trusted formCapsule vs. Streak: Which CRM Fits Your Workflow & Budget? | Several.com
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Capsule vs Streak

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Pros
  • Seamless app integrations
  • Free trial and basic plan
  • Automated workflows and processes
  • Mobile access
  • AI-powered content generation
Pros
  • User-friendly interface
  • Customization and flexibility
  • Integration capabilities
  • AI tools
  • Mobile application
Cons
  • Marketing tools available separately
  • Restricted features with the free version
  • Support is limited to online channels
Cons
  • Lack of advanced CRM features
  • Costly compared to other solutions
  • Solely works with Gmail
  • Extra costs for additional features
Summary

Capsule CRM, established in 2009 and headquartered in Manchester, UK, offers a comprehensive customer relationship management platform tailored to businesses of all sizes. Developed by Zestia, Capsule provides various services, including robust contact management, customizable sales pipelines, workflow automation, and detailed sales analytics. The platform integrates seamlessly with popular tools like Gmail, Outlook, Zapier, and Google Workspace, enhancing their utility and ease of use. Capsule CRM stands out with their unique features, such as auto-enriched contact profiles, AI-powered content generation, and offline access via a mobile app. Customers have praised the platform's clean, intuitive interface and responsive support team. Capsule is also recognized for their strong security measures, including GDPR compliance, two-factor authentication, and SOC 2 accreditation. Notable industry accolades, such as the Best CRM Solution award at the TechRadar Pro Best for Business Awards in 2019, underscore Capsule’s reputation as a trusted CRM provider. Capsule CRM offers flexible and scalable solutions to streamline your operations and enhance customer relationships, whether you're a startup, small business, or large enterprise. Dive deeper into this review to explore the full range of Capsule CRM’s capabilities and how they can support your business growth.

Summary

Steak CRM, founded in 2011 and headquartered in San Francisco, California, offers an innovative CRM solution that integrates seamlessly with Gmail. This unique approach allows businesses to manage customer relationships, sales processes, and tasks directly from their inboxes, enhancing productivity and efficiency. Streak’s robust feature set includes deal pipeline management, advanced email tracking, comprehensive contact management, team activity tracking, and automated workflows. The platform supports customizable workflows and unlimited pipelines, making them adaptable to different business needs. Customers have praised Streak's ease of use, seamless integration with Google Workspace, and time-saving tools like mail merge and shared snippets. While some users have noted issues with recurring bugs and the mobile app’s functionality, overall feedback highlights Streak’s effectiveness in streamlining CRM tasks. The company has received accolades, such as the G Suite Partner of the Year award, reflecting their strong security practices and innovative integration. Streak’s pricing plans cater to various business sizes, offering a free trial and advanced features in higher-tier plans. With a strong reputation in the CRM industry and a focus on simplicity and accessibility, Streak CRM is an appealing option for businesses looking to optimize their customer relationship management within the familiar environment of Gmail.

Quick Stats
  • Cloud-Based Software : True
  • Cost : Free plan, then $18 per user per month when billed annually or $21 monthly
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Any
Quick Stats
  • Cloud-Based Software : True
  • Cost : Starts at $49 per user per month when billed annually
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Any
Selling Points
  • Data organization by grouping custom fields
  • Forward emails to a unique storage address
  • Offline access
  • Auto-enriched contact profiles
Selling Points
  • Built-in functionality
  • Team collaboration tools
  • Advanced email management
  • Free trial
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Undisclosed
    Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

Capsule vs. Streak

When selecting a CRM system, businesses are often torn between various options, each offering a unique set of features and pricing structures. Capsule and Streak are two popular CRMs catering to small and medium-sized enterprises. 

This comparison will explore the key similarities and differences between Capsule and Streak in terms of features and services, ease of use and customization, and pricing models to help you decide which platform best fits your business requirements.

Features and services

Capsule and Streak offer essential CRM functions such as contact management, sales tracking, and workflow automation. Capsule consolidates all customer data into one platform, integrating seamlessly with tools like Gmail and social media for real-time updates and smooth imports of customer data . Streak integrates directly into Gmail, allowing users to manage contacts, pipelines, and tasks without leaving their inbox, making it ideal for teams that rely on email for most of their communication.

The key difference lies in their focus: Capsule offers more robust project management tools with customizable workflows and Kanban boards, ideal for businesses needing extensive project oversight. On the other hand, Streak excels in email-centric deal tracking, automating workflows directly within Gmail and allowing simple customization of pipeline stages.

Ease of use and customization

Capsule and Streak both focus on providing user-friendly platforms but cater to different business needs. Capsule offers robust customization, a mobile app for iOS and Android, and an AI-powered content assistant for generating relevant email content and streamlining communication.

Streak integrates CRM functionality directly within Gmail, with customizable pipelines and stages, making them convenient for teams to manage customer relationships and tasks without switching platforms. However, their reliance on Gmail can be limiting for businesses using other email providers.

Pricing

Capsule and Streak both provide tiered pricing structures to accommodate different business sizes. Capsule starts with a free plan and paid plans from $18 per user per month, making them more affordable for startups and small businesses. Additionally, Capsule offers a marketing add-on, Transpond, starting at $11 per month for enhanced email campaigns. 

On the other hand, Streak starts at $49 per user per month, which can be relatively high given the features offered. While they provide valuable Gmail integration and tools, the price may concern small businesses or those with tight budgets.

Additionally, both companies offer a 14-day free trial, allowing you to try their products without making a financial commitment. 

Conclusion

Choosing between Capsule and Streak depends on your business’s specific requirements and preferences. Capsule offers a flexible, customizable platform with scalable pricing, making them an excellent choice for businesses looking for a CRM that adapts to various workflows. Their ability to integrate marketing add-ons and provide project management features makes them particularly versatile. 

Alternatively, Streak’s deep integration with Gmail offers unparalleled convenience for teams who rely heavily on email. However, their higher pricing might feel steep for businesses with tight budgets or those seeking a broader range of CRM features. Ultimately, if you need a customizable, scalable solution, Capsule may be the better fit, but if a built-in Gmail system is critical, Streak could be worth the investment.

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