What it does
Capsule CRM organizes contacts, sales opportunities and the tasks connected to them. Its free plan supports two users and 250 contacts, making it an option for a small shared customer list. Paid plans add larger allowances, email tools, reporting and automation.
Keep customer tasks connected
Capsule tasks can attach to a contact, sales opportunity or project. Its calendar and task views bring that work together with Gmail or Outlook. Reusable structured task lists suit repeat work such as client onboarding, where each customer needs the same sequence but different dates and owners.
Free plan and upgrades
| Plan | Contact allowance | Useful distinction |
|---|---|---|
| Free | 250 | Two users, one sales pipeline and five custom fields |
| Starter | 30,000 | Shared mailbox, email templates and basic reporting |
| Growth | 60,000 | Workflow automation, multiple pipelines and email sync |
| Advanced | 120,000 | Up to 50 sales pipelines and 50 project boards |
Ultimate adds an account manager and custom training. Paid plans are billed per user and offer a 14-day trial without a card. The free plan's Get started button is the route for trying the basic contact and opportunity tools without a subscription.
Strengths
- Follow-up tasks stay linked to customer and project records
- Reusable task lists support repeated handovers
Watch out for
- Free is limited to two users and 250 contacts
- Workflow automation requires Growth or higher
Best for
- Small businesses organizing contacts and next actions
Sources
- Capsule CRM plans (Oct 27, 2026)
- Capsule tasks and calendar (Oct 27, 2026)
- CRM Made Simple | Capsule CRM (Oct 25, 2026)