Overview

Not every business needs a large software solution. Capsule has positioned itself as a stepping-stone for companies that don't require the complexity of a full-blown CRM system. It is a paired-down platform that will manage your contacts and boost sales performance--but not much else. If you need a CRM that also serves customer service and marketing teams, this isn't your CRM. But if all you need is a straightforward sales CRM with a great mobile app, Capsule CRM may be just the right fit. You can try their free version or a 30-day trial of the paid version to assess whether Capsule CRM covers your needs or not.
Businesses seeking a powerful CRM with advanced features, complex reporting capabilities, and integration with Microsoft should consider Microsoft Dynamics. The extensive integration with Office 365, Skype, SharePoint, and other Microsoft apps is a distinctive feature of this modular CRM.

Ease of use

This cloud-based system combines easy-to-use sales tools and basic reporting capabilities. After you register, you get a login that's accessible from any device. Once you upload your contacts, you get an interactive profile for all your clients. You can view and filter contacts by deal stage, last contact, account value, and more. You can also make notes on the file, attach documents, and track the contact through the sales process. Capsule also makes task management a breeze, by organizing your to-dos and assigning automatic alerts and reminders. You'll be able to focus on precisely what you need to do right now. One of the main shortcomings of the system is the caps on storage for free users. With only 10 MB available for two users, you may outgrow the free version quickly. Capsule CRM also has a limited number of integrations, and you will need a paid subscription to access them.
The software is surprisingly easy to use, considering the vast number of features. However, like any large software solution, it takes time to learn the ins and outs of this powerful tool. It has a minimalist interface and lifts a lot of the best elements from other CRM platforms. Customization options are extensive, and you can create an unlimited number of dashboards. The CRM also operates as a platform for the entire Microsoft ecosystem. All of your Microsoft tools can work in tandem from a single login. In addition, the system incorporates a built-in automated fraud protection tool for better security.

Support

Customer support is available to all Capsule users, even without a paid subscription. You can fill out a help ticket through the website or email or tweet your concern. Support hours are during regular business hours, Monday - Friday. You can also help yourself using online resources such as blogs, how-to videos, articles, and guides.
Comprehensive self-help materials cover every issue concerning Microsoft Dynamic 365's use. They include technical documentation, educational articles, video tutorials, and a user community. There is also email support and help desk ticketing. For severe issues, there is 24/7 customer care via phone. Lesser problems will be solved during regular business hours unless you subscribe to their professional support plan beginning at US$ 9 per month.

Who is it for?

The strongest attribute of Capsule CRM is its simplicity and, accordingly, ease of use. You get just enough functionality to manage contacts and boost your sales cycle. There are no complicated dashboards or endless customization options. But if you need marketing and customer service tools, phone support, or advanced reporting options, this software is not the best match for your business.
Microsoft Dynamics 365 is best for large organizations. If tight integration with the Microsoft suite is a crucial requirement, Microsoft Dynamics 365 is your best bet. This AI-powered platform combines advanced features for sales, marketing, customer service, plus ERP functions. It is a complex and expensive CRM solution; however, many enterprises find it is well worth the cost.

Ease of Use

4.6
4

Support

4.5
4.2

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison