--- description: Review of Capsule Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Capsule | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Workflow Management Software](/directory/4272/workflow/software) > [Capsule](/software/27508/capsule) # Capsule Canonical: https://www.softwareadvice.co.uk/software/27508/capsule Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.co.uk/software/27508/capsule?page=2) > If you're running a small or growing business and juggling customer details across spreadsheets, sticky notes, and your inbox, Capsule CRM is built with you in mind. It's a cloud-based CRM designed for small and midsize teams who want a clear, organized view of every contact, deal, and customer interaction, without the complexity or price tag of enterprise software. Capsule works well for small business owners, sales teams, and account managers who need to track relationships and deals but don't have the time (or desire) to become CRM administrators. It's a strong fit for professional services firms, consultancies, agencies, and B2B teams that rely on ongoing client relationships rather than one-off transactions. If your team has outgrown spreadsheets but doesn't want the steep learning curve of a bigger enterprise platform, Capsule sits right in that gap. Capsule gives you one place to see every person and organization you deal with, along with the notes, emails, tasks, and opportunities tied to them. Sales pipelines are visual and configurable, so you can define your own stages and milestones, and each milestone connects to a success rate used for revenue forecasting, giving you a realistic read on what's likely to close. Tasks and reminders are linked directly to contacts, deals, and cases, so nothing quietly slips through the cracks while you're focused on the next call. For teams that also handle post-sale support, Capsule includes case tracking to help manage and resolve customer inquiries, keeping support history in the same place as sales history, rather than in a separate disconnected tool. Custom fields, tags, and branding options let you shape the system around how your business actually operates, rather than forcing your process to fit the software. Capsule connects with the everyday tools small businesses already rely on, including email platforms, accounting software like Xero and QuickBooks, document management tools, and marketing platforms. It also offers an AI integration via Model Context Protocol (MCP), allowing supported AI tools to answer plain-language questions about your CRM data, so you can get quick answers without building a report first. Capsule is priced on a per-user, per-month basis, with a free plan available for very small teams and straightforward upgrade paths as your business grows, so there are no long-term contracts standing between you and a system that fits your team today. Support resources include help documentation, guided onboarding, and customer support channels to help new users get set up and get comfortable with the platform without a steep ramp-up period. At its core, Capsule is built for businesses that want their CRM to feel like a natural extension of how they already work, not a system they have to work around. > > Verdict: Rated **4.5/5** by 167 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 167 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Zestia - **Location**: Manchester, UK - **Founded**: 2009 ## Commercial Context - **Starting Price**: £14.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: 14-day free trial of any plan, no credit card required. Free edition: up to 2 users, 50MB storage, and 250 contacts. Starter plan: $18 per user per month (billed annually) with 10GB storage per user and up to 30,000 contacts. Growth plan: $36 per user per month (billed annually) with 20GB storage per user and up to 60,000 contacts. Advanced plan: $54 per user per month (billed annually) with 30GB storage per user and up to 120,000 contacts. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Brazilian Portuguese, English, French, Portuguese, Spanish - **Available Countries**: Argentina, Australia, Austria, Belgium, Bolivia, Brazil, Canada, Chile, China, Colombia, Croatia, Czechia, Denmark, Estonia, Finland, France, Germany, Greece, Iceland, India and 25 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Activity/News Feed - Alerts/Notifications - Appointment Management - Assignment Management - Budgeting/Forecasting - Business Process Automation - Business Process Control - CRM - CRM Integration - Calendar Management - Calendar Sync - Calendar/Reminder System - Call Logging - Campaign Management - Client Management - Collaboration Tools ## Integrations (103 total) - ActiveCampaign - Acuity Scheduling - Aircall - Akita - Asana - Basecamp - Benchmark Email - Better Proposals - BigCommerce - CANDDi - CallFire - CallRail - Callbell - Chargebee - Cin7 Core ... and 88 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software) ## Related Categories - [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software) - [Email Marketing Software](https://www.softwareadvice.co.uk/directory/4697/email-marketing/software) - [Project Management Software](https://www.softwareadvice.co.uk/directory/4430/project-management/software) - [Task Management Software](https://www.softwareadvice.co.uk/directory/1412/task-management/software) - [Mortgage CRM Software](https://www.softwareadvice.co.uk/directory/345/mortgage-crm/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4482 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud) — 4.4/5 (18806 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6994 reviews) 4. [Kylas Sales CRM](https://www.softwareadvice.co.uk/software/216694/kylas) — 4.8/5 (622 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm) — 4.7/5 (742 reviews) ## Reviews ### "Still and invaluable tool for Account Management" — 4.0/5 > **Anonymous User** | *24 March 2026* | Information Services | Recommendation rating: 8.0/10 > > **Pros**: It's great for a number of reasons: keeping track of contacts, creating mailing lists, tracking oppurtunities and renewals, I like how all of these features are in one place and linked to team members. > > **Cons**: I'd have to still say the automatic importing of contacts. With AI, we should now be able to at least suggest companies for new contacts based on email addresses etc.. > > It's still a very useful tool which I use daily, it does what it set's out to do in a pretty easy to use way, although sometimes the UI is a bit strange. ----- ### "Day \#1 of the evaluation" — 4.0/5 > **Ben** | *13 September 2023* | Leisure, Travel & Tourism | Recommendation rating: 8.0/10 > > **Pros**: DAY \#1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R\&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed\! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year\! > > **Cons**: I will report back in the next 6 months to give an update. ----- ### "Features and Format Lacking, Good for the Basics" — 3.0/5 > **Verified Reviewer** | *7 September 2018* | Computer Software | Recommendation rating: 3.0/10 > > **Pros**: The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps. > > **Cons**: Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past. > > Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that. ----- ### "Easy to use, keeps my lead tracking process organised" — 5.0/5 > **Jonathan** | *14 February 2023* | Media Production | Recommendation rating: 10.0/10 > > **Pros**: I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need. > > **Cons**: When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy. > > It's positive - solves a problem, makes my life easier so it's a thumbs up from me. ----- ### "Quick and useful to get ourselves organised but the limitations are starting to show" — 4.0/5 > **David** | *26 November 2019* | Professional Training & Coaching | Recommendation rating: 6.0/10 > > **Pros**: It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed > > **Cons**: The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data > > It's our 2nd management tool - the first one was overly complicated and this is quite simple The Dropbox solution is a bit of a fudge but it works most of the time. The tasks system and visual customisation leave a lot to be desired. ----- Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.co.uk/software/27508/capsule?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/27508/capsule) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data