Capsule
Capsule CRM is a cloud-based CRM platform serving small businesses, professional services firms, and sales teams with consolidated contact management, sales pipeline tracking, project management, and marketing automation via its Transpond suite, distributed through a self-serve PLG model with 100+ third-party integrations.
- Company typePrivate
- Founded2009
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Capsule does
Capsule CRM, operated as a service of UK-based Zestia Ltd and headquartered in Manchester, is a cloud-based customer relationship management platform purpose-built for small businesses and professional services firms. The platform consolidates contact management, sales pipeline tracking, project management, workflow automation, and reporting into a single system, with mobile applications for iOS and Android supporting offline access. It is complemented by Transpond, a proprietary marketing suite covering email campaigns, social media posting, and customer service conversations, and is connected to 100+ third-party integrations spanning accounting (QuickBooks, Xero, FreshBooks, Sage, FreeAgent), communication (Slack, WhatsApp, Gmail, Outlook), productivity (Google Workspace, Microsoft 365), and ecommerce (Shopify). A public API and developer documentation support custom integration development, and a Model Context Protocol (MCP) server was launched in February 2026 to enable AI assistants to query CRM data.
Capsule firmographics
Firmographics- Name
- Capsule
- Legal name
- Zestia Ltd
- Website
- https://capsulecrm.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Capsule CRM is a cloud-based CRM platform serving small businesses, professional services firms, and sales teams with consolidated contact management, sales pipeline tracking, project management, and marketing automation via its Transpond suite, distributed through a self-serve PLG model with 100+ third-party integrations.
- Ownership category
- akta.pro rank
Capsule industry classification
Industry- Product category
- Customer Relationship Management (CRM) Software
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Marketing Automation, CRM & Lifecycle Messaging (BPAMALAE)
Keywords
Where Capsule is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Capsule business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription - Per User Licensing: Capsule generates revenue through tiered subscription plans billed per user per month. Plans include Free (up to 2 users), Starter, Growth, and Advanced tiers. Annual billing offers discounts compared to monthly billing. The revenue model follows a classic SaaS land-and-expand pattern where customers start with lower tiers and upgrade as their teams grow.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free plan for up to 2 users with basic CRM features |
| Per seat | Annual | Starter - For small businesses with 1-5 employees |
| Per seat | Annual | Growth - Enhanced AI Tools for small sales teams |
| Per seat | Annual | Advanced - Enhanced AI Tools for big sales teams and fast-growing businesses |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels8 records
Capsule product offering
Product offeringCore offering
Capsule is a cloud-based CRM platform that consolidates sales pipeline management, contact management, project tracking, tasks and calendar synchronization, workflow automation, and reporting into a single subscription software product for small businesses. The platform is complemented by Capsule AI for email drafting, summarization, and conversational querying, a public developer API, an MCP server for agentic AI access, and native iOS and Android applications with offline sync.
Product overview
Capsule is a unified CRM platform built for small businesses, combining sales, projects, and customer service management in a single cloud-based system. The core Capsule CRM platform provides contact management, sales pipeline tracking, tasks and calendar synchronization, workflow automations, and analytics. Integrated with the platform is Transpond, a companion marketing tool for social campaigns, email marketing, and customer conversations. Capsule AI adds intelligent features including email content assistance and conversational data querying. The platform offers tiered pricing from free (250 contacts) through Starter, Growth, Advanced, and Ultimate plans, with AI features bundled into paid tiers. Capsule connects to 100+ third-party integrations including accounting tools (QuickBooks, Xero, FreshBooks, Sage), communication platforms (Slack, Gmail, Outlook, WhatsApp), and automation platforms (Zapier, Make). A public API enables custom integrations, and Capsule MCP enables AI systems to interact with CRM data.
Differentiator
Problem solved
Functional benefit
Products and services
- Capsule CRM Unified cloud-based CRM platform for small businesses that consolidates sales pipeline tracking, contact management, project management, tasks and calendar, workflow automation, and sales reporting in a single system. Delivered as SaaS via web browser and native iOS and Android apps with offline sync.
