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Capsule CRM vs Salesmate: Which is Right for You in 2026?

von | Last updated Aug 5, 2026

Gewinner
Kapsel
4.0
  • Kostenloser Tarif für bis zu 250 Kontakte
  • Contacts & Sales Pipeline in One
  • Project Boards for Won Deals
  • Mehr als 60 native Integrationen
  • Google Workspace & Microsoft 365
  • Custom Fields & Sales Analytics
  • Kostenpflichtige Abonnements ab 18 $/Nutzer/Monat
Zweiter
Verkäufer
2.5
  • Mehr als 700 App-Integrationen
  • Sandy AI Handles Admin Work
  • Integrierte Anruf- und Voicemail-Funktion
  • Treffen Terminplaner für Interessenten
  • 15 Tage kostenlos testen, keine Karte erforderlich
  • Mobile CRM with Full Data Access
  • Kostenpflichtige Abonnements ab 23 $/Nutzer/Monat

⚡ Quick Verdict:

  • Preisgestaltung: Capsule CRM starts at $18 per user per month. Salesmate starts at $23/user/month.
  • Ideal für: Capsule CRM suits kleine Unternehmen that want simple contact management. Salesmate suits sales teams that want calling and marketing Automatisierung in einem Dashboard.
  • Hauptunterschied: Capsule has a free version. Salesmate has no free plan, but it ships Sandy AI and built-in phone features.
  • Our pick: Capsule CRM for most Kleinunternehmen buyers, based on its higher aggregate rating and lower entry price.
Capsule CRM vs Salesmate Comparison

The cheaper CRM system is not always the weaker one.

Capsule CRM costs less per user than Salesmate every month.

But price is the smallest gap between these two CRM providers.

Capsule keeps things simple for small Geschäft Teams.

Salesmate packs sales and marketing tools into one CRM software platform.

Here is how the two compare across pricing, key features, and daily use.

Überblick

This Capsule CRM vs Salesmate comparison covers pricing, core features, and ease of use.

We also break down which CRM solution fits which kind of business.

Our sources include published specs, vendor documentation, and G2 reviews.

Unser Schriftsteller also spent hands-on time inside Salesmate.

Notes on Capsule CRM come from documentation and public user reviews.

Was ist Capsule CRM?

Capsule CRM is a cloud-based customer relationship management platform for small to medium businesses.

It centralizes customer interactions, contact records, notes, and social profiles.

The result is a 360-degree view of every customer interaction.

Capsule follows a “powerful simplicity” approach to contact management and sales.

The minimalist interface lets teams start without a dedicated account manager or admin.

Most small businesses pick it because it needs almost no training.

Capsule CRM – Testbericht & Demo

🏆 Winner: Capsule CRM

⭐ 4.0/5 | 💰 From $18/user/month

A clean CRM system built for small business teams. The free version covers 250 contacts and two users.

Capsule CRM Preisgestaltung

Here is what Capsule CRM cost looks like in 2026. Every figure below is priced per user.

PlanenPreisAm besten geeignet für
Frei$0Up to 250 contacts and 2 users
Anlasser18 $/Nutzer/MonatSmall teams that need a real paid plan
Wachstum36 $/Nutzer/MonatTeams needing multiple sales pipelines

Pricing verified August 2026.

Capsule CRM Preisgestaltung

💡 Preishinweis: Our research notes list higher figures and extra paid tiers such as Advanced and Ultimate. The table above uses our verified pricing data. Check the vendor page before you buy, since rates change when you pay annually versus monthly.

Kostenlose Testversion: Yes. You can also stay on the free plan for as long as you like, with no card required.

Geld-zurück-Garantie: None advertised. The free version acts as the trial instead.

📌 Notiz: The free version caps storage at 50MB and leaves out reporting. If you want all the features, you need a paid plan.

⚠️ Warnung: Capsule bills per seat. Ten users on Growth cost ten times the listed rate, so map your headcount before you upgrade.

