CRM

Capsule CRM

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Panel rating · 6 judges · How to read the stars

Category median

Sovereignty: 2 of 4 dimensions proven

0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.

An AI-assisted analysis of public evidence — not a hands-on test.

Every score, rationale and verdict on this page is AI-generated. Every claim cites the source it was read from. Nothing here is a human star review — and no score can be bought. How scores are made →

Method and versions

The Solo Seller v1.2 · The Data Protection Officer v1.0 · The Sales Ops Lead v1.0 · The RevOps Integrator v1.0 · The Migrator v1.1 · The Skeptic v1.2 · rubric v1 · evaluated 16 Sep 2026

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Read this page as one judge. Each weighs the same scores by what they care about.

The Sales Ops Lead

Weighted verdict

Owns the forecast a 40-seat team lives by. Optimizes for pipeline discipline: stage hygiene, required fields, routing, quota and forecast reporting the CFO will accept. Rejects freeform pipelines that cannot enforce a process and reporting that stops at a dashboard screenshot.

Same scores as the panel view — this lens weights them the way this judge cares.

Scored by The Sales Ops Lead

Contact & data model

How this is scored

Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.

0 — A flat address book; no relations between people, companies and deals.

3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.

5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.

8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.

10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.

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The Sales Ops Lead

A standard contact model exists with tier-capped custom fields (5 on free) and conversation tracking, but the evidence evidences no dedupe, merge tooling, required fields or field validation — anchor-3 territory where customization exists and enforcement doesn't. For a 40-seat team, hygiene I can't verify doesn't count. 1 2

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Pipeline & forecasting

How this is scored

Whether the pipeline enforces a process and produces reporting a finance department accepts.

0 — A kanban of deals with amounts; nothing is enforced, nothing rolls up.

3 — Multiple pipelines and stage probabilities exist, but no required fields per stage and only canned reports.

5 — Stage requirements, win/loss capture and standard forecast views; custom reporting is limited or an add-on.

8 — Enforceable process (required fields, stage gates, routing), custom report builder, forecast by team and period with quota tracking.

10 — Forecasting a CFO signs: weighted and commit-based views, historical snapshots, attainment tracking, and reporting composable enough to answer questions the vendor never anticipated.

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The Sales Ops Lead

Multiple pipelines are real and priced (1 on free, up to 50 on Advanced), but the only pipeline reporting evidenced is a canned 'see which deals need love' dashboard — no required fields per stage, no quota tracking, no forecast views, no snapshots. A CFO signs nothing on this evidence. 1 2

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Automation & workflows

How this is scored

Triggers, sequences and routing that remove manual work without a consultant.

0 — No automation beyond email templates.

3 — Simple if-this-then-that on records; no multi-step sequences, no branching.

5 — Multi-step workflows with delays and branching, email sequences, basic lead routing — capped by tier or count.

8 — Full workflow builder across objects with webhooks as steps, round-robin routing, sequence analytics.

10 — Automation as infrastructure: versioned workflows, error handling, per-step logs, and limits generous enough that the feature is not its own upsell.

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The Sales Ops Lead

The evidence is completely silent on triggers, sequences, routing and workflows — not one automation fact — and a vague 'thoughtful about how AI is implemented' line is marketing, not capability. By the anchors, absence of any evidenced automation scores at the bottom. 2

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Integrations & API

How this is scored

Two-way email/calendar sync, native connections, and an API that treats external systems as first-class.

0 — No API, no sync; data enters by CSV and leaves never.

3 — One-way email logging (BCC), a handful of Zapier triggers, a read-mostly API.

5 — Two-way email and calendar sync for the major providers, a documented REST API with sane limits, a modest native directory.

8 — Deep native integrations for the revenue stack, webhooks, OAuth apps, API parity with the UI for core objects.

10 — An ecosystem: public API covering everything the UI does, event streams, a marketplace, and sync so reliable the CRM can be the system of record without being the only system.

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The Sales Ops Lead

'Connect to 100+ integrations' and early access to Capsule MCP evidence a real native directory, but there is no evidence of two-way email/calendar sync, a documented REST API, or webhooks. Between rubric level 3 and 5: a directory without proven sync or API depth. 2

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European sovereignty

How this is scored

Where other people's personal data actually lives and under whose law — entity, hosting, subprocessors, DPA.

0 — US entity, US-default hosting, no public DPA or subprocessor list.

3 — A DPA exists and an EU region is available on request or on top tiers; subprocessor exposure to US CLOUD Act reach is broad and undocumented.

5 — EU hosting selectable at signup, published DPA and subprocessor list; core processing still touches US entities.

8 — EU entity or EU-default hosting with published subprocessors, consent-friendly fields, retention and deletion controls; residual US exposure named and narrow.

