Inicio rápido
Esta guía abarca todas las funciones de Capsule CRM:
- Empezando — Create your account and finish the basic setup
- Cómo utilizar la gestión de contactos — Keep every contact, note, and email history inside one record
- Cómo aprovechar las oportunidades de venta — Track deals through every stage of your sales pipeline
- Cómo utilizar el seguimiento de tareas — Never miss a follow-up on any contact, deal, or project
- Cómo utilizar el marketing por correo electrónico — Send campaigns to segmented lists without leaving your account
- Cómo utilizar el análisis de ventas — See win rates, sales activity, and deals that have stalled
- Cómo usar las integraciones — Connect Gmail, Outlook, Xero, and 70 other apps to your account
- How to Use Easy to Use Interface — Find any contact, deal, or task in seconds from one screen
- Cómo usar la aplicación móvil — Update deals and log calls from your phone between meetings
- Cómo usar campos personalizados — Track the data your business needs on contacts, deals, and projects
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
He usado Capsule CRM for eight months and tested every feature covered here.
This tutorial comes from real hands-on experience, not vendor screenshots.
Capsule CRM is one of the simplest CRM tools a small negocio can pick up.
Pero la mayoría de los usuarios solo aprovechan una pequeña parte de lo que puede hacer.
Esta guía le muestra cómo utilizar todas las funciones principales.
Paso a paso, con capturas de pantalla y consejos profesionales.
Tutorial de Capsule CRM
This How to Use Capsule CRM tutorial walks you through each feature, from your first import to the reports that show which deals are stuck.
CRM de cápsula
Capsule CRM keeps contacts, deals, and projects in one account. Move deals along your sales pipeline, log every email, and let the dashboard flag clients who need a follow-up. Start free with 250 contacts and no card.
Primeros pasos con Capsule CRM
Antes de utilizar cualquier función, complete esta configuración inicial.
Tarda unos tres minutos.
Paso 1: Crea tu cuenta
Go to the Capsule CRM website and click Sign Up.
A banner opens first with a line saying we value your privacy.
Capsule and most software sites use cookies to improve your experience and for marketing purposes.
Here is what each toggle on that banner means before you confirm preferences.
- Strictly necessary cookies: these cookies are required for the operation of our site and stay always active
- Functional cookies: remember choices on the site such as log in details and a price shown in Europe EUR
- Tracking and analytics cookies: these cookies allow us to see how visitors move around our site and help provide information on metrics such as number of visitors bounce rates etc
- Marketing cookies: used to provide customized advertising based on pages you have visited previously
Click manage preferences to switch categories on or off, then save your cookie preferences.
Some cookies are used to recognize you when you return to our site.
That setting enables us to personalize our content so you skip repeat intro screens.
A cookie that records your consent preferences stops the banner returning to your computer next visit.
Dismiss the message with the cky close icon and enter your email and password.
✓ Control: Comprueba tu bandeja de entrada para el correo electrónico de confirmación.
Paso 2: Acceda a la aplicación.
Capsule runs in any browser, with free iOS and Androide apps beside it.
Log in with your new account and you land on the dashboard.
The top menu holds Dashboard, People, Sales, Projects, Tasks, and Calendar.
Capsule keeps short videos and demos in its help centre if a screen looks unfamiliar.
✓ Control: Deberías ver el panel principal.
Paso 3: Completar la configuración inicial
Set your currency, add your company name, and invite teammates.
Then import your contacts from a CSV file using the Capsule import tool.
You can bring over your sales opportunities with the same tool built directly into Capsule.
Connect Gmail or Outlook last so past emails attach to the right record.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
How to Use Capsule CRM Contact Manager
Gestión de contactos lets you store every contact with a full history in one record.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open People & Organizations
Click People & Organizations in the top menu.
Import client information here to keep contacts and companies together.
Step 2: Add or import your contacts
Click Add Person and fill in the name, email, and business.
Así es como se ve:
✓ Control: Your new contact appears at the top of the list.
Paso 3: Organizar con etiquetas
Apply tags and datos tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ Resultado: Every contact now sits in one place with notes and links attached.
💡 Consejo profesional: Data enrichment fills in LinkedIn profiles and company details for you.
Cómo utilizar las oportunidades de venta de Capsule CRM
Oportunidades de venta lets you move deals through a sales pipeline you control.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the Sales tab
Click Sales to see your pipeline board.
