
CRM for Professional Services With Long Sales Cycles
A practical CRM buying guide for consultants, agencies, accountants, engineers and other service firms with slow B2B deals.
Learn moreRatings, pricing and all 12 key features, side by side. Open either profile for the full review.
| Editor rating | 4.2 | 4.3 |
| Starting price | Free / $18 per user | Free / $7 per user |
| Free plan | Yes | Yes |
| Best for | Small teams that want contacts, pipeline and tasks without noise | Micro businesses moving off spreadsheets for the first time |
| Key features | ||
| Ease of use | 4.7 / 5 | 4.6 / 5 |
| Features | 3.7 / 5 | 3.8 / 5 |
| Value for money | 4.3 / 5 | 4.7 / 5 |
| Customer support | 4.3 / 5 | 4.0 / 5 |
| Visual sales pipeline | Yes | Yes |
| Two-way email sync | Yes | Yes |
| Workflow automation | Yes | Yes |
| Email sequences | No | No |
| Built-in calling | No | Yes |
| Lead scoring | No | No |
| Sales forecasting | Yes | No |
| Custom reports | Yes | Yes |
| Marketing campaigns | No | No |
| Quotes and invoices | No | No |
| AI assistant | Yes | No |
| Mobile apps | Yes | Yes |
| Integrations | 60+ native plus Zapier | Zoho apps, Google Workspace, Microsoft 365 and Zapier |
| Mobile | iOS and Android | iOS and Android |
| Support | Email support and help center | Email and chat; phone on paid plans |
| Founded | 2009 · Manchester, UK | 2020 · Chennai, India |
| View Capsule CRM profile | View Bigin by Zoho CRM profile |
Freelancers, consultancies and small firms that want an organized contact base and a simple pipeline.
Skip it if: high-volume sales teams that need dialers, sequences and deep forecasting.
Capsule is for teams that value clarity. It does the fundamentals very well and resists feature bloat, which is exactly why small businesses stay with it for years.
Owners and small teams that want an inexpensive, structured replacement for spreadsheets.
Skip it if: growing sales teams that already need scoring, forecasting or sequences.
Bigin is the cheapest sensible way to get a real pipeline CRM. It is ideal as a first system, and when you outgrow it the data moves to Zoho CRM without a painful migration.

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