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

da | Last updated Aug 5, 2026

Vincitore
capsula
4.0
  • La spesa minima per SugarCRM parte da 590 dollari al mese per 10 utenti con il piano Standard. Pur essendo costoso, il costo totale di proprietà è circa il 32% inferiore rispetto a Salesforce per funzionalità aziendali comparabili. I team numerosi ottengono un valore significativo su larga scala.
  • Contacts & Sales Pipeline in One
  • Project Boards for Won Deals
  • e app mobile Android
  • Google Workspace e Microsoft 365
  • Custom Fields & Sales Analytics
  • Piani a pagamento a partire da 18 $/utente/mese
Secondo classificato
Addetto alle vendite
2.5
  • 🔄 Stai pensando di passare da Keap a Close CRM?
  • Sandy AI Handles Admin Work
  • per i potenziali clienti
  • Incontro Pianificatore Prova gratuita di 15 giorni, senza carta di credito.
  • 143 dollari al mese (per squadre)
  • Mobile CRM with Full Data Access
  • Piani a pagamento a partire da 23 $/utente/mese

⚡ Verdetto rapido:

  • Prezzi: Capsule CRM starts at $18 per user per month. Salesmate starts at $23/user/month.
  • Ideale per: Capsule CRM suits piccole imprese that want simple contact management. Salesmate suits sales teams that want calling and marketing automazione in un'unica dashboard.
  • Differenza fondamentale: Capsule has a free version. Salesmate has no free plan, but it ships Sandy AI and built-in phone features.
  • La nostra scelta: Capsule CRM for most piccola impresa 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 Attività commerciale squadre.

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

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

Panoramica

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.

Le nostre fonti includono specifiche pubblicate, documentazione dei fornitori e recensioni di G2.

Nostro scrittore also spent hands-on time inside Salesmate.

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

Che cos'è 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 - Recensione e dimostrazione

🏆 Vincitore: Capsule CRM

⭐ 4.0/5 | 💰 A partire da 18 $/utente/mese

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

Prezzi di Capsule CRM

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

PianoPrezzoIdeale per
Gratuito$0Fino a 250 contatti e 2 utenti
Antipasto$ 18/utente/meseSmall teams that need a real paid plan
Crescita$ 36/utente/meseTeams needing multiple sales pipelines

Pricing verified August 2026.

Prezzi di Capsule CRM

💡 Nota sui prezzi: 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.

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

Garanzia di rimborso: 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.

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

Principali vantaggi di 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.
Homepage di Capsule

Cosa ha notato il nostro team

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.

Vantaggi e svantaggi di Capsule CRM

✅ Pro
  • 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
❌ Contro
  • 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

Che cos'è Salesmate?

Salesmate CRM è una piattaforma cloud completa per vendite, marketing e assistenza clienti.

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.

Pagina iniziale di Salesmate

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

Demo e recensione del CRM Salesmate.io (Guida completa)

Runner Up: Salesmate

⭐ 2,5/5 | 💰 A partire da 23 $/utente/mese

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

Prezzi Salesmate

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

PianoPrezzoIdeale per
Di base$23/utente/meseSmall teams starting pipeline management
Professionista$ 39/utente/meseSales teams needing automation and calling
Attività commerciale$ 63/utente/meseLarger teams wanting deeper analytics

Pricing verified August 2026.

Prezzi Salesmate

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

Garanzia di rimborso: 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.

⚠️ Avvertimento: 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.

Principale vantaggio di 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 posta in arrivo.
  • Sandy AI automation: IL assistente 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.
  • Incontro pianificatore: Prospects book meetings from a link. That removes a full round of follow ups per deal.
  • Oltre 700 integrazioni: Google Apps, Microsoft Apps, Slack, and Zapier integrations connect to other apps you already run.
  • Percorsi di automazione: 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.
Vantaggio principale per i venditori

Cosa ha notato il nostro team

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:

Esperienza personale di un addetto alle vendite

Pro e contro di Salesmate

✅ Pro
  • Funzioni integrate di chiamata, registrazione e segreteria telefonica
  • Sandy AI cuts manual data entry for sales reps
  • Over 700 app integrations including Zapier
  • Support team is frequently praised for fast replies
❌ Contro
  • Nessun piano gratuito, solo una prova di 15 giorni.
  • Bugs reported in the email template editor
  • Marketing automation trails dedicated platforms
  • Costs $5 more per seat than Capsule at entry level

Confronto delle funzionalità

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

CaratteristicaCRM a capsuleAddetto alle vendite
Prezzo di partenza$ 18/utente/mese$23/utente/mese
Piano gratuito
API Falcon con latenza inferiore a 55 ms
Telefono integrato
Assistente AI
Bacheche di progetto
❌ Implementazione complessa
Integrazioni native60+700+
Ideale perGestione semplice dei contattiActive outbound sales teams

1. Gestione dei contatti

CRM in capsule: 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.

Gestione dei contatti della capsula

Addetto alle vendite: 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.

Aziende tracciate da Salesmate

2. Gestione della pipeline di vendita

CRM in capsule: 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 di vendita delle capsule

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

Salesmate Gestisci le trattative

3. Task Management and Scheduling

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

Monitoraggio delle attività

Addetto alle vendite: 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.

Pianificatore di riunioni per addetti alle vendite

4. Marketing via e-mail e tracciamento

CRM in capsule: 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.

✅ Come inviare email con Capsule CRM🔴

Addetto alle vendite: 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.

Modelli di email Salesmate

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

5. Reportistica e previsioni di vendita

CRM in capsule: 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.

