⚡ Nhận định nhanh:
- Chạy: Capsule CRM starts at $18 per user per month. Salesmate starts at $23/user/month.
- Phù hợp nhất cho: Capsule CRM suits doanh nghiệp nhỏ that want simple contact management. Salesmate suits sales teams that want calling and marketing tự động hóa trong một bảng điều khiển duy nhất.
- Điểm khác biệt chính: Capsule has a free version. Salesmate has no free plan, but it ships Sandy AI and built-in phone features.
- Lựa chọn của chúng tôi: Capsule CRM for most doanh nghiệp nhỏ buyers, based on its higher aggregate rating and lower entry price.
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 việc kinh doanh các đội.
Salesmate packs sales and marketing tools into one CRM software platform.
Here is how the two compare across pricing, key features, and daily use.
Toàn cảnh
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.
Nguồn thông tin của chúng tôi bao gồm các thông số kỹ thuật đã công bố, tài liệu của nhà cung cấp và các bài đánh giá trên G2
Của chúng tôi nhà văn also spent hands-on time inside Salesmate.
Notes on Capsule CRM come from documentation and public user reviews.
Capsule CRM là gì?
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.
🏆 Người chiến thắng: Capsule CRM
A clean CRM system built for small business teams. The free version covers 250 contacts and two users.
Bảng giá Capsule CRM
Here is what Capsule CRM cost looks like in 2026. Every figure below is priced per user.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Tối đa 250 liên hệ và 2 người dùng. |
| Người mới bắt đầu | 18 đô la/người dùng/tháng | Small teams that need a real paid plan |
| Sự phát triển | 36 đô la/người dùng/tháng | Teams needing multiple sales pipelines |
Pricing verified August 2026.
💡 Lưu ý về giá cả: 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.
Dùng thử miễn phí: Yes. You can also stay on the free plan for as long as you like, with no card required.
Đảm bảo hoàn tiền: None advertised. The free version acts as the trial instead.
📌 Ghi chú: The free version caps storage at 50MB and leaves out reporting. If you want all the features, you need a paid plan.
⚠️ Cảnh báo: Capsule bills per seat. Ten users on Growth cost ten times the listed rate, so map your headcount before you upgrade.
Những lợi ích chính của 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.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của Capsule CRM
✅ Ưu điểm
- 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
❌ Nhược điểm
- 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
Salesmate là gì?
Salesmate CRM là một nền tảng đám mây đa năng dành cho bán hàng, tiếp thị và hỗ trợ.
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.
Here is a walkthrough of how Salesmate looks in daily use.
Runner Up: Salesmate
A sales-first CRM with built-in phone, AI, and marketing automation. Test it with a 15-day free trial and no card.
Giá cả của Salesmate
Salesmate sells three published plans. All rates are per user.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 23 đô la/người dùng/tháng | Small teams starting pipeline management |
| Chuyên nghiệp | 39 đô la/người dùng/tháng | Sales teams needing automation and calling |
| Việc kinh doanh | 63 đô la/người dùng/tháng | Larger teams wanting deeper analytics |
Pricing verified August 2026.
Dùng thử miễn phí: 15 days, with no credit card required.
Đảm bảo hoàn tiền: None published. The trial is the safety net here.
📌 Ghi chú: 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.
⚠️ Cảnh báo: 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.
Những lợi ích chính của 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 hộp thư đến.
- Sandy AI automation: Cái trợ lý 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.
- Cuộc họp người lập lịch: Prospects book meetings from a link. That removes a full round of follow ups per deal.
- Hơn 700 tích hợp: Google Apps, Microsoft Apps, Slack, and Zapier integrations connect to other apps you already run.
- Hành trình tự động hóa: 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.
Những điều nhóm chúng tôi nhận thấy
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:
Ưu điểm và nhược điểm của Salesmate
✅ Ưu điểm
- Tích hợp chức năng gọi điện, ghi âm và gửi tin nhắn thoại.
- Sandy AI cuts manual data entry for sales reps
- Over 700 app integrations including Zapier
- Support team is frequently praised for fast replies
❌ Nhược điểm
- Không có gói miễn phí, chỉ có bản dùng thử 15 ngày.
