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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Capsule CRM

    Score8.8 out of 10
    N/ACapsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt. It also integrates with a growing range of popular apps, including Google G Suite, QuickBooks, MailChimp and Zapier. A free trial is available, and paid plans are available from $18 per user, per month.

    $18

    per month per user

    Microsoft Teams

    Score8.3 out of 10
    N/AMicrosoft Teams combines video conferencing software with team collaboration tools. The communications platform allows MS Office users to conduct conference calls and share files via SharePoint, and join or initiate a group chat.

    $4.80

    per month per user

    Pricing
    Capsule CRMMicrosoft Teams
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    Microsoft Teams Essentials
    $4.80
    per month per user
    Microsoft Teams Enterprise
    $5.25
    per month (paid yearly) per user
    Microsoft Teams Enterprise
    $5.25
    per month per user
    Microsoft 365 Business Basic
    $7.20
    per month per user
    Microsoft 365 Business Standard
    $15
    per month per user
    Offerings
    Pricing Offerings
    Capsule CRMMicrosoft Teams
    Free Trial
    YesYes
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Discounts are available for non profit organizations.
    More Pricing Information
    Community Pulse
    Capsule CRMMicrosoft Teams
    Considered Both Products
    Zestia
    No answer on this topic
    Microsoft
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    90%
    Would buy again
    255 Answers
    Delivers good value for the price
    No answers on this topic
    95%
    Delivers good value for the price
    225 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    90%
    Happy with the feature set
    255 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    92%
    Lived up to sales and marketing promises
    144 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    93%
    Implementation went as expected
    174 Answers
    Features
    Capsule CRMMicrosoft Teams
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    7.1
    16 Ratings
    10% below category average
    Microsoft Teams
    -
    Ratings
    Customer data management / contact management8.016 Ratings00 Ratings
    Workflow management7.014 Ratings00 Ratings
    Territory management6.09 Ratings00 Ratings
    Opportunity management8.016 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.015 Ratings00 Ratings
    Contract management8.013 Ratings00 Ratings
    Quote & order management6.012 Ratings00 Ratings
    Interaction tracking7.014 Ratings00 Ratings
    Channel / partner relationship management6.012 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    8.4
    10 Ratings
    9% above category average
    Microsoft Teams
    -
    Ratings
    Case management8.68 Ratings00 Ratings
    Call center management8.17 Ratings00 Ratings
    Help desk management8.58 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    8.5
    12 Ratings
    9% above category average
    Microsoft Teams
    -
    Ratings
    Lead management8.011 Ratings00 Ratings
    Email marketing9.010 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    7.7
    15 Ratings
    0% above category average
    Microsoft Teams
    -
    Ratings
    Task management9.013 Ratings00 Ratings
    Billing and invoicing management7.011 Ratings00 Ratings
    Reporting7.013 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    7.0
    15 Ratings
    9% below category average
    Microsoft Teams
    -
    Ratings
    Forecasting7.013 Ratings00 Ratings
    Pipeline visualization8.015 Ratings00 Ratings
    Customizable reports6.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    7.4
    14 Ratings
    3% below category average
    Microsoft Teams
    -
    Ratings
    Custom fields7.014 Ratings00 Ratings
    Custom objects6.012 Ratings00 Ratings
    Scripting environment8.68 Ratings00 Ratings
    API for custom integration8.010 Ratings00 Ratings
    Security
    Comparison of Security features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    9.0
    12 Ratings
    7% above category average
    Microsoft Teams
    -
    Ratings
    Single sign-on capability9.011 Ratings00 Ratings
    Role-based user permissions9.012 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    7.0
    13 Ratings
    7% below category average
    Microsoft Teams
    -
    Ratings
    Social data7.013 Ratings00 Ratings
    Social engagement7.012 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    7.5
    12 Ratings
    0% below category average
    Microsoft Teams
    -
    Ratings
    Marketing automation8.012 Ratings00 Ratings
    Compensation management7.010 Ratings00 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    8.0
    13 Ratings
    5% above category average
    Microsoft Teams
    -
    Ratings
    Mobile access8.013 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    -
    Ratings
    Microsoft Teams
    8.2
    241 Ratings
    6% above category average
    Task Management00 Ratings8.1179 Ratings
    Gantt Charts00 Ratings8.196 Ratings
    Scheduling00 Ratings8.3208 Ratings
    Workflow Automation00 Ratings8.4126 Ratings
    Mobile Access00 Ratings8.2229 Ratings
    Search00 Ratings7.6212 Ratings
    Visual planning tools00 Ratings8.4143 Ratings
