Capsule CRM vs PersistIQ: CRM Platform vs Sales Engagement Platform Comparison
Compare Capsule CRM (CRM platform) and PersistIQ (sales engagement platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Capsule CRM is a CRM platform for contact management and sales pipeline tracking, with a free entry plan. PersistIQ is a sales engagement platform for multi-channel outreach across email, phone, and social channels, priced through custom quotes only. Teams needing pipeline and contact organization should choose Capsule CRM; teams coordinating outreach sequences should choose PersistIQ, or run both together.
Key takeaways
- Capsule CRM's Free plan supports up to 250 contacts and a maximum of 2 users.
- Capsule CRM publishes 5 pricing tiers (Free, Starter, Growth, Advanced, Ultimate), while PersistIQ uses custom pricing across all plans.
- Capsule CRM lists 10 integrations including Gmail, Mailchimp, Xero, QuickBooks Online, and Zapier, while PersistIQ lists 7 including Salesforce, HubSpot, and Pipedrive.
- Gmail and Zapier are the only integrations both Capsule CRM and PersistIQ list on their own pages.
- PersistIQ advertises a 14-day free trial, a feature Capsule CRM does not list.
Reviewed and updated September 2, 2026
Capsule CRM vs PersistIQ: CRM Platform vs Sales Engagement Platform Comparison
Capsule CRM is a CRM platform; PersistIQ is a sales engagement platform. Whether you need one, the other, or both depends on which part of the workflow you are buying for: customer relationship management and sales pipeline tracking on one side, multi-channel sales outreach and engagement tracking on the other. This guide lays out what each vendor publishes.
The Quick Answer
Capsule CRM is a CRM platform for customer relationship management and sales pipeline tracking; PersistIQ is a sales engagement platform for multi-channel sales outreach and engagement tracking. By each vendor's own wording, Capsule CRM lists contact management with custom fields and multiple sales pipelines, and PersistIQ lists multi-channel sales outreach and prospecting.
Capsule CRM publishes an entry price of $0/mo; PersistIQ uses custom pricing, so the two cannot be compared on list price.
If your priority is organizing contacts, tracking deals, and forecasting revenue, Capsule CRM is the one built for it; for coordinating outreach across email, phone, and social channels, that is PersistIQ. Many teams run one of each.
Understanding the Core Difference
Capsule CRM is Capsule is a CRM for managing contacts, sales pipelines and client delivery in one place. It pairs contact and opportunity management with kanban-style project boards, workflow automations and AI features for pipeline building and meeting prep.
PersistIQ is Sales engagement platform for small teams that builds prospect lists, automates personalized email, call and task sequences, and syncs activity with a CRM.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Free
All plans
Capsule CRM Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Free | Free | 250 Contacts; maximum 2 users |
| Starter | Contact Sales | 30,000 Contacts |
| Growth | Contact Sales | 60,000 Contacts |
| Advanced | Contact Sales | 120,000 Contacts |
| Ultimate | Contact Sales | - |
Source: Capsule CRM Pricing
PersistIQ Pricing (as of September 2026)
| Plan | Price |
|---|---|
| All plans | Contact Sales |
Source: PersistIQ Pricing
Pricing Analysis
One or both platforms use custom or contact-based pricing for some tiers. Reach out to their sales teams for exact quotes based on your usage needs.
Capsule CRM offers 5 pricing tiers compared to PersistIQ's 1, giving you more granularity as you scale.
Capsule CRM includes a free tier, letting you test the platform before committing financially.
Features Breakdown
- Contact management with custom fields
- Multiple Sales Pipelines
- Custom Sales Milestones
- Workflow Automations
- Advanced Sales Reporting
- Reporting Dashboards
- and 2 more listed below
- Multi-channel Sales Outreach
- Prospecting
- Sales Email AI
- Chrome Extension
- A/B test
- Reporting
- and 2 more listed below
Capsule CRM Key Features
- Contact management with custom fields
- Multiple Sales Pipelines
- Custom Sales Milestones
- Workflow Automations
- Advanced Sales Reporting
- Reporting Dashboards
- Project Management with kanban-style project boards
- AI Pipeline Generator
PersistIQ Key Features
- Multi-channel Sales Outreach
- Prospecting
- Sales Email AI
- Chrome Extension
- A/B test
- Reporting
- CRM Integrations
- 14-day free trial
The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.