- Bugs reported in the email template editor
- Marketing automation trails dedicated platforms
- Costs $5 more per seat than Capsule at entry level
So sánh tính năng
Ready for a closer look at Capsule CRM vs Salesmate? We compare ten areas below, from contact records to cost.
| Tính năng | Capsule CRM | Nhân viên bán hàng |
|---|---|---|
| Giá khởi điểm | 18 đô la/người dùng/tháng | 23 đô la/người dùng/tháng |
| Gói miễn phí | ✅ | ❌ |
| Nhiều kênh bán hàng | ✅ | ✅ |
| Điện thoại tích hợp | ❌ | ✅ |
| Trợ lý AI | ❌ | ✅ |
| Bảng dự án | ✅ | ❌ |
| Công cụ lập lịch cuộc họp | ❌ | ✅ |
| Tích hợp gốc | 60+ | 700+ |
| Tốt nhất cho | Quản lý liên hệ đơn giản | Active outbound sales teams |
1. Quản lý liên hệ
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.
Nhân viên bán hàng: 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.
2. Quản lý quy trình bán hàng
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.
Nhân viên bán hàng: A visual board covers pipeline management from lead generation through close. It is fully customisable, so a bất động sản company and a SaaS firm can run different stages on the same platform.
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.
Nhân viên bán hàng: 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.
4. Tiếp thị và theo dõi qua email
Capsule CRM: Email marketing runs through the Bộ phát đáp 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.
Nhân viên bán hàng: 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.
⚠️ Cảnh báo: Neither tool replaces a dedicated marketing platform. Some reviewers note Salesmate is not the strongest pick for marketing automation compared with specialist software.
5. Báo cáo và dự báo doanh số
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.
Nhân viên bán hàng: 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.
6. Sự tích hợp
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.
Nhân viên bán hàng: 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.
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.
Nhân viên bán hàng: 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.
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.
Nhân viên bán hàng: 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.
9. Tùy chỉnh và hỗ trợ
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.
Nhân viên bán hàng: 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.
10. Định giá & Chi phí
Let us line up the plans side by side. All figures are per seat.
| Cấp độ | Capsule CRM | Nhân viên bán hàng |
|---|---|---|
| Miễn phí | Miễn phí: $0 | ❌ Không có gói miễn phí |
| Lối vào | Starter: $18/user/month | Gói cơ bản: 23 đô la/người dùng/tháng |
| Giữa | Growth: $36/user/month | Phiên bản Pro: 39 đô la/người dùng/tháng |
| Top published | Growth: $36/user/month | Doanh nghiệp: 63 đô la/người dùng/tháng |
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.
Nhân viên bán hàng: 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.
💡 Mẹo hay: 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Phiên bản miễn phí | Capsule CRM | 250 contacts at no cost |
| Gọi điện thoại tích hợp | Nhân viên bán hàng | Điện thoại và hộp thư thoại gốc |
| Post-sale project boards | Capsule CRM | Delivery work links to won deals |
| AI to cut admin | Nhân viên bán hàng | Sandy AI drafts and summarises |
| Lowest cost per seat | Capsule CRM | $5 cheaper at entry level |
| Thiết lập thân thiện với người mới bắt đầu | Capsule CRM | Almost no learning curve |
💰 Ngân sách của bạn
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.
🔌 Bộ công nghệ của bạn
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.
🎓 Trình độ kinh nghiệm của bạn
First CRM? Use Capsule and grow into it. Teams moving from other CRMs usually want the extra depth Salesmate offers.
🆓 Dùng thử và bản demo miễn phí
Capsule lets you sit on a free plan indefinitely. Salesmate gives 15 days with no card, which is enough to test a real pipeline.
🛟 Các tùy chọn hỗ trợ
Capsule handles support by email only, with no help desk chat. Salesmate reviewers repeatedly single out fast, useful replies as a strength.
Hướng dẫn chuyển đổi
Already running one of these? Here is what changes if you move.
🔄 Switching from Capsule CRM to Salesmate?
