What is Capsule CRM?

Capsule is a cloud-based CRM platform that helps businesses manage their contacts, track opportunities and build relationships with customers and partners. It enables users to store contacts, track sales opportunities, generate reports, automate workflows and manage projects.  Additionally, it has an email marketing add-on called Transpond which allows users to manage data and lists across both apps

Some of the features offered by Capsule CRM include contact management, opportunity tracking, collaboration tools, analytics & reporting, automation, project management and integrations with popular third-party apps. 

Capsule offers reporting which allows users to generate reports based on customer data and other metrics. This provides them with valuable insights into their sales performance and customer base so they can make informed decisions, and see where opportunities are won and lost.

In terms of email, Capsule lets you create and store email templates that can be shared with and used by your wider team. This means you can deliver success more consistently if you know a certain type of email works well for you.

The platform provides automated processes such as email sequences and task reminders which help streamline workflows and ensure tasks are completed efficiently. Additionally, Capsule CRM has a built-in project management system that makes it easy for teams to collaborate by assigning tasks, setting deadlines and tracking progress.

Capsule CRM’s AI Content Assistant is an advanced artificial intelligence-driven tool that helps users communicate with their clients by suggesting email content for them. This feature is also available in Transpond.

Because Capsule develops the Transpond add-on too, they work incredibly well together. You can pull your Capsule tags, lists and custom fields through to Transpond in minutes. It’s also easy to manage your data across both apps - you can  update or add contacts and tags in Transpond and they'll sync back to Capsule, and you can also change lists, tags, contacts and custom fields in Capsule and they'll sync to Transpond.

Beyond this, Transpond has a range of excellent features which when combined with Capsule help you to grow your business:

  • Use the Campaign Builder to create campaigns that get noticed. You don’t even need to create a template - the Brand Analyzer can do that for you.
  • Let our AI Content Assistant do the research and write your emails in seconds.
  • Access a range of marketing automations to achieve more. It’s like having an extra member of your team.
  • Harness powerful analytics to see how contacts engage with your campaigns.
  • Easily create signup forms to keep your prospect pot growing.
  • Keep contacts updated instantly with perfectly timed transactional emails.
  • See where your contacts go after they’ve clicked on your emails with website tracking.

One of the key aspects of Capsule is that it is easy to use day to day, and also very easy to set up and get started with. You therefore start to realise the value very quickly, and can use the insight it provides to make more informed business decisions very quickly too.

To get started with Capsule CRM, users need to create an account on the website. Once signed up, they will be guided through how to start adding contacts, tracking opportunities and the rest of the feature set. They can also customize the platform to suit their business needs by setting up task automation, collaboration tools and analytics & reporting.


  • Sales pipeline
  • Pipeline dashboard
  • Opportunity filtering
  • Task management
  • Calendar
  • Task automation
  • Task reminder emails
  • Sales analytic
  • Activity reporting
  • Export reports
  • Contact management
  • Security & permissions
  • Data export
  • Connectivity
  • Team management






There are three plans available for Capsule CRM and also a free plan – Professional, Teams and Enterprise. 

  • Professional is priced at $18/£12user/month 
  • Teams is priced at $36/£24 user/month 
  • Enterprise is priced at $54/£36 user/month 

All plans come with a free 14 day trial.


Support team via email and also resources on the website
  • Email
  • Articles
  • Tweeting
  • Online request forms


Is Capsule CRM easy to use?

Yes, this is one of their biggest selling points. The UX is very focused and intuitive, this lets them keep the dashboard focused and simple. Many businesses are happy to trade-off a little functionality for a user-friendly CRM. 

Does it integrate with third-party apps?

Capsule integrates with just over 50 integrations. However, you can use Zapier, PieSync, and several other integration platforms to get the third-party tools you need. 

Who uses Capsule CRM?

Small to medium-sized businesses use Capsule CRM. This CRM delivers a wide range of functionality, including contact management, tasks, calendar functionality, sales tracking, and a modest number of reports. These features are enough to help a small business get organized and make data-driven decisions. However, its marketing features and reporting are limited. Mid-sized companies may do better with a larger CRM solution.

Is there a mobile version?

Capsule's app provides a full CRM experience from any mobile device. You see all the latest events as soon as you log in, plus the five icons at the bottom that go to your dashboard, contact list, schedule, pipeline, and cases. All the information you need to do business is at your fingertips, wherever you are.