--- title: Capsule CRM Reviews meta\_title: 'Capsule CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 513 reviews by the users' company size, role or industry to find out how Capsule CRM works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 513 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Capsule CRM Reviews & Product Details Visit Website Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. * * * Product Website Capsule CRM Seller [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4) Discussions [Capsule CRM Community](https://www.g2.com/products/capsule-crm/discuss) Languages Supported English, French, Portuguese, Spanish Solution Type All-in-One Overview by Duncan Stockdill (Co-founder & CEO at Zestia) Show More ## Pricing Pricing provided by Capsule. ### Free $0.00 2 Users Per Month [ View More Pricing Information ](https://www.g2.com/products/capsule-crm/pricing) ## Capsule CRM Integrations (75) What do users say about integrations? 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LM Lucy M. Operations and Accounts Manager Construction Small-Business (50 or fewer emp.) 7/9/2026 "Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support" 5/5 What do you like best about Capsule CRM? I have used Capsule for over 10 years. It integrates really well with my other software such as Xero and Transpond. Its extremely easy to use, it enables me to track my projects efficiently, as well as update any notes from recent contact. The new AI tools are really helpful, I am able to send an email in seconds using the AI email tool. Their customer service is excellent, and they offer webinars to help you use the software to your best ability. I think it is priced really well, and the software itself saves a lot of time when dealing with customer management. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I would like it if I could upload files to a project under its own file section, as after a couple of weeks, files do get lost in the trails and I have to keep scrolling to find them Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It makes customer management simple and efficient. I can create projects for every job I’ve quoted and keep everything organised by moving them through different stages. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic Review from User Profile LR Lincoln R. Director/Photographer/Musician Small-Business (50 or fewer emp.) 6/30/2026 "Capsule CRM: Flexible, Customizable and Ideal for Multi-Company Workflows" 5/5 What do you like best about Capsule CRM? The flexibility of the system. the fact that I can manipulate the many firleds and ways that it works so that I can use it close to the way that I like to work, and that I can make it fit my business, rather than trying to make my business fit into it. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? The new Free package seems to have limited its flexibility to customise the milestones. I have started a second system for another business and only need the free version for now. However I plan to upgrade one of my systems, Probably my primary system and have both companies using the same Capsule CRM as it is flexible enough to do that. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It solved my lack of focus... I can do what I need to do, and when I come back to it in a few days, I know exactly what to do next. No more needing to write notes on a list, no more trying to remember. Even if I do stuff and forget to populate Capsule CRM, it's easy to return to it and update what has been done and get back on track. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Gustavo R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gustavo R.") GR Gustavo R. Owner and Founder Small-Business (50 or fewer emp.) 6/18/2026 "Straightforward CRM with an Easy UI, Solid Integrations, and Reliable Performance" 5/5 What do you like best about Capsule CRM? It’s a very straightforward CRM solution, especially well-suited for solopreneurs (like myself) as well as small and medium-sized businesses. The user interface is easy to pick up, there are plenty of integrations, and over the many years I’ve been using the platform, I haven’t run into any availability or performance issues. Support has been very helpful in the very few occasions I've demanded it. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? The only thing I dislike is that I can’t granularly choose number formats for currencies or set the first day of the week (Sunday or Monday) independently of the language selection. As soon as you pick a language, those options are automatically applied. That’s not optimal. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? I use the Sales Pipeline to keep track of all the leads connected to my professional speaking opportunities, and it’s been a very effective way to stay organized and follow up consistently. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Ishan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ishan S.") IS Ishan S. Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator Hospital & Health Care Small-Business (50 or fewer emp.) 5/10/2026 "Reliable & Easy to Manage CRM for Client Follow-Ups, Task Organization, and Professional Workflow" 5/5 What do you like best about Capsule CRM? capsule CRM helps keep my daily work more organized without making things complicated. i work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content, so i regularly handle client follow ups, consultation reminders, appointments, nutrition discussions, and communication related work together. Capsule CRM makes this workflow more easy and structured. I use it frequently for follow up calls, task planning, reminders, and managing consultation related work. Features like contact management, task tracking, notes, reminders, activity history, and calendar view are very useful for my daily workflow. Keeping client details, follow-up discussions, and pending tasks in one place saves time and helps reduce confusion during busy clinic hours. i also like activity tracking and reminder system because it helps me manage repeat client follow-ups more properly. Performance is smooth for daily work and pages load properly most of the time. The interface feels clean, lightweight, and easy to navigate without too much complexity. Customer support and help resources were also simple to understand whenever needed. overall, Capsule CRM helps me manage clinic workflow, client communication, follow-up tasks, reminders, and professional work organization in more practical and time saving way. