Capsule CRM vs Pipeline CRM

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

Pipeline CRM

• Small and mid-size B2B sales teams organized around a deal pipeline
• Field sales reps who log visits and scan business cards from a phone
• Teams that want the vendor to build and monitor their integrations

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.

Pipeline CRM

• There is no free plan, only a 14-day trial that runs on the Grow plan.
• Start is capped at 1 pipeline, 250 active deals per account, 25 custom fields and 1 automation.
• Email templates, bulk email, drip campaigns, eSign and project management need Grow at $49 per user / month or Enterprise.
• Data Enrichment (from $19 a month), Email Validation ($25 a month) and Pipeline Connect (from $99 a month) are paid add-ons.

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.

Pipeline CRM

Kanban pipeline board

Deals move through stages you define on a drag-and-drop board, with value and next step on each card. Start has 1 pipeline, Develop 2, Grow 5 and Enterprise 20.

Pipeline Copilot (Beta)

A built-in assistant that sets up pipelines, fields, automations and reports from plain-English requests, within each user's permissions. Strict mode asks before every change.

Email sync and campaigns

Gmail and Outlook sync logs email against contacts and deals. Email templates, bulk email and drip campaigns are limited to the Grow and Enterprise plans.

Instant Docs and eSign

Instant Docs fills proposals and contracts from your own Word templates on every plan. Sending a document for signature needs Grow or Enterprise.

Mobile apps for field sales

The iOS and Android apps include a business card scanner, voice notes converted to text, a map of nearby contacts and route planning for up to 10 stops.

Automations and forecasting

Rule-based automations trigger tasks, notifications and stage changes: 1 on Start, 10 on Develop and 20 on Grow. Reports forecast by stage with weighted deal values.

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.

Pipeline CRM

• Start$25

  per user / month, billed annually ($29 billed monthly)

  1 sales pipeline, 250 active deals per account, 25 custom fields, 1 automation and 5 exports per user a month.

• Develop$33

  per user / month, billed annually ($39 billed monthly)

  2 pipelines, 2,500 active deals, 35 custom fields, 10 automations, unlimited email tracking and 2 free read-only users.

• Grow$49

  per user / month, billed annually ($59 billed monthly)

  5 pipelines, unlimited deals and custom fields, 20 automations, eSign, bulk email, drip campaigns and project management.

• EnterpriseCustom

  20 pipelines, 100 automations, 5 free read-only users, flexible terms and a success support manager.

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.

Pipeline CRM

• Annual discount

  Save up to $120 per user a year with annual billing

  Annual billing lowers the monthly rate from $29 to $25 on Start, $39 to $33 on Develop and $59 to $49 on Grow, a saving of $48, $72 and $120 per user a year.