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Copper CRM vs Capsule CRM: Which Is The Right One in 2026?

by | Last updated Jul 6, 2026

Winner
capsule
4.0
  • Free Plan for 250 Contacts
  • Works with Google & MS 365
  • 1,000+ Apps via Zapier
  • Project Boards Built In
  • Custom Sales Pipelines
  • Clean, Easy Interface
  • Paid Plans from $18/month
Runner Up
Copper crm
3.5
  • Built for Google Workspace
  • Manage Deals Inside Gmail
  • No Manual Data Entry
  • Chrome Extension Included
  • 30,000+ Customers
  • 14-Day Free Trial
  • Paid Plans from $9/month

⚡ Quick Verdict:

  • Pricing: Copper CRM starts at $9/seat/month. Capsule CRM has a free plan, then $18 per user per month.
  • Best for: Copper CRM suits Google Workspace teams. Capsule CRM fits small businesses that want simple contact management.
  • Key difference: Copper lives inside your Gmail inbox. Capsule works with Google and Microsoft 365.
  • Our pick: Capsule CRM for most users. It costs less to start and works beyond Google products.
Copper CRM vs Capsule CRM Comparison

Picking a sales CRM often comes down to one habit.

Do you run your whole sales process inside Gmail?

Copper CRM was built for exactly that.

Capsule CRM takes a wider path for small businesses.

Both handle contacts, leads, and deals well.

But they fit different teams and budgets.

Overview

This Copper CRM vs Capsule CRM comparison covers pricing, core features, and ease of use.

We also show who each CRM software works best for.

Our sources include product documentation, pricing pages, and G2 reviews.

Our writer also spent hands-on time with Copper CRM directly.

By the end, you will know which tool fits your sales team.

What is Copper CRM?

Copper CRM is a sales CRM built for Google Workspace.

It lives inside your Gmail inbox as a Chrome extension.

Copper launched in 2012 as a Gmail extension for Google users.

It grew into a full customer relationship management tool.

The main goal is to cut manual data entry from your day.

Copper pulls contact details straight from your email.

Copper CRM Tutorial | How To Use Copper CRM For Beginners (2026)

Copper CRM

⭐ 3.5/5 | 💰 From $9/seat/month

The CRM software made for Google Workspace. Manage leads and deals inside Gmail. No extra tabs, less manual data entry.

Copper CRM Pricing

Here is what Copper CRM pricing looks like in 2026. Let’s break it down.

PlanPriceBest For
Starter$9/seat/monthOrganizing new contacts only
Basic$23/seat/monthSmall teams and sales reps
Professional$59/seat/monthGrowing teams that automate tasks
Business$99/seat/monthFull pipelines and reporting

Pricing verified January 2026.

Copper CRM Pricing

Free trial: Yes. Copper offers a 14-day free trial with no charge upfront.

Money-back guarantee: Copper does not publish a set refund window. Test it during the trial first.

📌 Note: The Starter plan lacks pipeline features. It only organizes contacts. You need the Basic plan or higher to create pipelines.

⚠️ Warning: The table shows annual per-seat rates. Paid monthly, plans run higher (about $29 Basic, $69 Professional, $134 Business). Copper’s pricing also climbs steeply between tiers.

Key Benefits of Copper CRM

Here is what makes Copper CRM worth a look:

  • Google Workspace integration: Copper’s integration syncs emails, meetings, and contact data. It connects Gmail and Google Calendar, plus Google Docs, Google Sheets, and Google Drive.
  • Work from Gmail: Create tasks directly and add new contacts from your inbox. You can log a new lead without switching tabs.
  • Workflow automation: Copper can automate tasks and repetitive steps. This removes busywork for your sales team.
  • Pipelines and lead scoring: Build visual pipelines and run multiple pipelines. Lead scoring helps sales reps focus on hot deals.
  • Email tools: Send automated emails and set up an email sequence on the Business tier. Save email templates for quick replies.
  • Custom reporting: Build sales reports and easily track pipeline health. Activity tracking logs calls and texts in the mobile app.
  • Security: Data encryption and two-factor authentication follow Google’s security standards.
Copper CRM Top Benefits
Copper CRM Homepage

What Our Team Noticed

Our writer signed up for Copper and used it for everyday sales tasks. Here is what stood out from that hands-on time:

Copper CRM Personal Experience

Copper CRM Pros & Cons

✅ Pros
  • Deep Google Workspace integration inside Gmail
  • Cuts manual data entry with auto-filled records
  • User-friendly API for custom builds
  • Transparent pricing with no hidden fees
❌ Cons
  • Google Workspace only, so no native Microsoft 365
  • Pricing is high and climbs fast per tier
  • Marketing runs on an outside tool, Outfunnel

What is Capsule CRM?

