Capsule CRM
The facts below are what the maker publishes about Capsule CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From Capsule CRM's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | maximum 2 users · 250 contacts · 5 custom fields · 1 sales pipeline |
| Starter | $18 a month | 30,000 contacts · 1 sales pipeline · 1 project board · 50 custom fields · 5 email templates · 1 shared mailbox · billed annually |
| Growth | $36 a month | 60,000 contacts · 5 sales pipelines · 5 project boards · workflow automation · advanced sales reporting · AI enrichment and summaries · Capsule MCP · billed annually |
| Advanced | $54 a month | 120,000 contacts · 50 sales pipelines · 50 project boards · 300 custom fields · 500 email templates · 5 shared mailboxes · billed annually |
| Marketing add-on | $11 a month | email marketing · webforms · marketing analytics · automations · starting from |
| Ultimate | Priced on request | for scaling teams with 5+ users · account manager · custom training · premium onboarding |
The facts
Each one read from Capsule CRM's own pages, with the date it was checked.
What it does
- AI data handling
- Capsule says customer data is not used to train AI models, AI inputs are not shared outside the account and AI features can be disabled.checked 21 Oct 2026
- AI features
- Yeschecked 20 Sep 2026
- API
- Capsule provides a RESTful API with OAuth 2 authentication and personal access tokens for bespoke or third-party integrations.checked 21 Oct 2026
- API documentation depth
- Developer documentation covers parties, opportunities, projects, tasks, entries, attachments, filters, tracks, users, teams, tags, custom fields, pipelines, boards, stages and REST hooks.checked 21 Oct 2026
- Contact management
- The product stores customer relationship records, supports full-text search, custom fields, tags, imports and file attachments.checked 21 Oct 2026
- Email sync
- Yeschecked 20 Sep 2026
- Email tools
- Capsule supports Gmail and Outlook connections, reusable email templates, mailbox connection, sending from Capsule and shared inboxes.checked 21 Oct 2026
- Integrations
- The integration catalog lists services including Xero, QuickBooks, FreshBooks, Sage, FreeAgent, KashFlow, Mailchimp, Wufoo, Zendesk, Zapier, Google, Microsoft, Zoom and Slack.checked 21 Oct 2026
- Licence
- Capsule’s terms provide access to an online service operated by Zestia Limited and do not publish an open-source licence or source-code distribution.checked 21 Oct 2026
- Limit: advanced reporting
- G2 reviewers report that native reporting is limited for deeper analysis and combining custom fields with financial data.checked 21 Oct 2026
- Limit: marketing automation
- GetApp user analysis rates marketing automation lower than core features and notes requests for more advanced campaigns and automation.checked 21 Oct 2026
- Limit: mobile functionality
- Google Play reviewers report confusing or limited mobile functionality and unresolved address-map issues.checked 21 Oct 2026
- Limit: subscription complaint
- A Trustpilot reviewer complained that cancellation followed an annual subscription without a prorated refund, although Capsule replied that monthly billing had been explained.checked 21 Oct 2026
- Marketing automation
- Yeschecked 20 Sep 2026
- MCP extensibility
- Since 25 September 2026, custom remote MCP connections can search Capsule data and create contacts, opportunities, projects, tasks and notes; this requires Growth or above.checked 21 Oct 2026
- Notable news: MCP
- On 25 September 2026 Capsule announced custom remote MCP connections using OAuth for AI tools.checked 21 Oct 2026
The company
- Company size
- Crunchbase lists Zestia as having 11–50 employees and identifies Duncan Stockdill, Phillip Haines and Wendy Rule as founders.checked 21 Oct 2026
- Founded
- Capsule was launched in 2009; Zestia Limited was incorporated on 5 November 2007.checked 21 Oct 2026
- Headquarters
- Zestia lists Manchester, UK as its base and registered office at Level 1, 20 Dale Street, Manchester M1 1EZ.checked 21 Oct 2026
- Maker legal name
- The service is operated by Zestia Limited, an English private limited company registered under number 06418281.checked 21 Oct 2026
Money
- Free plan
- Yeschecked 20 Sep 2026
- Free trial
- Yeschecked 20 Sep 2026
- Limit: free plan and scaling cost
- GetApp reviewers mention the free plan’s contact and feature caps and rising costs as additional users are added.checked 21 Oct 2026
Where it runs
- Mobile app
- The Android app supports offline access, contact activity, direct calls or email, maps, opportunities and follow-up tasks.checked 21 Oct 2026
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