Try any plan free for 14 days
No card required, no commitment.
Your big ambitions start here. Our free plan has the basics to help you manage opportunities and clients.
Free Forever.
Free includes:
- 250 Contacts
- 5 custom fields
- 1 Sales Pipeline
- Activity Log
- Contact History
- Outlook & Gmail add-in
- Mobile app access
- Upgrade to a paid plan anytime
Perfect for businesses with one to five employees. Finally, get clarity and control over your business relationships and work delivered.
Billed Annually.
Free 14-day trial. No card required.
Our Starter plan gives you:
- 30,000 Contacts
- Email TemplatesAvoid writing the same email over and over with a bank of reusable templates, ready to edit and send
- Shared MailboxConnect a shared email inbox to enable multiple team members to respond from the same account e.g. sales@, support@, info@
- Basic Reporting
- Premium IntegrationsAccess direct integrations with tools like Xero, Zendesk and Import2
- GoalsSet and track performance objectives around Opportunities won or created
- AI Email AssistUse our AI Email Assist to speed up follow-ups, and other repeatable comms.
Best for small businesses with sales teams. Give your organization the firepower to prospect, sell, and deliver work — fast.
Billed Annually.
Free 14-day trial. No card required.
Everything in Starter, plus:
- 60,000 Contacts
- Workflow AutomationsDefine repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards
- Advanced Sales ReportingMore in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is.
- Reporting DashboardsAnalyze CRM data for insights on conversions, task efficiency, pipeline, projects, and contact health.
- Multiple Sales Pipelines
- Multiple Project Boards
- Project ManagementManage client delivery and other activities via kanban-style project boards
- Team & Access Controls
- Business EnrichmentAutomatically populates company records with the latest information on revenue, headcount, location, industries and more
- AI Business EnrichmentAI automatically fills out business information at a contact level, so you don’t have to.
- AI SummariesSee a summary of your last 50 client interactions — ready for your next call or email.
- AI Pipeline GeneratorBuild a custom sales pipeline tailored to your unique business and process in seconds.
For bigger sales teams, with more than one salesperson. Prospect faster, close quicker, and speed up growth.
Billed Annually.
Free 14-day trial. No card required.
Everything in Growth, plus:
- 120,000 Contacts
- 50 project boards
- AI Contact EnrichmentPopulates contact records with the latest data to help build a complete profile of your contacts - including job title, seniority, LinkedIn profiles and missing contact information.
Your big ambitions start here. Our free plan has the basics to help you manage opportunities and clients.
Free Forever.
Free includes:
- 250 Contacts
- 5 custom fields
- 1 Sales Pipeline
- Activity Log
- Contact History
- Outlook & Gmail add-in
- Mobile app access
- Upgrade to a paid plan anytime
Perfect for businesses with one to five employees. Finally, get clarity and control over your business relationships and work delivered.
Billed Annually.
Free 14-day trial. No card required.
Our Starter plan gives you:
- 30,000 Contacts
- Email TemplatesAvoid writing the same email over and over with a bank of reusable templates, ready to edit and send
- Shared MailboxConnect a shared email inbox to enable multiple team members to respond from the same account e.g. sales@, support@, info@
- Basic Reporting
- Premium IntegrationsAccess direct integrations with tools like Xero, Zendesk and Import2
- GoalsSet and track performance objectives around Opportunities won or created
- AI Email AssistUse our AI Email Assist to speed up follow-ups, and other repeatable comms.
Best for small businesses with sales teams. Give your organization the firepower to prospect, sell, and deliver work — fast.
Billed Annually.
Free 14-day trial. No card required.
Everything in Starter, plus:
- 60,000 Contacts
- Workflow AutomationsDefine repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards
- Advanced Sales ReportingMore in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is.
- Reporting DashboardsAnalyze CRM data for insights on conversions, task efficiency, pipeline, projects, and contact health.
- Multiple Sales Pipelines
- Multiple Project Boards
- Project ManagementManage client delivery and other activities via kanban-style project boards
- Team & Access Controls
- Business EnrichmentAutomatically populates company records with the latest information on revenue, headcount, location, industries and more
- AI Business EnrichmentAI automatically fills out business information at a contact level, so you don’t have to.
- AI SummariesSee a summary of your last 50 client interactions — ready for your next call or email.
- AI Pipeline GeneratorBuild a custom sales pipeline tailored to your unique business and process in seconds.
For bigger sales teams, with more than one salesperson. Prospect faster, close quicker, and speed up growth.
Billed Annually.
Free 14-day trial. No card required.
Everything in Growth, plus:
- 120,000 Contacts
- 50 project boards
- AI Contact EnrichmentPopulates contact records with the latest data to help build a complete profile of your contacts - including job title, seniority, LinkedIn profiles and missing contact information.
Your big ambitions start here. Our free plan has the basics to help you manage opportunities and clients.
Free Forever.
Free includes:
- 250 Contacts
- 5 custom fields
- 1 Sales Pipeline
- Activity Log
- Contact History
- Outlook & Gmail add-in
- Mobile app access
- Upgrade to a paid plan anytime
Perfect for businesses with one to five employees. Finally, get clarity and control over your business relationships and work delivered.
Billed Annually.
Free 14-day trial. No card required.
Our Starter plan gives you:
- 30,000 Contacts
- Email TemplatesAvoid writing the same email over and over with a bank of reusable templates, ready to edit and send
- Shared MailboxConnect a shared email inbox to enable multiple team members to respond from the same account e.g. sales@, support@, info@
- Basic Reporting
- Premium IntegrationsAccess direct integrations with tools like Xero, Zendesk and Import2
- GoalsSet and track performance objectives around Opportunities won or created
- AI Email AssistUse our AI Email Assist to speed up follow-ups, and other repeatable comms.