Capsule CRM is a cloud-based CRM for small businesses.

It focuses on simple contact management and a clean interface.

The crm system is user friendly and needs little training.

Small teams use Capsule to track contacts, deals, and tasks.

It connects to Google Workspace (formerly G Suite) and Microsoft 365.

That wider reach sets it apart from Google-only tools.

Our full Capsule CRM review breaks down every plan in depth.

Capsule CRM - Review & Demo

🏆 Winner: Capsule CRM

⭐ 4.0/5 | 💰 Free plan, then $18/user/month

A simple sales CRM for small businesses. Track contacts, deals, and projects in one dashboard. Works with Google and Microsoft.

Capsule CRM Pricing

Here is the Capsule CRM cost for each plan in 2026. Let’s break it down.

PlanPriceBest For
Free$0Up to 250 contacts and 2 users
Starter$18/user/monthSmall teams that need pipelines
Growth$36/user/monthBusinesses that want reporting and automation

Pricing verified January 2026.

Capsule CRM Pricing

Free trial: Capsule offers a free version. You can test the tool before you pick a paid plan.

Money-back guarantee: No set refund window is listed. The free plan lets you try Capsule at no cost.

📌 Note: The free version covers 250 contacts, 2 users, and 50MB storage. It does not include reporting. You save up to 15% if you pay annually.

⚠️ Warning: Capsule also sells higher paid tiers (Advanced and Ultimate) with more storage and contacts. Exact rates shift over time, so check the pricing page before you buy.

Key Benefits of Capsule CRM

Here is what makes Capsule a great tool for small teams:

  • Contact management: Keep customer data and contact records in one dashboard. You get a single view of every client’s customer interactions.
  • Sales pipeline: Build multiple sales pipelines and track sales opportunities across the sales cycle. This supports lead management and lead generation.
  • Tasks and projects: Templated task lists keep businesses on track. Project boards link to won deals for post-sale account management.
  • Email marketing: The Transpond integration adds marketing automation for marketing campaigns. Its AI content assists with writing emails.
  • Reporting: Reporting tools and reporting features generate reports on conversion rates and forecasting. These help you keep track of business processes.
  • Integrations: Over 60 native links plus 1,000+ apps via Zapier. Premium integrations and other integrations include Xero, QuickBooks, and Mailchimp.
  • Custom fields: Add custom fields so records fit your sales and marketing workflow.
Capsule Homepage

What Our Team Noticed

We have not had deep hands-on time with Capsule yet. The notes below draw on Capsule’s documentation and G2 reviews.

G2 reviews highlight the clean, user friendly interface and fast onboarding. Capsule’s documentation describes project boards that link to won deals. Both point to a tool built for small businesses that want simple account management, not heavy setup.

Capsule CRM Pros & Cons

✅ Pros
  • Free plan for up to 250 contacts
  • Clean, user friendly interface with fast onboarding
  • Works with Google Workspace and Microsoft 365
  • 1,000+ integrations through Zapier
❌ Cons
  • Fewer advanced features than bigger CRM providers
  • Free version has no reporting tools
  • Email tracking needs a BCC step

Feature Comparison

Ready to dig into Copper CRM vs Capsule CRM feature by feature? We compare nine key areas so you can match each tool to your sales process. The table gives you a fast overview first.

FeatureCopper CRMCapsule CRM
Starting Price$9/seat/month$18/user/month
Free Plan
Google Workspace✅ Native
Microsoft 365
Contact Management
Multiple Pipelines
Workflow Automation
Email MarketingVia OutfunnelVia Transpond
Best ForGoogle Workspace teamsSmall businesses

1. Google Workspace Integration

Copper: This is Copper’s core strength. Copper’s integration is native, so you manage deals from Gmail and Google Calendar without extra tabs. The Google Workspace integration syncs email, meetings, and files, which few other CRM tools match for Google products.

Copper CRM Google Workspace

Capsule: Capsule also links to Google, but its full integration reaches wider. It supports Microsoft 365 too, plus 60+ native links and other integrations through Zapier. Sync is one-way, so edits in Capsule do not push back to Google.

Integrating WPForms with Capsule CRM | Step-by-Step Tutorial | Bit Integrations

2. Contact Management

Copper: Copper auto-fills contact records from your inbox, so new contacts appear with less manual data entry. Some users report glitches, like contact info that disappears. It handles people and companies well for Google teams.

Copper CRM Import Data

Capsule: Contact management is a Capsule highlight. You get a 360-degree view of each client’s history in one dashboard. Custom fields let you shape contact records around your own sales process.

