Capsule CRM vs Clearbooks
A head-to-head comparison to help you pick the right tool
Last updated: September 14, 2026
Capsule CRM is our recommended pick for most teams — small businesses wanting a simple, clean crm that is easy to adopt.
Try Capsule CRM →Read our full Capsule CRM review →Capsule CRM
Capsule CRM is a simple and clean CRM designed for small businesses that want to manage contacts, track sales opportunities, and stay organized without complexity. It is known for its intuitive interface and quick setup time. Capsule integrates well with Google Workspace, Mailchimp, and other popular small business tools. Capsule also offers Transpond, a dedicated marketing automation add-on with email marketing and robust automation features available on separate plans.
Clearbooks
Clearbooks is a UK-focused cloud accounting software designed for small businesses and sole traders. It covers invoicing, expenses, payroll, and VAT returns in a simple and affordable package.
Pros
- ✓Extremely clean and easy to use interface
- ✓Quick to set up with no training required
- ✓Good free plan for up to 2 users
- ✓Strong Google Workspace integration
- ✓Transpond add-on provides robust marketing automation for businesses that need it
Cons
- ✗Marketing automation requires separate Transpond add-on
- ✗Reporting is basic compared to larger CRMs
- ✗Not suitable for large or complex sales teams
Pros
- ✓Built specifically for UK accounting and VAT
- ✓Simple and easy to use
- ✓Affordable pricing
- ✓Good invoicing features
- ✓Solid MTD (Making Tax Digital) compliance
Cons
- ✗Limited outside UK market
- ✗Fewer integrations than QuickBooks or Xero
- ✗Less suitable for larger businesses
- ✗Support can be slow
Capsule CRM vs Clearbooks: Side by Side
| Factor | Capsule CRM | Clearbooks |
|---|---|---|
| User Rating | 4.5/5 ★ | N/A |
| Category | CRM Software | Accounting Software |
| Pricing Model | Freemium | Paid |
| Starting Price | Free | Contact for pricing |
| Best For | Small businesses wanting a simple, clean CRM that is easy to adopt | UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance |
| Our Pick | 🏆 Recommended | — |
Capsule CRM Features
- ✓Contact management
- ✓sales pipeline
- ✓task management
- ✓email integration
- ✓reporting
- ✓Google Workspace integration
- ✓API access
Clearbooks Features
- ✓Invoicing
- ✓bank reconciliation
- ✓expense tracking
- ✓VAT returns
- ✓payroll
- ✓financial reporting
Pricing Comparison
Capsule CRM
FreemiumFree to start
Free: $0 · Starter: $18/user/mo · Growth: $36/user/mo · Advanced: $54/user/mo
See full pricing →Best Use Cases
Capsule CRM
- →Small businesses needing a simple contact management system
- →Service businesses tracking client relationships
- →Teams wanting a clean and uncluttered CRM
Who Should NOT Use These Tools
Capsule CRM is NOT ideal for:
- ✗Large sales teams needing advanced pipeline management
- ✗Companies requiring built-in marketing automation
- ✗Teams needing complex reporting
Integrations
Capsule CRM
Gmail, Outlook, Xero, QuickBooks, Zapier, Mailchimp, FreshBooks, G Suite
Our Take
Choose Capsule CRM if small businesses wanting a simple, clean crm that is easy to adopt. Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance.
Best For
Small businesses wanting a simple, clean CRM that is easy to adopt
Best For
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance
Also Consider
If neither Capsule CRM nor Clearbooks is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Capsule CRM and Clearbooks?
Capsule CRM is best for small businesses wanting a simple, clean crm that is easy to adopt. Clearbooks is best for uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance.
Which is better, Capsule CRM or Clearbooks?
Choose Capsule CRM if small businesses wanting a simple, clean crm that is easy to adopt. Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance.
How much does Capsule CRM cost?
Capsule CRM starts at Free. Pricing model: Freemium.
How much does Clearbooks cost?
Visit Clearbooks website for current pricing.
Who should use Capsule CRM?
Small businesses wanting a simple, clean CRM that is easy to adopt
Who should use Clearbooks?
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance