Simple to start.
Built for growth.
Most CRMs make you choose between simple and powerful. Capsule CRM was built so you don't have to. Less admin, stronger relationships, more time for the work that actually grows your business.
Reviewed by Offerseye Team
Published: Mar 05, 2024 | Last Reviewed: May 12, 2026
GreenLeaf Inc
Capsule CRM Rating Breakdown
Who is Capsule CRM Best For?
Best For
- Small to medium businesses needing a CRM without a steep learning curve.
- Agencies, Consultancies, and service-based teams.
- Heavy users of Google Workspace or Microsoft 365.
- Teams that want project management and CRM in the same tool.
Not Ideal For
- Enterprise corporations needing deep, custom-coded software architecture (like Salesforce).
- E-commerce businesses focused solely on highly complex inventory tracking.
Organize Your Sales in Minutes
Stop fighting your software. Import your contacts, connect your inbox, and see your entire sales pipeline clearly with Capsule CRM.
Try Capsule For FreeNo credit card required. Cancel anytime.
Why Capsule? (Spoiler: It makes your life easier)
Take your CRM anywhere
Take your CRM how you take your coffee: To go. With our mobile app, you can do business wherever it finds you.
Sensible AI features
We've been thoughtful about how AI is implemented in Capsule - it's there simply to make your working day easier.
Get started now
In the time it takes to say "Eureka"! You'll be able to import your contact data from another CRM (or that pesky spreadsheet).
Sell more. Stress less. Get some sleep?
In minutes, see which deals need love, what you've sold, and where your business is headed. All in one powerful, easy-to-set-up screen.
Learn moreYour entire customer
journey in one place.
Connect with leads
Whether it's referrals, paid ads, events or organic, wherever your leads come from, Capsule can collect and take immediate action.
Add every lead
Use our contact form for website visitors, or scan business cards at events.
Email Automation
Respond instantly to form submissions and send welcome or follow up emails.
Google Workspace
Add leads, track conversations, find files directly in Gmail and Calendar.
Research and add prospects on LinkedIn without switching tabs.
Get in touch!
Win deals
Know where every lead is at in your sales process and move opportunities to the next stage. Sort by value, understand win probability, and identify slipping deals.
Pipelines
Make sales more visual using drag-and-drop pipelines with AI-powered flags.
Automations
Automatically trigger emails or reminders when you move an opportunity.
Deliver projects
Kick off a new project directly from a closed opportunity. Say goodbye to handoff documents, your entire team can finally live in a single tool.
Project management
Duplicate your closed deals into a project to handle service delivery.
Tasks
Assign tasks and follow-ups from a centralized task list, or within projects.
Create repeat business
Loyal customers fuel long-term success. Stay engaged, follow up with ease, and never miss an opportunity to reconnect.
Activity Feed
Get a bird's-eye view of your team's activity across emails, projects, and tasks.
Rekindle emails
Reconnect with contacts you haven't heard from in a while. Automatically.
Works with your favorite tools. Easy setup.
Work with Gmail, Outlook, Xero, QuickBooks, Sage, and others? You can easily integrate with Capsule CRM. After something bespoke? Build it in Zapier or Make, and it'll work directly in our tool.
Loved by growing businesses
"The Gmail integration is my favorite Capsule feature. It makes it easy to add new leads and people directly from my inbox. It integrates perfectly with Google Workspace."
"Great CRM for Gmail users. Capsule's unique angle is that it is tightly integrated so as you're emailing contacts, you can easily add those people into your CRM seamlessly."
"As a small business I love that Capsule can keep my emails and tasks organized. The large CRM platforms were too much. Capsule is just what I need."
How Capsule Compares
| Feature | Capsule | Salesforce / HubSpot |
|---|---|---|
| Setup Time | Minutes (Plug & Play) | Weeks / Months |
| Google Workspace Integration | Native & Deep | Add-ons required |
| Ease of Use | Exceptional (No training needed) | Complex / Cluttered UI |
| Pricing Scalability | Affordable & Transparent | Very Expensive |
Seen enough? Give Capsule CRM a go
You can try all our paid plans, free for 14 days, without entering payment details. Nice.
Free
Perfect to try Capsule and see how it works.
Maximum 2 users. Free Forever.
Get startedStarter
For small businesses with one to five employees.
Per user, per month. Billed Annually.
Start Free TrialGrowth AI Tools
Got a small sales team? This is the plan for you.
Per user, per month. Billed Annually.
Start Free TrialAdvanced
For big sales teams and fast-growing small businesses.
Per user, per month. Billed Annually.
Start Free TrialFrequently Asked Questions
Customer Relationship Management (CRM) software is a tool that helps businesses manage interactions with current and potential customers. It stores contact info, tracks sales processes, and helps streamline workflows.
A CRM system centralizes your business data. It tracks communication history, manages sales pipelines, reminds you of important follow-ups, and provides reporting on your team's performance to help you grow efficiently.
Capsule helps you stay organized without the overwhelm of complex software. It integrates with tools you already use (like Google Workspace and Microsoft 365) to automatically log emails, manage your sales pipeline, and track project delivery all in one intuitive interface.
Capsule strikes the perfect balance between simple and powerful. Unlike enterprise CRMs that require months of setup and training, you can get started with Capsule on day one. It focuses on zero friction and ease of use, while still providing robust sales and task management features.
Your business brain, now with 100% less panic
Take Capsule for a spin first. Simple to start, built for growth.
Capsule CRM
Capsule is a simple yet powerful CRM built for small businesses, combining sales pipeline tracking with integrated project management tools.
Price Currency: USD
Operating System: Web Browser, iOS, Android
Application Category: BusinessApplication
4.8
