Overview

Not every business needs a large software solution. Capsule has positioned itself as a stepping-stone for companies that don't require the complexity of a full-blown CRM system. It is a paired-down platform that will manage your contacts and boost sales performance--but not much else. If you need a CRM that also serves customer service and marketing teams, this isn't your CRM. But if all you need is a straightforward sales CRM with a great mobile app, Capsule CRM may be just the right fit. You can try their free version or a 30-day trial of the paid version to assess whether Capsule CRM covers your needs or not.
InStream is a cloud-based customer relationship management platform that offers solutions for managing company connections and monitoring client interactions. Client service agents may create alerts and notifications for activities and assure quick servicing of customer enquiries using InStream's real-time notification system. With the InStream communication tracker, users can trace incoming and outgoing phone conversations and email interactions and guarantee correct follow-ups for each activity. InStream may connect to numerous mailboxes, including Gmail, Hotmail, Outlook, and other email service providers, to share contact information.

Ease of use

This cloud-based system combines easy-to-use sales tools and basic reporting capabilities. After you register, you get a login that's accessible from any device. Once you upload your contacts, you get an interactive profile for all your clients. You can view and filter contacts by deal stage, last contact, account value, and more. You can also make notes on the file, attach documents, and track the contact through the sales process. Capsule also makes task management a breeze, by organizing your to-dos and assigning automatic alerts and reminders. You'll be able to focus on precisely what you need to do right now. One of the main shortcomings of the system is the caps on storage for free users. With only 10 MB available for two users, you may outgrow the free version quickly. Capsule CRM also has a limited number of integrations, and you will need a paid subscription to access them.
The features of InStream are based on lead management and client communication organization. You may add an unlimited number of custom fields to every contact, as well as tag and categorize lead and customer discussions. These capabilities, when combined, make it simple to see and search the full history of communication between your organization and a contact. The platform's UI is the most appealing aspect of InStream. InStream provides a basic environment with comfortable menus and easy messaging systems, unlike many CRM solutions that are cluttered, complex, and overwhelming. This is especially useful when first getting started with the program because there is very little that managers need to set up before asking team members to begin creating contacts.

Support

Customer support is available to all Capsule users, even without a paid subscription. You can fill out a help ticket through the website or email or tweet your concern. Support hours are during regular business hours, Monday - Friday. You can also help yourself using online resources such as blogs, how-to videos, articles, and guides.
InStream also struggles to provide help. The firm is located in Poland and does not have a customer support staff in the United States. As a result, it is difficult for US users to obtain help during regular business hours in the United States. Furthermore, the firm is slow to respond to emails requesting information. The lack of fast customer support is exacerbated by InStream's very small user community. There isn't a lot of documentation on the company's website, and there isn't a forum where you can obtain help from other InStream customers.

Who is it for?

The strongest attribute of Capsule CRM is its simplicity and, accordingly, ease of use. You get just enough functionality to manage contacts and boost your sales cycle. There are no complicated dashboards or endless customization options. But if you need marketing and customer service tools, phone support, or advanced reporting options, this software is not the best match for your business.
InStream is a personal CRM platform that is ideal for small and medium-sized businesses in a variety of industry sectors. The system allows you to create an endless number of lists customized to specific demands that may be flexibly changed to your company's profile. This makes InStream.io a suitable solution for all companies that rely on long-term relationships with customers and do not focus only on one-time-sale.

Ease of Use

4.6
4.7

Support

4.5
4.6

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
no

Task Management

yes
yes

Social Integration

yes
no

Email Marketing

yes
no

Analytics & Dashboard

yes
no

Lead Management

yes
yes

Marketing Automation

yes
no

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison