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CRM & Sales · head to head

Capsule vs Zoho Books

Capsule logo

Capsule

CRM & Sales

Visual CRM for small teams

From
$19/month
Rated
-
Full reviewWebsite
Zoho Books logo

Zoho Books

Accounting & Finance

Simple, smart accounting software for growing businesses

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Zoho Books has a free tier, so it costs nothing to try first.
  • Each has a real cost: Capsule the free plan is capped at 2 users, 250 contacts, 5 custom fields and a single pipeline; Zoho Books payroll only available in Texas and California, limiting US usefulness
  • They diverge on capability: Capsule covers Contact management, Zoho Books covers Invoicing.

Where they differ

Only the attributes on which Capsule and Zoho Books actually diverge.

Attributes where Capsule and Zoho Books differ
AttributeCapsuleZoho Books
Starting price$19/monthFree
Pricing modelsubscriptionUnknown
Free tierNoYes
CategoryCRM & SalesAccounting & Finance
Founded20081996

Identical on both: platforms (Web, Ios, Android), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Capsule

  • Contact management
  • Deal tracking
  • Task management
  • Email sync
  • Activity timeline
  • Slack
  • Zapier
  • Google Apps

Only in Zoho Books

  • Invoicing
  • Expense tracking
  • Bank reconciliation
  • Financial reports
  • Tax compliance
  • Zoho CRM
  • PayPal
  • Stripe

Both cover

  • GDPR
  • Web support
  • Ios support
  • Android support

What people use each for

The jobs each tool is most often brought in to do.

Capsule

  • Simple contact and pipeline CRM for a small teamnot Zoho Books
  • Tracking deals and follow-up tasksnot Zoho Books
  • Linking emails and notes to contact recordsnot Zoho Books
  • Multiple sales pipelines on the paid tiersnot Zoho Books

Zoho Books

  • Invoicingnot Capsule
  • Expense managementnot Capsule
  • Tax preparationnot Capsule

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Capsule

  • The free plan is capped at 2 users, 250 contacts, 5 custom fields and a single pipeline
  • Contact ceilings gate every tier, from 30,000 on Starter to 120,000 on Advanced
  • Per-user prices are not shown as figures on the pricing page, only as tier names
  • Ultimate is quote-only

Zoho Books

  • Payroll only available in Texas and California, limiting US usefulness
  • Limited access to historical financial data compared to competitors
  • Customer support is slow with long response times and frustrating workarounds
  • Fewer integrations than QuickBooks Online and Xero
  • User limit restrictions (1-15 depending on plan) compared to Xero's unlimited users
  • Occasional inaccuracies in automatic exchange rate updates for international transactions

Pricing, plan by plan

Capsule

$19/month
  • Starter$19/month
    • Contact management
    • Task tracking
  • Professional$39/month
    • Everything in Starter
    • Pipeline management
    • Reporting
  • Enterprise$99/month
    • Everything in Professional
    • Custom fields
    • API access

Zoho Books

Free
  • FreeFree
    • 1 user + accountant
    • Unlimited invoices
  • Standard$20/month
    • 3 users
    • Core accounting
  • Professional$60/month
    • 5 users
    • Advanced reporting
  • Premium$120/month
    • 10 users
    • Inventory management

Which should you pick?

Choose Capsule if

  • You need contact management.
  • You work on Web, Ios, Android.
  • You also want deal tracking.
Capsule review

Choose Zoho Books if

  • You need invoicing.
  • You want to start without paying.
  • You work on Web, iOS, Android.
  • You also want expense tracking.
Zoho Books review

Questions people ask

Is Capsule or Zoho Books better?
Neither clearly leads. Capsule starts at $19/month and Zoho Books at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Capsule or Zoho Books?
Zoho Books has a free tier; the other does not. Paid plans start at $19/month for Capsule and Free for Zoho Books.
Does Capsule or Zoho Books run on more platforms?
Capsule runs on Web, Ios, Android. Zoho Books runs on Web, iOS, Android.
Can I use Zoho Books for free?
Yes. Zoho Books has a free tier, so you can try it without paying. Capsule starts at $19/month.
What is Capsule best used for?
Capsule is most often used for simple contact and pipeline crm for a small team, tracking deals and follow-up tasks, linking emails and notes to contact records, multiple sales pipelines on the paid tiers. Of those, simple contact and pipeline crm for a small team and tracking deals and follow-up tasks are not what Zoho Books is typically brought in for.
What can Capsule do that Zoho Books cannot?
Capsule covers Contact management, Deal tracking, Task management, Email sync. Zoho Books covers Invoicing, Expense tracking, Bank reconciliation, Financial reports. Both handle GDPR, Web support, Ios support, Android support.

Answered from the vendors’ own pages

Zoho Books: Does Zoho Books support payroll?

Zoho Books offers limited payroll integration available only in Texas and California currently. Outside these states, users must use separate payroll software.

Source
Zoho Books: How many users can access one account?

User limits vary by plan: Free tier (1 user + accountant), Standard (3 users), Professional (5 users), Premium (10 users), Elite (15 users). Each business requires separate subscription.

Source
Zoho Books: What integrations does Zoho Books support?

Zoho Books integrates with Shopify, WooCommerce, Razorpay, PayPal, Stripe, Salesforce, Google Sheets, and 500+ apps via Zapier. It integrates with other Zoho products like Zoho Inventory and Zoho Projects.

Source
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