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 cap the compliance score at 3/5. 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.