Capsule vs Workbooks Reviews & Pricing In 2025

Want to know if Capsule or Workbooks is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

Capsule vs Workbooks Reviews

	Capsule	Workbooks
Trustpilot Rating	4.6	No Rating
Number of Trustpilot Reviews	42	No Review
iPhone App Rating	4.6	5
Number of iPhone App Reviews	38	3
Android App Rating	3.9	No Rating
Number of Android App Reviews	347	No Review

Sources

• https://www.trustpilot.com/review/capsulecrm.com
• https://www.trustpilot.com/review/workbooks.com
• https://apps.apple.com/us/app/capsule-crm/id660292932
• https://apps.apple.com/us/app/workbooks-crm-mobile/id990628677
• https://play.google.com/store/apps/details?id=com.zestia.mobile&hl=en_US&gl=US
• https://play.google.com/store/apps/details?id=com.Workbooks.WBMobileApp&hl=en_US&gl=US

Capsule vs Workbooks Pricing

	Capsule	Workbooks
Free Plan	Yes	No
Free Plan Limits	Two users & 250 contacts	NA
Free Trial	Yes	Yes
Free Trial Length	14 day	30 day
Cheapest Plan Name	Starter	Standard
Cheapest Plan Cost Per Month	$38	Not Listed
Mid Priced Plan Name	Growth	NA
Mid Priced Plan Cost Per Month	$38	Not Listed
Top Plan Name	Ultimate	Business
Top Plan Cost Per Month	$75	$88

Capsule vs Workbooks Features

Capsule Starter vs Workbooks Standard

Capsule Starter	Workbooks Standard
Everything in Free 30,000 Contacts 1 Sales Pipeline 1 Project Board 50 Custom Fields 5 Email Templates 1 Shared Mailbox 10 AI Content Assists Activity Reporting Key integrations	Contact Management Pipeline Management Customer Service Marketing Automation

Capsule Growth vs Workbooks NA

Capsule Growth	Workbooks NA
Everything in Starter 60,000 Contacts 5 Sales Pipelines 5 Project Boards 150 Custom Fields 50 Email Templates 3 Shared Mailboxes 1000 AI Content Assists Important Fields Workflow Automation Custom Activity Types Advanced Sales Reporting User Roles & Permissions	NA

Capsule Ultimate vs Workbooks Business

Capsule Ultimate	Workbooks Business
Everything in Advanced 240,000 Contacts 100 Sales Pipelines 100 Project Boards Unlimited Custom Fields 1000 Email Templates 10 Shared Mailboxes 1000 AI Content Assists Implementation Support Import Assistance Custom Training Dedicated Account Manager Ongoing Priority Support	Contact Management Pipeline Management Customer Service Marketing Automation Order Processing Invoicing Credit Notes Supplier Purchase Orders

Capsule vs Workbooks Integrations

Capsule	Workbooks
Transpond Xero Zapier FreshBooks Mailchimp Sage FreeAgent Microsoft Google QuickBooks	Mailchimp Basecamp HubSpot FreshBooks Zapier Box Dropbox Sign Constant Contact Adobe Acrobat Sign Nextiva

* Please note that the list above may not be complete please check each company’s website for a complete list.

Other Included Features

	Capsule	Workbooks
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	Yes	No
QuickBooks Integration	Yes	No
Shopify Integration	No	No
WordPress Integration	No	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	No	No
LinkedIn Integration	No	No
Twitter/X Integration	No	No
Google Calendar Integration	Yes	No
Excel Integration	No	No
Office 365 Integration	No	No
Google Sheets Integration	No	No
Xero Integration	Yes	No
Notion Integration	No	No
Asana Integration	No	No
Trello Integration	No	No
Zapier Integration	Yes	Yes
Invoicing	No	Yes
Marketing Automation	Yes	Yes
Email Marketing	No	No
SMS & Text Messaging	No	No
Project Management	Yes	No
AI	Yes	No
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	No	Yes
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	No
Customer Portal	No	Yes
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	Yes
Ticketing System	No	No
Call Recording	No	Yes
Call Tracking	Yes	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	Yes	Yes
Shared Inbox	Yes	No
Create Landing Pages	No	No
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	No	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	No	Yes

Capsule vs Workbooks Industry Specific CRM Solutions

The following comparison looks at whether or not Capsule or Workbooks have dedicated landing pages explaining how their CRM software could be used for each industry.

	Capsule	Workbooks
Accountants & Accounting Firms	Yes	Yes
Architects & Architecture Firms	Yes	No
Automotive Industry	No	No
Banks & Banking	No	No
Call Centers	No	No
Car & Auto Dealerships	Yes	No
Charity & Non-profit	No	No
Churches	No	No
Cleaners & Cleaning Businesses	No	No
Coaches	No	No
Consultants & Consulting Firms	Yes	No
Construction	Yes	No
Contractors	Yes	No
Co-working	No	No
Credit Unions	No	No
Customer Service	No	No
Dentists	No	No
Doctors	Yes	No
Ecommerce	No	No
Email Marketing	No	No
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	No	No
Event Management	No	Yes
Field Service	No	No
Financial Advisors & Services	No	No
Freight Brokers & Forwarders	No	No
Government & Public Sector	No	No
Graphic Designers & Creatives	Yes	No
Gyms	No	No
Healthcare Providers	Yes	No
Hotels & Hospitality	Yes	No
HVAC	No	No
Insurance Agents	No	No
Investment Banking	Yes	No
Landscapers	No	No
Lawyers & Law Firms	Yes	No
Logistics	No	Yes
Manufacturing	Yes	Yes
Marketing	No	No
Mortgage Brokers & Loan Offices	No	No
Movers & Moving Companies	No	No
Museums	No	No
Personal Trainers	No	No
Photographers	Yes	No
Plumbers	No	No
Political Campaigns	No	No
Private Equity	Yes	No
Professional Services	Yes	Yes
Property Management	No	No
Real Estate	Yes	No
Recruiting & Recruitment Agencies	Yes	No
Restaurants	No	No
Retail	No	No
Roofers & Roofing	No	No
SaaS	Yes	No
Schools	Yes	No
Senior Living	No	No
Solar Businesses	No	No
Sports Teams	No	No
Staffing Agencies	No	No
Telemarketing	No	No
Therapists	No	No
Tour Operators	Yes	No
Travel Agents	Yes	No
Universities, College & Higher Education	No	No
Web Designers	No	No
Wholesalers & Distributors	Yes	No

Capsule vs Workbooks Pros & Cons

Capsule Pros Available free plan Integrates well with Google Workspace and Microsoft 365 Sales pipeline dashboard is very crisp and clear	Workbooks Pros Easy to use and very efficient Automation capabilities In-depth reporting and dashboards
Capsule Cons Lack of user permissions Suited to companies managing recurring agreements Need to dig deep to find some of the functionality	Workbooks Cons Occasional Slowness and Downtime Some fields are locked Unintuitive and confusing process of building reports

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