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Capsule CRMClose Deals & Manage Relationships

STOA rating

6.9 / 10

Openness

OPENNESS 9/10API 2/3 · Export 3/3 · Contract 2/2 · Integrations 2/2

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API

Capsule documents a public API (Capsule API v2) for managing contacts, opportunities, projects and tasks, but the developer docs do not state which pricing plans can access it. developer.capsulecrm.com, checked 6 Oct 2026 (opens in a new tab)

Your data

On all plans, administrators with export rights can get an emailed link to a ZIP of CSV files for all Contacts, Opportunities and Projects; file attachments are not included. capsulecrm.com, checked 6 Oct 2026 (opens in a new tab)

Contract

Capsule has no cancellation notice period, so an account's Super Administrator can cancel at any time. capsulecrm.com, checked 6 Oct 2026 (opens in a new tab)

Connections

Zapier lists a Capsule CRM integration. zapier.com, checked 6 Oct 2026 (opens in a new tab)

Capsule runs its own app marketplace, grouped into collections such as Google, Microsoft, WhatsApp, Zapier and Make. capsulecrm.com, checked 6 Oct 2026 (opens in a new tab)

What it does

Capsule CRM helps small businesses and teams track contacts, manage sales pipelines, log communications, and stay on top of follow-ups in one place.

Strengths

Very clean and easy-to-learn interface
Free plan supports up to 2 users with 250 contacts
Strong contact and relationship tracking
Good task and pipeline management for small sales teams
Integrates with Gmail, Outlook, and popular small business tools

Weaknesses

Free plan contact limit (250) is too low for growing businesses
Reporting and analytics are basic compared to competitors
Limited marketing automation features
Per-user pricing adds up quickly for larger teams

Key features

Track contacts, leads, and customer relationships in one place
Manage sales pipelines and monitor deal progress
Assign tasks and set follow-up reminders for your team
Log emails and notes to keep a full history of every relationship
Connect with tools like Gmail, Outlook, Xero, and Mailchimp
Generate basic sales reports to see how your pipeline is performing

AI features

Capsule includes an AI writing assistant that helps you draft emails and notes faster. It can suggest content based on context so you spend less time typing out routine messages.

STOA verdict

Capsule CRM is a great fit for small service businesses that want a simple, clean way to track contacts, deals, and follow-ups without getting overwhelmed. The interface is easy to learn and the free plan works well for very small teams, but you'll hit limits quickly if you need advanced reporting or deep marketing automation. At $18 per user per month for the Starter plan, it's reasonably priced but not the cheapest option out there.