10 — European entity, EU-only processing including subprocessors, deletion that provably deletes — sovereignty a DPO can sign off without a caveat file.

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The Sales Ops Lead

Zestia Ltd registered in England (No 06418281) at least clears the US-entity bar of rubric level 0, but the evidence records 'no sovereignty attributes on record' — hosting location, DPA and subprocessor list are all unevidenced. Unnameable residual exposure is not something a DPO signs. 1

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Import, export & exit

How this is scored

Getting in with history intact, and out with everything — the anti-lock-in criterion.

0 — Import is a support ticket; export is contacts-only CSV missing notes, activities and files.

3 — Self-serve CSV import with mapping; export covers main objects but drops activity history, attachments or relations.

5 — Guided migration from major competitors, full-object CSV export, API access sufficient to rebuild the database elsewhere with effort.

8 — Complete export (all objects, history, files) self-serve in open formats, import with dedupe and dry-run, no API metering that prices exit out of reach.

10 — Exit as a feature: documented full-fidelity export, migration tooling both directions, and contractual data-return terms — leaving is a weekend, which is exactly why you can stay.

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The Sales Ops Lead

Import from another CRM or a spreadsheet is evidenced, which beats a support ticket, but export appears nowhere in the evidence — no full-object export, no history, no exit terms. Between rubric level 0 and 3: half the criterion is simply absent. 2

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Pricing transparency

How this is scored

Whether a buyer can compute the real invoice — per seat, per month, at renewal — from public pages alone.

0 — No public prices at all; every tier is a sales conversation.

3 — An entry price exists, but the tiers most buyers need are unpriced, or per-seat maths is obscured by bundles, minimums or mandatory onboarding fees.

5 — Most tiers carry real numbers with billing period and VAT treatment stated, but at least one commonly needed capability hides in an unpriced tier or usage-metered add-on.

8 — Every tier priced publicly including annual/monthly split; limits, seat minimums and overage rules stated; only genuine enterprise contracts are custom.

10 — Complete price computability: every tier, add-on, usage meter and renewal rule public, with a calculator or table that makes the invoice at 3 and 30 seats a two-minute exercise.

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The Sales Ops Lead

Tier limits are unusually public — contacts 250/30k/60k/120k, pipelines and boards per tier, 26% annual discount, £7/month add-on — but not one per-seat price appears in the evidence, so I cannot compute the real invoice at 40 seats. The add-on is 'starting from' pricing, which is a meter I can't budget. 1

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European sovereignty — proven facts

2 of 4 dimensions proven

Built only from facts shown on the vendor's own pages. A dimension we could not prove is left open, not scored as zero.

Legal entity	Incorporated in GB	1/3 pts	3 Report an error
Ownership	Not determined	—	uncited Report an error
Data residency	Not determined ⚠ unverified	—	uncited Report an error
Subprocessors	US CLOUD Act reach ⚠ unverified	0/2 pts	5 Report an error

Where this could be wrong

Evidence ages. The oldest capture behind this page is from 15 Sep 2026. Vendors change pricing and policies without notice; every fact reflects its source as of the capture date shown in the registry.
Weak sourcing — Data residency. Not confirmed on the vendor’s own pages as captured.
Weak sourcing — Subprocessors. The page does not state which AWS region hosts the data, and no other customer-data subprocessors (e.g. email or payment) are named in the excerpts.
AI can misread a source. Extraction and judgement are automated; a citation guarantees traceability, not infallibility. If something here is wrong, say so — no account needed, every report is decided within 5 business days, and accepted corrections are published.

What we left out

A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.

13 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
7 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
7 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
4 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
3 data facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
2 hosting facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
1 compliance fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material. Know more? Tell us
1 support fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material. Know more? Tell us
1 sovereignty dimension could not be confirmed on the vendor’s own pages and is shown as unknown. Know more? Tell us
6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement. Know more? Tell us

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Sources (15)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

1 Vendor pricing page capsulecrm.com Checked 16 Sep 2026 Details →
2 Vendor homepage capsulecrm.com Checked 16 Sep 2026 +1 earlier capture: 15 Sep 2026 Details →
3 Terms of service capsulecrm.com Checked 21 Sep 2026 Details →
4 Privacy policy capsulecrm.com Checked 30 Sep 2026 Details →
5 Security / trust page capsulecrm.com Checked 30 Sep 2026 Details →
6 Contact & data model — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
7 Contact & data model — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
8 Pipeline & forecasting — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
9 Pipeline & forecasting — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
10 Automation & workflows — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
11 Automation & workflows — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
12 Integrations & API — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
13 Integrations & API — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
14 Import, export & exit — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →
15 Import, export & exit — found from sitemap capsulecrm.com Checked 1 Oct 2026 Details →