Best for small businesses with sales teams. Give your organization the firepower to prospect, sell, and deliver work — fast.
Billed Annually.
Free 14-day trial. No card required.
Everything in Starter, plus:
- 60,000 Contacts
- Workflow AutomationsDefine repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards
- Advanced Sales ReportingMore in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is.
- Reporting DashboardsAnalyze CRM data for insights on conversions, task efficiency, pipeline, projects, and contact health.
- Multiple Sales Pipelines
- Multiple Project Boards
- Project ManagementManage client delivery and other activities via kanban-style project boards
- Team & Access Controls
- Business EnrichmentAutomatically populates company records with the latest information on revenue, headcount, location, industries and more
- AI Business EnrichmentAI automatically fills out business information at a contact level, so you don’t have to.
- AI SummariesSee a summary of your last 50 client interactions — ready for your next call or email.
- AI Pipeline GeneratorBuild a custom sales pipeline tailored to your unique business and process in seconds.
For bigger sales teams, with more than one salesperson. Prospect faster, close quicker, and speed up growth.
Billed Annually.
Free 14-day trial. No card required.
Everything in Growth, plus:
- 120,000 Contacts
- 50 project boards
- AI Contact EnrichmentPopulates contact records with the latest data to help build a complete profile of your contacts - including job title, seniority, LinkedIn profiles and missing contact information.
Enhance your plan with our add-ons
Available to activate from within your Capsule account
Marketing add-on
Grow your business from first click to loyal customer. Capsule and our Marketing add-on work together to help you attract, win, and keep customers.
The award-winning CRM platform
Frequently Asked Questions
Capsule’s 14-day trial of its paid plans (Starter, Growth, Advanced and Ultimate) begins as soon as you sign up for one of the plans. You’ll be able to utilize all the features available on the plan you’re trialing and add your team to the account too.
At the end of the free trial, you can choose to continue on the paid plan you’ve selected, switch to another plan, or cancel your subscription to Capsule entirely. To continue using Capsule with the data you’ve added already, simply enter your payment details and you’re all set.
There are zero setup fees associated with opening a Capsule account. You can also cancel your account at any time.
Capsule supports 60+ integrations, and works with Zapier to fulfill additional functionality. Our most popular integrations include Transpond, Mailchimp, Xero, QuickBooks, Gmail and Office 365.
Yes. Capsule has many options for migrating data from spreadsheets into our CRM. You can import Contacts and Opportunities. You’ll also be able to integrate some data with select integrations Capsule supports.
More information is available here.Unlike other CRMs, Capsule is quick to implement and easy to use. It’s been designed by leading UX experts with rapid adoption and convenience front and center.
As soon as you open an account with Capsule, you’ll be guided through an in-app, multi-step process to teach you how to get started. You’ll also have access to our support center, stocked with insightful articles to teach you more about your new CRM.
Lastly, our support team is always available to answer your questions, as and when they come up.
Nothing. Capsule charges zero fees for its onboarding.
Capsule’s plans are tailored for organizations at different growth stages and across different industries. Our starter plan is ideal for individuals and small businesses seeking to become more efficient and effective with their client and supplier relationships.
Growth and Advanced are better suited for larger SMBs, seeking to accelerate their growth journey, with a larger contact database, bespoke email templates, multiple sales pipelines, project management features, workflow automations and much more.
Ultimate is designed specifically for larger SMBs wanting to enjoy enterprise CRM functionality at SMB prices.
Our free plan has limited features and functionality compared to our paid tiers. For instance, you can only have 250 contacts, two users, and a single project board and Sales Pipeline.
However, the free version of Capsule is great for individuals wanting to test the functionality of Capsule, so you can upgrade to a paid plan when you’re ready.
None! You can use any feature, connect any integrations and add as many users as you see fit.
Yes, you can upgrade or downgrade.
The only caveat with downgrading your Capsule subscription is that you’ll need to stay within the limits of the plan you’re switching to.
For instance, if you were on the Growth plan, had 60,000 contacts and wanted to downgrade to our Starter package, you’d need to remove 30,000 contacts to comply with the 30,000 contact limit in the Starter plan.
We accept most major credit and debit cards.
You can choose to pay monthly or annually.
We always recommend customers choose our annual plan. We offer up to 15% discount for customers who subscribe to our annual pricing plan, making Capsule a little less expensive.
Transpond is an email marketing suite owned by Capsule. It’s been designed to work hand in hand with our CRM to help SMBs deliver better outcomes for their marketing campaigns.
It features a suite of useful tools such as email marketing, webforms, advanced marketing analytics, automations and so much more.
Unlike other integrations, Transpond benefits from being natively integrated with Capsule, so you can track the performance of your lead nurture campaigns directly against contacts in our CRM.
Yes, we do! We’ve got a dedicated AI page that explains all of our AI features. They’re super useful, and really help speed up your working day.
But, we know that AI isn’t for everyone. This is why we’ve been really deliberate about how we implement the technology into our tool.
- Capsule CRM never uses your data to train AI models — it stays yours
- Account and customer data is protected using the same safeguards as the rest of Capsule CRM.
- Data entered into AI features isn’t shared outside your Capsule CRM account.
Also, if you don’t want to use the AI features in Capsule CRM, you can switch these off in your account.