- Transpond Companion marketing platform built into Capsule's suite, providing social campaign posting (X, Facebook, Instagram, LinkedIn), email campaign builder, and customer service conversation management. Natively integrated with Capsule CRM and operated under the same parent (Zestia Ltd).
- Capsule AI Suite of AI-powered capabilities including AI Email Assist for composing emails faster, summarization of key information, faster dashboard building, and conversational querying of CRM data. Sold as part of Capsule CRM's Growth and higher tiers rather than as a standalone product.
- Capsule Mobile App Native iOS and Android mobile application that delivers Capsule CRM functionality on mobile devices, including contact management, task updates, and real-time data synchronization with offline capability.
- Capsule Developer API Public REST API enabling third-party developers to build custom integrations, automate workflows, and interact with Capsule CRM data including contacts, deals, tasks, and pipeline information.
- Capsule MCP (Model Context Protocol) Server Model Context Protocol server that lets external AI systems and agents query Capsule CRM data via natural language, providing an agentic-AI co-pilot experience for contacts, deals, and pipeline information.
Quantifiable outcome
- Revenue tripled after adopting Capsule CRM
- +2 more outcomes
Companies that use Capsule
Customer profileNamed customers3 records
Segments13 records
Ideal customer profiles4 records
Capsule technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability5 records
Feature10 records
Capsule partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- ZapiercoreNative integration partnership enabling Capsule to connect with thousands of other applications through Zapier's automation platform. Users can build custom integrations without coding.
- SlackcoreNative integration with Slack for team communication and notifications. Enables Capsule users to receive CRM updates and communicate within their existing workflow tools.
- GooglecoreIntegration with Google Workspace including Gmail and Google Calendar synchronization for productivity workflow enhancement.
- MicrosoftcoreIntegration with Microsoft 365 ecosystem including Outlook and other Microsoft productivity tools.
- QuickBookscoreNative QuickBooks integration for accounting and financial data synchronization. Capsule recognized as highest-rated CRM for QuickBooks integration by G2.
- XerocoreNative Xero integration for accounting software synchronization, popular among UK and international markets.
- TranspondcoreIntegrated marketing platform owned by same parent company (Zestia Ltd), providing social campaigns, email campaigns, and customer service features as part of Capsule's marketing suite.
- Make (formerly Integromat)coreIntegration with Make automation platform similar to Zapier, providing alternative automation workflow builder for custom integrations.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Capsule competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
Capsule social profiles
Digital presenceCapsule compliance and trust
Trust signalCompliance2 records
Capsule financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capsule leadership team
Management profileNumber of profiles
Profiles4 records
Capsule funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capsule M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capsule
What does Capsule do?
Capsule is a cloud-based CRM platform that consolidates sales pipeline management, contact management, project tracking, tasks and calendar synchronization, workflow automation, and reporting into a single subscription software product for small businesses. The platform is complemented by Capsule AI for email drafting, summarization, and conversational querying, a public developer API, an MCP server for agentic AI access, and native iOS and Android applications with offline sync.
Is Capsule a public or private company?
Capsule is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Capsule founded?
Capsule was founded in 2009. It employs 11 to 50 people.
Where is Capsule based?
Capsule is headquartered in New York, United States, in the North America region.
How does Capsule make money?
One revenue line is on record: subscription - Per User Licensing.
Does Capsule have an API?
Yes. Capsule offers a public API for developers to build custom integrations and automate workflows. The API enables third-party developers to create applications that interact with Capsule CRM data, including contacts, deals, tasks, and pipeline information. Specific capabilities include building bespoke integrations and connecting Capsule to custom tools. Developer documentation is at developer.capsulecrm.com.
What industry is Capsule in?
Capsule's product category is Customer Relationship Management (CRM) Software. Its primary akta.pro industry code is BPAMALAE, Marketing Automation, CRM & Lifecycle Messaging. Its SIC code is 7372.