Wichtigste Vorteile von Capsule CRM

Here is what makes Capsule worth a look:

  • Free version for 250 contacts: Two users get full contact management at no cost. Few CRM providers give away that much.
  • One record per customer: Emails, calls, and files sit in a single hub. That removes data silos and keeps customer data current for other team members.
  • Project boards after the sale: Project management boards link delivery work directly to won deals. This is rare in a light CRM system.
  • Tracks and workflow automations: Templated task lists handle repeatable business processes like onboarding. Higher paid tiers add multi-step automation.
  • 60+ native integrations: Xero, QuickBooks, and Mailchimp connect natively. Over 1,000 other integrations arrive through Zapier.
  • Google Workspace and Microsoft 365: Add contacts from Gmail and view events inside Capsule. Teams still on G Suite branding will recognise the same setup.
  • Custom fields and reporting tools: Paid plans add a sales dashboard covering conversion rates, pipeline health, and revenue forecasting.
Capsule Homepage

What Our Team Noticed

Note: our writers have not had extended hands-on time inside a Capsule account yet. Everything above comes from published documentation, the vendor pricing page, and public user reviews. We will add first-hand notes once that changes.

Public reviews are consistent on two points. G2 reviewers highlight contact management and sales pipeline features as the easiest parts to learn. The same reviews flag email tracking as clunky, since saving a message means BCC-ing a special address.

Capsule CRM: Vor- und Nachteile

✅ Vorteile
  • Free version covers 250 contacts and 2 users
  • Clean interface that needs no formal training
  • Project boards tie delivery work to won deals
  • Lower entry price than most CRM providers
❌ Nachteile
  • Fewer advanced features than heavier CRM tools
  • Email tracking needs a BCC address to save messages
  • Google Workspace sync only runs one way
  • Support is email-first with no live chat

Was ist Salesmate?

Salesmate CRM is an all-in-one cloud-based platform for sales, marketing, and support.

It was built primarily for small and medium-sized companies.

The platform replaces several disjointed systems, which helps teams save money.

Sales reps get a visual pipeline to track deals from first touch to close.

Sandy AI drafts emails, summarises calls, and qualifies leads automatically.

The goal is to generate more leads, close more deals, and build lasting customer relationships.

Salesmate-Homepage

Here is a walkthrough of how Salesmate looks in daily use.

Salesmate.io CRM-Demo und Testbericht (Vollständige Anleitung)

Runner Up: Salesmate

⭐ 2.5/5 | 💰 From $23/user/month

A sales-first CRM with built-in phone, AI, and marketing automation. Test it with a 15-day free trial and no card.

Preisgestaltung von Salesmate

Salesmate sells three published plans. All rates are per user.

PlanenPreisAm besten geeignet für
Basic23 $/Nutzer/MonatSmall teams starting pipeline management
Pro39 $/Nutzer/MonatSales teams needing automation and calling
Geschäft63 $/Nutzer/MonatLarger teams wanting deeper analytics

Pricing verified August 2026.

Preisgestaltung von Salesmate

Kostenlose Testversion: 15 days, with no credit card required.

Geld-zurück-Garantie: None published. The trial is the safety net here.

📌 Notiz: The vendor also markets an Enterprise tier beyond these three plans. Seasonal offers appear too, including a Black Friday promotion at 10% off annual plans.

⚠️ Warnung: Some users report that leads can be deleted after a missed payment. Keep an export of your customer data and treat billing as a security matter.

Wichtigste Vorteile von Salesmate

Here is where Salesmate earns its higher price:

  • Contact and Deal Intelligence: Emails, calls, and notes merge into one view of every account. Nothing sits in a separate Posteingang.
  • Sandy AI automation: Der Assistent handles repetitive tasks like drafting emails and summarising calls. It also scores leads for you.
  • Built-in phone: Call recording and voicemail drops run inside the CRM. Capsule has no native calling at all.
  • Treffen scheduler: Prospects book meetings from a link. That removes a full round of follow ups per deal.
  • Mehr als 700 Integrationen: Google Apps, Microsoft Apps, Slack, and Zapier integrations connect to other apps you already run.
  • Automation journeys: Multi-channel drip campaigns and follow-up sequences run without manual sending.
  • Automatic data entry: Contacts get enriched and every message is logged, so reps stop typing notes by hand.
Salesmate – Die wichtigsten Vorteile

What Our Team Noticed

Our writer created an account, imported test contacts, and ran a small pipeline through it. Here is what stood out from that hands-on time:

Persönliche Erfahrungen eines Verkäufers

Salesmate: Vor- und Nachteile

✅ Vorteile
  • Built-in calling, recording, and voicemail drops
  • Sandy AI cuts manual data entry for sales reps
  • Over 700 app integrations including Zapier
  • Support team is frequently praised for fast replies
❌ Nachteile
  • No free plan, only a 15-day trial
  • Bugs reported in the email template editor
  • Marketing automation trails dedicated platforms
  • Costs $5 more per seat than Capsule at entry level

Funktionsvergleich

Ready for a closer look at Capsule CRM vs Salesmate? We compare ten areas below, from contact records to cost.

BesonderheitCapsule CRMVerkäufer
Startpreis18 $/Nutzer/Monat23 $/Nutzer/Monat
Kostenloser Plan
Mehrere Vertriebspipelines
Built-in Phone
KI-Assistent
Projektboards
Terminplaner
Native Integrationen60+700+
Am besten geeignet fürEinfache KontaktverwaltungActive outbound sales teams

1. Kontaktmanagement

Capsule CRM: Every person and organisation gets one record. Communication history, notes, and social profiles sit together, so keeping track of customers takes no effort. Custom fields let you shape records around your own business.

Kapsel-Kontaktmanagement

Verkäufer: Contact and Deal Intelligence pulls emails, calls, and notes into a single view of each company. Accounts enrich themselves, so reps spend less time on data entry.

Salesmate-Tracking-Unternehmen

2. Vertriebspipeline-Management

Capsule CRM: The sales pipeline shows every open opportunity and its stage. You can build custom sales pipelines that mirror your real sales process. Higher plans unlock multiple sales pipelines for different product lines.

Vertriebspipeline für Kapseln

Verkäufer: A visual board covers pipeline management from lead generation through close. It is fully customisable, so a Immobilie company and a SaaS firm can run different stages on the same platform.

Salesmate – Deals verwalten

3. Task Management and Scheduling

Capsule CRM: Assign tasks, set recurring work, and sync deadlines with Outlook or Gmail. Tracks turn onboarding and other repeatable jobs into templated checklists.

Aufgabenverfolgung

Verkäufer: Task management sits next to a meeting scheduler that lets prospects book meetings on their own. That one feature saves a real chunk of back-and-forth each week.

Salesmate-Terminplaner

4. Email Marketing and Tracking

Capsule CRM: Email marketing runs through the Transpond integration and Mailchimp, so marketing campaigns launch from the CRM. Email tracking is the weak spot, since saving a message means BCC-ing a set address.

✅ So versenden Sie E-Mails mit Capsule CRM 🔴

Verkäufer: Templates, open tracking, and automation journeys drive multi-channel drip campaigns. Reviewers do report bugs in the template editor, which hurts productivity on busy days.

Salesmate-E-Mail-Vorlagen

⚠️ Warnung: Neither tool replaces a dedicated marketing platform. Some reviewers note Salesmate is not the strongest pick for marketing automation compared with specialist software.

5. Berichtswesen und Umsatzprognosen

Capsule CRM: The sales dashboard covers conversion rates, pipeline health, and revenue forecasting. Reporting features are locked behind a paid plan, so free users cannot generate reports at all.

Are You Profitable? How to Use Capsule CRM's Sales Analytics

Verkäufer: Dashboards turn raw activity into insights on sales performance. Sales forecasting and goal tracking are available on every paid tier, not just the top one.

Salesmate-Berichtsanalyse

6. Integrationen

Capsule CRM: Over 60 native connections cover Xero, QuickBooks, and Mailchimp, plus 1,000 more through Zapier. Google Workspace and Microsoft 365 both connect, though sync runs one way only, so a full integration is not on offer.

WPForms mit Capsule CRM integrieren | Schritt-für-Schritt-Anleitung | Bit Integrations

Verkäufer: More than 700 apps connect, including Google Apps, Microsoft Apps, and Slack. Working inside Gmail is supported, and developers get open APIs for custom builds.

Integrieren Sie Videokonferenz-Tools für Ihre Meetings in Salesmate.

7. Ease of Use and Team Collaboration

Capsule CRM: This is the strongest argument for the product. The interface is user friendly enough that you rarely need to train users at all. Small teams and non profits get running the same day.

Capsule CRM Demo & vollständiges Tutorial zur Optimierung Ihrer Geschäftsprozesse

Verkäufer: Teammate tagging, shared notes, and full communication history keep everyone aligned. There is more to learn here, which is the trade-off for the extra depth.

Verbessern Sie die Teamzusammenarbeit und Entscheidungsfindung mit Salesmate CRM.

8. Mobile Apps and Lead Capture

Capsule CRM: The mobile app on iOS and Android handles tasks and contacts away from the desk. Reviewers like it but say it could be sharper.

Die Capsule CRM-App – so richten Sie sie ein und was können Sie damit alles machen!

Verkäufer: The mobile CRM gives full access to data and activities. Personalised web forms embed on your site or ship as links, feeding lead management directly.

10 - Webformulare erstellen - Salesmate

9. Anpassung und Support

Capsule CRM: Custom fields and tags cover most account management needs. Support runs on email, and reviewers wish for live chat or a proper help desk queue.

Capsule – So fügen Sie benutzerdefinierte Felder hinzu

Verkäufer: Chatbots capture questions on your site and route them to the right person. Reviewers call the support team quick and helpful, which is the most consistent praise the product gets.

13 - Chat Messenger - Salesmate

10. Preisgestaltung & Kosten

Let us line up the plans side by side. All figures are per seat.

StufeCapsule CRMVerkäufer
FreiKostenlos: 0 €❌ Keine kostenlose Version
EintragStarter: $18/user/monthBasisversion: 23 $/Nutzer/Monat
MitteGrowth: $36/user/monthPro: 39 $/Nutzer/Monat
Top publishedGrowth: $36/user/monthBusiness: $63/user/month

Capsule CRM: The free plan carries real weight for a very small business. Starter undercuts Basic by $5 per seat, and the ceiling stops at $36/user/month. For a five-person team that gap is meaningful over a year.

Verkäufer: You pay more, but calling, AI, and a meeting scheduler are bundled in. If those replace two or three other systems, the higher rate can still save time and money overall.

💡 Profi-Tipp: Price both tools at your real headcount before deciding. Ask each vendor what changes when you pay annually, since discounts apply when plans are billed annually.

Verschiedene Szenarien

Falls Sie Folgendes benötigen:WählenWarum
A free versionCapsule CRM250 contacts at no cost
Integrierte AnruffunktionVerkäuferNative phone and voicemail
Post-sale project boardsCapsule CRMDelivery work links to won deals
AI to cut adminVerkäuferSandy AI drafts and summarises
Lowest cost per seatCapsule CRM$5 cheaper at entry level
Anfängerfreundliche EinrichtungCapsule CRMAlmost no learning curve

💰 Ihr Budget

Capsule wins on raw cost at every published tier. Salesmate only makes financial sense if its bundled phone and AI replace tools you already pay for.

🔌 Dein Tech-Stack

Run Xero, QuickBooks, or Mailchimp and Capsule slots in fast. Need deeper hooks across 700 apps and open APIs, and Salesmate’s platform gives you more room.

📞 Your Sales Cycle

A long sales cycle with heavy phone work favours Salesmate. Short cycles built on referrals and email fit Capsule better.

🎓 Dein Erfahrungslevel

First CRM? Use Capsule and grow into it. Teams moving from other CRMs usually want the extra depth Salesmate offers.

🆓 Kostenlose Testversionen und Demos

Capsule lets you sit on a free plan indefinitely. Salesmate gives 15 days with no card, which is enough to test a real pipeline.

🛟 Supportoptionen

Capsule handles support by email only, with no help desk chat. Salesmate reviewers repeatedly single out fast, useful replies as a strength.

Umstellungsleitfaden

Already running one of these? Here is what changes if you move.

🔄 Switching from Capsule CRM to Salesmate?

✅ Was Sie davon haben:

  • Native calling, recording, and voicemail drops
  • Sandy AI to automate admin and qualify leads
  • A meeting scheduler and web forms for lead capture

❌ Was Sie verlieren werden:

  • The free version and its zero-cost entry point
  • Project boards tied to won sales opportunities
  • The simplest interface of the two

📋 So wechseln Sie:

  1. Export contacts, notes, and open deals from your Capsule account as CSV.
  2. Create a Salesmate trial and map your fields during import.
  3. Rebuild pipeline stages, then reconnect email and calendar.
🔄 Switching from Salesmate to Capsule CRM?

✅ Was Sie davon haben:

  • A lower bill and a free tier to fall back on
  • Project management boards for post-sale delivery
  • An interface new hires pick up in an afternoon

❌ Was Sie verlieren werden:

  • Built-in phone and call recording
  • Sandy AI and automation journeys
  • Roughly 640 extra app connections

📋 So wechseln Sie:

  1. Export contacts, companies, and deals from Salesmate.
  2. Open a free Capsule account and import the file.
  3. Add custom fields, then connect Google Workspace or Microsoft 365.

What Our Review Didn’t Cover

This comparison focused on small businesses and lean sales teams. We did not test enterprise contracts, custom pricing, or migration at 100+ seats. Add ons and premium integrations sold separately were also outside our scope. Our extensive research covers the August 2026 versions, so check the current date on any vendor pricing page before you commit.

Endgültiges Urteil

KategorieGewinner
💰 PreisgestaltungCapsule CRM
🚀 KernfunktionenVerkäufer
👶 BenutzerfreundlichkeitCapsule CRM
📊 Reporting FeaturesVerkäufer
🔌 IntegrationenVerkäufer
📁 ProjektmanagementCapsule CRM
🎁 Free AccessCapsule CRM
🏆 GesamtsiegerCapsule CRM

🏆 WINNER: CAPSULE CRM

Capsule CRM wins 4 of 7 categories.

Ideal für: Small businesses, first-time CRM buyers, non profits, and teams that want contact management without complexity.

These two products are aimed at different buyers. Capsule sells simplicity and a free entry point. Salesmate sells depth across sales and marketing in one system.

Salesmate is the stronger tool if your reps live on the phone. Its calling, AI, and automation genuinely reduce daily admin, and its support gets steady praise.

But for most small business buyers, Capsule is the safer first choice. It costs less, it needs no onboarding project, and the free plan lets you prove the value before spending anything.

Mehr zu Capsule CRM im Vergleich

Here is how Capsule stacks up against other CRMs on our shortlist:

https://youtu.be/2xQW5pN8A0E

Capsule CRM vs HubSpot

Capsule wins on: Cheaper paid tiers, faster setup, project boards for delivery work

HubSpot punktet in folgenden Bereichen: Far deeper marketing automation, a bigger free tier, more reporting depth

Capsule CRM vs Pipedrive

Capsule wins on: A genuine free plan, post-sale project management, simpler contact records

Pipedrive gewinnt in: Sharper deal forecasting, more sales-focused automation, richer activity reporting

Capsule CRM vs Zoho CRM

Capsule wins on: Much shorter learning curve, cleaner interface, less admin overhead

Zoho CRM punktet in folgenden Bereichen: Broader feature range, tighter suite integration, more customisation at scale

Capsule CRM vs Freshsales

Capsule wins on: Lower entry price, easier onboarding, clearer contact records

Freshsales punktet bei: Built-in phone, AI lead scoring, stronger native reporting

Mehr von Salesmate im Vergleich

Salesmate competes with several other companies in this space:

Die besten CRM-Tools für Ihre Bedürfnisse

Salesmate vs Keap

Salesmate punktet in folgenden Bereichen: Lower entry pricing, more app connections, a cleaner deal board

Keap gewinnt durch: Stronger campaign Bauherr, e-commerce features, more mature automation templates

Salesmate vs ActiveCampaign

Salesmate punktet in folgenden Bereichen: Native calling, a built-in meeting scheduler, better deal tracking

ActiveCampaign ist in folgenden Bereichen führend: Email deliverability, segmentation depth, a far larger template library

Salesmate vs Freshsales CRM

Salesmate punktet in folgenden Bereichen: Customisation across unique processes, more integrations, faster support replies

Freshsales CRM punktet mit: A free starting tier, tighter helpdesk pairing, more predictable billing

Salesmate vs Montag CRM

Salesmate punktet in folgenden Bereichen: Purpose-built sales tooling, calling, AI-assisted follow-up

Montags-CRM-Erfolge bei: Visual work management, cross-team boards, easier non-sales use cases

Häufig gestellte Fragen

Wozu wird Capsule CRM verwendet?

It manages contacts, sales pipelines, and post-sale project work for small teams. Everything about a customer sits in one record, which removes the need for separate spreadsheets.

Wie viel kostet Capsule CRM?

The free version costs nothing for 250 contacts and two users. Starter runs $18/user/month and Growth runs $36/user/month, so a five-seat team pays $90 monthly on Starter.

Wozu wird Salesmate verwendet?

Sales teams use it to track deals, call prospects, and automate follow-up. Sandy AI drafts emails and summarises calls, which cuts the admin load on reps.

Is there a 100% free CRM?

Yes. Capsule offers a permanently free tier for two users and 250 contacts, though reporting is excluded. Salesmate has no free plan, only a 15-day trial.

Which is the better CRM for a small business?

Capsule suits most buyers, thanks to its lower price and gentler learning curve. Pick Salesmate if your reps need built-in calling and AI automation every day.

Fahim Joharder, Gründer

Fahim Joharder, Gründer

Über 900 KI-Tools getestet. Mehr als 250.000 monatliche Leser.

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