Capsule CRM

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Simple, clutter-free CRM for small businesses to track sales pipelines & client relations

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Capsule CRM discounts & coupon availability

No current Capsule CRM discount code is recorded. Any free plans or trials below are separate from a paid-plan coupon. An affiliate link alone does not apply a discount.

Capsule CRM offers & pricing options (1)

PROVIDER TERMS APPLY

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Capsule CRM free trial

Product Overview & Architecture

Capsule CRM is built for small teams who want a clean, honest CRM that doesn't require months of consultant training. It organizes your business contacts into clear timelines, tracks deals across visual Kanban stages, automates calendar reminders for follow-ups, and integrates seamlessly with Google Workspace, Microsoft 365, Xero, and QuickBooks.

BEST SUITED FOR:Small businesses, consultants, law firms, and service agencies wanting a calm, reliable CRM

Key Features & Capabilities

Comprehensive contact history timeline: Emails, calls, notes, and attachments in one place

Visual sales pipeline with drag-and-drop opportunity cards and milestone probabilities

Two-way email sync with Gmail and Outlook with automated contact matching

Workflow automations that generate follow-up task sequences when deals change stages

Deep accounting sync with Xero and QuickBooks showing paid/unpaid invoices on contact cards

Mobile apps for iOS and Android with caller ID and instant post-call note logging

THE GOOD (PROS)

•Free tier supports up to 250 contacts and 2 users forever
•Starts at only $18/user/mo—far more accessible than HubSpot Sales Pro
•Extremely reliable Xero & QuickBooks accounting integration

SHORTCOMINGS (CONS)

•Does not include built-in mass email marketing campaigns
•Custom field formula logic is simpler than Salesforce

Pricing Plans & Tiers

Transparent breakdown without hidden usage penalties.

View current Capsule CRM plans and billing terms on the official website ↗

HEAD-TO-HEAD COMPARISONS

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