startbuddi vs Capsule CRM: an honest comparison
Capsule is a simple CRM for small businesses, with contacts, sales pipelines, project boards, tasks and a calendar, workflow automations from its Growth plan and a marketing add-on, priced per user with a free plan for two users; startbuddi covers the CRM alongside a shared inbox, invoices, contracts, bookings and client portals, so pick Capsule for a focused CRM with native apps and accounting connections, and startbuddi if you want client work, invoicing and customer conversations in one workspace.
startbuddi is best for
Small service businesses that want CRM, inbox, bookings and invoices in one workspace
Capsule CRM is best for
Small teams that want an easy CRM for contacts, pipelines and project boards
At a glance
Where each one is stronger
The short version. Capsule CRM first, because it does some things better than we do.
Capsule CRM is stronger at
startbuddi is stronger at
Feature by feature
| Feature | startbuddi | Capsule CRM |
|---|---|---|
| Free planFree: 1 seat, 250 contacts, 5 invoices a month | Yes | Yes, up to 2 usersSource (opens in a new tab) |
| Contacts on the free plan | 100 | 250Source (opens in a new tab) |
| Sales pipelines | Yes | 1 on Free, several from GrowthSource (opens in a new tab) |
| Project boardsBoard, list and calendar views of tasks | Yes | YesSource (opens in a new tab) |
| Workflow automations | Starter plan and up | Growth plan and upSource (opens in a new tab) |
| Shared inboxWhatsApp, email, SMS, website chat, Instagram, Facebook | Yes, with WhatsApp | Shared mailbox from StarterSource (opens in a new tab) |
| Email campaignsPlus WhatsApp and SMS campaigns | Starter plan and up | Marketing add-onSource (opens in a new tab) |
| Invoices and paymentsA paid invoice marks the deal won | Paystack, Stripe | Through Xero or QuickBooksSource (opens in a new tab) |
| Contracts and proposalsSigned on startbuddi's own signing page | Yes | Not listedSource (opens in a new tab) |
| Bookings and client portalsBooking pages with deposits on every plan | Yes (portals on paid plans) | Not listedSource (opens in a new tab) |
| Mobile apps | Web only | IOS and AndroidSource (opens in a new tab) |
| IntegrationsNo QuickBooks or Xero sync | Integrations catalogue | 60+, plus ZapierSource (opens in a new tab) |
What each one looks like
Real screens, captured by us or taken from the official press kit, each dated.
Pricing side by side
List prices as each company publishes them. We never convert currencies.
startbuddi
- FreeFree
- Starter$29 a month
- Growth$79 a month
- Scale$199 a month
Capsule CRM
- Free$0 USD up to 2 usersSource (opens in a new tab)
- Starter$18 USD per user per month, billed annuallySource (opens in a new tab)
- Growth$36 USD per user per month, billed annuallySource (opens in a new tab)
- Advanced$54 USD per user per month, billed annuallySource (opens in a new tab)
- Ultimate$72 USD per user per month, billed annuallySource (opens in a new tab)
Switching from Capsule CRM
What moving across involves.
- Get your contacts out of CapsuleCheck Capsule's support docs for how to export your contacts and opportunities to a CSV file, then open it in a spreadsheet to tidy the columns.
- Import your clients as contactsIn startbuddi, go to Customers → Contacts → Import, upload the CSV, map the columns and review before importing.
- Set up your pipelineRecreate your milestones as stages in Customers → Pipeline. Default stages are New Leads, Qualified, Proposal Sent, Negotiation, Won and Lost, and you can rename them.
- Rebuild projects and automationsCreate your projects in Work and your workflows in Automations. Capsule tracks and workflows don't transfer.
Sources
- Capsule pricing (opens in a new tab)
- Capsule mobile app (opens in a new tab)
- Capsule project management (opens in a new tab)
- Capsule Xero integration (opens in a new tab)
- startbuddi Customers (CRM) (opens in a new tab)
- startbuddi sales pipeline (opens in a new tab)
- startbuddi Inbox (opens in a new tab)
- startbuddi Marketing hub (opens in a new tab)
- startbuddi Invoices (opens in a new tab)
- startbuddi Estimates, proposals & contracts (opens in a new tab)
- startbuddi Bookings (opens in a new tab)
- startbuddi Client portals (opens in a new tab)
- startbuddi Work (projects and tasks) (opens in a new tab)
- startbuddi Automations (opens in a new tab)
- startbuddi Contacts (opens in a new tab)
- startbuddi pricing (opens in a new tab)
Questions people ask
Does Capsule have a free plan?
Yes. Capsule's free plan allows 2 users, 250 contacts, 5 custom fields and 1 sales pipeline. Paid plans have a 14-day trial with no card.
Can I send invoices from Capsule?
Capsule doesn't list its own invoicing; it connects to Xero and QuickBooks and shows invoice summaries next to your contacts. In startbuddi, invoices are part of Money Manager on every plan.
Does startbuddi connect to Xero or QuickBooks?
No. Money Manager covers invoices, expenses, cash flow and simple profit and loss, but it has no QuickBooks or Xero sync.
Does startbuddi have a mobile app?
Not a native one. It is a web app that works in a phone's browser, while Capsule has iOS and Android apps.
Other comparisons
All comparisonsTry startbuddi alongside Capsule CRM.
Start on the free plan with a copy of your contacts and see how it fits before you decide.
Free plan available. Every paid plan starts with a 30-day trial.