Capsule CRM vs HoneyBook

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

HoneyBook

• Photographers, event planners and other independents who book clients
• Solo businesses that want contracts, invoices and payments in one tool
• Small studios that prefer a flat account price to per-user pricing

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.

HoneyBook

• Available only to businesses in the U.S., Canada, the UK and Australia.
• Starter has no automations or team members, includes 1 scheduler session, and integrates only with email, calendar and Pic-Time.
• Team members are capped at 2 on Essentials; unlimited members, multiple companies and priority support need Premium at $109 a month.
• Payment processing costs extra: the pricing page quotes card fees from 2.7% + 10 cents in one place and 2.9% + 25 cents in another, plus 1.5% for ACH.

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.

HoneyBook

Project pipeline and client records

Leads and projects move through a customizable pipeline, and each client record holds contacts, conversations, files, notes and payments. Clients and projects are unlimited on every plan.

Proposals, contracts and invoices

Interactive files let a client choose services, sign a contract by eSignature and pay from a single document. A gallery of professionally designed file templates is included.

Online payments

Accepts cards, ACH bank transfers, Apple Pay and Google Pay, with payment plans, autopay, reminders and late fees. Processing fees are charged on each transaction.

Scheduler and lead forms

Clients book sessions from shared availability and can pay while booking. Starter includes 1 session and 2 live lead forms; Essentials has unlimited sessions and 10 forms.

Automations

Workflows send messages, follow-ups, files and tasks on triggers, and an AI builder drafts a workflow from a description of your process. Both start on Essentials.

HoneyBook AI

AI drafts email replies, recaps projects before meetings, takes meeting notes and flags high-value leads. HoneyBook AI is listed on all three plans.

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.

HoneyBook

• Starter$29

  per month, billed yearly ($36 billed monthly)

  Unlimited clients and projects, invoices, payments, proposals, contracts, client portal, basic reports, 1 scheduler session and up to 2 live lead forms.

• Essentials$49

  per month, billed yearly ($59 billed monthly)

  Adds unlimited scheduler sessions, automations, QuickBooks Online and Zapier integrations, up to 2 team members, 10 lead forms and SMS reminders.

• Premium$109

  per month, billed yearly ($129 billed monthly)

  Unlimited team members and lead forms, multiple companies under one account, advanced reports and priority support.

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.

HoneyBook

• Annual discount

  Save up to 18% with yearly billing

  The pricing page states a saving of up to 18% for yearly billing: Starter is $29 a month billed yearly against $36 monthly, Essentials $49 against $59 and Premium $109 against $129.