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Capsule CRM vs Streak: What are the differences?
Capsule CRM: The easy online CRM for doing business. Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when; Streak: CRM in your inbox. Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.
Capsule CRM and Streak belong to "CRM" category of the tech stack.
Some of the features offered by Capsule CRM are:
- The contact page gives you a birds eye view of everything you know about a contact so that you can keep track of the people, companies and other organizations that you do business with.
- Use Capsule to track bids, deals, proposals and other opportunities.
- Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.
On the other hand, Streak provides the following key features:
- Simple Sharing- Want to know who in your organization has talked to a specific customer? Want to see the emails that went back and forth? Want to know where the customer is in the sales pipeline? Streak makes it easy, letting you selectively share parts of your inbox and all the deals across your company.
- Schedule Emails to Send Later- Did you know the best time to send an email to a warm lead is Monday at 9:30am? Streak lets you write an email now and have it delivered whenever you want.
- See all your deals inside Gmail- Want to see a holistic view of your customers or deals? We built a spreadsheet view right inside Gmail to let you edit your deals fast and create easy reports.
Hi all, I need one good online CRM which can integrate with many sales channels: - online store - social media - traditional sales - reservation system - services In the example, I need to see that customer spent: 10K in online store, divided 5k from insta store, 5k direct through the store 2k in traditional store (can be updated manually) 1k through the reservation system 0,5k through services paid I worked on Streak mainly, but I cannot see how most of this process can be automated.
Hello
It looks like Pipedrive may be a good system for you. It wouldn’t be a problem to create specific custom fields for different revenue sources.
In terms of automation more important would be to know how integratable are these systems that you want to connect.
With good API and some pretty good third party connector software it may all be done and working within Pipedrive.
If you will have any other concerns, you can hit me up with more specific question. I’ll try to help.
Cheers, Kris
Pros of Capsule CRM
- Easy and clean user interface1
Pros of Streak
- Integrates with Gmail7
- Easy setup4
- Email Power Tools3
- Free tier1
- API1
- Great and easy reporting1