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CRM & Sales · head to head

Capsule CRM vs Melio

Capsule CRM logo

Capsule CRM

CRM & Sales

The customer relationship management CRM

From
Free
Rated
-
Full reviewWebsite
Melio logo

Melio

Accounting & Finance

Simple business payments

From
Free
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Capsule CRM free plan caps at 250 contacts and a maximum of 2 users, with only 1 sales pipeline; Melio go (free) plan limited to one user only

Where they differ

Only the attributes on which Capsule CRM and Melio actually diverge.

Attributes where Capsule CRM and Melio differ
AttributeCapsule CRMMelio
PlatformsWebWeb, Mobile app
CategoryCRM & SalesAccounting & Finance
FoundedUnknown2018

Identical on both: starting price (Free), pricing model (freemium), free tier (Yes), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Capsule CRM

Nothing recorded that Melio does not also cover.

Only in Melio

  • Vendor payments
  • Card to check
  • Payment scheduling
  • Approval workflows
  • QuickBooks sync
  • QuickBooks
  • Xero
  • FreshBooks

What people use each for

The jobs each tool is most often brought in to do.

Capsule CRM

No use cases recorded yet. See the Capsule CRM review.

Melio

  • Accounts payable automationnot Capsule CRM
  • Bill management and payment schedulingnot Capsule CRM
  • Multi-vendor payment processingnot Capsule CRM
  • Invoice receivables and payment collectionnot Capsule CRM

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Capsule CRM

  • Free plan caps at 250 contacts and a maximum of 2 users, with only 1 sales pipeline
  • Starter plan, the cheapest paid tier, still caps at 30,000 contacts before requiring an upgrade to Growth (60,000) or Advanced (120,000)
  • Ultimate tier, aimed at teams of 5 or more users, has no published price and requires contacting sales
  • Marketing features are not included in any core plan; the Transpond marketing add-on costs an additional $11/month minimum on top of the CRM price

Melio

  • Go (free) plan limited to one user only
  • ACH charges £0.50 per transaction beyond monthly allowance (5-50 free depending on plan)
  • Card payment fees range from 2.9% to 2.9% plus £75 maximum
  • International payments limited to select currencies only
  • NetSuite integration only available in Unlimited plan (£80/month minimum)

Pricing, plan by plan

Capsule CRM

Free

No published plan breakdown. See the Capsule CRM review.

Melio

Free

No published plan breakdown. See the Melio review.

Which should you pick?

Choose Capsule CRM if

  • You want to start without paying.
Capsule CRM review

Choose Melio if

  • You need vendor payments.
  • You want to start without paying.
  • You work on Web, Mobile app.
  • You also want card to check.
Melio review

Questions people ask

Is Capsule CRM or Melio better?
Neither clearly leads. Capsule CRM starts at Free and Melio at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Capsule CRM or Melio?
Capsule CRM starts at Free and Melio at Free.
Does Capsule CRM or Melio run on more platforms?
Capsule CRM runs on Web. Melio runs on Web, Mobile app.
Can I use Capsule CRM for free?
Both have a free tier, so you can try either at no cost before committing.
What can Capsule CRM do that Melio cannot?
Melio covers Vendor payments, Card to check, Payment scheduling, Approval workflows.
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Related pages

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