YOUR PRIORITIES. YOUR SHORTLIST.

Make the comparison yours.

Select up to three products in one category. See the evidence, change the priorities and understand every point.

1. Choose a category

2. Choose up to three products

Only products in the same category can be compared.

Product 1Product 2Product 3

3. Set what matters to youCore workflowWorkflow depthAI

Standard weights total 100 points, including 15 for AI. Your choices are normalised back to 100.

CRM software / YOUR COMPARISON

The fit, side by side.

Sorted by your documented score

Capsule CRM ↗

67–100/100

67% evidence coverage

With AI excluded: 67–100/100

Request pricing
user/month · VAT basis not stated

Small UK teams that want a manageable sales process and project handover.

Official campaign material identifies UK-based support.

Pipedrive ↗

62–100/100

62% evidence coverage

With AI excluded: 61–100/100

€14.00
seat/month · excl. VAT

Sales teams that want a visible pipeline with structured daily follow-up.

International product; confirm UK billing currency, contracting and support in the proposal.

The first number is earned from documented features. Unverified capabilities create the range. Product scores do not establish the quality, reliability or price of a particular plan.

CRM software: feature evidence and contribution to the score
Capability & demo question	Capsule CRM67–100/100 documented fit	Pipedrive62–100/100 documented fit
Core workflowContacts linked to organisations7.0 points available Ask in the demo Create a person, link them to an organisation and show their shared activity history.	✓ Supported Contacts and linked relationship history are core CRM functions. 7.0 / 7.0 pointsEvidence ↗	✓ Supported Contacts retain interaction timelines. 7.0 / 7.0 pointsEvidence ↗
Core workflowCustom sales pipelines7.0 points available Ask in the demo Create stages with probabilities and move a deal through them.	✓ Supported Custom sales milestones and multiple-pipeline tiers are documented. 7.0 / 7.0 pointsEvidence ↗	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points
Core workflowTwo-way email history7.0 points available Ask in the demo Send and receive an email and show both against the correct contact.	✓ Supported Email sync logs messages against contacts. 7.0 / 7.0 pointsEvidence ↗	✓ Supported Growth synchronises Gmail, Outlook and company email. 7.0 / 7.0 pointsEvidence ↗
Core workflowOwned follow-up tasks7.0 points available Ask in the demo Assign a dated follow-up to another seller and show their overdue queue.	✓ Supported Tasks and activity categories are documented. 7.0 / 7.0 pointsEvidence ↗	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points
Core workflowPipeline and activity reporting7.0 points available Ask in the demo Filter open pipeline by owner and expected closing month.	✓ Supported Pipeline, task and contact dashboards are listed. 7.0 / 7.0 pointsEvidence ↗	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points
Workflow depthDuplicate merge4.0 points available Ask in the demo Import a duplicate and merge it without discarding useful history.	✓ Supported Merge duplicate contacts of the same type while combining their recorded histories. 4.0 / 4.0 pointsEvidence ↗	✓ Supported Review suspected duplicate people or organisations and merge their information. 4.0 / 4.0 pointsEvidence ↗
Workflow depthRequired stage-specific fields4.0 points available Ask in the demo Prevent a deal entering proposal stage until required information is entered.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points	✓ Supported Premium supports required pipeline fields. 4.0 / 4.0 pointsEvidence ↗
Workflow depthRule-based lead assignment4.0 points available Ask in the demo Route two enquiries to different owners based on territory or value.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points	✓ Supported Premium automatically routes captured leads. 4.0 / 4.0 pointsEvidence ↗
Workflow depthConditional follow-up automation4.0 points available Ask in the demo Start a sequence and show what changes when the prospect replies.	? Not verified Workflow tasks, notifications and stage changes are documented; reply-sensitive sequences unverified. 0.0–4.0 / 4.0 pointsEvidence ↗	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthForecast and recurring revenue4.0 points available Ask in the demo Separate one-off and recurring revenue in a forecast.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points	✓ Supported Growth forecasts subscription and instalment revenue. 4.0 / 4.0 pointsEvidence ↗
Workflow depthTracked quotations4.0 points available Ask in the demo Produce a quotation from deal products and retain the sent version.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points	✓ Supported Premium includes quotations and contracts. 4.0 / 4.0 pointsEvidence ↗
Workflow depthRecord visibility permissions4.0 points available Ask in the demo Show what a salesperson can and cannot see in another team's accounts.	✓ Supported Access restrictions separate teams' visibility. 4.0 / 4.0 pointsEvidence ↗	✓ Supported Premium adds customised access controls. 4.0 / 4.0 pointsEvidence ↗
Workflow depthField change history4.0 points available Ask in the demo Find who changed an opportunity amount and when.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthCustom related records4.0 points available Ask in the demo Link a custom asset or contract record to a customer.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthAPI read and write4.0 points available Ask in the demo Create a record externally and retrieve the resulting identifier.	✓ Supported Creating an opportunity returns its ID and associated party information. 4.0 / 4.0 pointsEvidence ↗	✓ Supported The v2 deal endpoint creates a record and returns its identifiers. 4.0 / 4.0 pointsEvidence ↗
Workflow depthUsable record export5.0 points available Ask in the demo Export contacts and deals with stable identifiers and relationships.	✓ Supported The opportunity API returns IDs, related party IDs and custom fields for reproducible extraction. 5.0 / 5.0 pointsEvidence ↗	✓ Supported Exports retain linked contacts and organisations; activities, notes and files require separate exports. 5.0 / 5.0 pointsEvidence ↗
Workflow depthSales-to-delivery handover5.0 points available Ask in the demo Turn a won deal into an owned delivery process without re-entering customer details.	✓ Supported Project boards support delivery work alongside sales. 5.0 / 5.0 pointsEvidence ↗	✓ Supported A won deal can create an owned project retaining linked customer and deal context. 5.0 / 5.0 pointsEvidence ↗
AIContext-aware AI email drafts5.0 points available Ask in the demo Draft a follow-up grounded in the actual contact or opportunity history.	✓ Supported Content assistance supports sales writing. 5.0 / 5.0 pointsEvidence ↗	✓ Supported Premium drafts and summarises customer emails. 5.0 / 5.0 pointsEvidence ↗
AIAI meeting or record summaries5.0 points available Ask in the demo Summarise a real interaction and identify the next action.	✓ Supported AI summaries are documented. 5.0 / 5.0 pointsEvidence ↗	✓ Supported Nova produces transcripts and proposed follow-ups. 5.0 / 5.0 pointsEvidence ↗
AIAI prioritisation or research5.0 points available Ask in the demo Show prospect research or a recommended next action and the information behind it.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points

“Not verified” means the recorded evidence does not settle this specific check. It does not mean the feature is absent. Read the scoring method.

Make the comparison yours.

The fit, side by side.

Capsule CRM ↗

Pipedrive ↗

Inside the feature comparison