Select a plan that suits you
Not sure which plan fits your needs?
Try the basics with up to 2 users. Upgrade for AI, automations and more.
Free 14-day trial. No card required.
Free includes:
- 250 Contacts
- 5 custom fields
- 1 Sales Pipeline
- Custom Sales Milestones
- Custom Task CategoriesUpgrade to go beyond standard categories by setting custom task types that fit your specific workflows.
- Advanced Mail ConnectionUse your Gmail or Outlook account to send emails now. Upgrade to connect professional mail servers for advanced business needs.
Get clarity and control over your client relationships. Ideal for teams of 1-5.
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@
- Premium IntegrationsAccess direct integrations with tools like Xero, Zendesk and Import2
- AI Pipeline GeneratorBuild a custom sales pipeline tailored to your unique business and process in seconds.
- Custom Activity Types
Sell and deliver work faster, with automations, AI and advanced reporting.
Free 14-day trial. No card required.
Everything in Starter, plus:
- 60,000 Contacts
- 5 Sales PipelinesRun separate sales pipelines for different products, teams or processes.
- 5 Project BoardsRun separate project boards for different products, teams or processes.
- Workflow AutomationsDefine repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards
- Advanced Reporting & DashboardsTrack your forecast, pipeline, conversions and lost sales, plus team activity, projects and contact health.
- Email Sync (Outlook & Gmail)Automatically log emails from Outlook and Gmail against your chosen Capsule contacts, so you never miss a conversation.
- Team & Access ControlsControl what each team member can see and edit, with user roles and permissions.
- AI ConnectorsConnect Capsule to the AI assistant you already use, like ChatGPT or Claude, through our official connectors or Custom MCP.
- AI Enrichment & SummariesAI fills in contact details like job title and LinkedIn profile, and gives you an instant summary of the last 50 activities on any record.
Scale up your sales and operations with higher limits across the board.
Free 14-day trial. No card required.
Everything in Growth, plus:
- 120,000 Contacts
- 50 project boards
- 50 sales pipelines
or
Connect to 100+ integrations
The award-winning CRM platform
Frequently Asked Questions
Capsule CRM’s 14-day trial of Starter, Growth, Advanced and Ultimate starts as soon as you sign up. The trial includes every feature on the plan you choose, and you can add your team. No card is required.
None. During the 14-day Capsule CRM trial you can use every feature, connect any integration and add as many users as you need.
When the 14-day Capsule CRM trial ends, you can stay on the plan you chose, switch plan, or cancel. To keep the data already in the account, add a payment card.
Yes. Capsule CRM has a free plan for up to 2 users and 250 contacts, with one sales pipeline.
You can move to a paid plan when you need a larger contact list or more features.
Capsule CRM has a free plan for up to 2 users and 250 contacts. Paid plans are priced per user, per month: Starter $18, Growth $36, Advanced $54 and Ultimate $72 when billed annually, or $22, $40, $60 and $75 billed monthly. Every paid plan starts with a free 14-day trial, with no card required.
No. Capsule CRM has no setup fee and no onboarding fee. You can cancel at any time.
Yes. You can upgrade or downgrade your Capsule CRM plan.
If you downgrade, you have to stay within the limits of the plan you move to.
Growth includes 60,000 contacts and Starter includes 30,000. Moving from Growth to Starter means reducing your contacts to 30,000.
Yes. You can import contacts and opportunities into Capsule CRM from a spreadsheet.
More information is available here.Capsule CRM onboarding is a short in-app setup that starts when you open your account. There is no onboarding fee.
The setup walks you through getting started, and the support centre has articles on how the CRM works.
The support team can answer questions as they come up.
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.
Capsule supports 100+ integrations, and works with Zapier to fulfill additional functionality. Our most popular integrations include Transpond, Mailchimp, Xero, QuickBooks, Gmail and Office 365.
Capsule CRM includes email templates for writing to your contacts. For marketing campaigns, Capsule CRM connects to Transpond, its marketing platform, where you can build email campaigns, schedule social posts and answer enquiries with an AI assistant. Engagement syncs back to your Capsule CRM contacts. Learn more about Transpond
Yes. Capsule CRM has AI Connectors for ChatGPT and Claude, plus AI Enrichment and AI Summaries. The AI features page lists them all.
Capsule CRM does not use your data to train AI models.
- 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.
If you don’t want to use the AI features in Capsule CRM, you can switch them off in your account.
Transpond is Capsule CRM’s marketing platform. It connects to Capsule CRM so you can see campaign engagement on each contact.
Transpond includes email campaigns, web forms, marketing analytics and automations.
Because Transpond is built by Capsule, it is a native connection rather than a third-party integration.
You can pay for Capsule CRM by major credit or debit card, monthly or annually. Paying annually costs less than paying monthly, and the saving for your currency is shown next to Pay Annually.