Capsule Contact Management

3. Sales Pipelines and Opportunities

Copper: Copper lets you create pipelines and run multiple pipelines by stage. Sales reps can easily track each new lead through the funnel. Note the Starter plan has limited features and skips pipelines entirely.

Copper CRM Pipelines

Capsule: Capsule supports multiple sales pipelines out of the box. You track sales opportunities across the full sales cycle. This makes lead management simple for a growing sales team.

Capsule sales pipeline

4. Workflow Automation and Tasks

Copper: Copper’s workflow automation can automate tasks and cut repetitive steps. You set rules that fire when a deal moves stage. These advanced capabilities sit on the Professional plan and above.

Copper CRM Automated Tasks

Capsule: Capsule uses templated task lists called Tracks for repeatable jobs. Higher tiers add multi-step workflow automations. These tools help teams speed up business processes and keeping track of deadlines.

Task Tracking

5. Email and Marketing Tools

Copper: Copper sends automated emails from your Gmail account and saves email templates. An email sequence needs the Business tier. Its marketing tools run on an outside app, Outfunnel, and cannot send bulk emails with an unsubscribe link.

Copper CRM Email Templates

Capsule: Capsule adds email marketing through its Transpond integration. You can run marketing campaigns and light marketing automation from one place. Its AI content assists with drafting sales and marketing emails.

✅  How To Send Email With Capsule CRM🔴

6. Reporting and Analytics

Copper: Copper’s custom reporting lets you build your own sales reports and generate reports on pipeline health. Website tracking is not a focus here, so plan for that gap. Reporting is one of the stronger Copper features.

Copper CRM Sales Reporting

Capsule: Capsule’s sales dashboard shows conversion rates and forecasting. The reporting tools and reporting features are clear and easy to read. Note the free plan drops reporting, so you need a paid plan for it.

Are You Profitable? How to Use Capsule CRM's Sales Analytics

7. Lead Tracking and Scoring

Copper: Copper adds lead scoring so sales reps rank each new lead by fit. It tracks email opens and clicks for engagement data. This is a step past the core features in many other crms at this price.

Copper CRM Track Lead

Capsule: Capsule keeps lead tracking simple with clear stages and tags. Custom fields let you flag high-value leads by hand. It lacks built-in lead scoring, which is one of its key gaps versus Copper.

Capsule - How to Add Custom Fields

8. Project Management

Copper: Copper handles light project management next to deals. You can manage projects and tasks directly from Gmail. It is fine for follow-up work, but not a full project suite.

Copper CRM Manage Project

Capsule: Capsule’s project boards link post-sale delivery work to won deals. An account manager can hand off to other team members with full context. Its mobile app keeps this on your phone too.

The Capsule CRM app - how to set it up and what you can do on it!

9. Ease of Use

Copper: Copper feels familiar if you already live in Google products. New users pick up the layout fast. You can also build custom workflow automations once you learn the rules.

Copper CRM Create Workflow

Capsule: Capsule wins on plain simplicity. The easy Capsule setup needs no admin and no long training. This is why many businesses use Capsule as their first crm system.

Capsule CRM Demo & Full Tutorial to Streamline Your Business Processes

10. Pricing and Cost

Let’s compare the pricing plans side by side.

PlanCopper CRMCapsule CRM
Free$0 (250 contacts)
Entry$9/seat/month$18/user/month
Mid$23–$59/seat/month$36/user/month
Top$99/seat/monthAdvanced & Ultimate

Copper: Copper starts cheap at $9, but that Starter plan only stores contacts. Real CRM work begins on the Basic plan and up, where cost rises fast. Paid monthly, the price is higher than billed annually.

Capsule: Capsule’s free plan gives new businesses a no-cost start. Paid tiers are simple, and you save when billed annually. For budget-minded teams, it beats most crm providers on entry cost.

Different Scenarios

If You Need…ChooseWhy
A free startCapsule CRMFree plan for 250 contacts
Deep Gmail workflowCopper CRMNative Google Workspace CRM
Microsoft 365 supportCapsule CRMCopper is Google only
Lead scoringCopper CRMBuilt-in scoring for sales reps
Simple setupCapsule CRMNo admin, fast onboarding

💰 Your Budget

Capsule’s free plan lets small businesses start at no cost. Copper begins at $9 but real features need pricier tiers, and Capsule even offers discounts for non profits.

🔌 Your Tech Stack

Pick Copper if your team lives fully in Google products. Choose Capsule if you also use Microsoft 365 or need access to other tools.

📝 Your Sales Process

Copper adds lead scoring and email tracking for a busy sales process. Capsule keeps pipelines clean and simple for a small sales team.

🎓 Your Experience Level

New CRM users find Capsule easier to learn. Copper feels natural if you already know Google apps and Gmail.

