Capsule CRM vs Teamgate

Capsule CRM

• Solo users and pairs who want a free CRM for up to 250 contacts
• Small businesses that manage both sales and client projects
• Nonprofits, which are offered a 30% discount

Teamgate

• Small and mid-size sales teams that want built-in sales analytics
• Two-person teams starting on the free Starter plan
• Teams that call leads from inside the CRM

Capsule CRM

• The Free plan is limited to 2 users, 250 contacts, 5 custom fields and one sales pipeline.
• Workflow automations, email sync and multiple pipelines start at Growth, $36 per user / month billed annually ($40 monthly).
• Paid plans cap contacts: 30,000 on Starter, 60,000 on Growth, 120,000 on Advanced and 240,000 on Ultimate.
• Email campaigns come from a separate Marketing add-on, listed from $11 a month.

Teamgate

• The free Starter plan is limited to 2 users, 500 contacts and 1 pipeline, and is open to new customers only.
• Starter lacks the lead management module, email integration, workflow automations and sales dashboards.
• Lead scoring, multi-currency, team tracking and the open API are only on Growth at $59.90 per user / month.
• The vendor recommends Chrome or Firefox and suggests avoiding Safari and Microsoft Edge.

Capsule CRM

Contact management

Each contact record holds notes, emails and files. Contact limits rise with the plan, from 250 on Free to 240,000 on Ultimate.

Sales pipeline

Opportunities move through a kanban-style pipeline with custom milestones, and a pipeline dashboard shows conversion rate and forecast. Multiple pipelines need Growth or above.

Project boards

Project boards track the work delivered after a sale. The free plan has a single board, Growth allows multiple boards and Advanced lists 50.

Workflow automations

From the Growth plan, automations run a repeatable series of tasks, email notifications or stage changes on pipeline and project boards.

AI tools

Starter includes an AI pipeline generator. Growth adds AI summaries of recent activity, contact and business enrichment, and a meeting prep brief that is still in beta.

Mobile apps

The iOS and Android apps log calls automatically, sync changes made offline once reconnected, and show caller ID on iOS for unsaved numbers.

Teamgate

Lead and deal pipelines

Leads are captured and qualified, then deals move by drag and drop across sales stages, with warnings for lapsed deadlines. Team has 3 pipelines and Growth unlimited.

Sales insights and reports

Dashboards cover pipeline health, forecasting, sales activity, leaderboards and goals. Team includes basic insights, and Growth adds advanced insights and analytics.

Email integration

Emails are sent and received inside the CRM through Gmail, Outlook or Microsoft 365 sync, with email templates and bulk email from the Team plan.

SmartDialer and SMS

Calls are placed from inside the CRM through Twilio in-app dialling, with an SMS integration alongside it, on the Team and Growth plans.

Workflow automations

Automations for routine sales steps are included from the Team plan, together with mass import of leads and contacts and a products catalogue.

Mobile apps

Android and iOS apps carry the core functions of the desktop version, including calling clients from the app and a map showing which deals are nearby.

Capsule CRM

• Free$0

  Maximum 2 users, with 250 contacts, 5 custom fields, 1 sales pipeline and custom sales milestones.

• Starter$18

  per user / month, billed annually ($22 billed monthly)

  30,000 contacts, email templates, a shared mailbox, basic reporting, premium integrations, goals and the AI pipeline generator.

• Growth$36

  per user / month, billed annually ($40 billed monthly)

  60,000 contacts, workflow automations, advanced sales reporting, multiple pipelines and project boards, email sync and AI summaries.

• Advanced$54

  per user / month, billed annually ($60 billed monthly)

  Everything in Growth with 120,000 contacts, 50 sales pipelines and 50 project boards.

• Ultimate$72

  per user / month, billed annually ($75 billed monthly)

  For teams of 5 or more: 240,000 contacts, a dedicated account manager, custom training and ongoing priority support.

Teamgate

• Starter$0

  Free for up to 2 users, new customers only: 1 customizable pipeline, 500 contacts, deals, companies, people, tasks and email support.

• Team$39.90

  per user / month, billed annually ($49.90 billed monthly)

  Unlimited users and contacts, 3 pipelines, lead management, email sync and templates, workflow automations, dashboards, forecasting and Zapier.

• Growth$59.90

  per user / month, billed annually ($74.90 billed monthly)

  Unlimited pipelines, advanced insights, lead scoring, teams, multi-currency, open API, premier onboarding and 24/7 phone and video support.

Capsule CRM

• Annual discount

  Save up to 18% by paying annually

  Capsule's pricing page says paying annually saves up to 18%: Starter is $18 per user a month billed annually against $22 billed monthly.

• Nonprofit

  30% discount for nonprofits

  Capsule's page for nonprofit organizations says it offers them a 30% discount; nonprofits with special requirements are asked to get in touch.

Teamgate

• Annual discount

  Save 20% with annual billing

  Team is $39.90 per user a month billed annually against $49.90 billed monthly, and Growth is $59.90 against $74.90. The same figures apply when paying in euros.

• Other savings

  Demo offer: 50% off the first month

  A banner across the site offers customers who book a demo 50% off their first month or 20% off their first year. No end date is shown.