Capsule Review

CRM SOFTWARE

Capsule is a strong affordable CRM for SMBs. Free and Starter are easy on-ramps; Growth is the practical automation tier. Scores reflect first-party research, not hands-on lab testing.

Last updated 2026-08-15Independent editorial review

Starting price
$18.00/user/month
Free plan
Yes
Free trial
14 days
Best for
Small businesses wanting a simple CRM

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SoftwareGlimpse review

7.4/10

Good

Ease of use9
Pipeline management7
Sales automation7
Email capabilities7
Reporting7
Customization7

How we score →

All features

15 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

Contact management
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
What the demo shows
Capsule custom field setup
field configuration as presented by Capsule
Source: Official Capsule
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Official vendor tutorial
Capsule - How to Add Custom Fields
What this shows
Capsule custom field setup
field configuration as presented by Capsule
• Capsule custom field setup
• field configuration as presented by Capsule
Lead management
Starter
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Starter
Included in
– Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
Contact management view from Capsule’s official site.
Screenshot source ↗
Pipeline management
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
Contact management view from Capsule’s official site.
Screenshot source ↗
Deal management
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
Contact management view from Capsule’s official site.
Screenshot source ↗
Custom pipelines
Growth
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Growth
Multiple pipelines scale up by plan.
Limitations
May require a higher plan than the entry tier
Included in
– Free
– Starter
✓ Growth
✓ Advanced
✓ Ultimate
SoftwareGlimpse teaching diagram: how Capsule pipelines move deals through stages.
Screenshot source ↗
Custom fields
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Limits rise from Free (5) through Ultimate (unlimited).
Included in
✓ Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
Mobile app
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
Mobile CRM experience from Capsule homepage.
Screenshot source ↗
Email sync
Starter
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Starter
Gmail/Outlook add-ins; shared mailbox on paid tiers.
Included in
– Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
Email sequences
Starter
SoftwareGlimpse assessment: Limited
What it supports
Available with noted limits in current research
Entry point: Starter
Email templates; not a full marketing automation suite.
Included in
– Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
Workflow automation
Growth
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Growth
Limitations
May require a higher plan than the entry tier
Included in
– Free
– Starter
✓ Growth
✓ Advanced
✓ Ultimate
SoftwareGlimpse teaching diagram: how Capsule workflow automation applies rules after record changes.
Screenshot source ↗
Sales automation
Growth
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Growth
Limitations
May require a higher plan than the entry tier
Included in
– Free
– Starter
✓ Growth
✓ Advanced
✓ Ultimate
Sales pipeline tracking visual from Capsule homepage.
Screenshot source ↗
Reporting
Starter
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Starter
Basic reporting on Starter; advanced reporting from Growth.
Included in
– Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
Data enrichment
Advanced
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Advanced
Limitations
May require a higher plan than the entry tier
Included in
– Free
– Starter
– Growth
✓ Advanced
✓ Ultimate
Import experience marketing visual from Capsule.
Screenshot source ↗
AI assistance
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
AI content assist documented; enhanced AI tools on paid tiers.
Included in
✓ Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate
AI assistance marketing visual from Capsule.
Screenshot source ↗
Integrations
Starter
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Starter
Included in
– Free
✓ Starter
✓ Growth
✓ Advanced
✓ Ultimate

All features

Contact management

Capsule - How to Add Custom Fields

What this shows

Lead management

Pipeline management

Deal management

Custom pipelines

Custom fields

Mobile app

Email sync

Email sequences

Workflow automation

Sales automation

Reporting

Data enrichment

AI assistance

Integrations