🆓 Free Trials and Demos

Copper offers a 14-day free trial. With Capsule, you can open a Capsule account on the free plan and keep it forever.

🛟 Support Options

Capsule support runs mostly by email, with no live chat. Neither tool is a full help desk, so treat support as basic.

Switching Guide

Already using one of these tools? Here is what to expect if you switch.

🔄 Switching from Copper to Capsule?

✅ What you’ll gain:

  • A free plan and lower entry cost
  • Microsoft 365 support and more add ons
  • Project boards for post-sale work

❌ What you’ll lose:

  • Native, deep Gmail integration
  • Built-in lead scoring
  • Some advanced workflow features

📋 How to switch:

  1. Export contacts and companies from Copper as CSV
  2. Create your Capsule account and pick a plan
  3. Import the file and map your custom fields
🔄 Switching from Capsule to Copper?

✅ What you’ll gain:

  • Native Gmail and Google Calendar workflow
  • Lead scoring and email tracking
  • Automatic capture that cuts manual data entry

❌ What you’ll lose:

  • The free plan and low entry price
  • Microsoft 365 support
  • Simple, no-admin setup

📋 How to switch:

  1. Export your Capsule data to CSV
  2. Add the Copper Chrome extension in Gmail
  3. Import records and rebuild your pipelines

What Our Review Didn’t Cover

This comparison focused on small businesses and small sales teams. We did not test large enterprise setups, custom API builds, or every add-on. Our notes reflect the January 2026 versions, so features may be more up to date now. If you manage 50+ users, your priorities on functionality and cost may differ from ours.

Final Verdict

CategoryWinner
💰 PricingCapsule CRM
🚀 Core FeaturesTie
🔌 Google WorkspaceCopper CRM
🎯 Lead ScoringCopper CRM
👶 Ease of UseCapsule CRM
🔗 IntegrationsCapsule CRM
🏆 Overall WinnerCapsule CRM

🏆 WINNER: CAPSULE CRM

Capsule CRM wins 3 of 6 categories, plus one tie.

Best for: small businesses, mixed Google and Microsoft teams, first-time CRM users

Copper CRM and Capsule CRM solve two different problems. Copper is the specialist that turns Gmail into a full sales CRM. Its key features shine for companies that live in Google Workspace.

Capsule is the flexible pick for small businesses and their clients. It costs less to start, works beyond Google, and gives you all the features most teams need. No perfect CRM exists, but Capsule fits more users at a lower price.

If your whole workflow runs in Gmail, Copper is worth the higher cost. For everyone else, Capsule is the better choice.

More of Copper CRM Compared

Here is how Copper CRM stacks up against other CRMs:

Copper CRM vs HubSpot

Copper wins on: native Gmail workflow, lower entry price, simpler day-one setup

HubSpot wins on: free marketing tools, a larger app marketplace, deeper reporting

Copper CRM vs Salesforce

Copper wins on: fast Google setup, a friendlier interface, transparent pricing

Salesforce wins on: enterprise scale, deeper customization, a huge integration library

Copper CRM vs Insightly

Copper wins on: tighter Gmail sync, cleaner email tracking, quicker onboarding

Insightly wins on: stronger project management, more report layouts, wider platform support

More of Capsule CRM Compared

Here is how Capsule CRM measures up against other CRM software:

Capsule CRM vs Pipedrive

Capsule wins on: a free plan, simpler contact records, built-in project boards

Pipedrive wins on: sharper pipeline visuals, sales-focused automation, a built-in lead inbox

Capsule CRM vs Zoho CRM

Capsule wins on: easier onboarding, a cleaner interface, faster setup

Zoho CRM wins on: deeper customization, a broader module range, lower top-tier pricing

Capsule CRM vs Freshsales

Capsule wins on: plain simplicity, a free plan for small teams, Microsoft support

Freshsales wins on: a built-in phone, AI lead scoring, stronger marketing automation

Frequently Asked Questions

What is Copper CRM used for?

Copper CRM is a sales CRM for Google Workspace. Teams use it to manage contacts, leads, and deals inside Gmail, which cuts manual data entry.

What is the old name of Copper CRM?

Copper CRM was formerly called ProsperWorks. It rebranded to Copper in 2018, years after starting as a Gmail extension for Google users.

What is Capsule CRM best for?

Capsule CRM is best for small businesses that want simple contact management and pipelines. It suits first-time CRM users on a tight budget.

How much does Capsule CRM cost?

Capsule CRM has a free plan for 250 contacts. Paid plans start at $18 per user per month, with higher tiers above that.

Which is better, Copper or Capsule?

Capsule wins for most small businesses on price and ease. Copper is better if your whole sales process runs inside Gmail.

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