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

par | Last updated Aug 5, 2026

Gagnant
capsule
4.0
  • Forfait gratuit pour un maximum de 250 contacts
  • Contacts & Sales Pipeline in One
  • Project Boards for Won Deals
  • Plus de 60 intégrations natives
  • Google Workspace et Microsoft 365
  • Custom Fields & Sales Analytics
  • Abonnements payants à partir de 18 $/utilisateur/mois
Finaliste
Vendeur
2.5
  • Plus de 700 intégrations d'applications
  • Sandy AI Handles Admin Work
  • Appels et messagerie vocale intégrés
  • Réunion Planificateur pour les prospects
  • Essai gratuit de 15 jours, sans carte.
  • Mobile CRM with Full Data Access
  • Abonnements payants à partir de 23 $/utilisateur/mois

⚡ Verdict rapide :

  • Tarification : Capsule CRM starts at $18 per user per month. Salesmate starts at $23/user/month.
  • Idéal pour : Capsule CRM suits petites entreprises that want simple contact management. Salesmate suits sales teams that want calling and marketing automation sur un seul tableau de bord.
  • Différence principale : Capsule has a free version. Salesmate has no free plan, but it ships Sandy AI and built-in phone features.
  • Notre choix : Capsule CRM for most petite entreprise 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 entreprise équipes.

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

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

Aperçu

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.

Nos sources comprennent les spécifications publiées, la documentation des fournisseurs et les évaluations de G2.

Notre écrivain also spent hands-on time inside Salesmate.

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

Qu'est-ce que 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 - Avis et démonstration

🏆 Gagnant : Capsule CRM

⭐ 4,0/5 | 💰 À partir de 18 $/utilisateur/mois

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

Tarification de Capsule CRM

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

PlanPrixIdéal pour
Gratuit$0Jusqu'à 250 contacts et 2 utilisateurs
Démarreur18 $/utilisateur/moisSmall teams that need a real paid plan
Croissance36 $/utilisateur/moisTeams needing multiple sales pipelines

Pricing verified August 2026.

Tarification de Capsule CRM

💡 Note sur les prix : 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.

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

Garantie de remboursement : None advertised. The free version acts as the trial instead.

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

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

Principaux avantages 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.
Page d'accueil de Capsule

Ce que notre équipe a remarqué

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 : avantages et inconvénients

✅ Avantages
  • 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
❌ Inconvénients
  • 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

Qu'est-ce que Salesmate ?

Salesmate CRM est une plateforme cloud tout-en-un pour les ventes, le marketing et le 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.

Page d'accueil de Salesmate

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

Démonstration et avis sur Salesmate.io CRM (Guide complet)

Runner Up: Salesmate

⭐ 2,5/5 | 💰 À partir de 23 $/utilisateur/mois

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

Tarification Salesmate

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

PlanPrixIdéal pour
Basique23 $/utilisateur/moisSmall teams starting pipeline management
Pro39 $/utilisateur/moisSales teams needing automation and calling
Entreprise63 $/utilisateur/moisLarger teams wanting deeper analytics

Pricing verified August 2026.

Tarification Salesmate

Essai gratuit : 15 days, with no credit card required.

Garantie de remboursement : None published. The trial is the safety net here.

📌 Note: 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.

⚠️ Avertissement: 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.

Principaux avantages 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 boîte de réception.
  • Sandy AI automation: Le assistant 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.
  • Réunion planificateur : Prospects book meetings from a link. That removes a full round of follow ups per deal.
  • Plus de 700 intégrations : Google Apps, Microsoft Apps, Slack, and Zapier integrations connect to other apps you already run.
  • Parcours d'automatisation : 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.
Les principaux avantages de Salesmate

Ce que notre équipe a remarqué

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:

Expérience personnelle de vendeur

Avantages et inconvénients de Salesmate

✅ Avantages
  • Appels, enregistrement et messagerie vocale intégrés
  • Sandy AI cuts manual data entry for sales reps
  • Over 700 app integrations including Zapier
  • Support team is frequently praised for fast replies
❌ Inconvénients
  • Pas de forfait gratuit, seulement un essai de 15 jours
  • Bugs reported in the email template editor
  • Marketing automation trails dedicated platforms
  • Costs $5 more per seat than Capsule at entry level

Comparaison des fonctionnalités

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

FonctionnalitéCapsule CRMVendeur
Prix ​​initial18 $/utilisateur/mois23 $/utilisateur/mois
Plan gratuit
Plusieurs pipelines de vente
Téléphone intégré
Assistant IA
Tableaux de projet
Planificateur de réunions
Intégrations natives60+700+
Idéal pourGestion simple des contactsActive outbound sales teams

1. Gestion des contacts

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.

Gestion des contacts par capsule

Vendeur/vendeuse : 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 Track Companies

2. Gestion du pipeline des ventes

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.

pipeline des ventes de capsules

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

Salesmate Gérer les transactions

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.

Suivi des tâches

Vendeur/vendeuse : 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.

Planificateur de réunions Salesmate

4. Marketing et suivi par e-mail

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.

✅ Comment envoyer un e-mail avec Capsule CRM 🔴

Vendeur/vendeuse : 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.

Modèles d'e-mails Salesmate

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

5. Rapports et prévisions des ventes

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.

