Capsule CRM vs Wealthbox
Capsule CRM
capsulecrm.comWealthbox
wealthbox.comSide by side
| Figure | Capsule CRM | Wealthbox |
|---|---|---|
| Price from | $11/mo | $59/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 7 | 5 |
| Spec score · CRM Software | 9.4 (#6) | 9.2 (#13) |
| AI features | Yes | Yes |
| Contact management | The product stores customer relationship records, supports full-text search, custom fields, tags, imports and file attachments. | The CRM stores client details, communication history, financial data and household relationships in a searchable hub. |
| Email sync | Yes | Yes |
| Founded | Capsule was launched in 2009; Zestia Limited was incorporated on 5 November 2007. | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Free plan | Yes | No |
| Free trial | Yes | Yes |
| Headquarters | Zestia lists Manchester, UK as its base and registered office at Level 1, 20 Dale Street, Manchester M1 1EZ. | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The integration catalog lists services including Xero, QuickBooks, FreshBooks, Sage, FreeAgent, KashFlow, Mailchimp, Wufoo, Zendesk, Zapier, Google, Microsoft, Zoom and Slack. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Licence | Capsule’s terms provide access to an online service operated by Zestia Limited and do not publish an open-source licence or source-code distribution. | Wealthbox is proprietary software: its terms grant a limited, revocable, non-exclusive use licence and reserve software intellectual-property rights to Wealthbox or its licensors. |
| Mobile app | The Android app supports offline access, contact activity, direct calls or email, maps, opportunities and follow-up tasks. | Yes |
| Praise: ease of use | G2 reviewers repeatedly describe Capsule as easy to learn, intuitive and simple for contact, task and opportunity management. | Independent reviewers repeatedly describe Wealthbox as intuitive, easy to learn, visually clear and quick to deploy. |
| Rating on Apple App Store | 4.5 out of 5 from 44 ratings | 4.8 out of 5 from 1.7K ratings |
| Rating on G2 | 4.7 out of 5 from 524 reviews | 4.6 out of 5 from 109 reviews |
| Rating on GetApp | 4.5 out of 5 from 167 reviews | 4.7 out of 5 from 145 reviews |
Plans
Capsule CRM
- FreeFree
- Starter$18 a month
- Growth$36 a month
- Advanced$54 a month
- UltimatePrice not published
- Marketing add-on$11 a month
- UltimatePriced on request
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Capsule CRM
Capsule CRM has no write-up on Specifiction yet; its figures are above.