Learn how Capsule CRM’s plans—from Free to Ultimate—help small and medium businesses streamline sales pipelines, integrate with tools like Gmail, Xero, Zapier, and unlock automation. Discover pricing, features, real-world use cases, and educational resources before signing up via our affiliate link.

Boost Efficiency and Sales with Capsule CRM

If you're looking for a straightforward, cost-effective CRM to manage contacts, sales pipelines, and team collaboration, Capsule CRM is a standout choice. Whether you're just starting or scaling operations, this platform offers tiered plans, robust integrations, and useful automation tools—plus quality resources to help you get the most out of it. Ready to dive in and sign up? ➡️ Get Capsule CRM here.

Product Plans and Pricing

Capsule offers a range of plans to suit growing teams, all with annual or flexible monthly billing. As of 2025, pricing per user per month is as follows TechRadar+15Capsule CRM+15CRM.org+15:

• Free Plan – Ideal for up to two users, this plan includes basic contact management, a single sales pipeline, Outlook and Gmail add-ins, mobile apps, and activity history.

• Starter Plan – From around $18/user/month, it adds up to 30,000 contacts, email templates, AI‑powered email assistant, shared mailbox, basic reporting, and “premium” integrations like Xero, Zendesk, and Import2.

• Growth Plan – From roughly $36/user/month, this tier extends contact limits to 60,000, introduces workflow automations, advanced sales reporting, dashboards, multiple pipelines and project boards, team access controls, and business enrichment features.

• Advanced Plan – Around $54/user/month, includes 120,000 contacts, contact enrichment, and up to 50 project boards.

• Ultimate Plan – Essentially a fully managed enterprise option at about $72/user/month, with 240,000 contacts, dedicated account manager, custom training, and priority support Capsule CRM+1.

A free 14‑day trial is available for paid tiers—no credit card required.

Integrations That Expand Your Workflow

Capsule integrates with more than 60 native tools and platforms—and via Zapier extends to over 1,500 apps Capsule CRMCRM.org.

Some key integrations include:

• Email & Calendar: Deep integrations with Gmail, Outlook, Google Contacts, and Outlook Calendar. Use Capsule add‑ins in email clients to create contacts, opportunities, and tasks from your inbox folk.app+11Capsule CRM+11Capsule CRM+11.

• Accounting & Invoicing: Sync with Xero, QuickBooks, FreshBooks, Sage, FreeAgent, KashFlow.

• Marketing & Automation: Mailchimp for email campaigns; Transpond (Capsule’s built-in marketing add‑on); and Zapier connectors to Slack, Teams, website forms (e.g. Gravity Forms), live chat tools, document tools like Proposable or Docubee for NDAs and proposals Capsule CRMCapsule CRM+3Docubee+3Capsule CRM+3.

• Project & Time Tracking: Task tracking via Toggl or Clockify; project synchronization through Make or Flow XO.

• ETL and Data Tools: Skyvia can handle data sync and pipelines across systems without code Smallbizcrm.

With these integrations, Capsule becomes the central hub of your business tech stack.

Real-World Use Cases

Sales Pipeline Management

Visualize and manage opportunities using Capsule’s Kanban-style sales pipelines. Track leads from prospect to close, automate follow-ups, and keep team alignment front and center Capsule CRM+6Capsule CRM+6Capsule CRM+6techrepublic.com.

Task & Project Tracking

Use Tags, Custom Fields, project boards and automations (called ‘Tracks’) to manage complex tasks or projects. Capsule supports workflows that trigger notifications or task assignments based on pre-defined criteria, keeping deliverables on schedule Capsule CRMCRM.org.

Contact & Communication Management

Capsule’s email integrations and Mail Drop Box let you convert email interactions into CRM records instantly. The system supports activity logging, contact history, and reminders for follow-ups — ideal for ensuring nothing slips through the cracks CRM.orgtechrepublic.com.

Automation & Notifications

Through Zapier, Capsule can send real-time alerts (e.g. to Slack or Teams) when key events occur—such as new leads or status changes in opportunities. You can also trigger proposal generation via Docubee or Proposable workflows when opportunities advance through stages Capsule CRM.

Resources & Support

Capsule provides a rich learning ecosystem, including:

• A dedicated Help Center with documentation on contacts, tasks, pipelines, reporting, integrations, and workflow automations Capsule CRM.

• Video tutorials that guide setup—from calendar and Xero integration to advanced workflows and Looker Studio reporting.

• Blog posts featuring tips on using Capsule in vertical use cases like project management or Zapier automation.

• Responsive email support and help through ticketing; users note support is friendly but tied to UK business hours, and real-time chat is not available Capsule CRM+1CRM.org.

Why Capsule CRM Might Be Right for You

Capsule delivers enterprise-grade CRM features with the usability and affordability small teams need. Its strengths include:

• Transparent, scalable pricing from Free to Ultimate, with no onboarding fees.

• Intuitive UI that minimizes setup time.

• Comprehensive integrations and automations without a need for bulky additional tools.

• Real‑time notifications and sales visibility, backed by reporting dashboards.

• Solid support materials and training content to help teams adopt quickly.

🔗 Ready to try it? Sign up via this link and start your Capsule CRM trial

Final Thoughts

Capsule CRM is ideal for small to midsize businesses, consultants, and teams looking for a clean, customizable CRM that ties together sales, tasks, communications, and integrations—all while keeping costs under control. Whether you're just starting or scaling fast, Capsule offers flexibility and clarity without unnecessary complexity.

Looking to optimize workflow, automate outreach, and centralize customer data?
Start your free trial now and explore Capsule CRM: ➡️ Get started here

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