Sei redditizio? Come utilizzare gli strumenti di analisi delle vendite di Capsule CRM

Addetto alle vendite: 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.

Analisi dei report di Salesmate

6. Integrazioni

CRM in capsule: 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.

Integrazione di WPForms con Capsule CRM | Tutorial passo passo | Bit Integrations

Addetto alle vendite: 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 gli strumenti di videoconferenza per le tue riunioni all'interno di Salesmate

7. Ease of Use and Team Collaboration

CRM in capsule: 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.

Demo di Capsule CRM e tutorial completo per ottimizzare i processi aziendali.

Addetto alle vendite: 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.

Migliora la collaborazione e il processo decisionale del team con Salesmate CRM.

8. Mobile Apps and Lead Capture

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

L'app Capsule CRM: come configurarla e cosa puoi fare con essa!

Addetto alle vendite: 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 - Creare moduli web - Salesmate

9. Personalizzazione e supporto

CRM in capsule: 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 - Come aggiungere campi personalizzati

Addetto alle vendite: 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. Prezzi e costi

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

LivelloCRM a capsuleAddetto alle vendite
GratuitoOffre ai team B2B tutto ciò di cui hanno bisogno senza sforare il budget.❌ Nessun livello gratuito
IscrizioneStarter: $18/user/monthBase: 23 $/utente/mese
MedioGrowth: $36/user/monthPro: 39 $/utente/mese
Top publishedGrowth: $36/user/monthAzienda: 63 $/utente/mese

CRM in capsule: 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.

Addetto alle vendite: 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.

💡 Consiglio da professionista: 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.

Diversi scenari

Se hai bisognoSceglierePerché
Una versione gratuitaCRM a capsule250 contacts at no cost
Chiamata integrataAddetto alle venditeTelefono e segreteria telefonica nativi
Post-sale project boardsCRM a capsuleDelivery work links to won deals
AI to cut adminAddetto alle venditeSandy AI drafts and summarises
Lowest cost per seatCRM a capsule$5 cheaper at entry level
Configurazione adatta ai principiantiCRM a capsuleAlmost no learning curve

💰 Il tuo 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.

🔌 Il tuo stack tecnologico

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.

🎓 Il tuo livello di esperienza

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

🆓 Prove e demo gratuite

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

🛟 Opzioni di supporto

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

Guida al passaggio

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

🔄 Switching from Capsule CRM to Salesmate?

✅ Cosa otterrai:

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

❌ Cosa perderai:

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

📋 Come effettuare il passaggio:

  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?

✅ Cosa otterrai:

  • 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

❌ Cosa perderai:

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

📋 Come effettuare il passaggio:

  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.

Cosa non è stato trattato nella nostra recensione

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.

Verdetto finale

CategoriaVincitore
💰 PrezziCRM a capsule
🚀 Caratteristiche principaliAddetto alle vendite
👶 Facilità d'usoCRM a capsule
📊 Reporting FeaturesAddetto alle vendite
🔌 IntegrazioniAddetto alle vendite
Team di vendita aziendali, aziende che necessitano di un'automazione avanzata basata sull'IA, imprese con flussi di lavoro multi-cloud complessiCRM a capsule
🎁 Free AccessCRM a capsule
🏆 Vincitore assolutoCRM a capsule

🏆 VINCITORE: CAPSULE CRM

Capsule CRM wins 4 of 7 categories.

Ideale per: 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.

Maggiori informazioni su Capsule CRM a confronto

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

https://youtu.be/2xQW5pN8A0E

Capsule CRM contro HubSpot

Capsule vince su: Cheaper paid tiers, faster setup, project boards for delivery work

HubSpot vince su: Far deeper marketing automation, a bigger free tier, more reporting depth

Capsule CRM vs Pipedrive

Capsule vince su: A genuine free plan, post-sale project management, simpler contact records

Pipedrive vince su: Sharper deal forecasting, more sales-focused automation, richer activity reporting

Capsule CRM contro Zoho CRM

Capsule vince su: Much shorter learning curve, cleaner interface, less admin overhead

Zoho CRM eccelle su: Broader feature range, tighter suite integration, more customisation at scale

Capsule CRM vs Freshsales

Capsule vince su: Lower entry price, easier onboarding, clearer contact records

Freshsales vince su: Built-in phone, AI lead scoring, stronger native reporting

Più Salesmate rispetto

Salesmate competes with several other companies in this space:

I migliori strumenti CRM per le tue esigenze

Addetto alle vendite vs. Mantenere

Salesmate vince su: Lower entry pricing, more app connections, a cleaner deal board

Keap vince su: Stronger campaign costruttore, e-commerce features, more mature automation templates

Addetto alle vendite vs. Campagna attiva

Salesmate vince su: Native calling, a built-in meeting scheduler, better deal tracking

ActiveCampaign vince su: Email deliverability, segmentation depth, a far larger template library

Salesmate vs Freshsales CRM

Salesmate vince su: Customisation across unique processes, more integrations, faster support replies

Freshsales CRM vince su: A free starting tier, tighter helpdesk pairing, more predictable billing

Addetto alle vendite contro lunedì CRM

Salesmate vince su: Purpose-built sales tooling, calling, AI-assisted follow-up

Lunedì CRM vince su: Visual work management, cross-team boards, easier non-sales use cases

Domande frequenti

Keap è la scelta giusta se hai bisogno di automazione del marketing, campagne email, lead scoring e pagamenti, tutto in un'unica piattaforma.

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.

Quanto costa 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.

A cosa serve 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.

Esiste un CRM completamente 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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