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Capsule CRM

capsulecrm.com

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Spec score 9.4 #6 of 244 in CRM Software

Spec sheet

What it does
Capsule is an online CRM for organizing people, companies, communications, sales opportunities and follow-up work.Read 21 Oct 2026 · zestia.com
Free plan
YesRead 20 Sep 2026 · capsulecrm.com
API
Capsule provides a RESTful API with OAuth 2 authentication and personal access tokens for bespoke or third-party integrations.Read 21 Oct 2026 · capsulecrm.com
Integrations
The integration catalog lists services including Xero, QuickBooks, FreshBooks, Sage, FreeAgent, KashFlow, Mailchimp, Wufoo, Zendesk, Zapier, Google, Microsoft, Zoom and Slack.Read 21 Oct 2026 · capsulecrm.com
Headquarters
Zestia lists Manchester, UK as its base and registered office at Level 1, 20 Dale Street, Manchester M1 1EZ.Read 21 Oct 2026 · zestia.com
Founded
Capsule was launched in 2009; Zestia Limited was incorporated on 5 November 2007.Read 21 Oct 2026 · zestia.com
AI data handling
Capsule says customer data is not used to train AI models, AI inputs are not shared outside the account and AI features can be disabled.Read 21 Oct 2026 · capsulecrm.com
AI features
YesRead 20 Sep 2026 · capsulecrm.com
API documentation depth
Developer documentation covers parties, opportunities, projects, tasks, entries, attachments, filters, tracks, users, teams, tags, custom fields, pipelines, boards, stages and REST hooks.Read 21 Oct 2026 · developer.capsulecrm.com
Company size
Crunchbase lists Zestia as having 11–50 employees and identifies Duncan Stockdill, Phillip Haines and Wendy Rule as founders.Read 21 Oct 2026 · crunchbase.com
Contact management
The product stores customer relationship records, supports full-text search, custom fields, tags, imports and file attachments.Read 21 Oct 2026 · capsulecrm.com
Email sync
YesRead 20 Sep 2026 · capsulecrm.com
Email tools
Capsule supports Gmail and Outlook connections, reusable email templates, mailbox connection, sending from Capsule and shared inboxes.Read 21 Oct 2026 · capsulecrm.com
Free trial
YesRead 20 Sep 2026 · capsulecrm.com
Licence
Capsule’s terms provide access to an online service operated by Zestia Limited and do not publish an open-source licence or source-code distribution.Read 21 Oct 2026 · capsulecrm.com
Limit: advanced reporting
G2 reviewers report that native reporting is limited for deeper analysis and combining custom fields with financial data.Read 21 Oct 2026 · g2.com
Limit: free plan and scaling cost
GetApp reviewers mention the free plan’s contact and feature caps and rising costs as additional users are added.Read 21 Oct 2026 · getapp.com
Limit: marketing automation
GetApp user analysis rates marketing automation lower than core features and notes requests for more advanced campaigns and automation.Read 21 Oct 2026 · getapp.com
Limit: mobile functionality
Google Play reviewers report confusing or limited mobile functionality and unresolved address-map issues.Read 21 Oct 2026 · play.google.com
Limit: subscription complaint
A Trustpilot reviewer complained that cancellation followed an annual subscription without a prorated refund, although Capsule replied that monthly billing had been explained.Read 21 Oct 2026 · trustpilot.com
Maker legal name
The service is operated by Zestia Limited, an English private limited company registered under number 06418281.Read 21 Oct 2026 · capsulecrm.com
Marketing automation
YesRead 20 Sep 2026 · capsulecrm.com
MCP extensibility
Since 25 September 2026, custom remote MCP connections can search Capsule data and create contacts, opportunities, projects, tasks and notes; this requires Growth or above.Read 21 Oct 2026 · developer.capsulecrm.com
Mobile app
The Android app supports offline access, contact activity, direct calls or email, maps, opportunities and follow-up tasks.Read 21 Oct 2026 · play.google.com
Notable news: MCP
On 25 September 2026 Capsule announced custom remote MCP connections using OAuth for AI tools.Read 21 Oct 2026 · developer.capsulecrm.com
