Capsule CRM: features, editions and UK prices

Checked 28 October 2026 · 4 min read · CRM

Capsule CRM is a CRM software from Zestia Ltd. This page sets out what Zestia Ltd's own UK pages say about it: the editions and what they cost, which features are built in and which need an app or add-on. It is a factual summary to help you build a shortlist, not a recommendation for or against Capsule CRM.

In total we confirmed 17 features for Capsule CRM from public information: 15 built in and 2 through an app, add-on or separate Zestia Ltd product. Each is listed below with the vendor's own words and a link to the source.

Capsule CRM editions and UK prices

Prices as published by Zestia Ltd on 28 October 2026. Prices change; always confirm the current price and terms with Zestia Ltd before you buy.

Customers and CRM: Capsule CRM

• Contacts and companies – built in (Free). “Everything you know about the people, companies and organizations that you do business with.” (capsulecrm.com)
• Lead management – built in (Starter). “Website form lead capture Capture leads directly via a form on your own website.” (capsulecrm.com)
• Sales pipeline / opportunities – built in (Free). “Sales Pipeline A summary of all sales opportunities including potential values and where they are in the pipleine.” (capsulecrm.com)
• Outlook / Gmail integration – built in (Free). “Gmail Access Capsule directly from Gmail. Add contacts, conversations, tasks and sales opportunities.” (capsulecrm.com)
• Marketing e-mail campaigns – through Transpond. “Transpond Use our sister email marketing tool, Transpond, which integrates seamlessly with Capsule to take your marketing to the next level.” (capsulecrm.com)
• Marketing automation – through Transpond. “Marketing Automation (Transpond) Create triggers and sequences for communications so that you can manage every interaction that you need to.” (capsulecrm.com)
• Website forms to leads – built in (Starter). “Website form lead capture Capture leads directly via a form on your own website.” (capsulecrm.com)
• CRM mobile app – built in (Free). Listed on capsulecrm.com: “iOS & Android app Access Capsule anywhere with our mobile app. Website form lead capture Capture leads directly via a form on your own website.”
• GDPR consent tracking – built in (Free). “GDPR compliance We have updated our data processes and practices to maintain GDPR compliance.” (capsulecrm.com)

Reporting, platform and integrations: Capsule CRM

• Mobile app – built in (Free). Listed on capsulecrm.com: “iOS & Android app Access Capsule anywhere with our mobile app.”
• Dashboards / KPIs – built in (Growth). “Pipeline Dashboard Track conversion rate, sales pipeline milestones and forecast in one view.” (capsulecrm.com)
• Excel integration – built in (Free). “Export reports Export all of your report data or save an image of your chart for import into other tools such as Excel.” (capsulecrm.com)
• Open API – built in (Free). “API access Use Capsule's API to integrate with your custom or third party application.” (capsulecrm.com)
• App marketplace – built in (Free). “Add-ons & Integrations Connect your favorite tools with Capsule.” (capsulecrm.com)
• Role-based permissions – built in (Free). “User roles Assign users to one of three different roles to ensure that users only have access to certain records.” (capsulecrm.com)
• Single sign-on (Microsoft / Google) – built in (Growth). “Microsoft 365 Single Sign-On Log in to Capsule using your existing Microsoft 365 email and password.” (capsulecrm.com)
• Document attachments – built in (Free). “Attach files Attach agreements, quotes, proposals and any other files you need.” (capsulecrm.com)

How to compare Capsule CRM with other systems

The useful comparison is against the features your business actually needs. Write down the five or six processes you cannot work without, check each against the list above and against the same list for other systems, and ask each vendor to show those processes in a demo using your own examples.

See our guides to CRM software.

Frequently asked questions