Enhance your plan with our marketing add-on

  • Get started in minutes
  • Send beautiful campaigns
  • Create powerful automations
  • Manage contact data across either app
  • View activity and engagement within Capsule
  • Segment with Capsule tags, lists and custom fields

From $11 per month

Activate from within your Capsule account

Choose exactly what you need

Compare the features and benefits of each plan. Still unsure which plan is best for you? We're here to help

Total amount of contacts per plan.
File Storage
Total storage amount per user.
50MB / user10GB / user20GB / user30GB / user50GB / user
Log Activity
  • Import Customers
  • Contact History
  • Email Storage
  • Tag Management
  • Integrate with Accounting Platforms
  • Email Templates
    Save emails as templates to use again and again.
    Outlook Add-in
    Microsoft 365 users can use Outlook Add-In to store your sent emails in Capsule, create new contacts, cases & opportunities.
  • Gmail Add-on
    Gmail users, use our add-on to store your sent emails in Capsule, create new tasks, cases & opportunities.
  • Send Emails with Outlook or Gmail
  • Outlook Add-In Automatic Email Storage
    Automatically store all emails with chosen contacts.
  • Enrich Social Profiles
  • Custom Titles
  • Reminder Follow-up Tasks
  • Track Customer Milestones
  • Custom Fields2550150300Unlimited
    Zapier Integrations & Automations
    Use Zapier to integrate with thousands of other business tools.
    Customized Filtered Lists
    Create lists using simple filters.
  • API Access
    Use Capsule’s API to integrate with your custom or third party application.
  • Premium Add-ons
    Power-up Capsule by using Xero, FreshBooks, Mailchimp, Wufoo & more.
  • Important Fields
    Mark Custom Fields and fields within Data Tags as Important. When you add or edit a record, Important Fields will be highlighted.
  • Custom Activity Types
    Activity Types allow you to identify unique activities that are meaningful to your business.
  • Multiple Sales Pipelines
    Create multiple sales pipelines to reflect the different stages for multiple products, services or businesses.
    Manage your Sales Opportunities
    Track potential sales, such as a bid, deal or proposal.
  • Customizable Sales Milestones
    Easily tailor your sales pipeline steps to suit your workflow.
  • Highlight Stale Opportunities
  • Record Lost Reasons
  • Workflow Automation
    Streamline your sales process with automated actions.
  • Assign Sales Teams
  • Tracks
    A sequence of tasks to manage your processes.
    Multiple Project Boards
    Manage work, events and other activities on customizable Project Boards with Project Stages.
    AI Content Assists
    The AI Content Assistant helps create compelling emails quickly and easily.
    Task Management
    Create, assign and automate tasks.
  • iCal Subscription
  • Calendar & Week View
  • Project Management
    Manage events or track customer activities, such as support queries or onboarding.
  • Daily Task Reminder Emails
  • Send Emails from Shared Mailboxes
    Connect a shared mailbox if you are a team of users so that all emails come from the same account.
    Organize Users Into Teams00550100
    Assignment Emails
    Get notified when a task, opportunity or project is assigned to you. Growth and Advanced customers can also assign contacts to individuals and teams.
  • See Everyone's Calendar
    See other Capsule user's calendars so you can book meetings easily.
  • Connect to Outlook Calendar
  • Sales Pipeline Dashboard
    Track conversion rate, sales pipeline milestones and forecast in one view.
  • Kanban Visual Pipeline
    See all your opportunities in one pipeline, drag and drop to each stage as they progress.
  • Activity Reporting
    Shows activities completed by each user and the specific activity types.
  • Reporting By Team
    Compare and understand each Team's historical and current performance.
  • Advanced Sales Reporting
    10+ reports on won/lost opportunities, pipeline growth, average time to won plus more.
  • Custom Reports Via Looker Studio
    Looker Studio is Google's dashboard and reporting solution. Connect Capsule to combine multiple data sources, create interactive dashboards and build powerful reports that enable you to make better business decisions.
  • Two-Factor Authentication
    Add an extra layer of security to your Capsule Account using your mobile device.
  • Export for Backup
  • Restrict Exports
  • Microsoft 365 Single Sign-on
  • Google Workspace Single Sign-on
  • Restrict Users to their own Records
  • Restrict Team access to Records
  • Mobile App (For iOS & Android)
    Access Capsule on your mobile device.
  • Mobile App Offline Support
  • 24/7 Online Access with 99.99% Uptime
  • Caller ID Support
  • Tablet Support
  • Resources
    Support documentation and videos.
  • Import Assistance
  • Custom Training
  • Dedicated Customer Success Manager
  • Implementation Support
  • Frequently Asked Questions

    Yes. Capsule is a pay as you go service with no long term lock-in. You can cancel, upgrade and downgrade your account at any time via the account page of your Capsule account.