Best for
Best for small businesses that want a simple, affordable CRM to keep contacts and pipelines in order, with room to add automation and projects as they grow.
- Freelancers
- Small and mid-sized
CRM Comparison
Capsule CRM vs. EngageBay
At a glance
At a glance
Best for
Best for small teams that want a CRM, email marketing and a helpdesk on one contact database rather than three separate subscriptions.
- Freelancers
- Small and mid-sized
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | Capsule CRM | EngageBay |
|---|---|---|
| Starting price | Not stated | Free plan; Basic from $14.99 / user / month Monthly billing. Yearly billing takes Basic to $13.79 and biennial billing to $12.74 per user per month. Growth is $64.99 and Pro $119.99 per user per month on monthly billing. Plans meter contacts and email volume, not just features. |
| Free trial | Free plan for up to 2 users; 14-day trial on the paid plans, no credit card required | Free plan for up to 15 team members, 250 contacts and 1,000 branded emails, no credit card required |
| API | Yes, a developer API and more than 100 integrations including Zapier, Slack, Microsoft and Xero | Yes, a developer API plus direct connectors and Zapier |
| Hosting | Cloud (SaaS) | Cloud (SaaS) |
| Contacts and companies | Yes, contact and organisation records with a shared history of every interaction | Yes, a shared contact database across all three bays, with interaction logging |
| Deal pipeline | Yes, sales pipelines with opportunity tracking and forecasting; multiple pipelines on the higher plans | Yes, deal management and sales pipeline tracking on every plan, including the free one |
| Email and calendar | Yes, Gmail and Outlook integration, email templates and a shared mailbox | Yes, email sync plus an integrated calendar and appointment scheduling that avoids double bookings |
| Workflow automation | Yes, workflow automation to remove repetitive tasks, from the Growth plan | Email sequences on every plan; marketing automation arrives with Growth at ten workflows of fifteen nodes each, and Pro raises that to fifty nodes |
| Reporting and forecasting | Yes, sales and activity reporting, with dashboards on the higher plans | Reporting on the paid plans, with custom reporting on Pro |
| Integrations and API | Yes, a developer API and more than 100 integrations including Zapier, Slack, Microsoft and Xero | Yes, a developer API, direct connectors and Zapier, covering more than 250 tools |
| AI features | Yes | Yes |
| Deployment | Cloud (SaaS), Browser-based | Cloud (SaaS), Browser-based |
| Support | Email helpdesk | Not stated |
| Onboarding | Documentation and knowledge base, Video tutorials, Live online demos and webinars, Personal consulting | Not stated |
| Company size | Freelancers, Small and mid-sized | Freelancers, Small and mid-sized |
| Integrations | more entries Zapier, Slack, Microsoft 365, Xero | Zapier, SendGrid, Shopify |
Add a tool
Adds a column to the table, from the tools in this category.
Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.
The short version
Key Differences
- Free trial Capsule CRM Free plan for up to 2 users; 14-day trial on the paid plans, no credit card required EngageBay Free plan for up to 15 team members, 250 contacts and 1,000 branded emails, no credit card required
- API Capsule CRM Yes, a developer API and more than 100 integrations including Zapier, Slack, Microsoft and Xero EngageBay Yes, a developer API plus direct connectors and Zapier
- Contacts and companies Capsule CRM Yes, contact and organisation records with a shared history of every interaction EngageBay Yes, a shared contact database across all three bays, with interaction logging
- Deal pipeline Capsule CRM Yes, sales pipelines with opportunity tracking and forecasting; multiple pipelines on the higher plans EngageBay Yes, deal management and sales pipeline tracking on every plan, including the free one
- Email and calendar Capsule CRM Yes, Gmail and Outlook integration, email templates and a shared mailbox EngageBay Yes, email sync plus an integrated calendar and appointment scheduling that avoids double bookings
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
Capsule CRM
Strengths
- Simple to start, aimed squarely at small businesses
- Shared history of every interaction on each contact
- AI runs through the product, from pipeline generation to summaries and enrichment
- Free plan for up to two users
- Developer API and more than 100 integrations including Zapier and Xero
Limitations
- Workflow automation and reporting dashboards are reserved for the higher plans
- Marketing (Transpond) is a separate paid add-on
EngageBay
Strengths
- The free plan covers up to 15 team members, not one or two
- CRM, marketing and helpdesk sit on one contact database on every plan
- Deal pipelines are already in the free plan
- Biennial billing takes fifteen percent off
- Developer API, direct connectors and Zapier across more than 250 tools
Limitations
- Plans meter contacts and email volume, so a large list can force an upgrade before any feature does
- Marketing automation needs the Growth plan, which is more than four times the price of Basic
- Custom reporting and SSO are reserved for Pro
- The free plan is limited to 250 contacts and one landing page
- Each bay is thinner than a dedicated CRM, email or helpdesk product
Plans
Pricing
Capsule CRM
- Free Free Up to 2 users and 250 contacts, with one sales pipeline, 5 custom fields and custom sales milestones.
- Starter Not stated Up to 30,000 contacts, with email templates, a shared mailbox, premium integrations, goals tracking and the AI pipeline generator.
- Growth Not stated Up to 60,000 contacts. Adds workflow automation, multiple pipelines and project boards, advanced reporting, project management and AI summaries and enrichment.
- Advanced Not stated For bigger sales teams: up to 120,000 contacts, 50 pipelines and 50 project boards.
- Ultimate Not stated For scaling teams of 5+, with a dedicated account manager and custom training.
EngageBay
- Free $0 Up to 15 team members, 250 contacts, 1,000 branded emails, one landing page and two email sequences, with CRM, helpdesk and live chat.
- Basic $14.99 Per user per month on monthly billing, $13.79 yearly and $12.74 biennially. 500 contacts, 3,000 branded emails, ten landing pages, SMS marketing and integrations.
- Growth $64.99 Per user per month on monthly billing, $59.79 yearly and $55.24 biennially. 5,000 contacts, 25,000 branded emails, marketing automation with ten workflows and A/B testing.
- Pro $119.99 Per user per month on monthly billing, $110.39 yearly and $101.99 biennially. 50,000 contacts, unlimited landing pages and forms, workflows of up to fifty nodes, custom reporting, SSO and a dedicated account manager.
What users say
Review Scores · opens after launch
Capsule CRM
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Be the first to review this tool. Every review is checked for fairness before it appears, and the vendor cannot have one removed.
EngageBay
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Be the first to review this tool. Every review is checked for fairness before it appears, and the vendor cannot have one removed.
Where this comes from
Where this comes from
Capsule CRM https://capsulecrm.com · checked against the official source on 2026-08-21
EngageBay https://www.engagebay.com · checked against the official source on 2026-09-10
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.