Skip to main content
SoftwareCompare
From $18Free planG2 4.7 · 476 reviews

Consultants and firms of up to about 20 people who want relationships, new-business pipelines and client project delivery in one simple CRM.

Visit Capsule ↗See full comparison

Quick overview

Pricing
Free plan; paid from $18/user/month (billed annually)
Plans
Free plan: up to 2 users, 250 contacts, 5 custom fields, 1 sales pipeline, 1 project board. Billed annually, per user per month: Starter $18 (30,000 contacts, email templates, basic reporting, premium integrations), Growth $36 (60,000 contacts, workflow automations, multiple pipelines and project boards, email sync, dashboards, AI enrichment and summaries), Advanced $54 (120,000 contacts, 50 pipelines, 50 project boards), Ultimate custom pricing. Monthly billing available (not priced on the page). Free 14-day trial, no card. No setup fees. Marketing add-on from $11/month.
G2 rating
4.7 / 5.0
Comparisons
Featured in 2 comparisons

Key features

  • Contact and company records with emails, notes, files and tasks in one timeline
  • Visual sales pipelines plus kanban project boards with task templates
  • Workflow automations and automatic email sync on Growth
  • Integrations with Gmail, Outlook, Google Workspace, Microsoft 365, QuickBooks and Xero
  • AI enrichment, summaries and meeting prep on Growth

Pros

  • Relationship-first design suits referral-driven work
  • Pipelines and project boards in one tool
  • Works with Google Workspace and Microsoft 365
  • No setup fees and a free plan to test

Cons

  • Email sync and workflow automations need Growth ($36)
  • Multiple pipelines and project boards start on Growth
  • No built-in proposals or e-signatures
  • Free plan's 250-contact cap is too small for most networks

Capsule in our comparisons

CRM & Sales

Best CRM for Consultants

Capsule is the best CRM for most consultants: relationship-first records, pipelines and project boards from $18/user/month billed annually. Less Annoying CRM is the simplest solo option, HubSpot's free CRM is the best free start, and Copper suits Google Workspace firms.

+3
Marcus WilliamsUpdated October 2026
CRM & Sales

Best Free CRM Software

HubSpot's free CRM is the best free CRM for most one- or two-person teams: the widest free toolset, with a cheap Starter upgrade. Choose Zoho CRM if three people need free access, or Odoo CRM if a larger team only needs a pipeline.

+2
Marcus WilliamsUpdated October 2026