Capsule CRM

What is Capsule CRM?

Capsule CRM takes the complexity out of customer relationship management. Built for small businesses and growing teams, it provides a clean, intuitive interface for tracking contacts, managing sales pipelines, and organizing your business relationships—without the overwhelming feature bloat of enterprise CRMs.

What makes Capsule stand out is its philosophy: provide essential CRM functionality that teams actually use, without the steep learning curve. Combined with Transpond for email marketing, you get a complete solution for managing contacts and nurturing relationships through targeted campaigns.

For businesses tired of CRM systems that require dedicated administrators, Capsule offers genuine simplicity without sacrificing core capabilities.

Key Features

Contact Management

Every interaction with a contact—emails, calls, meetings, notes—lives in one unified timeline. Tag contacts for easy segmentation, track communication history, and never lose context when following up. Custom fields let you capture the specific data points that matter to your business.

Visual Sales Pipeline

Drag-and-drop Kanban boards visualize your sales process. Create multiple pipelines for different products or services, track deal values, and forecast revenue based on pipeline stage. Automated reminders ensure no opportunity falls through the cracks.

Task Management

Assign tasks to team members, set due dates, and track completion. Tasks connect to contacts and deals, maintaining context. Daily task lists and calendar integration keep your team focused on what needs attention today.

Transpond Email Marketing

Transpond integrates seamlessly with Capsule for email campaigns. Build email lists from CRM segments, create professional campaigns with drag-and-drop templates, and track opens, clicks, and conversions. Automated sequences nurture leads while you focus elsewhere.

Activity Tracking

Log calls, meetings, and emails automatically or manually. Set activity targets for your team and track performance. Understand who's active in the pipeline and who needs follow-up attention.

Pricing

Capsule offers a free plan for up to 2 users and 250 contacts—genuinely useful for solopreneurs testing the waters. The Starter plan at $18/user/month bumps limits to 30,000 contacts with premium integrations. Growth at $36/user/month adds workflow automation, multiple pipelines, and advanced reporting. Advanced at $54/user/month includes dedicated support and custom training.

Transpond pricing starts at $10/month for 500 subscribers, scaling with list size. Combined Capsule + Transpond packages offer savings for teams using both products.

Who Uses Capsule?

Professional Services

Professional services firms—consultants, accountants, lawyers—use Capsule to track client relationships and project pipelines. The simple interface means billable professionals spend time on client work, not CRM administration.

Small Sales Teams

Small sales teams appreciate the visual pipeline without Salesforce complexity. Track opportunities efficiently and forecast revenue without enterprise overhead.

Marketing Agencies

Marketing agencies manage client accounts and track project opportunities. Combined with Transpond, agencies run campaigns for their own marketing while managing client relationships.

Nonprofits

Nonprofits organize donor relationships and track fundraising pipelines at affordable prices.

Service Professionals

Real estate agents, recruiters, and freelancers find Capsule's contact-centric design matches how they naturally work—relationships first, deals second.

Integrations

Capsule connects with essential business tools. Sync with Google Workspace or Microsoft 365 for email and calendar integration. Connect to popular email platforms, accounting software like Xero and QuickBooks, and phone systems for call logging.

Zapier integration opens connections to thousands of additional apps. The REST API enables custom integrations for specific workflow needs.

Capsule vs Competitors

Capsule vs HubSpot CRM

HubSpot's free CRM offers more features but with greater complexity. Capsule prioritizes simplicity and clean design. HubSpot suits teams wanting all-in-one marketing platforms; Capsule fits those wanting focused CRM without distraction.

Capsule vs Pipedrive

Pipedrive focuses heavily on sales pipeline management. Capsule offers broader contact management beyond just deals. For pure sales teams, Pipedrive may fit better; for relationship-focused businesses, Capsule excels.

Capsule vs Salesforce

Salesforce dominates enterprise CRM with massive customization and complexity. Capsule serves the opposite market—teams wanting powerful basics without enterprise overhead. If you need Salesforce's power, you know it. If you don't, Capsule offers relief.

Pros and Cons

What We Like

Clean, intuitive interface with minimal learning curve

Generous free tier for testing and small teams

Integrated email marketing through Transpond

Strong mobile apps for iOS and Android

Excellent customer support reputation

GDPR compliant with UK-based data centers

What Could Be Better

Limited advanced reporting compared to enterprise CRMs

Fewer native integrations than larger platforms

Automation features require higher-tier plans

Not ideal for complex enterprise sales cycles

Tips for Success

Start with contacts: Import your contacts first and build from there. Capsule works best when relationship data is central.

Use tags consistently: Develop a tagging system for segmentation. Tags enable targeted communication and reporting.

Connect email early: Email integration captures communication automatically, keeping contact timelines complete.

Create pipeline stages carefully: Map stages to your actual sales process for meaningful tracking.

Explore Transpond: If email marketing matters, the integration creates value beyond standalone tools.

Getting Started

Sign up for Capsule's free plan to explore without commitment. Import contacts from spreadsheets or other CRMs using the import tools. Configure custom fields for data points specific to your business.

Set up your sales pipeline with stages matching your actual process. Connect email to start capturing communication automatically. Invite team members and assign permissions based on their roles.

Frequently Asked Questions

Can I import contacts from other CRMs?

Yes. Capsule supports CSV imports and offers migration tools from popular CRMs. The support team assists with complex migrations to ensure data transfers correctly.

Is Capsule suitable for large teams?

Capsule works well for teams up to 50-100 users. Beyond that, you may need enterprise features like territory management or advanced permissions that dedicated enterprise CRMs provide.

Does Capsule offer mobile access?

Yes. Native iOS and Android apps provide full CRM functionality on mobile. View contacts, update deals, log activities, and manage tasks from anywhere.

How does Transpond integration work?

Capsule contacts sync to Transpond lists automatically. Segment contacts in Capsule, and those segments become available for targeted email campaigns in Transpond. Engagement data syncs back to contact records.

Is Capsule GDPR compliant?

Yes. As a UK-based company, Capsule prioritizes GDPR compliance with data hosted in UK data centers and appropriate privacy controls.

What support is available?

All plans include email support. Higher tiers add dedicated support and custom training options.

Final Verdict

Capsule CRM succeeds by doing less—deliberately. Instead of cramming features into every corner, it focuses on core CRM functionality that small businesses actually need: organized contacts, clear pipelines, and actionable tasks.

Combined with Transpond for email marketing, Capsule provides a complete relationship management solution without enterprise complexity or pricing. For small businesses tired of CRM systems that require dedicated administrators, Capsule offers genuine simplicity that doesn't sacrifice capability.

Rating: 4.4/5