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? some integrations and workflow connections depend on third-party tools, which can make setup little longer for specific work needs. Reporting is useful for daily tracking, but for deeper analysis and detailed reporting, I feel there could be more flexibility. Another small thing is that when switching between contacts, tasks, notes, and activity history many times during busy work, few pages sometimes take little extra time to refresh. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? capsule crm is helping me keep follow-ups, client communication, tasks, and daily workflow more organized in one place. It makes managing reminders, notes, activity history, and pending tasks much easier during regular work. The task tracking and follow-up system is very useful because it helps keep communication and scheduled work properly managed without confusion. Activity history also helps in quickly checking previous discussions and updates when needed. overall, it improves work organization, saves time, reduces chances of missing follow-ups, and makes daily workflow more smooth and manageable. Review collected by and hosted on G2.com. Show More Response from Rachel Brocklehurst of Capsule [Editedit](https://www.g2.com/survey_responses/capsule-crm-review-12786411/official_response/edit) Thank you for taking the time to leave a review! We're so pleased to hear that Capsule is helping you stay organized. We appreciate the feedback on integrations and reporting. We have recently introduced custom dashboards for Capsule, these may help you report on the metrics that matter to you more effectively https://capsulecrm.com/support/business-insights/custom-dashboards/ Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite PW pete w. business development manager Small-Business (50 or fewer emp.) 6/2/2026 "Easy-to-Use Capsule CRM That Fits Our Business Needs Perfectly" 5/5 What do you like best about Capsule CRM? Capsule CRM is a great tool for any business. It’s easy to navigate and works exactly as a business needs. It’s very user-friendly, and the information is easy to read and understand, whether you’re at a junior level or senior level. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I don’t seem to have any problems with Capsule, as it works for me exactly as I need it to. If I had to pick one thing, I’d say it could use a visual update. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It really helps with my everyday work life by keeping my entire sales pipeline in one place. I’m able to track each stage of the pipeline, create reports, and easily monitor the financial side—like how my budget for the year is tracking against my projections, and whether I need to do more to hit my sales goals. Review collected by and hosted on G2.com. Show More Response from Rachel Brocklehurst of Capsule [Editedit](https://www.g2.com/survey_responses/capsule-crm-review-12906410/official_response/edit) Thanks for taking the time to leave a review Pete. We're so pleased to hear Capsule is helping with the everyday tasks and tracking sales. Regarding the needed visual update, we're working on something behind the scenes. If you drop us an email at support@capsulecrm.com we can share more details :-) Current UserValidated ReviewerSource: Organic ![Chris N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris N.") CN Chris N. Founder Small-Business (50 or fewer emp.) 7/12/2026 "Clean, Intuitive CRM That Gets Prospects vs. Contacts Right" 5/5 What do you like best about Capsule CRM? It allows me to easily differentiate prospects from contacts. Unlike other CRMs which seem to class every contact and business as a potential sales lead, Capsule understands that some people are just contacts and that's fine. It's also clean and intuitive, allowing me to pick it up and start using it very quickly. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? not much! A CalDav integration would be nice so we didn't have to stick with the usual players - Google & Microsoft. I want data independence and transparency. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Keeping in touch with leads. Most of mine are slow-burners that may take months or even years to realise, but consistent communication is key. Capsule is helping me manage this. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Holly H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Holly H.") HH Holly H. Owner & Designer Small-Business (50 or fewer emp.) 10/19/2023 "Consistently improving software we would be lost without" 5/5 What do you like best about Capsule CRM? With new features consistently being added - like the AI summaries and ability to see timelines for projects, Capsule shows it is really listening to users and improving their software to meet our needs. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? We're in contact with the team at Capsule and report any issues - things like not being able to sort projects easily or show them in chronological order is an issue for us. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule helps us track all of our customers, suppliers and partners so that we know exactly what's going on with every contact at every stage of a project or interaction with them. This helps our team to stay informed when speaking to clients and we all know what everyone is doing. Review collected by and hosted on G2.com. Show More Response from Rachel Brocklehurst of Capsule [Editedit](https://www.g2.com/survey_responses/capsule-crm-review-8742947/official_response/edit) Hi Holly, thanks for taking the time to leave a review. We're so pleased you're enjoying the new features we've been releasing. We've got some great stuff in the pipeline that will be available in the coming months 6/3/2026 Current UserValidated ReviewerIncentivizedSource: Organic ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") UM Verified User in Manufacturing Small-Business (50 or fewer emp.) 6/19/2026 "Easy to Start, Fast in the Browser, and Flexible as You Grow" 5/5 What do you like best about Capsule CRM? It's easy to get started with, and grow along the way. Friendly and calm interface providing just the right amount of information at all times, while be fairly flexible and customizable. While it doesn't always get the latest integrations right away, the ones that are available seem to do the job. It's a good value for the price, and you can easily upgrade (or downgrade) as you need to. Great webinars regularly addressing evergreen and emerging topics. It's zippy and fast in the browser (unlike certain accounting software cough...quickbooks) The latest AI features and future MCP support are the cherry on top of a product that still feels like you're driving. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Sometimes I'd like to see features added faster, especially ones that help you manage, organize and maintain over time. These are mostly user maintenance issues. The API DOES allow you to perform lots of overhaul on the backend, which is a nice workaround to implementing new UI that needs to accommodate lots of people, so it's a good trade off. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It's helping me understand my growing list of contacts and actually begin marketing (after years of word-of-mouth business) Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 7/9/2025 "CRM Review" 5/5 What do you like best about Capsule CRM? This CRM is very easy to use and easy to set up as someone with no prior CRM use. The opportunity feature enables us to keep on top of tasks per case. Also, the filtering options are helpful when trying to complete tasks at the same time and covering others' tasks when they are not able to work. I also love that you are able to set email templates and the amount of information in one space you can easily access in seconds makes it so efficient. Along with this, when dealing with any issues, the support team are amazing at dealing with issues straight away Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I do wish more templates were available sometimes in the subscription but it is not a big put-off. Also, when putting opportunities on for someone with a limited company, I can't put this opportunity for them on in personal name. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? I have been using the CRM for over a year, it consistently has updates to benefit user efficiency, for example, Zoom is now integrated to record meetings which will come in very handy Review collected by and hosted on G2.com. Show More 6/12/2026 Current UserValidated ReviewerSource: Organic YH Yllza H. Admissions Coordinator Small-Business (50 or fewer emp.) 4/10/2026 "Highly Customizable Pipelines and Tasks That Fit Our Needs" 5/5 What do you like best about Capsule CRM? What I like best about Capsule CRM is its flexibility and ease of use. The ability to customize pipelines and tasks allows us to align the system with our specific workflows, including creating multiple pipelines for different needs. I also value the complete client history—enhanced by the AI summarizer—which gives anyone taking over a contact instant context and ensures seamless continuity. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I don’t like that we can’t separate milestones or tracks by pipeline. They all show up no matter which pipeline I’m adding an opportunity to, which makes it harder to keep things organized. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It helps us stay in regular contact with our customers and keep our workflow organized. We can create reports easily and retrieve information quickly when we need it. I also like the AI features, which give an overview of the contact we’ve had with any client. Review collected by and hosted on G2.com. Show More Response from Rachel Brocklehurst of Capsule [Editedit](https://www.g2.com/survey_responses/capsule-crm-review-12611447/official_response/edit) Thank you for your review! We're so pleased you're finding Capsule easy to use and flexible for your business. When it comes to adding an opportunity to Capsule, selecting the pipeline should mean that you only see milestones for that pipeline, if that is not your experience we'd like to look into that for you. Please email support@capsulecrm.com and we'll take it from there. It's a great point about making tracks pipeline-specific. I'll bring that up with the Product Team for consideration! Current UserValidated ReviewerSource: Organic ## Questions about Capsule CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Capsule CRM ](https://www.g2.com/products/capsule-crm/discussions/new) GU Guest User • Last activity almost 3 years ago What are the top 5 CRM systems? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) GU Guest User • Last activity almost 3 years ago What is Capsule CRM used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-capsule-crm-used-for) [ View all Discussions ](https://www.g2.com/products/capsule-crm/discuss) ## Pricing Options Pricing provided by Capsule. ### Free $0.00 2 Users Per Month ### Starter $18.00 1 User Per Month ### Growth $36.00 1 User Per Month ### Advanced $54.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/capsule-crm/pricing) ## G2 Deals ### Exclusive savings on Capsule CRM through G2 Deals 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. How to claim this offer Click on the button, visit the landing page and select the plan you need. At the end of your 14 day free trial, the discount will automatically be applied when you enter your payment details. 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