Capsule CRM vs Daylite

Capsule CRM

• Solo users and pairs who want a free CRM for up to 250 contacts
• Small businesses that manage both sales and client projects
• Nonprofits, which are offered a 30% discount

Daylite

• Small service businesses that work entirely on Apple devices
• Teams that want CRM, projects, email and calendar in one native app
• People who need to keep working offline and sync later

Capsule CRM

• The Free plan is limited to 2 users, 250 contacts, 5 custom fields and one sales pipeline.
• Workflow automations, email sync and multiple pipelines start at Growth, $36 per user / month billed annually ($40 monthly).
• Paid plans cap contacts: 30,000 on Starter, 60,000 on Growth, 120,000 on Advanced and 240,000 on Ultimate.
• Email campaigns come from a separate Marketing add-on, listed from $11 a month.

Daylite

• It runs only on Mac, iPhone and iPad; the vendor lists no web, Windows or Android version.
• Leap is limited to 1 user, 500 contacts, 10 active opportunities and 10 active projects.
• Growth stops at 20 users and 100 active opportunities; unlimited opportunities and projects need Scale at $45 per user / month.
• Email support response time depends on the plan, from 2 business days on Leap to the same day on Scale.

Capsule CRM

Contact management

Each contact record holds notes, emails and files. Contact limits rise with the plan, from 250 on Free to 240,000 on Ultimate.

Sales pipeline

Opportunities move through a kanban-style pipeline with custom milestones, and a pipeline dashboard shows conversion rate and forecast. Multiple pipelines need Growth or above.

Project boards

Project boards track the work delivered after a sale. The free plan has a single board, Growth allows multiple boards and Advanced lists 50.

Workflow automations

From the Growth plan, automations run a repeatable series of tasks, email notifications or stage changes on pipeline and project boards.

AI tools

Starter includes an AI pipeline generator. Growth adds AI summaries of recent activity, contact and business enrichment, and a meeting prep brief that is still in beta.

Mobile apps

The iOS and Android apps log calls automatically, sync changes made offline once reconnected, and show caller ID on iOS for unsaved numbers.

Daylite

Linked contact history

People and companies each have an Activity View: one timeline of every linked email, meeting, task, note, opportunity and project for that relationship.

Opportunities Board

A Kanban-style board moves sales opportunities through customizable stages, with estimates built from saved products and services. Leap has 1 pipeline, Growth 3 and Scale 10.

Projects

Client work is tracked as projects with their own board, pipelines, linked tasks and appointments. Active projects are capped at 10 on Leap and 100 on Growth.

Mail in Daylite

Accounts from iCloud, Gmail, Office 365 or any IMAP service are read inside Daylite, where messages link automatically to contacts, opportunities and projects.

Shared calendar and tasks

Appointments, group meetings with agendas, resource scheduling and tasks are shared across the team, with video links from Zoom, Microsoft Teams or Google Meet.

Offline sync on Apple devices

Data syncs across Mac, iPhone and iPad, and the apps keep working without an internet connection, sending changes once the device is back online.

Capsule CRM

• Free$0

  Maximum 2 users, with 250 contacts, 5 custom fields, 1 sales pipeline and custom sales milestones.

• Starter$18

  per user / month, billed annually ($22 billed monthly)

  30,000 contacts, email templates, a shared mailbox, basic reporting, premium integrations, goals and the AI pipeline generator.

• Growth$36

  per user / month, billed annually ($40 billed monthly)

  60,000 contacts, workflow automations, advanced sales reporting, multiple pipelines and project boards, email sync and AI summaries.

• Advanced$54

  per user / month, billed annually ($60 billed monthly)

  Everything in Growth with 120,000 contacts, 50 sales pipelines and 50 project boards.

• Ultimate$72

  per user / month, billed annually ($75 billed monthly)

  For teams of 5 or more: 240,000 contacts, a dedicated account manager, custom training and ongoing priority support.

Daylite

• Leap$15

  per month, billed annually ($20 billed monthly)

  1 user, 1 connected email account, 500 contacts, 10 active opportunities, 10 active projects, 1 GB of files and email-only support.

• Growth$30

  per user / month, billed annually ($40 billed monthly)

  Up to 20 users, 3 email accounts per user, 25,000 contacts, 100 active opportunities and 100 active projects, 10 GB of files and onboarding.

• Scale$45

  per user / month, billed annually ($60 billed monthly)

  Up to 100 users, 10 email accounts per user, 250,000 contacts, unlimited opportunities and projects, 100 GB of files and premium support.

• TailoredCustom

  Custom plans for customers with 10 or more users and special requirements, arranged through the sales team.

Capsule CRM

• Annual discount

  Save up to 18% by paying annually

  Capsule's pricing page says paying annually saves up to 18%: Starter is $18 per user a month billed annually against $22 billed monthly.

• Nonprofit

  30% discount for nonprofits

  Capsule's page for nonprofit organizations says it offers them a 30% discount; nonprofits with special requirements are asked to get in touch.

Daylite

• Annual discount

  Lower monthly rate with annual billing

  Yearly billing lowers Leap from $20 to $15 a month, Growth from $40 to $30 and Scale from $60 to $45 per user. The pricing FAQ describes annual billing as 2 months free.