Notable outage
An independent outage monitor records Capsule incidents on 27 March 2026 involving slow performance and temporary inability to access the service.Read 21 Oct 2026 · alert24.net
Praise: ease of use
G2 reviewers repeatedly describe Capsule as easy to learn, intuitive and simple for contact, task and opportunity management.Read 21 Oct 2026 · g2.com
Praise: integrations and value
GetApp reviewers praise affordable pricing, the free version and useful Gmail, Xero and Mailchimp integrations.Read 21 Oct 2026 · getapp.com
Praise: support
Trustpilot reviewers commonly praise responsive, helpful customer support and quick answers.Read 21 Oct 2026 · trustpilot.com
Rating on Apple App Store
4.5 out of 5 from 44 ratingsRead 21 Oct 2026 · apps.apple.com
Rating on G2
4.7 out of 5 from 524 reviewsRead 21 Oct 2026 · g2.com
Rating on GetApp
4.5 out of 5 from 167 reviewsRead 21 Oct 2026 · getapp.com
Rating on Google Play
4.7 out of 5 from 361 reviewsRead 21 Oct 2026 · play.google.com
Rating on Trustpilot
4.5 out of 5 from 68 reviewsRead 21 Oct 2026 · trustpilot.com
Rating on TrustRadius
8.8 out of 10 from 45 reviews and ratingsRead 21 Oct 2026 · trustradius.com
Reporting
Reporting includes sales and activity analytics, report filters and export, with advanced sales reports on Growth and above.Read 21 Oct 2026 · capsulecrm.com
Sales pipeline
Users can manage opportunities in a drag-and-drop visual pipeline, filter them and view forecasts and conversion metrics.Read 21 Oct 2026 · capsulecrm.com
SDKs
The public developer site documents HTTP API endpoints and third-party tools but does not list an official language SDK.Read 21 Oct 2026 · developer.capsulecrm.com
Security and compliance
Capsule states that data is encrypted in transit and at rest and that its data processes are maintained for GDPR compliance.Read 21 Oct 2026 · capsulecrm.com
Security features
Official features include two-factor authentication, Google Workspace and Microsoft 365 single sign-on, role controls, deletion recovery and data export.Read 21 Oct 2026 · capsulecrm.com
Self-hosting
Capsule is described as a cloud application accessed through a browser, with no self-hosted installation described.Read 21 Oct 2026 · capsulecrm.com
System requirements
Capsule specifies no minimum hardware, recommends a modern computer with a fast CPU and 4GB or more memory, and supports current Chrome, Firefox, Edge and Safari 16+.Read 21 Oct 2026 · capsulecrm.com
Tasks and calendar
Capsule provides tasks, repeating tasks, reminder emails, calendar views, calendar subscriptions and task tracks.Read 21 Oct 2026 · capsulecrm.com
Workflow automation
Sales and project workflow automation is available as a paid feature on Growth and higher plans.Read 21 Oct 2026 · capsulecrm.com

Plans and prices

Free Free maximum 2 users · 250 contacts · 5 custom fields · 1 sales pipeline Read 21 Oct 2026 · capsulecrm.com
Starter $18 a month billed annually 30,000 contacts · 1 sales pipeline · 1 project board · 50 custom fields · 5 email templates · 1 shared mailbox Read 21 Oct 2026 · capsulecrm.com
Growth $36 a month billed annually 60,000 contacts · 5 sales pipelines · 5 project boards · workflow automation · advanced sales reporting · AI enrichment and summaries · Capsule MCP Read 21 Oct 2026 · capsulecrm.com
Advanced $54 a month billed annually 120,000 contacts · 50 sales pipelines · 50 project boards · 300 custom fields · 500 email templates · 5 shared mailboxes Read 21 Oct 2026 · capsulecrm.com
Ultimate Price not published Everything in Advanced · Dedicated account manager · Custom training · Priority support Read 20 Sep 2026 · capsulecrm.com
Marketing add-on $11 a month starting from email marketing · webforms · marketing analytics · automations Read 21 Oct 2026 · capsulecrm.com
Ultimate Priced on request for scaling teams with 5+ users · account manager · custom training · premium onboarding Read 21 Oct 2026 · capsulecrm.com

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