    Communication
    Comparison of Communication features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    -
    Ratings
    Microsoft Teams
    8.0
    251 Ratings
    0% above category average
    Chat00 Ratings9.0250 Ratings
    Notifications00 Ratings8.4249 Ratings
    Discussions00 Ratings8.7235 Ratings
    Surveys00 Ratings8.2146 Ratings
    Internal knowledgebase00 Ratings8.6157 Ratings
    Integrates with GoToMeeting00 Ratings6.547 Ratings
    Integrates with Gmail and Google Hangouts00 Ratings5.743 Ratings
    Integrates with Outlook00 Ratings9.1155 Ratings
    File Sharing & Management
    Comparison of File Sharing & Management features of Capsule CRM and Microsoft Teams
    Feature
    Capsule CRM
    -
    Ratings
    Microsoft Teams
    8.2
    236 Ratings
    2% above category average
    Versioning00 Ratings8.6168 Ratings
    Video files00 Ratings8.4202 Ratings
    Audio files00 Ratings8.8200 Ratings
    Document collaboration00 Ratings8.9216 Ratings
    Access control00 Ratings8.6198 Ratings
    Advanced security features00 Ratings8.5158 Ratings
    Integrates with Google Drive00 Ratings5.353 Ratings
    Device sync00 Ratings8.6172 Ratings
    Best Alternatives
    Capsule CRMMicrosoft Teams
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    Salesflare
    Score10 out of 10
    Flock
    Score9.5 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Troop Messenger
    Score9.8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Cisco Business Edition 7000 (discontinued)
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMMicrosoft Teams
    Likelihood to Recommend
    8.0
    (16 ratings)
    8.6
    (329 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.0
    (12 ratings)
    Usability
    8.6
    (4 ratings)
    8.7
    (114 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    8.0
    (1 ratings)
    Support Rating
    8.6
    (4 ratings)
    8.0
    (114 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    6.3
    (7 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Professional Services
    -
    (0 ratings)
    7.0
    (7 ratings)
    User Testimonials
    Capsule CRMMicrosoft Teams
    Likelihood to Recommend
    Zestia
    It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.
    Incentivized
    Read full review
    Microsoft
    It's amazing as a daily driver for team communication, and document search/store. Also, if you're doing a lot of LONG meetings and have trouble remembering details, the AI summarization is amazing and convenient. It just works. I'm not saying I always do this, of course, but if I need to 'skim' instead of really digging into every detail from a meeting, the AI-generated summary is generally good enough that I can get away with it.
    Read full review
    Pros
    Zestia
    • Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.
    • The UI is clean and intuitive. We don't get easily overwhelmed while using it.
    • Capsule has a very robust contact management system. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts.
    • I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case.
    • Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule.
    Read full review
    Microsoft
    • All in one communication for Teams.
    • High quality and reliable both audio and video meetings.
    • Well organized and clear instant chat.
    • Excellent security features.
    • Beautiful integration with 3rd party tools and systems.
    • Perfect compatibility with windows ,android and iOS.
    • Allow meetings recordings for later us or sharing with teams that missed the live.
    Incentivized
    Read full review
    Cons
    Zestia
    • Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
    • It needs to improve the user interface and make it more productive especially on the calendar view.
    • The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.
    Read full review
    Microsoft
    • The webinars feature has some missing functionally such as the ability for all users to use the Q&A feature (only those with a Microsoft Teams account can use it now), the ability to upload documents for attendees to easily access and download, and the ability for presenters and organizers to easily chat amongst themselves throughout the webinar.
    • The "Channels" organization hierarchy could be more clear. If you have several channels set up, it can get clunky and hard to find the specific channel you are looking for.
    • The MS Planner tool lacks functionality and organization. You cannot assign more than one person to a task and it's confusing when you try to share tasks with people - it would be nice if they were automatically added to someone's calendar.
    Incentivized
    Read full review
    Likelihood to Renew
    Zestia
    No answers on this topic
    Microsoft
    Microsoft Teams is included with our Office 365 subscription and we have no intention of migrating off of Office 365 and Microsoft products. Since Microsoft Teams is included for free with our Office 365 subscription, and since we enjoy all the features, benefits, and functionality, there is no question that our team will continue to use the product
    Incentivized
    Read full review
    Usability
    Zestia
