UK SOFTWARE PROFILE
Capsule CRM
A contact and sales CRM for small teams, with pipeline management, shared email, projects and progressively broader workflow tools.
One product. Different jobs.
Each score uses that category's criteria. Compare products within a category, rather than comparing scores across unrelated tasks.
Pricing & practicalities
Model your total cost ↗Published starting point
CRM software
Request pricingSelect plan · user/month · annual billing
VAT basis not stated
Use the current plan selector for a GBP quote. Free tier allows up to two users and 250 contacts; paid plans add automation and AI.
Check current price ↗Consider before choosing
- Workflow automation and multiple pipelines depend on plan.
- Contact, project and storage allowances vary.
- Current GBP amounts were not exposed reliably in the reviewed pricing output.
Connected workflows
- Xero
- Zendesk
- Gmail
- Outlook
Confirm the integration's direction, permissions, plan and sync behaviour with the supplier.
BEHIND THE AI CLAIM
AI capabilities
Capsule documents practical AI support for content and pipeline creation, with enhanced tools by tier.
Documented capabilities
- AI pipeline generation
- AI writing assistance
- AI summaries
Plans, limits & questions
- Plan-specific allowances apply; setup documentation gives 10 content assists monthly on Starter.
- Confirm current entitlements at checkout.
Feature-by-feature evidence
CRM software — 20 scored checks
| Capability & demo question | Capsule CRM67–100/100 documented fit |
|---|---|
Core workflowContacts linked to organisations7.0 points availableAsk in the demoCreate 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 ↗ |
Core workflowCustom sales pipelines7.0 points availableAsk in the demoCreate stages with probabilities and move a deal through them. | ✓ Supported Custom sales milestones and multiple-pipeline tiers are documented. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowTwo-way email history7.0 points availableAsk in the demoSend and receive an email and show both against the correct contact. | ✓ Supported Email sync logs messages against contacts. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowOwned follow-up tasks7.0 points availableAsk in the demoAssign a dated follow-up to another seller and show their overdue queue. | ✓ Supported Tasks and activity categories are documented. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowPipeline and activity reporting7.0 points availableAsk in the demoFilter open pipeline by owner and expected closing month. | ✓ Supported Pipeline, task and contact dashboards are listed. 7.0 / 7.0 pointsEvidence ↗ |
Workflow depthDuplicate merge4.0 points availableAsk in the demoImport 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 ↗ |
Workflow depthRequired stage-specific fields4.0 points availableAsk in the demoPrevent 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 |
Workflow depthRule-based lead assignment4.0 points availableAsk in the demoRoute 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 |
Workflow depthConditional follow-up automation4.0 points availableAsk in the demoStart 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 ↗ |
Workflow depthForecast and recurring revenue4.0 points availableAsk in the demoSeparate 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 |
Workflow depthTracked quotations4.0 points availableAsk in the demoProduce 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 |
Workflow depthRecord visibility permissions4.0 points availableAsk in the demoShow what a salesperson can and cannot see in another team's accounts. | ✓ Supported Access restrictions separate teams' visibility. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthField change history4.0 points availableAsk in the demoFind 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 |
Workflow depthCustom related records4.0 points availableAsk in the demoLink 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 |
Workflow depthAPI read and write4.0 points availableAsk in the demoCreate a record externally and retrieve the resulting identifier. | ✓ Supported Creating an opportunity returns its ID and associated party information. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthUsable record export5.0 points availableAsk in the demoExport 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 ↗ |
Workflow depthSales-to-delivery handover5.0 points availableAsk in the demoTurn 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 ↗ |
AIContext-aware AI email drafts5.0 points availableAsk in the demoDraft a follow-up grounded in the actual contact or opportunity history. | ✓ Supported Content assistance supports sales writing. 5.0 / 5.0 pointsEvidence ↗ |
AIAI meeting or record summaries5.0 points availableAsk in the demoSummarise a real interaction and identify the next action. | ✓ Supported AI summaries are documented. 5.0 / 5.0 pointsEvidence ↗ |
AIAI prioritisation or research5.0 points availableAsk in the demoShow 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” means the recorded evidence does not settle this specific check. It does not mean the feature is absent. Read the scoring method.