Capsule CRM alternative

Capsule CRM alternative: one list of who to follow up today, with PDPA consent on every record

Capsule is a simple CRM for small businesses, with a free plan for two, Gmail and Outlook logging, and projects after the sale. Palby CRM opens on everyone whose follow-up is due today, with their WhatsApp chat and consent on the record.

Book a walkthrough

30 minutes. You choose the day and the time.

Do your customers reply by email, or on WhatsApp?

Stay with Capsule if your customers reply by email and you want it logged, or you want a free plan for two people. Pick Palby CRM if your customers write on WhatsApp, and you want one list of who's due a follow-up today.

Who should pick which

Stay with Capsule if

  • You work from Gmail or Outlook and want emails logged to each contact
  • You want a free plan for two people and 250 contacts
  • You run projects after the sale, or connect your accounts to Xero or QuickBooks

Pick Palby CRM if

  • Your customers write to you on WhatsApp
  • You want one list of who's due a follow-up today
  • You quote in S$ and keep each customer's PDPA consent on their record

Side by side

Compared onPalby CRMCapsule CRMSource
PriceNo public price yet. You get one on the walkthroughFree for up to 2 users and 250 contacts. Starter, Growth, Advanced and Ultimate are priced per userCapsule CRM pricing
To startBook a 30-minute walkthroughA 14-day trial of any paid plan, with no cardCapsule CRM pricing
Who to follow upNext activity due: everyone whose follow-up is today or overdueA to-do list with your Gmail or Outlook calendar syncedCapsule CRM pricingCapsule CRM site
ConversationsLink your number and each WhatsApp chat sits on the customer's recordEmails logged against your chosen contacts, from Growth. WhatsApp is on its integrations listCapsule CRM pricing
PipelinesPipelines with your own stages, on a board or a grid1 pipeline on Free, several from Growth, 50 on AdvancedCapsule CRM pricing
On your phoneA web app with a phone layout and alerts. No App Store appA mobile appCapsule CRM pricingCapsule CRM site
As of November 2026. Capsule's details are from its own pages, read on 2 November 2026. Starter holds 30,000 contacts, Growth 60,000 and Advanced 120,000. Plans and prices change, so check them before you pay.

Where Capsule CRM fits better

Capsule keeps a CRM simple. Its free plan takes two users, 250 contacts and one pipeline, and any paid plan runs for 14 days with no card. It logs emails from Gmail and Outlook, syncs your calendar, runs projects after the sale, and connects to Xero, QuickBooks and Sage. If your customers reply by email, it fits better.

The three differences that matter

Open today's list first

Give each customer a follow-up date. On the day, they're on Next activity due, the first view on every pipeline. They stay there until you change the date, and overdue ones show how late they are.

Keep the chat on the record

Link your WhatsApp number and each chat sits on that customer's record, beside their notes, tasks and deals. When you're on leave, whoever covers can read what was said.

Keep consent beside the chat

Each record holds consent for WhatsApp messages, email and calls, with when and how it was given. Tick Do not contact and it's honoured on every send.

Moving over from Capsule CRM

  1. Book a 30-minute walkthrough. You'll see today's list on a sample pipeline, and get a price for your team.
  2. Import your contacts as a CSV of up to 2,000 rows. Columns are matched by name, and AI places the rest from three sample values.
  3. Pick the stages for your trade from eight ready-made sets, then give each customer a follow-up date.

Questions

Start tomorrow with who to follow up.

Bring your spreadsheet to the walkthrough.

Book a walkthrough

30 minutes. You choose the day and the time.

Sources

Every page read on 2 November 2026. Nothing about a competitor on these pages comes from anywhere else.