✅ Những lợi ích bạn sẽ nhận được:
- Native calling, recording, and voicemail drops
- Sandy AI to automate admin and qualify leads
- A meeting scheduler and web forms for lead capture
❌ Những gì bạn sẽ mất:
- The free version and its zero-cost entry point
- Project boards tied to won sales opportunities
- The simplest interface of the two
📋 Cách chuyển đổi:
- Export contacts, notes, and open deals from your Capsule account as CSV.
- Create a Salesmate trial and map your fields during import.
- Rebuild pipeline stages, then reconnect email and calendar.
🔄 Switching from Salesmate to Capsule CRM?
✅ Những lợi ích bạn sẽ nhận được:
- 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
❌ Những gì bạn sẽ mất:
- Built-in phone and call recording
- Sandy AI and automation journeys
- Roughly 640 extra app connections
📋 Cách chuyển đổi:
- Export contacts, companies, and deals from Salesmate.
- Open a free Capsule account and import the file.
- Add custom fields, then connect Google Workspace or Microsoft 365.
Những điều mà bài đánh giá của chúng tôi chưa đề cập
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Capsule CRM |
| 🚀 Các tính năng chính | Nhân viên bán hàng |
| 👶 Dễ sử dụng | Capsule CRM |
| 📊 Tính năng báo cáo | Nhân viên bán hàng |
| 🔌 Tích hợp | Nhân viên bán hàng |
| 📁 Quản lý dự án | Capsule CRM |
| 🎁 Free Access | Capsule CRM |
| 🏆 Người chiến thắng chung cuộc | Capsule CRM |
🏆 NGƯỜI CHIẾN THẮNG: CAPSULE CRM
Capsule CRM wins 4 of 7 categories.
Phù hợp nhất cho: 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.
So sánh thêm về Capsule CRM
Here is how Capsule stacks up against other CRMs on our shortlist:
So sánh Capsule CRM và HubSpot
Capsule thắng nhờ: Cheaper paid tiers, faster setup, project boards for delivery work
HubSpot thắng nhờ: Far deeper marketing automation, a bigger free tier, more reporting depth
Capsule CRM so với Truyền động đường ống
Capsule thắng nhờ: A genuine free plan, post-sale project management, simpler contact records
Pipedrive thắng nhờ: Sharper deal forecasting, more sales-focused automation, richer activity reporting
So sánh Capsule CRM và Zoho CRM
Capsule thắng nhờ: Much shorter learning curve, cleaner interface, less admin overhead
Zoho CRM vượt trội ở các điểm sau: Broader feature range, tighter suite integration, more customisation at scale
So sánh Capsule CRM và Freshsales
Capsule thắng nhờ: Lower entry price, easier onboarding, clearer contact records
Freshsales thắng nhờ: Built-in phone, AI lead scoring, stronger native reporting
So sánh với Salesmate chi tiết hơn
Salesmate competes with several other companies in this space:
Salesmate vs Keap
Salesmate thắng nhờ: Lower entry pricing, more app connections, a cleaner deal board
Keap thắng nhờ: Stronger campaign thợ xây, e-commerce features, more mature automation templates
Salesmate vs ActiveCampaign
Salesmate thắng nhờ: Native calling, a built-in meeting scheduler, better deal tracking
ActiveCampaign thắng nhờ: Email deliverability, segmentation depth, a far larger template library
So sánh Salesmate và Freshsales CRM
Salesmate thắng nhờ: Customisation across unique processes, more integrations, faster support replies
Freshsales CRM chiến thắng nhờ: A free starting tier, tighter helpdesk pairing, more predictable billing
Nhân viên bán hàng vs Thứ Hai CRM
Salesmate thắng nhờ: Purpose-built sales tooling, calling, AI-assisted follow-up
CRM thắng lớn vào thứ Hai nhờ: Visual work management, cross-team boards, easier non-sales use cases
Câu hỏi thường gặp
Capsule CRM được dùng để làm gì?
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.
Capsule CRM có giá bao nhiêu?
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.
Salesmate được dùng để làm gì?
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.
Có phần mềm CRM nào hoàn toàn miễn phí không?
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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