Capsule vs Streak

When selecting a CRM for your business, Capsule and Streak are two great options that cater to small teams and businesses looking for simplicity and efficiency. Capsule is a lightweight, user-friendly CRM designed for managing contacts, tasks, and sales pipelines in a straightforward manner. Streak, on the other hand, operates entirely within Gmail, allowing users to manage customer relationships and pipelines directly from their inbox. In this blog, we’ll compare Capsule and Streak, highlighting their key features and differences to help you choose the CRM that best fits your workflow and business needs. Additionally, we'll explore folk which a popular alternative.

What is Capsule CRM?

Capsule CRM is a user-friendly customer relationship management platform designed for small and medium-sized businesses. It offers a clean, intuitive interface that helps users manage customer relationships, track sales pipelines, and organize tasks and communications efficiently.

Key features of Capsule CRM

• Simple contact management: Capsule provides an intuitive way to organize and manage contacts, helping businesses keep track of customer information and interactions effortlessly.
• Sales pipeline tracking: It allows you to easily manage sales opportunities and monitor deals at each stage of the pipeline, providing clear visibility into the sales process.
• Task management: Capsule includes task management features to help you stay on top of follow-ups, deadlines, and important to-dos.
• Customizable reports: Generate and customize reports to gain insights into sales performance, customer activity, and team productivity.
  

What is Streak?

Streak is a customer relationship management (CRM) tool that integrates directly with Gmail, allowing users to manage their sales pipeline and customer interactions from within their email inbox. Designed to simplify CRM tasks, Streak offers features such as email tracking, mail merge, task management, and pipeline visualization, all seamlessly embedded in Gmail’s interface.

Key features of Streak

• Advanced CRM: Streak offers a fully integrated CRM directly within Gmail, allowing users to manage pipelines, track leads, and collaborate without leaving their inbox.
• Email tracking and snippets: It provides real-time notifications when emails are opened, along with customizable email templates (snippets) to speed up communication.
• Link tracking: Streak allows users to track when and how often recipients click on links within their emails, offering valuable insights into engagement.
• Google Workspace integrations: Streak seamlessly integrates with Google Workspace tools like Calendar, Drive, and Contacts, enhancing productivity and collaboration.

Capsule CRM vs. Streak: Feature Comparison

Let's break down the key features of these two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Capsule CRM's pipeline management feature offers a user-friendly approach to tracking sales opportunities through various stages. You can view the sales pipeline as a list, kanban, or dashboard. This flexibility allows businesses to tailor their sales processes to suit their unique workflows. Capsule's intuitive interface makes it easy for teams to visualize their sales progress and identify bottlenecks or opportunities for improvement.

On the other hand, Streak CRM's pipeline management feature is deeply integrated with Gmail, allowing users to track, organize, and manage sales processes directly from their inbox. The system uses a visual layout similar to a spreadsheet with automation features, making it particularly appealing for teams that rely heavily on email communication. Streak's seamless integration with Gmail ensures that all interactions are recorded and easily accessible, providing a comprehensive view of customer relationships and sales activities.

2. Ease of use

Capsule CRM offers a straightforward interface, making it easy for users to navigate and manage customer relationships efficiently. Streak CRM, integrated within Gmail, provides a familiar environment for users, enhancing ease of use by leveraging Gmail's existing structure for seamless CRM management.

3. Contact enrichment

Capsule CRM's contact enrichment feature automatically enhances contact and company records by pulling in relevant data, such as job titles, email addresses, LinkedIn profiles, and company information. However, it is only available on specific premium plans. Streak works with a third party integration to automatically enrich contact information with publicly available data.

4. Outreach

Capsule CRM's outreach solution focuses on simplifying email marketing and automating follow-ups through integration with its email tool, Transpond. This allows users to schedule and automate email campaigns to streamline outreach efforts. Streak CRM's outreach solution is designed around email communication directly within Gmail, leveraging its integration to manage sales and customer engagement. It allows users to send personalized mass emails, track email opens and replies, and set automated follow-up sequences.

5. Automation

Capsule CRM offers automation features that help streamline sales and customer relationship processes, including automating repetitive tasks like follow-ups and data updates. Its workflow automation allows users to set up triggers for actions based on changes in sales pipelines or customer status. Streak CRM, integrated directly within Gmail, offers automation features that streamline workflow by automating tasks such as email tracking, follow-ups, and pipeline updates. Streak’s workflow automation can also trigger actions based on changes in pipeline stages.

6. Integration

Capsule CRM integrates with a variety of popular third-party applications, including productivity tools like Google Workspace and Microsoft 365 for email and calendar synchronization. It also connects with accounting software such as Xero. Streak CRM integrates with various third-party applications to extend its functionality, particularly through its deep integration with Google Workspace, including Gmail, Google Drive, and Google Calendar. It also connects with tools like Zapier to provide access to more applications.

7. Artificial Intelligence

Capsule CRM has limited AI integrations compared to more advanced platforms, focusing primarily on enhancing efficiency through basic automation. However, it supports integrations with third-party tools that offer AI functionalities. Streak CRM has limited native AI integrations, focusing on essential features within Gmail rather than advanced AI-driven functionalities. While it doesn't offer built-in AI for tasks like predictive analytics or natural language processing, users can connect with third-party AI tools via integrations to enhance capabilities such as email automation, data enrichment, or workflow optimization.

Price and plans comparison

Let's take a closer look at the price and plans of both Capsule CRM and Streak.

Capsule CRM prices

• Starter plan: Starts from $21 per user, per month.
• Growth plan: Starts from $38 per user, per month.
• Advanced plan: Starts from $60 per user, per month.
• Ultimate plan: Starts from $75 per user, per month.

Streak prices

• Pro: Starts from $49 per user, per month.
• Pro +: Starts from $69 per user, per month.
• Enterprise: Starts from $129 per user, per month.

Introducing folk CRM: the best alternative to Capsule CRM and Streak

Looking for an affordable alternative? We recommend folk. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

Key features

• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.
• Notes and reminders: Create and attach a note directly on a contact's profile in folk, and assign reminders so you know exactly when to follow-up.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

Capsule CRM vs. Streak: What's the verdict?

In conclusion, both Capsule CRM and Streak offer unique advantages tailored to different business needs. Capsule excels with its user-friendly interface and robust feature set ideal for small to medium-sized businesses. On the other hand, Streak's seamless integration with Gmail makes it a perfect choice for those who prefer managing customer relationships directly from their inbox. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free.