How to Use Capsule CRM: A Complete Guide

Table Contents: show

Unlocking the Power of Capsule CRM for Your Business

Welcome to our complete guide on how to use Capsule CRM! As a business owner or manager, you know how important it is to have a reliable customer relationship management software. Capsule CRM is one of the most robust and affordable CRMs on the market today, and with the right knowledge, you can use it to streamline your sales, marketing, and customer service efforts.

In this guide, we will walk you through the steps to set up and use Capsule CRM effectively, from creating contact lists to tracking deals and automating tasks. Whether you are new to Capsule CRM or a seasoned user looking for advanced tips and tricks, this guide will provide you with everything you need to know to maximize your investment.

Introduction to Capsule CRM

The Basics of Capsule CRM

Capsule CRM is a cloud-based CRM software that helps you manage your business relationships, track sales, and improve customer service. With Capsule, you can store and organize contact information, track sales opportunities, set tasks and reminders, and create custom pipelines and reports.

Why Choose Capsule CRM for Your Business?

There are several reasons why Capsule CRM is an excellent choice for small and medium-sized businesses:

Easy to use and customize: Capsule CRM has a simple and intuitive interface that allows you to customize your workflows, pipelines, and fields to match your business needs.
Affordable pricing: Capsule CRM offers affordable pricing plans that suit businesses of any size, with no hidden costs or long-term contracts.
Integrations: Capsule CRM integrates with popular business apps like Google Workspace, Mailchimp, Xero, and Zapier, making it easy to streamline your workflows.
Excellent customer support: Capsule CRM has a responsive support team that is available to help you via email, chat, or phone.

Getting Started with Capsule CRM

Before you start using Capsule CRM, you need to sign up for an account and choose a pricing plan that suits your needs. Capsule CRM offers a free trial of their Professional plan for 30 days, which gives you full access to all features.

Once you have signed up, you can start setting up your account by following these steps:

Create your contact lists: You can import your contacts from a CSV file or manually add them to your Capsule CRM account.
Customize your pipelines: Capsule CRM allows you to create custom pipelines to track your sales opportunities, projects, or any other processes you want to manage. You can add stages and fields, and drag-and-drop your deals to move them through the pipeline.
Set up your tasks and reminders: Capsule CRM lets you assign tasks to your team members, set due dates and reminders, and track their progress. You can also create recurring tasks and set up notifications via email or mobile.
Connect integrations: Capsule CRM integrates with many popular apps, including Google Workspace, Mailchimp, and Xero. Integrating with these apps can help you automate your workflows and save time.
Start tracking your deals: Capsule CRM allows you to track your deals through your custom pipelines, add notes and attachments, and set the probability and value of each deal.

How to Use Capsule CRM

Creating and Managing Contacts in Capsule CRM

Contacts are the foundation of your business relationships, and Capsule CRM makes it easy to store and manage them. Here are the steps to create and manage contacts in Capsule CRM:

Adding contacts: You can add contacts manually by clicking on the “Add Person” or “Add Organization” button, or import them from a CSV file. You can also add custom fields to your contacts to store additional information.
Organizing contacts: Capsule CRM allows you to organize contacts into lists, tags, and segments. Lists are predefined groups of contacts, while tags are custom labels that you can add to contacts to categorize them. Segments are dynamic groups that update automatically based on specific criteria.
Viewing contact history: Capsule CRM keeps a record of all interactions with your contacts, including emails, notes, and tasks. You can view the contact history by clicking on the “History” tab in the contact view.
Automating contact management: Capsule CRM lets you automate your contact management by setting up workflows and integrations. For example, you can create a workflow that adds a tag to a contact when they open an email.

Tracking Sales Opportunities in Capsule CRM

Capsule CRM allows you to track your sales opportunities through custom pipelines. Here are the steps to create and manage your sales opportunities in Capsule CRM:

Creating pipelines: Capsule CRM allows you to create custom pipelines to track your sales opportunities. You can add stages, fields, and custom actions to your pipelines, and drag-and-drop your deals through them.
Adding deals: You can add deals to your pipelines manually by clicking on the “Add Deal” button or import them from a CSV file. You can add notes, attachments, and custom fields to your deals to store additional information.
Managing deals: Capsule CRM lets you manage your deals through your custom pipelines. You can move your deals through the stages, add tasks and notes, and set the probability and value of each deal.
Viewing sales reports: Capsule CRM provides you with sales reports that give you an overview of your sales performance. You can view the reports by clicking on the “Reports” tab in the sales view.

