo billed annually) · Advanced ($54/seat/mo billed annually) · Ultimate ($72/seat/mo billed annually). Which means you can pick your tier arithmetically: check contacts, pipelines, custom fields, and users against each rung, and stop at the first one that holds all four. Only one capability question sits on top of that: Workflow automations and advanced reporting start at Growth; enrichment at Advanced.

By Lee MeyeridricksUpdated Aug 14, 20267 min readFact-checked

Quick answer

Choose a Capsule rung by checking contacts, pipelines, custom fields, and users against each tier and stopping at the first that holds all four — then check whether you need the rung where workflow automation begins.

  • Best for small teams who want a well-kept pipeline without administration overhead
  • Contact, pipeline, and custom-field limits scale strictly by plan tier.
  • Not a marketing automation or sales-engagement suite — email templates ≠ full campaign platform.

Capsule plans media

Pricing/plan surfaces and vendor plan explainers for Capsule when research has them — general product demos stay on the research page.

Official Capsule plans walkthrough

Vendor plan/pricing explainer when available. Confirm current seats and limits on the vendor site.

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Official vendor tutorial

How to Use Activity and Sales Reporting (Teams Plan)

What this shows

  • Capsule Teams plan reporting
  • activity and sales reports as presented by Capsule

Full product screenshots and evidence live on the Capsule research page.

Capsule plan takeaways

  • Starting tier ≠ buying tier — Plan-gated in research: lead management (Starter, Growth, Advanced, Ultimate); custom pipelines (Growth, Advanced, Ultimate); email sync (Starter, Growth, Advanced, Ultimate); email sequences (Starter, Growth, Advanced, Ultimate).
  • What each Capsule plan is for — Free, Starter, Growth, Advanced, and Ultimate — the vendor highlights Growth, which is a marketing choice, not your requirement.
  • Free vs paid is a capability decision — Free or entry options in our snapshot: Free. Research shows Free allows up to 2 users, up to 250 contacts, up to 1 pipeline, up to 5 custom fields. A 12-seat team already exceeds Free (up to 2 in research).
  • Capacity limits bite before features do — Researched capacity limits: Free: up to 2 users, up to 250 contacts, up to 1 pipeline, up to 5 custom fields; Starter: up to 30,000 contacts; Growth: up to 60,000 contacts; Advanced: up to 120,000 contacts.
  • Trial before term — Our pricing snapshot records a 14-day trial on Starter, Growth, and Advanced — confirm current terms on the Capsule pricing page before you build a schedule around it.
  • Numbers live on pricing tools — Use /pricing/capsule/ and the Cost Calculator for amounts. This guide deliberately carries no prices, so nothing here goes stale or gets quoted wrongly.

Capsule plan anatomy

Capsule plan anatomy diagram.
Qualify your Capsule plan from must-have gates, then estimate with researched prices.

Frequently asked questions

  • What Capsule plans exist?

    Our researched snapshot lists Free, Starter, Growth, Advanced, Ultimate. Growth is highlighted by the vendor — treat that as marketing, not as your requirement. Re-check /pricing/capsule/ for current packaging.

  • Is there a free Capsule plan?

    Snapshot free or entry plan names: Free. Research shows up to 2 users, up to 250 contacts, up to 1 pipeline, up to 5 custom fields. Confirm limits and gates before you build on it.

  • Which Capsule plan should a small team choose?

    Run the algorithm: lowest plan per must-have, take the highest, check capacity, then count seats. Plan-gated in research: lead management (Starter, Growth, Advanced, Ultimate); custom pipelines (Growth, Advanced, Ultimate); email sync (Starter, Growth, Advanced, Ultimate); email sequences (Starter, Growth, Advanced, Ultimate).

  • What is plan-gated in Capsule?

    Plan-gated in research: lead management (Starter, Growth, Advanced, Ultimate); custom pipelines (Growth, Advanced, Ultimate); email sync (Starter, Growth, Advanced, Ultimate); email sequences (Starter, Growth, Advanced, Ultimate).

  • How do I estimate cost safely?

    Must-haves → qualifying plan name → Cost Calculator seats → TCO categories for admin, migration, and training. Do not invent implementation fees or ROI percentages.

  • Does Capsule offer a free trial?

    Our pricing snapshot records a 14-day trial on Starter, Growth, and Advanced — confirm current terms on the Capsule pricing page before you build a schedule around it.

  • Is annual billing worth it?

    Annual versus monthly is a term and cash-flow choice, not a capability one. While you are still proving adoption, the ability to fail cheaply for one quarter is often worth more than the annual discount.

  • What should I do next?

    Open /pricing/capsule/, run the Cost Calculator on your qualifying plan, and read the Capsule worth-it guide before signature.

Walk the quota ladder

  1. 1Write your four numbers: contacts, pipelines, custom fields, users
  2. 2Stop at the first rung that holds all four
  3. 3Name the one repeated action you want automated, if any
  4. 4Budget separately for email campaigns if that is in the plan

Where the quota ladder trips buyers

  • Choosing on features and getting caught by a quota

    Contact, pipeline, and custom-field limits scale strictly by plan tier.

  • Upgrading everyone for automation nobody has specified

    Name the repeated action first. Per-seat rates apply across the whole team.

  • Expecting campaign tooling

    Not a marketing automation or sales-engagement suite — email templates ≠ full campaign platform.

Before you decide

Bring these questions to every demo

Ask vendors to show the workflow live, not just describe it.

  • 1Four quota numbers written on one lineContacts, pipelines, custom fields, users — the ladder is built on these.
  • 2Automation named as a trigger-and-action sentenceOne named action, or stay on the lower rung.
  • 3Campaign email tool chosen and costed separatelyThis is a pipeline record, not a sending platform. Compare like with like.

1. Write the four numbers before you open the pricing page

Contacts you will keep, pipelines you run, custom fields your reports read, people who need logins. Four numbers on one line. Doing this first stops you from being sold a rung by a feature list, because the ladder is genuinely built around these quotas and nothing else moves as reliably.

2. Name the repeated action you want the system to take

"Create a follow-up task whenever a deal enters negotiation" is a specification. "Better automation" is not. One named action justifies the rung where workflow automation begins; zero named actions means stay lower and revisit in a quarter with evidence.

3. Decide where campaign email will live, and budget for it

Because this is deliberately not a campaign platform, your email programme needs a home. Choose the sending tool now and add its cost to the comparison. Buyers who skip this step compare a CRM-only price against an all-in-one price and reach a conclusion the numbers do not support.

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