Capsule CRM is a web-based customer relationship management system covering contact management, sales pipelines, projects, tasks and calendar. It also offers automations, reporting, email campaigns and a mobile app. Capsule is aimed at freelancers, startups and small to larger businesses, including professional services, construction and manufacturing, and according to the vendor it connects with more than a hundred other services. It is delivered only as a cloud service; self-hosting is not offered.
Capsule is based in Manchester in the United Kingdom and is operated by Zestia Ltd, a company registered in England. The UK is outside the EU. According to Capsule's documentation, all data is stored with Amazon Web Services in the United States. For transfers outside the EU, Capsule refers to a data processing addendum with AWS, Standard Contractual Clauses and the Data Privacy Framework. The product is not open source. European organisations that keep customer data in the CRM therefore need to account for transfers to the US.