Lattice 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 →Lattice
Lattice is a people management platform that helps companies run performance reviews, set goals, and measure employee engagement. It combines performance management, OKRs, career development, and compensation tools in one platform. Lattice is widely used by tech companies that invest heavily in people development.
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
- ✓Best-in-class performance review and OKR tools
- ✓Strong engagement survey capabilities with actionable insights
- ✓Career development and growth tracking features
- ✓Good analytics for people managers and HR teams
Cons
- ✗No payroll or core HRIS functionality
- ✗Can be expensive when combining multiple modules
- ✗Some users find the platform complex to administer initially
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
Lattice vs Capsule CRM: Side by Side
| Factor | Lattice | Capsule CRM |
|---|---|---|
| User Rating | N/A | 4.5/5 ★ |
| Category | HR Software | CRM Software |
| Pricing Model | Paid | Freemium |
| Starting Price | $11/person/mo | Free |
| Best For | Mid-size companies focused on performance management | Small businesses wanting a simple, clean CRM that is easy to adopt |
| Our Pick | — | 🏆 Recommended |
Lattice Features
- ✓Performance reviews
- ✓OKRs
- ✓employee engagement
- ✓career development
- ✓compensation
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 Lattice if mid-size companies focused on performance management. Choose Capsule CRM if small businesses wanting a simple, clean crm that is easy to adopt.
Best For
Mid-size companies focused on performance management
Best For
Small businesses wanting a simple, clean CRM that is easy to adopt
Also Consider
If neither Lattice nor Capsule CRM is the right fit, Justworks is worth evaluating.
Justworks
Small businesses wanting Fortune 500 benefits
From $59/employee/mo
Frequently Asked Questions
What is the difference between Lattice and Capsule CRM?
Lattice is best for mid-size companies focused on performance management. Capsule CRM is best for small businesses wanting a simple, clean crm that is easy to adopt.
Which is better, Lattice or Capsule CRM?
Choose Lattice if mid-size companies focused on performance management. Choose Capsule CRM if small businesses wanting a simple, clean crm that is easy to adopt.
How much does Lattice cost?
Lattice starts at $11/person/mo. Pricing model: Paid.
How much does Capsule CRM cost?
Capsule CRM starts at Free. Pricing model: Freemium.
Who should use Lattice?
Mid-size companies focused on performance management
Who should use Capsule CRM?
Small businesses wanting a simple, clean CRM that is easy to adopt