Capsule CRM
🇬🇧 GB · Free plan · paid from €15/user/mo
4.5/5· 3,534 reviews across 4 portals
UK CRM with contact management, pipelines and integrations
Replaces
Capsule CRM is sought as a European alternative to:
Features
Sales Tools
- Sales pipeline management with opportunity summaries
- Pipeline dashboard for tracking conversion rates and forecasts
- Kanban visual pipeline for drag-and-drop opportunity management
- Currency support and opportunity filtering
- Multiple sales pipelines for different products or markets
Task Management
- Task creation for appointments, meetings, and deadlines
- Repeating tasks and reminder emails
- Task automation with Tracks for sequential tasks
- Calendar views (weekly/monthly)
- Calendar subscription for personal calendars
Reporting
- Sales analytics to monitor sales cycles
- Activity reporting by user and activity type
- Advanced sales reports (won/lost opportunities, pipeline growth)
- Report exporting and filtering by time, user, or team
- Integration with Google Data Studio for dashboards
Automation Tools
- Sales automation to streamline processes
- Project automation for consistent team productivity
- Marketing automation via Transpond for communication triggers and sequences
Contact Management
- Centralized customer details with full-text search
- Auto-enriched profiles from social networks
- File attachments and contact import from spreadsheets or CSV
Security & Permissions
- Two-factor authentication
- Microsoft 365 and Google Workspace single sign-on
- Record restoration within 30 days
- User roles with access control
- GDPR compliance and record access restrictions
Pricing
- Maximum 2 users
- 250 contacts
- 1 sales pipeline
- Advanced mail connection with Gmail or Outlook
- 30,000 contacts
- Email templates and shared mailbox
- Basic reporting
- Premium integrations (Xero, Zendesk, Import2)
- 60,000 contacts
- Workflow automations
- Advanced sales reporting and dashboards
- Multiple sales pipelines and project boards
- 120,000 contacts
- 50 project boards
- 50 sales pipelines
- Designed for scaling teams with 5+ users
- Dedicated account manager
- Custom training
All plans include a 14-day free trial with no credit card required. Marketing add-on starts from £7 per month.
EU Trust Profile
3 of 9 criteria verified with evidence, last checked 2026-08-14. Every ✓ links to its source.
- Evidence →Data Processing Agreement (DPA)
Capsule CRM provides a publicly available Data Processing Agreement (DPA).
- Evidence →Trust center / security page
Capsule CRM has a dedicated security and compliance page outlining their security practices and infrastructure.
- EU data residencynot offered
Customer data is hosted on AWS in the United States with no EU/EEA data residency option.
- Evidence →Public sub-processor list
Capsule CRM maintains a public list of sub-processors, including their purposes, data types, and locations.
- ISO 27001not offered
Capsule CRM does not claim ISO 27001 certification for its own service; only its hosting provider AWS holds this certification.
- SOC 2not offered
Capsule CRM does not claim SOC 2 certification for its own service; only its hosting provider AWS holds this certification.
- BSI C5not verified
- TISAXnot verified
- Local-language supportnot verified
✓ verified: publicly documented at the linked source on the check date. ✗ not offered: the vendor documents that they do not provide it. – not verified: we found no public evidence either way — not a finding against the vendor. The vendor's own information prevails.
Work at Capsule CRM?
This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (GB) and the compliance claims we checked against public sources — the date on it is the date we last checked.
The badge is issued to the vendor rather than left in public: claim the profile with a work email and we'll send it to you, along with a form for correcting anything we got wrong.
Claim this profile →Something wrong on this page? Write to hello@tech-from-europe.eu with a public link and we will re-check it.
Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- Exceptionally intuitive interface with minimal training required
- Fast onboarding with teams productive within hours
- Seamless Gmail and Outlook integration for email workflows
- Transparent and affordable pricing with a usable free tier
- Clean contact and pipeline management with practical AI features
- Mobile app provides core access on the go
- Honest positioning as a simple, essentials-focused CRM
Where users see room to improve
- · Limited automation and advanced features, locked behind higher-tier plans
- · Basic reporting and analytics compared to enterprise CRMs
- · Mobile app is functional but less feature-rich than desktop
Ratings across portals
Linked facts, we bring ratings from every portal together in one place.
Integrations
Feature, pricing and integration details are based on web research (as of 2026-08-14), without guarantee, errors are possible. The vendor's website prevails.
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