    As a well-rounded business tool, Capsule CRM is an excellent choice. It fulfills our requirements and aids in the operation of our business. One of the most effective tools for managing our business solutions and supply chains is adding this tool to our system to see the fantastic results of effective management. Capsule CRM could try and see what they're offering to get the best results.
    Read full review
    Microsoft
    If you have the full Microsoft Office suite, it works really well because it's integrated well within its ecosystem, but if not, it can be annoying because it tries to open a shared file in the web versions of the file equivalents. The web version is also a bit slow, and the login is very difficult to handle if you have multiple Microsoft or Outlook accounts.
    Incentivized
    Read full review
    Reliability and Availability
    Zestia
    No answers on this topic
    Microsoft
    Rare, but outages do happen
    Incentivized
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    Performance
    Zestia
    No answers on this topic
    Microsoft
    Sometimes about once a week I get a message that says "Sorry, there seems to be something wrong". But it goes away in a few minutes.
    Incentivized
    Read full review
    Support Rating
    Zestia
    Capsule CRM is the best application in allocating the problems and reasons for any project drawback. Your solution will be there within seconds. It controls business empowerment with its authentic approach and we can use this application without any problem. Our employees are on a single platform and we can decide and implement things at once. There is no need to wait for any meeting, as everything is just a click away. Our promotions are technical and easy to understand for clients and they can communicate well to deliver their ideas.
    Incentivized
    Read full review
    Microsoft
    The overall support provided by Microsoft for Microsoft Teams has been quite good but there is still some room for improvements. Microsoft needs to proactively work on fixing the open bugs in order to provide a seamless experience to the users. But over the service and experience provided by the Microsoft team have been quite satisfactory.
    Incentivized
    Read full review
    Implementation Rating
    Zestia
    No answers on this topic
    Microsoft
    I find everything I need for my day-to-day work.
    Incentivized
    Read full review
    Alternatives Considered
    Zestia
    We chose Capsule CRM over Zoho CRM due to the various modules that it would take for Zoho CRM to work for our firm. Additional Zoho modules would have been needed (Zoho CRM and Projects) to make it work for us which in turn requires additional management. With Capsule CRM, there was only one app that needed to be integrated within our app ecosystem
    Incentivized
    Read full review
    Microsoft
    Microsoft Teams offers a much more integrated experience between their chat and video call function compared to Google Chat and Slack. Both other tools are much better for internal communications are they have simpler UI without other features. Whereas Microsoft Teams can be used for more critical conversations, particularly between external companies, and has been very useful in sales conversations which is what we chose it for when speaking to companies that work exclusively through Microsoft.
    Incentivized
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    Contract Terms and Pricing Model
    Zestia
    No answers on this topic
    Microsoft
    Honestly, this tool is worth every penny. Yes, it's not free and you pay for the quality of services and the license. But the ROI and the benefits are all there. Also, the renewal, negotiation, and contract terms are all very well explained by our Microsoft account manager, and she's a charm.
    Read full review
    Scalability
    Zestia
    No answers on this topic
    Microsoft
    It does not appear to have a limit to how many teams and employees we can have using it
    Incentivized
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    Professional Services
    Zestia
    No answers on this topic
    Microsoft
    I used Skype for Business to take calls, hold conferences, and provide remote assistance to users. Microsoft Teams, on the other hand, is superior to Skype for Business in my opinion. My job entails a lot of screen sharing.
    Read full review
    Return on Investment
    Zestia
    • It's enabled us to have a cloud-based live database, rather than living off spreadsheets or an antiquated Access database
    • It's hard to really quantify ROI on a small startup, but it's been very helpful to have a small scale but powerful CRM as we grow the company.
    • Since we don't use it entirely as it's intended, the terminology and shortcuts are a bit confusing.
    Incentivized
    Read full review
    Microsoft
    • Personally, I would say that by using Microsoft Teams, it upped my collaboration with my colleagues by around 50% or around more than half of what I usually did prior to using it.
    • I had 100% show rate and attendance on all of my meetings in the past 6 months.
    • If I may add, I also have been chattier & collaborative towards my colleagues in past 3 months particularly the month of December when we had huge traffic at work. I would estimate this behavior to have been increased by around 60% than what I usually incur during normal operating days.
    Incentivized
    Read full review
    ScreenShots

    Capsule CRM Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshot