Capsule CRM
Capsule CRM is a customer relationship management (CRM) software solution that helps small and medium-sized businesses win more business, keep more clients, and deliver consistently great work. It gives sales, marketing, and service teams one organized place to see every contact, conversation, and deal - so nothing falls through the cracks, and no one's digging through scattered spreadsheets or half-updated tools just to find out where things stand. Trusted by more than 10,000 businesses worldwide, Capsule is built for teams that want the structure of a bigger CRM system without the complexity or setup headaches that usually come with one. It brings sales tracking, contact management, and project tracking together in one place, so your team can spend less time managing software and more time managing relationships. Capsule connects to the tools businesses already use - like email, accounting software, and marketing platforms - and now offers an AI integration, available via Model Context Protocol (MCP), that lets supported AI tools answer questions about your CRM data in plain language. No dashboards to build, no filters to configure - just ask. Here's what makes it work for growing teams: Contact and company management: every interaction, note, email, and document lives in one place, so you walk into every call or meeting already knowing where things stand. Visual sales pipelines: see exactly where every deal is and what needs your attention next, with the flexibility to build different pipelines for different sales processes. Built-in task and calendar management: follow-ups and meetings are linked directly to the right contact or deal, so nothing gets missed and no one has to keep it all in their head. Project and case tracking: keep delivery and after-sale work moving with simple boards, milestones, and stages, so sales and delivery teams are always working from the same page. Easy integrations: connect Capsule to the tools you already rely on, with even more possible through its API and growing AI/MCP capabilities. Reporting tools turn your pipeline and activity data into a clear, honest picture of how sales are really going, so decisions get made on real numbers instead of gut feel. And as your team grows, you can control who sees and edits what - so Capsule scales with you instead of becoming something you have to manage around. At its core, Capsule is built for businesses that want a CRM that feels quick to set up and easy to keep organized from day one, without giving up the depth needed to handle more complex sales or client work as the business grows.
Average Rating: 4.7/5.0
Total Reviews: 523
G2 Deal: 20% off the monthly price per user of any paid Capsule plan for 12 months
Capsule CRM is a growth-oriented CRM tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. G2 customers can get 20% off the monthly price per user of any paid Capsule plan for the first 12 months.
Price: ~~$21-$75 per user per month.~~ → $16.80-$60 per user per month.
How Do G2 Users Rate Capsule CRM?
- Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
- Workflow Capability: 8.4/10 (Category avg: 8.5/10)
- Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
- Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.7/10)
Who Is the Company Behind Capsule CRM?
- Seller: Capsule
- Company Website:
- Year Founded: 2007
- HQ Location: Manchester, GB
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LinkedIn® Page: www.linkedin.com
55 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: Director, Owner
- Top Industries: Consulting, Marketing and Advertising
- Company Size: 93% Small, 7% Medium
What Do G2 Reviewers Say About Capsule CRM?
AI-generated summary from verified user reviews
Pros
- Users find Capsule CRM incredibly easy to use, making it perfect for beginners and efficient for small businesses.
- Users consistently praise the exceptional customer support of Capsule CRM, highlighting quick responses and effective solutions.
- Users appreciate Capsule CRM for its user-friendly design, making sales management simple and efficient for small businesses.
- Users value the simplicity of Capsule CRM, appreciating its easy setup and user-friendly design for effective management.
- Users appreciate the intuitive task management in Capsule CRM, enhancing productivity and clarity in daily priorities.
Cons
- Users desire additional missing features, such as more templates and improved options for managing customer information.
- Users note the limited customization options in Capsule CRM, which may hinder personalized usage for some needs.
- Users face integration issues with Capsule CRM, limiting collaboration and reliance on third-party tools for functionality.
- Users find the incomplete information limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM.
- Users find the steep learning curve of Capsule CRM challenging, wishing for better resources to master the features.
What Are Recent G2 Reviews of Capsule CRM?
"Streamlined Project Tracking That Keeps Client Context in One Place"
Rating: 4.5/5.0 stars
— Jonas I.
"Clean Pipelines and Custom Activity Tracking That Fit Our Web Agency Workflow"
Rating: 4.5/5.0 stars
— Jared M.
What Are G2 Users Discussing About Capsule CRM?
- What is Capsule CRM used for? - 1 comment
- What are the top 5 CRM systems? - 1 comment
- What is CRM database software? - 1 comment
- What is a case in Capsule CRM? - 1 comment
- What are the features of CRM software? - 1 comment

