Home > CRM Software > Streak CRM > Streak CRM vs Capsule CRM

Streak CRM vs Capsule CRM

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Our analysts compared Streak CRM vs Capsule CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Streak CRM Software Tool
SelectHub Award Winner
Capsule CRM Software Tool
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Product Basics

Streak CRM is built into Gmail, allowing users to manage common sales tasks directly from their inbox. It facilitates pipeline management so users can track leads, follow up, collaborate and close deals. Three different pricing tiers make it useful for both individuals who need basic functions and companies that require more advanced capabilities.

In addition to managing a pipeline, users can also leverage it to manage projects, foster business relationships, run fundraisers, provide customer support and execute other projects that require tracking details.
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Capsule CRM is a cloud-based solution for small to medium businesses. It helps foster customer relationships with features like email marketing, website personalization, social media service, automated reminders and more. Organizations can enter basic contact information, pipelines, goals and budgets and start building an in-depth, personalized pipeline with full access to customer details.
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$0 Free, monthly
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$18/User, Monthly
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Tailored to your specific needs
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Windows
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Linux
Android
Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Eliminates Screen Switching: Because Streak is built into Gmail, you can perform tasks and view information in the same place. This ease of access removes the need to continually toggle back and forth between your CRM and other applications, which can save time and help you be more productive. 
  • Offers User-Friendly Experience: Streak relies on integrations with popular tools that make it easy to use. Configuring settings, adding and editing elements, and other actions are intuitive and easy to accomplish. For example, you can add existing data by uploading a CSV or using the Google Sheets integration. 
  • Makes Work More Convenient: The app is integrated with the entire G Suite (Sheets, Drive, Chat, etc.) so you can use the apps you’re already familiar with. You can leverage its connection with Zapier to expand your options to over 1,000 additional apps. You can also use the open API to integrate with other internal systems or build your own integrations. 
  • Enables Seamless Collaboration: The solution lets teams share key information like tasks, notes, call logs and emails, so everyone’s on the same page and acting in the most up-to-date context. 
  • Helps You Stay on Top of Tasks: The Streak Upcoming feature provides a visual list of tasks, centralized into a single view. The tasks are arranged according to when they’re due, but you can filter them based on the pipeline they’re in or the person they’re assigned to. Streak Upcoming renders as a sidebar alongside your inbox, pipeline or box, so all tasks are easily accessible. 
  • Provides On-the-Go Access: Streak has a native mobile app available for Android and iOS devices. Users can access tasks, view pipelines, automatically log calls and add pipeline contacts to their phones. 
  • Scales as You Grow: The platform’s Pro features offer the functionality needed to support your company’s growth. They include custom permissions, multi-team capability, data validation and reporting tools. 
  • Includes Robust Security: Data is stored on the Google Cloud Platform, providing the same level of security and infrastructure as other Google products. Each new version of the app itself undergoes a rigorous review process from the Google Chrome team to ensure developer compliance. 
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  • Cloud Hosting: Eliminates downtime and lagging due to updates, while gaining easy access to the latest version online with a seamless sync of data and activities. 
  • Mobile Accessibility: Enable remote task management with accessibility on all mobile devices and tablets through native iOS and Android apps. 
  • Integrations: Connect with over 50 pre-built NHS integrations with solutions for customer support, email marketing, accounting and more. An open API creates add-on services and integrates with other applications as needed. 
  • Data Safety: Ensure data safety through SSL-encrypted servers hosted in Amazon’s data centers. Periodic backup of data keeps information safe and secure. 
  • Dashboard: Get updates on the current status and historical trends of KPIs, such as sales opportunities and milestones, with an easy-to-read, real-time visual interface. 
  • Customization: Easily customize using fields, tags and branding options to meet business needs. Measure sales processes with quantifiable milestones for each stage of the pipeline, which in turn can be used to generate revenue forecasts. 
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  • Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two. 
  • Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more. 
  • Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking. 
  • Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up. 
  • Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending. 
  • Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view. 
  • Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members. 
  • Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage. 
  • Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members. 
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  • Contact Management: Stores and tracks information corresponding to all contacts, including opportunities, leads, vendors and customers. Contact and communication information is shareable on a company-wide, team-wide and individual level, making collaboration seamless. 
  • Document Management: Enables publishing, storing, editing and sharing documents like agreements, proposals and more via a central platform. 
  • Tasks and Calendar: Manages and tracks tasks and activities that get synced with the calendar to manage daily schedules. Routine tasks can be set on periodic repetition and processes can be defined using interlinked tasks. 
  • Sales Pipeline: Provides a complete view of the sales pipeline and manages sales opportunities by tracking critical stages, values and probabilities of closing a deal. 
  • Reports: Monitors every aspect of the sales cycle from sales data to pipeline insights and activity stats to aid data-driven decisions. Rule-based success factors support generating revenue forecasts. 
  • Teams & Roles: Allows creation of teams, lead assignment and new opportunities to designated sales representatives for project management. Managers can control access based on the user, user role, groups and more. 
  • Customer Support and Case Management: Offers a dedicated customer support portal that tracks and resolves issues. Create and share a knowledge base to address common questions by customers and manage call center activities for faster response time and higher customer satisfaction.. 
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Product Ranking

#7

among all
CRM Software

#27

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CRM Software

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User Sentiment Summary

Excellent User Sentiment 1045 reviews
Great User Sentiment 178 reviews
90%
of users recommend this product

Streak CRM has a 'excellent' User Satisfaction Rating of 90% when considering 1045 user reviews from 5 recognized software review sites.

88%
of users recommend this product

Capsule CRM has a 'great' User Satisfaction Rating of 88% when considering 178 user reviews from 4 recognized software review sites.

4.5 (14)
5.0 (9)
4.5 (152)
4.2 (52)
4.48 (433)
4.5 (91)
4.5 (410)
n/a
4.1 (36)
4.2 (26)

Awards

Streak CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
Reminders: Every user who refers to this feature liked the ability to frequently follow up
Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
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Customization: The platform’s adaptive nature and personalization options are an advantage, according to 71% of users who mention customization.
User-Friendly: It’s intuitive and automatically stores data about clients, as noted by 100% of users who reviewed this feature.
Tracking and Reporting: The solution allows custom tracking and offers robust reporting, as observed by 71% of users who mentioned these features.
Customer Service: The customer service is remarkable and offers instant support, with 60% of reviewers referencing support saying they were happy with it.
Integration: The platform integrations work seamlessly and can connect with all G Suite apps to make work easier, according to 60% of users who reviewed this feature.
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Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.
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Not Cost-Effective: Out of the total users who mentioned the cost, 60% suggested the platform gets expensive as the number of users increases.
Restricted Free Version: The free version is only meant for two users and 250 contacts, and 71% of users referencing the free version stated that it restricts functionality.
Not Mobile-Friendly: The mobile app isn’t very user-friendly and could use some updates, according to 66% of reviews mentioning the app.
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Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

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Capsule offers cloud-based tools, including customization options for fields, tags and branding. The platform has limitations in terms of marketing integrations, cost against the features offered and the free version offers limited functionality, contact records and users. However, it offers a well-versed support team along with potent tracking and reporting features that enhance the user experience. Reviews also noted its intuitive nature and G Suite integration as strengths. Businesses looking for structured sales processes with configurable milestones should consider Capsule.

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Screenshots

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