Capsule Crm

Capsule is a simple, affordable CRM for small teams — clean REST API, competitive pricing, and a free tier (2 users, 250 contacts). For agents: create person and organization records from product signups, log opportunities for sales pipeline management, add tasks for follow-up reminders, and tag contacts for segmentation. REST API is clean and well-documented. Best fit for small teams that don't need the complexity of Salesforce or HubSpot. Confidence is docs-derived.

REST API at api.capsulecrm.com/api/v2. Parties (people + orgs): GET /parties lists contacts. POST /people creates person ({firstName, lastName, emailAddresses: [{address}]}). POST /organisations creates organization ({name}). GET /people/{id} retrieves person. PATCH /people/{id} updates. Opportunities: GET /opportunities lists deals. POST /opportunities creates opportunity ({party: {id}, name, description, milestone: {id}}). Tasks: POST /tasks creates task ({description, dueOn, party: {id}}). Cases: POST /cases creates support case ({name, description, party: {id}}). Tags: POST /parties/{id}/tags adds tag. Search: GET /parties?q={query} searches by name/email.

API token auth: Authorization: Bearer {api_token}. Tokens from Capsule → My Preferences → API Authentication Token. HTTPS enforced. No OAuth2. Milestone IDs: numeric — discover via GET /milestones. Rate limiting: 4000 req/hour.

Standard HTTP status codes with JSON error bodies ({errors: [{...}]}). 404 for unknown party ID. Pagination: page + perPage parameters (max 100). Opportunity milestone: must reference valid milestone ID. Duplicate contacts: Capsule may detect duplicate emails — handle 422 on create. Capsule uptime at status.capsulecrm.com. Free tier: 2 users hard limit — upgrade to Starter for more. Tag-based segmentation: tags applied via separate endpoint after contact creation.

developer.capsulecrm.com covers REST API v2 reference, authentication guide, and example requests. Getting started: Capsule account (free tier), get API token — first contact in under 5 minutes. No official SDK — REST is simple for direct use. Documentation is clean and focused on the SMB CRM use case.