Capsule CRM (AI)
by Zestia Ltd
Simple CRM with practical AI for SMBs.
Score
Score
Our verdict
Capsule CRM focuses on the essentials for SMBs: contacts, pipelines, basic projects and solid reporting, with practical AI layered in. It’s easy to set up and learn, and the free plan is genuinely useful for testing workflows. The Growth tier is the sweet spot, adding automations, multiple pipelines and boards, plus AI Summaries and Enrichment that reduce admin without feeling gimmicky. Pricing is straightforward and competitive: $21/$38/$60/$75 per user month-to-month, or $18/$36/$54/$72 billed annually, with generous contact limits up to 240k on Ultimate. Weak spots: support is primarily self‑serve and email; marketing automation requires the separate Transpond add‑on; and enterprises needing advanced governance or deeply custom data models will outgrow it. For owner‑led teams that want a calm, usable CRM with helpful AI and clear upgrade paths, Capsule is an excellent value.
Overview
Screenshot
Score breakdown
Overall score
Scores are editorial assessments by the Compare Best AI team on a 0–10 scale.
Expert review
CBAI Editorial Team
Compare Best AI · Editorial Team
## Overview
How we tested
Days tested
7 days
Tasks evaluated
- ·Imported contacts and built a sales pipeline
- ·Configured a project board and automated task Track
- ·Drafted follow‑ups using AI Email Assist and Summaries
- ·Built dashboards and verified limits across plans
Method
Compared against Pipedrive and Zoho CRM using identical inputs
Reviewer
CBAI Editorial Team
Plans & pricing
Free
Testing and very small teams
- 2 users max
- 250 contacts
- 1 sales pipeline, 1 project board
- 5 custom fields
- 50MB storage
Starter
Solo founders and 1–5 person teams
- 30,000 contacts
- Email templates (5), shared mailbox (1)
- Basic reporting, goals
- Premium integrations (e.g., Xero, QuickBooks)
- AI Pipeline Generator; 10 AI Content Assists/mo
Growth
SMBs needing automations and AI
- Everything in Starter
- 60,000 contacts; user roles & access controls
- Workflow automations; advanced sales reporting & dashboards
- 5 sales pipelines; 5 project boards
- AI Business/Contact Enrichment, AI Summaries, AI Meeting Prep; ~1000 AI Content Assists/mo
Advanced
Larger teams scaling processes
- Everything in Growth
- 120,000 contacts
- 50 sales pipelines; 50 project boards
- Higher quotas (e.g., templates, shared outboxes)
Ultimate
Scaling teams needing hands-on help
- All features included
- 240,000 contacts; 50GB/user storage
- Unlimited project boards; dedicated account manager
- Custom training and priority support
Pricing may vary by region. Always verify on the vendor's website.
Feature comparison
| Feature | Capsule CRM (AI) | Pipedrive | Zoho CRM |
|---|---|---|---|
| Plans | |||
| Free plan available | |||
| AI | |||
| AI email generator | |||
| AI meeting prep/briefs | |||
| Pipelines | |||
| Multiple sales pipelines | |||
| Projects | |||
| Project boards (kanban) included | |||
| Platform | |||
| Public REST API | |||
| Integrations | |||
| Native accounting integrations (Xero/QuickBooks) | |||
Is it right for you?
Good fit for
Owner-operators
Keeps contacts, deals, tasks and delivery in one tool without heavy setup.
Small sales teams
Multiple pipelines, automations and AI prep improve consistency and follow‑ups.
Services firms
Built‑in project boards help manage post‑sale delivery alongside CRM data.
SMBs adopting AI
AI summaries, enrichment and email assist speed routine work with guardrails.
Less suited for
Complex enterprise CRM
Lacks deep enterprise governance/custom objects found in higher-end suites.
Heavy marketing automation
Advanced campaigns require the Transpond add‑on, not Capsule core.
Strict on-call support needs
Support is primarily via documentation and email, not 24/7 live.
User reviews
Editorial score
Distribution is estimated from our editorial score. Verified user reviews coming soon.
Use cases
Typical ways teams rely on this tool — from everyday tasks to specialized workflows.
- Owner-led pipeline tracking
- Project delivery after won deals
- AI-assisted email and follow-ups
- Sales reporting and dashboards
- Contact enrichment and prep
- SMB workflow automation
Integrations
Reported connectors
Apps and services commonly connected out of the box or via official connectors.
- Xero
- QuickBooks
- Mailchimp
Privacy & compliance
Security & data practices
Highlights we track from the vendor's documentation. Always confirm current terms, subprocessors, and regional policies on their official site.
- GDPR
- PCI-DSS for payments
- AI data not used for model training
Details
Category
Price
- Free
- Starter $21/mo ($18/mo billed yearly)
- Growth $38/mo ($36/mo billed yearly)
- Advanced $60/mo ($54/mo billed yearly)
- Ultimate $75/mo ($72/mo billed yearly)
Free version
Best for
- Owner‑led B2B sales tracking
- Services firms delivering projects post‑sale
- SMBs standardizing pipelines and follow‑ups
- Teams adopting practical AI tools.
Frequently asked questions
Capsule CRM (AI)
Sales & CRM
Ready to get started?
Visit the Capsule CRM (AI) website to explore plans and start your free trial.
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