Capsule vs Streak
A side-by-side comparison of two crm tools for small businesses.
Bottom line
Capsule and Streak score within a point of each other on SMB fit (8/10 vs 8/10), so the better choice comes down to your specific workflow, budget, and the feature details below.
At a glance
| Attribute | Capsule | Streak |
|---|---|---|
| SMB score | 8/10 | 8/10 |
| Category | CRM | CRM |
| Free tier | Yes | Yes |
| Starting price | — | From $15/user/mo |
| Best for | Capsule suits small businesses with one to ten employees that currently track customers in spreadsheets or scattered notes and want a single organized system. It also works well for growing teams that need workflow automations and sales reporting but cannot justify the cost or complexity of enterprise CRM platforms. | Streak suits small businesses whose daily operations are already centered on Gmail—solo consultants, small real estate agencies, recruiting teams, boutique agencies, and early-stage B2B sales teams with fewer than twenty users. It works especially well when the sales cycle is email-heavy and team members resist adopting yet another separate platform. Service businesses that run client communication, proposal follow-ups, and project handoffs entirely through email will get immediate value without a long implementation process. If your team is already paying for Google Workspace and wants CRM capability without adding a new subscription burden right away, the free tier offers a meaningful starting point. |
Capsule
Capsule puts your contacts, sales pipeline, and project delivery in one place so nothing falls through the cracks.
Capsule is a CRM built for small businesses that need to get organized without hiring a consultant or spending weeks on setup. You get contact management, a visual sales pipeline, task tracking, and basic project management under one roof. The free plan supports up to 2 users and…
Key features
- Contact management with full activity history and conversation tracking
- Visual sales pipeline with AI-generated pipeline builder on Starter and above
- Workflow automations that trigger tasks, emails, and stage changes on Growth and above
- AI contact and business enrichment that auto-populates job titles, LinkedIn profiles, and company data on Growth and above
- Native project management boards for managing client delivery alongside sales
Streak
Streak embeds a full CRM directly inside Gmail, so deal tracking and follow-ups live where your team already spends their day.
Picture a two-person real estate team juggling a dozen active buyers, a handful of seller leads, and a string of broker emails—all inside Gmail. Without a system, deals slip through when someone forgets to reply or loses track of where a contact stands. Streak solves this by turn…
Key features
- Pipeline view inside Gmail shows every deal stage at a glance
- Email open and link tracking alerts reps the moment prospects engage
- Mail merge sends up to 1,500 personalized emails per day from Gmail
- Shared pipelines keep the whole team working from one live record set
- AI tools autofill deal fields and summarize long email threads automatically
- Tasks and reminders attach directly to deal boxes so nothing falls through
- Snippet templates let reps reuse polished replies across common scenarios
- Free tier includes core email tracking and basic pipeline functionality
Limitations
Because Streak is a Chrome extension, it only works inside a desktop browser—mobile functionality is more limited, and non-Chrome browsers aren't supported. Teams not using Gmail are entirely excluded. Advanced automation, custom reporting dashboards, and deep third-party integrations are mostly gated behind paid plans; verify exact tier limits on the vendor site before committing. As pipelines and boxes grow, performance inside Gmail can occasionally feel sluggish. Streak also lacks native features that standalone CRMs offer, like built-in calling, invoicing, or territory management, so businesses that need those will hit a ceiling fairly quickly.
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Frequently asked questions
- Is Capsule or Streak better for small businesses?
- Capsule and Streak score within a point of each other on SMB fit (8/10 vs 8/10), so the better choice comes down to your specific workflow, budget, and the feature details below.
- How does pricing compare between Capsule and Streak?
- Capsule offers a free tier or trial. Streak offers a free tier or trial with paid plans from about $15/mo. Always confirm current plans on each vendor's website before you commit.
- When should I choose Capsule over Streak?
- Capsule is a strong fit for Capsule suits small businesses with one to ten employees that currently track customers in spreadsheets or scattered notes and want a…. Lean toward Streak if you need Streak suits small businesses whose daily operations are already centered on Gmail—solo consultants, small real estate agencies, recruiting….
Read the full profiles: Capsule · Streak · All CRM tools