Clearbooks vs Capsule CRM
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 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 →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.
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.
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
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
Clearbooks vs Capsule CRM: Side by Side
| Factor | Clearbooks | Capsule CRM |
|---|---|---|
| User Rating | N/A | 4.5/5 ★ |
| Category | Accounting Software | CRM Software |
| Pricing Model | Paid | Freemium |
| Starting Price | Contact for pricing | Free |
| Best For | UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance | Small businesses wanting a simple, clean CRM that is easy to adopt |
| Our Pick | — | 🏆 Recommended |
Clearbooks Features
- ✓Invoicing
- ✓bank reconciliation
- ✓expense tracking
- ✓VAT returns
- ✓payroll
- ✓financial reporting
Capsule CRM Features
- ✓Contact management
- ✓sales pipeline
- ✓task management
- ✓email integration
- ✓reporting
- ✓Google Workspace integration
- ✓API access
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 Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance. Choose Capsule CRM if 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
Best For
Small businesses wanting a simple, clean CRM that is easy to adopt
Also Consider
If neither Clearbooks nor Capsule CRM is the right fit, Dext is worth evaluating.
Dext
Bookkeepers, accountants, and businesses with high receipt volumes wanting to eliminate manual data entry
From $15/mo
Frequently Asked Questions
What is the difference between Clearbooks and Capsule CRM?
Clearbooks is best for uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance. Capsule CRM is best for small businesses wanting a simple, clean crm that is easy to adopt.
Which is better, Clearbooks or Capsule CRM?
Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance. Choose Capsule CRM if small businesses wanting a simple, clean crm that is easy to adopt.
How much does Clearbooks cost?
Visit Clearbooks website for current pricing.
How much does Capsule CRM cost?
Capsule CRM starts at Free. Pricing model: Freemium.
Who should use Clearbooks?
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance
Who should use Capsule CRM?
Small businesses wanting a simple, clean CRM that is easy to adopt