Êtes-vous rentable ? Comment utiliser les outils d’analyse des ventes de Capsule CRM ?

Vendeur/vendeuse : 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.

Rapport d'analyse Salesmate

6. Intégrations

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.

Intégration de WPForms à Capsule CRM | Tutoriel étape par étape | Bit Integrations

Vendeur/vendeuse : 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.

Intégrez des outils de visioconférence pour vos réunions au sein de 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.

Démonstration et tutoriel complet de Capsule CRM pour optimiser vos processus métier

Vendeur/vendeuse : 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.

Améliorez la collaboration et la prise de décision au sein de votre équipe grâce à Salesmate CRM.

8. Mobile Apps and Lead Capture

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

L'application Capsule CRM - comment la configurer et ce que vous pouvez faire avec !

Vendeur/vendeuse : 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 - Créer des formulaires Web - Salesmate

9. Personnalisation et assistance

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 - Comment ajouter des champs personnalisés

Vendeur/vendeuse : 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. Tarification et coût

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

ÉtageCapsule CRMVendeur
GratuitGratuit : 0 $❌ Pas de niveau gratuit
EntréeStarter: $18/user/monthFormule de base : 23 $/utilisateur/mois
MilieuGrowth: $36/user/monthPro : 39 $/utilisateur/mois
Top publishedGrowth: $36/user/monthEntreprise : 63 $/utilisateur/mois

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.

Vendeur/vendeuse : 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.

💡 Conseil de pro : 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.

Différents scénarios

Si vous avez besoinChoisirPourquoi
Une version gratuiteCapsule CRM250 contacts at no cost
Appel intégréVendeurTéléphone et messagerie vocale natifs
Post-sale project boardsCapsule CRMDelivery work links to won deals
AI to cut adminVendeurSandy AI drafts and summarises
Lowest cost per seatCapsule CRM$5 cheaper at entry level
Configuration adaptée aux débutantsCapsule CRMAlmost no learning curve

💰 Votre 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.

🔌 Votre pile technologique

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.

🎓 Votre niveau d'expérience

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

🆓 Essais et démos gratuits

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

🛟 Options d'assistance

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

Guide de changement

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

🔄 Switching from Capsule CRM to Salesmate?

✅ Ce que vous y gagnerez :

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

❌ Ce que vous perdrez :

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

📋 Comment changer :

  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?

✅ Ce que vous y gagnerez :

  • 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

❌ Ce que vous perdrez :

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

📋 Comment changer :

  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.

Ce que notre analyse n'a pas couvert

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.

Verdict final

CatégorieGagnant
💰 TarificationCapsule CRM
🚀 Fonctionnalités principalesVendeur
👶 Facilité d'utilisationCapsule CRM
📊 Fonctionnalités de signalementVendeur
🔌 IntégrationsVendeur
📁 Gestion de projetCapsule CRM
🎁 Free AccessCapsule CRM
🏆 Vainqueur toutes catégoriesCapsule CRM

🏆 GAGNANT : CAPSULE CRM

Capsule CRM wins 4 of 7 categories.

Idéal pour : 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.

Comparaison de Capsule CRM

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

https://youtu.be/2xQW5pN8A0E

Capsule CRM vs HubSpot

Capsule gagne sur : Cheaper paid tiers, faster setup, project boards for delivery work

HubSpot l'emporte sur : Far deeper marketing automation, a bigger free tier, more reporting depth

Capsule CRM vs Pipedrive

Capsule gagne sur : A genuine free plan, post-sale project management, simpler contact records

Pipedrive l'emporte sur : Sharper deal forecasting, more sales-focused automation, richer activity reporting

Capsule CRM vs Zoho CRM

Capsule gagne sur : Much shorter learning curve, cleaner interface, less admin overhead

Zoho CRM l'emporte sur : Broader feature range, tighter suite integration, more customisation at scale

Capsule CRM vs Freshsales

Capsule gagne sur : Lower entry price, easier onboarding, clearer contact records

Freshsales remporte des victoires sur : Built-in phone, AI lead scoring, stronger native reporting

Comparaison de Salesmate

Salesmate competes with several other companies in this space:

Les meilleurs outils CRM pour vos besoins

Vendeur-compagne vs Gardez

Salesmate l'emporte sur : Lower entry pricing, more app connections, a cleaner deal board

Keap gagne sur : Stronger campaign constructeur, e-commerce features, more mature automation templates

Vendeur-compagne vs ActiveCampaign

Salesmate l'emporte sur : Native calling, a built-in meeting scheduler, better deal tracking

ActiveCampaign remporte la victoire sur : Email deliverability, segmentation depth, a far larger template library

Comparaison des CRM Salesmate et Freshsales

Salesmate l'emporte sur : Customisation across unique processes, more integrations, faster support replies

Freshsales CRM remporte des succès sur : A free starting tier, tighter helpdesk pairing, more predictable billing

Vendeur contre lundi CRM

Salesmate l'emporte sur : Purpose-built sales tooling, calling, AI-assisted follow-up

Lundi, CRM remporte la victoire sur : Visual work management, cross-team boards, easier non-sales use cases

Foire aux questions

À quoi sert 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.

Combien coûte 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.

À quoi sert 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-t-il un CRM 100% gratuit ?

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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