Listed only by Capsule CRM
- Contact management with custom fields
- Multiple Sales Pipelines
- Custom Sales Milestones
- Workflow Automations
- Advanced Sales Reporting
- Reporting Dashboards
- Project Management with kanban-style project boards
- AI Pipeline Generator
Listed only by PersistIQ
- Multi-channel Sales Outreach
- Prospecting
- Sales Email AI
- Chrome Extension
- A/B test
- Reporting
- CRM Integrations
- 14-day free trial
Integration Ecosystem
Capsule CRM Integrations
Capsule CRM connects with: Gmail, Mailchimp, Xero, QuickBooks Online, FreeAgent, FreshBooks, Sage Accounting, Zapier, Make, Transpond.
PersistIQ Integrations
PersistIQ connects with: Salesforce, Copper, Pipedrive, HubSpot, Gmail, Outlook, Zapier.
Shared Integrations
Both tools integrate with: Gmail, Zapier.
Integrations listed only by Capsule CRM: Mailchimp, Xero, QuickBooks Online, FreeAgent, FreshBooks, Sage Accounting, Make, Transpond.
Integrations listed only by PersistIQ: Salesforce, Copper, Pipedrive, HubSpot, Outlook.
Use Case Recommendations
Best Fit for Capsule CRM
- Budget-conscious teams looking for an affordable CRM platform
- Organizations with complex tech stacks needing broad integration support (10 integrations)
- Teams that want to start free and scale up as needs grow
- Enterprise buyers who prefer custom pricing and dedicated support
Best Fit for PersistIQ
- Enterprise buyers who prefer custom pricing and dedicated support
- SDR teams running multi-channel outreach sequences
- Sales managers tracking team engagement metrics
- Revenue teams coordinating email, phone, and social touches
Feature Comparison Summary
| Feature | Capsule CRM | PersistIQ |
|---|---|---|
| Starting Price | Free | Contact Sales |
| Top Tier Price | Contact Sales | Contact Sales |
| Total Features Listed | 8 | 8 |
| Integrations | 10 | 7 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking and multi-channel sales outreach and engagement tracking requirements and monthly budget
- Estimate your expected contacts and deals and sequences and engagement actions to find the right tier
- List the integrations your team currently relies on
- Sign up for free trials or demos of both platforms
- Run a small test with each tool before making a commitment
- Evaluate the onboarding experience and support quality
Final Thoughts
Capsule CRM serves the customer relationship management and sales pipeline tracking side of an outbound stack and PersistIQ the multi-channel sales outreach and engagement tracking side. Capsule CRM publishes an entry price (a free tier), while PersistIQ uses custom pricing for its plans, so compare on features and on the quote you receive. Your decision should weigh pricing against the specific features that matter most for your workflow.
Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.
Pricing and features verified as of September 2026. Visit Capsule CRM and PersistIQ for current information.
Frequently asked questions.
Frequently asked questions- What's the main difference between Capsule CRM and PersistIQ?
- Capsule CRM is a CRM platform built for contact management and sales pipeline tracking, while PersistIQ is a sales engagement platform built for multi-channel outreach and prospecting. Capsule CRM focuses on organizing contacts and deals, whereas PersistIQ focuses on automating email, call, and social sequences for outreach.
- How much does Capsule CRM cost?
- Capsule CRM offers a Free plan supporting 250 contacts and up to 2 users. Its paid tiers, Starter, Growth, Advanced, and Ultimate, require contacting sales for pricing, with contact limits ranging from 30,000 on Starter to 120,000 on Advanced.
- Does PersistIQ have a free trial?
- Yes, PersistIQ lists a 14-day free trial among its key features. However, all of its pricing plans require contacting sales directly, since PersistIQ does not publish list pricing.
- Which integrations do Capsule CRM and PersistIQ share?
- Capsule CRM and PersistIQ both list Gmail and Zapier as integrations. Beyond that, their integration lists diverge: Capsule CRM adds tools like Mailchimp, Xero, and QuickBooks Online, while PersistIQ adds Salesforce, HubSpot, Pipedrive, Copper, and Outlook.
- Should I use both Capsule CRM and PersistIQ together?
- Many teams do run both, since they serve different parts of the sales workflow. Capsule CRM handles contact management, pipeline tracking, and project boards, while PersistIQ handles multi-channel outreach sequences and prospecting, so pairing them can cover both sides of the process.
About the author.
Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University.
Tim Carden · CMO / CTO
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