Likelihood to Recommend 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.
Read full review Positive: The virtual workspace created for a work team within the same company, for the resemblance of information and communications in one place.Negative: The access for members of a non-profit organization who have external emails from the host but need the same access as an internal person since their volunteer work is part of the very core of the federation.
Read full review Pros 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 Virtual meetings - ease of set up and execution File sharing! We build channels for projects, and being able to invite only project members is huge! Peer-to-peer communications - being able to "ping" one of my colleagues, either text, video or call-only, on-demand, is what runs our business. Read full review Cons 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 The feature of notifications in the mobile application could be improved. Sometimes notifications of different teams are not visible and are only visible when the application is opened. It uses lots of computational resources while running and thus, slows down the system sometimes. It allows a few channels per team. The number of channels could be increased for better productivity. Read full review Likelihood to Renew 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
Read full review Usability 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 User experience has been much better than the previous Skype for Business app. It has an easy-to-use interface with persistent chats. The search feature is very fast and useful. MS Teams has mostly focused on Collaboration and team building features which are very useful for organizational communications. Since Teams is accessible from multiple platforms like Laptop, Desktop, Mobile phones, etc it has been very convenient from a Mobility perspective.
Read full review Reliability and Availability Rare, but outages do happen
Read full review Performance 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.
Read full review Support Rating 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.
Read full review Using Microsoft Teams has resulted in much faster business communications with both co-workers and consultants. There has been little need for support with this software as the interface is very intuitive and the product is overall very well designed. We did encounter an issue with the built-in phone service, however, this was quickly resolved by the support team.
Read full review Implementation Rating I find everything I need for my day-to-day work.
Read full review Alternatives Considered We simply could not afford to use the other platforms and felt this was the best choice for now! And, we're really happy with our decision because it includes everything we had wanted, and at a better price. We refer a lot of clients to this product and train them on how to use it. Once their business grows they usually upgrade to the paid version.
Read full review Our company and IT department previously used
Skype for our communication needs.
Skype was not dependable in my opinion, because it seems each time I used it during a call and/or a meeting, I and several other team members would get disconnected more than once. This caused a great interruption of our meeting, caused team members to have to ask others to repeat themselves and caused a general lack of interest in employee attendance during meetings.
Read full review Contract Terms and Pricing Model 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 It does not appear to have a limit to how many teams and employees we can have using it
Read full review Professional Services 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 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. Read full review I'm not sure I can point to a specific ROI, but it has improved our ability to communicate and work more effectively together. It's also nice to have records of every interaction, photo, and document that has been shared. Less chance of something completely disappearing. Read full review ScreenShots