Capsule CRM vs Microsoft Teams

• 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

• It has a presentation mode, video recording, and the recordings, as well as the transcripts, are stored in the cloud.
• Microsoft Teams is simple to set up and manage. Excellent quality for video and phone calls.
• I also like how it connects to Outlook so you can view your calendar there.

Read full review

• The CRM is intended for "sales pipeline" use. We don't use it for that, so we have to hack it a bit to fit our needs. If you need a free CRM to track sales pipelines...this would be PERFECT!
• The Dashboard isn't particularly customizable or useful for us.

Read full review

• The Chat Room - sometimes it's hard to find. The room sometimes seems disconnected from the meeting you are in. I like that it archives them, but it can be hard to find things in an archived chat room.
• Cameras / Microphones - I wish it was more flexible in the kinds of cameras you can use. I'd love it you could include multiple cameras or to include video overlays more easily.
• Scheduling outside your organization - Yes, I know you can just email someone to add them, but it doesn't work with Outlook and sometimes, the meeting doesn't get added to their calendar.

Read full review

• 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

• A positive impact has been in having to save time for IT staff from not having to deploy other collaboration tools, since Teams is an all-in-one collaboration tool.
• Another positive impact has been in the ability to set permissions for different user groups. This helps to keep things more secure overall.
• One negative impact has been in the extra time it has taken to try and get users up to speed with using the platform. More formal training is required.

Read full review