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Unabhängig verifiziert · Quartalsweises Re-Audit
EU VETTED

Capsule CRM

VERIFIZIERT
Gegründet 2009 · capsulecrm.com ↗

Manchester-based UK CRM (Zestia Ltd) with a free tier, public DPA, and AWS hosting; post-Brexit jurisdiction.

Kurzfassung

Capsule CRM aus der Kategorie CRM bietet EU-Hosting mit United States als Hosting-Standort, doch ein US-Mutterkonzern oder Unterauftragsverarbeiter hinterlässt ein materielles CLOUD-Act-Risiko.

Bewertungsnotizen

Manchester-based UK CRM (Zestia Limited, company 06418281) with a publicly-accessible DPA and sub-processors page and a permanent free tier (2 users, 250 contacts), but customer data is hosted on Amazon Web Services and a separate US entity (Capsulecrm Inc.) is Data Privacy Framework certified for transatlantic transfers: UK post-Brexit jurisdiction, AWS hosting, and a US legal entity contracting with non-EU customers together produce material CLOUD Act exposure.

CLOUD ACT
OWNERSHIP
SUB-PROCS
10 · 10 US
Geprüfte Signale
Jurisdiktion
  • EU-/Angemessenheits-Hosting
  • EU-/Angemessenheits-Betreiber
  • Keine US-CLOUD-Act-Exposition
Transparenz
  • Öffentlicher AVV
  • Unterauftragsverarbeiter offengelegt
  • Open-Source-Clients
  • Zertifizierung durch Dritte
JUMP TO
OVERVIEW

Über Capsule CRM

Capsule CRM is a Manchester-headquartered UK customer relationship management product operated by Zestia Limited (Companies House number 06418281, registered office 20 Dale St, Manchester, M1 1EZ). The platform is positioned for SMBs combining contact management, sales pipelines, project management, workflow automation, an AI-powered enrichment toolset, and 100+ integrations across Zapier, Slack, Google, Microsoft, QuickBooks, FreeAgent, Xero, Shopify, Typeform, and LinkedIn. The product reports a 4.7/5 G2 rating across 400+ reviews and is one of the longer-running independent UK CRMs.

Compliance disclosures are unusually transparent for a vendor of this size: the DPA is publicly accessible at /dpa with a sub-processors annex maintained at a dedicated URL, sub-processor changes are notified at least 30 days in advance, the privacy policy was refreshed on 21 August 2025, and a sister legal entity (Capsulecrm, Inc.) carries EU-U.S. Data Privacy Framework certification along with the UK Extension and the Swiss-U.S. DPF for cross-Atlantic transfers. Where the listing weakens for a strict-CLOUD-Act buyer is in two places: (1) all customer data is hosted on Amazon Web Services, a US-owned hyperscaler, with no published commitment to a specific EU region only; (2) the existence of a US legal entity for non-EU customers means part of the customer base contracts with Capsulecrm Inc. directly. Per our strict-ownership stance these together produce material CLOUD Act exposure: UK post-Brexit jurisdiction, AWS hosting with no EU-only region commitment, and a US contracting entity are the three sovereignty gaps.

Pricing is freemium and EU-buyer-friendly: a permanent Free plan covers 2 users, 250 contacts, 1 sales pipeline, and 5 custom fields; paid Starter / Growth / Advanced / Ultimate tiers scale by contact count, automation depth, and number of pipelines/project boards, with up to 15% discount on annual billing and a 14-day no-credit-card trial. Best fit: UK and EU SMBs that want a polished pipeline CRM with a free tier and a public DPA, and can accept a UK post-Brexit jurisdiction plus AWS hosting. Procurement-led EU-only buyers should prefer weclapp (DE, Frankfurt + Karlsruhe DC), Teamleader (BE/Visma), or Salesflare (BE) instead.

SUB-PROCESSORS

Unterauftragsverarbeiter-Karte · 10

Quelle ↗
  • Amazon Web Services, Inc. US
    United States

    Hosting (customer data, application logs)

  • APIHub Inc. (Clearbit) US
    United States

    Business and contact data enrichment

  • CapsuleCRM Inc. US
    United States

    Customer support services

  • Datadog Inc. US
    United States

    Log aggregation and performance monitoring

  • Google Inc. US
    United States

    Email (support communications and customer emails)

  • Help Scout PBC US
    United States

    Support help desk for customer queries

  • OpenAI LLC US
    United States

    AI processing (summarization, content generation, insights)

  • Pendo.io Inc. US
    United States

    In-app guidance and product analytics

  • SolarWinds Worldwide LLC US
    United States

    Log aggregation and performance monitoring

  • Twilio Inc. (SendGrid) US
    United States

    Transactional / system emails

10 von 10 Unterauftragsverarbeitern sind in den USA registriert. CLOUD-Act-Risiko anwendbar.
CERTIFICATIONS

Rahmenwerke & Zertifizierungen · keine gelistet

Wir haben die Website des Anbieters und die Register der Zertifizierungsstellen geprüft. Keine aktiven Zertifizierungen gefunden zum Zeitpunkt der letzten Prüfung (2026-05-10).
FEATURES

Funktionsmatrix

Sales-Pipeline Ja
E-Mail-Sync Ja
Workflow-Automatisierung Ja
Lead-Erfassung Ja
E-Mail-Kampagnen Ja
Angebote / Rechnungen Nein
Telefonie Nein
Mobile App Ja
Gratis-Tarif Ja
INTEGRATION & ZUGRIFF
REST API Yes
SSO (SAML / OIDC) Yes
COMPLIANCE & GOVERNANCE
Audit log No
Self-host / on-prem option No
PRICING

Preise & Tarife

FREEMIUM
Individuelle Preise

Kontaktieren Sie den Anbieter für Staffel- oder Mengenpreise.

Preisseite ansehen ↗
PUBLIC DOCUMENTS

Öffentliche Dokumente

  • Auftragsverarbeitungsvertrag (AVV)
    capsulecrm.com/dpa…
    Öffnen ↗
  • Liste der Unterauftragsverarbeiter
    capsulecrm.com/sub-processors…
    Öffnen ↗
  • Nutzungsbedingungen
    capsulecrm.com/terms…
    Öffnen ↗
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