Capsule CRM vs Slant
Capsule CRM confirms 4 of the features we check on its own site; Slant confirms 4. Starting prices: Capsule CRM not published, Slant USD 150/mo · per seat per month, billed annually.
Capsule CRM
Startups, small businesses and freelancers wanting a simple CRM.
Watch out: Intentionally simple; paid plan prices not shown in the fetched text.
Slant
Financial advisors and RIAs who want an AI-first relationship CRM with a notetaker.
Watch out: Built only for financial advisors; annual billing at $150 per seat.
| Overview & pricing | ||
|---|---|---|
| Category | CRM & Sales | CRM & Sales |
| Specialty | Simple CRM | AI CRM for advisors |
| Based in | Unconfirmed | Unconfirmed |
| Best for | SMBs | All sizes |
| Starting price | Unconfirmed | USD 150/mo · per seat per month, billed annually |
| Free plan | ✓Yes | ✕No |
| Free trial | Unconfirmed | Unconfirmed |
| Features confirmed on each vendor’s site | ||
| Visual sales pipeline · Core features | ✓Sales pipeline | Unconfirmed |
| Contact & company management · Core features | ✓Contact management | ✓Client and prospect management |
| Workflow automation · Core features | ✓Automations with workflows | ✓Automations and follow-ups in one place |
| Sales reports & forecasts · Core features | ✓Reports | Unconfirmed |
| AI assistant / AI agent · Core features | Unconfirmed | ✓AI Chat, AI agents and AI nudges |
| SOC 2 · Security & compliance | Unconfirmed | ✓Described as SOC 2-compliant |
| Integrations | ||
| Listed on its site | Unconfirmed | Unconfirmed |
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Every ✓ / ✕ comes from the vendor’s own website (sources on each product page). Unconfirmed means the site doesn’t say — not that the feature is missing.