Automating Tasks and Workflows in Capsule CRM

Capsule CRM allows you to automate your tasks and workflows through custom workflows and integrations. Here are the steps to automate your tasks and workflows in Capsule CRM:

Creating workflows: Capsule CRM lets you create custom workflows that automate your tasks and processes. You can create triggers, conditions, and actions to automate your workflows, and set up notifications and reminders.
Integrating with other apps: Capsule CRM integrates with many popular business apps, including Google Workspace, Mailchimp, and Xero. You can connect these apps to Capsule CRM to automate your workflows and save time.
Creating custom fields: Capsule CRM allows you to create custom fields to store additional information about your contacts, deals, and tasks. You can use these fields to filter, sort, and segment your data.
Using mobile apps: Capsule CRM offers mobile apps for iOS and Android devices that allow you to access your data on the go. You can create and manage contacts, deals, and tasks, and receive notifications and alerts.

Capsule CRM Features and Functions

Capsule CRM Dashboard

The Capsule CRM dashboard is the first thing you see when you log in to your account. The dashboard gives you an overview of your sales, tasks, and contacts, and allows you to access your pipelines, reports, and settings.

Capsule CRM Contact Management

Capsule CRM allows you to store and manage your contacts in one place. You can add custom fields to your contacts to store additional information, and organize them into lists, tags, and segments.

Capsule CRM Sales Tracking

Capsule CRM lets you track your sales opportunities through custom pipelines. You can add deals, set tasks and reminders, and view reports that give you an overview of your sales performance.

Capsule CRM Task Management

Capsule CRM allows you to manage your tasks and projects in one place. You can assign tasks to your team members, set due dates and reminders, and track their progress.

Capsule CRM Integrations

Capsule CRM integrates with many popular business apps, including Google Workspace, Mailchimp, and Xero. You can connect these apps to Capsule CRM to automate your workflows and save time.

Capsule CRM Mobile Apps

Capsule CRM offers mobile apps for iOS and Android devices that allow you to access your data on the go. You can create and manage contacts, deals, and tasks, and receive notifications and alerts.

How to Use Capsule CRM: FAQ

Question	Answer
Can I try Capsule CRM for free?	Yes, Capsule CRM offers a free 30-day trial of its Professional plan that gives you full access to all features.
What is the pricing of Capsule CRM?	Capsule CRM offers pricing plans starting at $18 per user per month for its Professional plan and $36 per user per month for its Teams plan.
What integrations does Capsule CRM support?	Capsule CRM integrates with many popular business apps, including Google Workspace, Mailchimp, Xero, and Zapier.
Can I import my contacts into Capsule CRM?	Yes, you can import your contacts from a CSV file into Capsule CRM.
Can I customize my pipelines in Capsule CRM?	Yes, Capsule CRM allows you to create custom pipelines to track your sales opportunities, projects, or any other processes you want to manage. You can add stages and fields and drag-and-drop your deals through them.
Can I access Capsule CRM on my mobile device?	Yes, Capsule CRM offers mobile apps for iOS and Android devices that allow you to access your data on the go.
Does Capsule CRM offer customer support?	Yes, Capsule CRM has a responsive support team that is available to help you via email, chat, or phone.
What is Capsule CRM’s uptime guarantee?	Capsule CRM provides a 99.9% uptime guarantee for its cloud-based service.
Can I cancel my Capsule CRM subscription?	Yes, you can cancel your Capsule CRM subscription at any time.
What is the data retention policy of Capsule CRM?	Capsule CRM retains your data for 10 years after you cancel your subscription.
How secure is Capsule CRM?	Capsule CRM uses SSL encryption to protect your data in transit and secure data centers to store your data.
What payment methods does Capsule CRM accept?	Capsule CRM accepts payments via credit card, PayPal, or direct debit (UK only).
Does Capsule CRM offer discounts for nonprofits?	Yes, Capsule CRM offers a 50% discount on its pricing plans for registered nonprofits.

Capsule CRM Conclusion

Thank you for reading our complete guide on how to use Capsule CRM! We hope that this guide has provided you with valuable insights and tips on how to get the most out of Capsule CRM for your business. By following the steps and best practices outlined in this guide, you can unlock the full potential of Capsule CRM and streamline your sales, marketing, and customer service efforts.

If you have any questions or feedback on this guide, please feel free to contact our support team. We are always here to help you succeed with Capsule CRM!

Capsule CRM Closing Disclaimer

The information in this guide is provided for educational and informational purposes only. While we try to ensure the accuracy of the information, we make no guarantees or warranties about the completeness, reliability, or suitability of the information. The use of this guide and the information contained herein is at your own risk. We shall not be held liable for any damages, loss, or injury arising from the use of this guide or the information herein. Always consult a qualified professional before making any decisions that may affect your business.