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

por | Last updated Aug 5, 2026

Ganador
cápsula
4.0
  • Plan gratuito para hasta 250 contactos
  • Contacts & Sales Pipeline in One
  • Project Boards for Won Deals
  • Más de 60 integraciones nativas
  • Google Workspace y Microsoft 365
  • Custom Fields & Sales Analytics
  • Planes de pago desde 18 $/usuario/mes
Subcampeón
Compañero de ventas
2.5
  • Más de 700 integraciones de aplicaciones
  • Sandy AI Handles Admin Work
  • Llamadas integradas y buzón de voz
  • Reunión Programador para prospectos
  • Prueba gratuita de 15 días, sin tarjeta.
  • Móvil CRM with Full Data Access
  • Planes de pago desde 23 $/usuario/mes

⚡ Veredicto rápido:

  • Precios: Capsule CRM starts at $18 per user per month. Salesmate starts at $23/user/month.
  • Ideal para: Capsule CRM suits pequeñas empresas that want simple contact management. Salesmate suits sales teams that want calling and marketing automatización en un solo panel de control.
  • Diferencia clave: Capsule has a free version. Salesmate has no free plan, but it ships Sandy AI and built-in phone features.
  • Nuestra elección: Capsule CRM for most pequeña empresa 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 negocio equipos.

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

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

Descripción general

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.

Nuestras fuentes incluyen especificaciones publicadas, documentación del proveedor y reseñas de G2.

Nuestro escritor also spent hands-on time inside Salesmate.

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

¿Qué es 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 - Análisis y demostración

🏆 Ganador: Capsule CRM

⭐ 4.0/5 | 💰 Desde $18/usuario/mes

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

Precios de Capsule CRM

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

PlanPrecioMejor para
Gratis$0Hasta 250 contactos y 2 usuarios
Motor de arranque$18/usuario/mesSmall teams that need a real paid plan
Crecimiento$36/usuario/mesTeams needing multiple sales pipelines

Pricing verified August 2026.

Precios de Capsule CRM

💡 Nota sobre precios: 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.

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

Garantía de devolución de dinero: None advertised. The free version acts as the trial instead.

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

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

Principales ventajas de 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.
Página de inicio de Capsule

Lo que nuestro equipo observó

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: Ventajas y desventajas

✅ Ventajas
  • 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
❌ Contras
  • 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

¿Qué es Salesmate?

Salesmate CRM es una plataforma integral basada en la nube para ventas, marketing y soporte.

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.

Página principal de Salesmate

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

Demostración y análisis de Salesmate.io CRM (Guía completa)

Runner Up: Salesmate

⭐ 2.5/5 | 💰 Desde $23/usuario/mes

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

Precios de Salesmate

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

PlanPrecioMejor para
Básico$23/usuario/mesSmall teams starting pipeline management
Pro$39/usuario/mesSales teams needing automation and calling
Negocio$63/usuario/mesLarger teams wanting deeper analytics

Pricing verified August 2026.

Precios de Salesmate

Prueba gratuita: 15 days, with no credit card required.

Garantía de devolución de dinero: None published. The trial is the safety net here.

📌 Nota: 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.

⚠️ Advertencia: 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.

Principales ventajas de 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 bandeja de entrada.
  • Sandy AI automation: El asistente 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.
  • Reunión planificador: Prospects book meetings from a link. That removes a full round of follow ups per deal.
  • Más de 700 integraciones: Google Apps, Microsoft Apps, Slack, and Zapier integrations connect to other apps you already run.
  • Trayectorias de automatización: 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.
Principales beneficios de Salesmate

Lo que nuestro equipo observó

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:

Experiencia personal del compañero de ventas

Ventajas y desventajas de Salesmate

✅ Ventajas
  • Llamadas, grabaciones y mensajes de voz integrados
  • Sandy AI cuts manual data entry for sales reps
  • Over 700 app integrations including Zapier
  • Support team is frequently praised for fast replies
❌ Contras
  • No hay plan gratuito, solo una prueba de 15 días.
  • Bugs reported in the email template editor
  • Marketing automation trails dedicated platforms
  • Costs $5 more per seat than Capsule at entry level

Comparación de características

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

CaracterísticaCRM de cápsulaCompañero de ventas
Precio inicial$18/usuario/mes$23/usuario/mes
Plan gratuito
Múltiples canales de venta
Teléfono incorporado
Asistente de IA
Tableros de proyectos
Planificador de reuniones
Integraciones nativas60+700+
Mejor paraGestión de contactos sencillaActive outbound sales teams

1. Gestión de contactos

CRM cápsula: 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.

Gestión de contactos de cápsulas

Compañero de ventas: 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.

Empresas de seguimiento de Salesmate

2. Gestión del canal de ventas

CRM cápsula: 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.

Canal de ventas de cápsulas

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

Salesmate Gestionar tratos

3. Task Management and Scheduling

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

Seguimiento de tareas

Compañero de ventas: 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.

Programador de reuniones de Salesmate

4. Marketing por correo electrónico y seguimiento

CRM cápsula: Email marketing runs through the Transponder 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.

✅ Cómo enviar correos electrónicos con Capsule CRM🔴

Compañero de ventas: 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.

Plantillas de correo electrónico para compañeros de ventas

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

5. Informes y previsión de ventas

CRM cápsula: 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.

¿Eres rentable? Cómo usar el análisis de ventas de Capsule CRM.

Compañero de ventas: 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.

Análisis de informes de Salesmate

6. Integraciones

CRM cápsula: 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.

Integración de WPForms con Capsule CRM | Tutorial paso a paso | Bit Integrations

Compañero de ventas: 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.

Integra herramientas de videoconferencia para tus reuniones dentro de Salesmate.

7. Ease of Use and Team Collaboration

CRM cápsula: 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.

Demostración de Capsule CRM y tutorial completo para optimizar sus procesos empresariales.

Compañero de ventas: 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.

Impulsa la colaboración y la toma de decisiones en equipo con Salesmate CRM.

8. Mobile Apps and Lead Capture

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

La aplicación Capsule CRM: ¡cómo configurarla y qué puedes hacer con ella!

Compañero de ventas: 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 - Crear formularios web - Salesmate

9. Personalización y soporte

CRM cápsula: 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.

Cápsula - Cómo agregar campos personalizados

Compañero de ventas: 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. Precios y costos

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

NivelCRM de cápsulaCompañero de ventas
GratisGratis: $0❌ No hay nivel gratuito
EntradaStarter: $18/user/monthBásico: 23 dólares por usuario al mes.
MedioGrowth: $36/user/monthPro: $39/usuario/mes
Top publishedGrowth: $36/user/monthNegocio: 63 $/usuario/mes

CRM cápsula: 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.

Compañero de ventas: 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.

💡 Consejo profesional: 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.

Diferentes escenarios

Si lo necesitaElegirPor qué
Una versión gratuitaCRM de cápsula250 contacts at no cost
Llamadas integradasCompañero de ventasTeléfono nativo y correo de voz
Post-sale project boardsCRM de cápsulaDelivery work links to won deals
AI to cut adminCompañero de ventasSandy AI drafts and summarises
Lowest cost per seatCRM de cápsula$5 cheaper at entry level
Configuración apta para principiantesCRM de cápsulaAlmost no learning curve

💰 Tu presupuesto

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.

🔌 Tu conjunto de tecnologías

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.

🎓 Tu nivel de experiencia

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

Pruebas y demostraciones gratuitas 🆓

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

🛟 Opciones de soporte

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

Guía de cambio

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

🔄 Switching from Capsule CRM to Salesmate?

✅ Lo que ganarás:

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

❌ Lo que perderás:

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

📋 Cómo cambiar:

  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?

✅ Lo que ganarás:

  • 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

❌ Lo que perderás:

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

📋 Cómo cambiar:

  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.

Lo que nuestra reseña no cubrió

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.

Veredicto final

CategoríaGanador
💰 PreciosCRM de cápsula
🚀 Características principalesCompañero de ventas
👶 Facilidad de usoCRM de cápsula
📊 Funciones de informesCompañero de ventas
🔌 IntegracionesCompañero de ventas
📁 Gestión de proyectosCRM de cápsula
🎁 Free AccessCRM de cápsula
🏆 Ganador absolutoCRM de cápsula

🏆 GANADOR: CAPSULE CRM

Capsule CRM wins 4 of 7 categories.

Ideal para: 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.

Más información sobre Capsule CRM comparada

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

https://youtu.be/2xQW5pN8A0E

CRM de cápsula frente a HubSpot

Capsule gana en: Cheaper paid tiers, faster setup, project boards for delivery work

HubSpot triunfa en: Far deeper marketing automation, a bigger free tier, more reporting depth

CRM cápsula vs. Pipedrive

Capsule gana en: A genuine free plan, post-sale project management, simpler contact records

Pipedrive gana en: Sharper deal forecasting, more sales-focused automation, richer activity reporting

Capsule CRM frente a Zoho CRM

Capsule gana en: Much shorter learning curve, cleaner interface, less admin overhead

Zoho CRM gana en: Broader feature range, tighter suite integration, more customisation at scale

Capsule CRM vs Freshsales

Capsule gana en: Lower entry price, easier onboarding, clearer contact records

Freshsales gana en: Built-in phone, AI lead scoring, stronger native reporting

Más de Salesmate comparado

Salesmate competes with several other companies in this space:

Las mejores herramientas CRM para tus necesidades

Salesmate vs Keap

Salesmate gana en: Lower entry pricing, more app connections, a cleaner deal board

Sigue ganando: Stronger campaign constructor, e-commerce features, more mature automation templates

Salesmate vs Campaña activa

Salesmate gana en: Native calling, a built-in meeting scheduler, better deal tracking

ActiveCampaign gana en: Email deliverability, segmentation depth, a far larger template library

Salesmate frente a Freshsales CRM

Salesmate gana en: Customisation across unique processes, more integrations, faster support replies

Freshsales CRM triunfa en: A free starting tier, tighter helpdesk pairing, more predictable billing

Salesmate vs Monday CRM

Salesmate gana en: Purpose-built sales tooling, calling, AI-assisted follow-up

El CRM del lunes triunfa en: Visual work management, cross-team boards, easier non-sales use cases

Preguntas frecuentes

¿Para qué se utiliza Capsule CRM?

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.

¿Cuánto cuesta 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.

¿Para qué se utiliza Salesmate?

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.

¿Existe algún CRM 100% gratuito?

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.

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