Each column is a stage such as Qualified or Proposal Sent.
Step 2: Add an opportunity
Click Add Opportunity and link it to an existing contact.
Así es como se ve:
✓ Control: The pipeline header shows your total open deal value.
Step 3: Drag deals between stages
Drag each card forward as the deal progresses.
Deals that sit too long turn up on the dashboard as stale.
✅ Resultado: You can see which deals are close and which have gone quiet.
💡 Consejo profesional: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
Seguimiento de tareas lets you attach tasks to any record so follow-ups never slip.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the Tasks tab
Click Tasks to view everything due today and this week.
Step 2: Add a task to a record
Open any contact and click Add Task inside that record.
Así es como se ve:
✓ Control: The task shows on your list with the contact name beside it.
Step 3: Build a Track for repeat work
Save a templated task list as a Track for onboarding.
Tracks standardize repetitive tasks so follow-up stays consistent.
✅ Resultado: Your day starts with a clear list instead of guesswork.
💡 Consejo profesional: Apply a Track to a new client and every step is added instantáneamente.
How to Use Capsule CRM Email Marketer
Marketing por correo electrónico lets you send bulk emails to segments built from your own data.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Connect your email
Connect Gmail or Outlook so emails log against the right contact.
Step 2: Build a saved list
Filter contacts by tag, then save that filter as a list.
Dynamic lists refresh themselves, so new matching contacts get added on their own.
Así es como se ve:
✓ Control: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ Resultado: You reach the right segment without exporting a single spreadsheet.
💡 Consejo profesional: Dynamic saved lists update in real-time as new contacts match your rules.
Cómo usar Capsule CRM Sales Analytics
Análisis de ventas lets you read your sales numbers without building a spreadsheet.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abrir informes
Click Reports in the main menu.
Step 2: Pick a report
Choose sales performance, activity, or pipeline reports.
Filter by owner and date to see which rep closed what last quarter.
Así es como se ve:
✓ Control: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ Resultado: You know which deals are stuck and which reps need help.
💡 Consejo profesional: Advanced activity and sales reportando sits on the Growth plan.
Cómo usar las integraciones de Capsule CRM
Integraciones lets you connect the tools your team already uses every day.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abrir la configuración de la cuenta
Click your avatar, then choose Account Settings and Integrations.
Step 2: Connect your email
Add the Gmail add-on or the Microsoft Outlook add-in.
Así es como se ve:
✓ Control: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
Conectar Xero for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ Resultado: Email conversations and invoices appear beside the contact record.
💡 Consejo profesional: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
Interfaz fácil de usar lets you move around the app without training or a setup call.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Learn the top menu
Six tabs cover Dashboard, People, Sales, Projects, Tasks, and Calendar.
Step 2: Use global search
Type a name in the search bar to jump straight to a record.
Search reads names, emails, tags, and notes at the same time.
Así es como se ve:
✓ Control: Your saved view appears in the sidebar under saved lists.
Step 3: Save your own view
Filter a list, then save that view for one-click access.
✅ Resultado: New teammates can find what they need on day one.
💡 Consejo profesional: A super admin should set shared views before inviting the wider team.
Cómo usar la aplicación móvil Capsule CRM
Aplicación móvil lets you work your pipeline away from your computer.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Download the app
Install Capsule from the App Store or Google Play.
Step 2: Sign in
Use the same login you set on your computer.
Así es como se ve:
✓ Control: Your pipeline loads with the same stages you see on desktop.
Step 3: Log calls and notes
Add a note straight after a call so nothing is lost.
The note lands on the contact record and shows on desktop within seconds.
✅ Resultado: Notes from client visits reach the record before you drive home.
💡 Consejo profesional: Turn on push notifications so tasks due today reach your phone.
Cómo usar los campos personalizados de Capsule CRM
Campos personalizados lets you record data that the default fields do not cover.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abrir la configuración de la cuenta
Go to Account Settings and click Custom Fields.
Paso 2: Agregar campos personalizados
Pick texto, number, date, or list, then name the field.
Así es como se ve:
✓ Control: The new field shows on every contact record you open.
Step 3: Filter by your new field
Build a saved list using the field you just created.
Custom fields also show inside reports, so you can group deals by them.
✅ Resultado: Your account now tracks the details your competitors keep in spreadsheets.
💡 Consejo profesional: Add custom fields before you import, or you will re-map the data twice.
Consejos y atajos profesionales de Capsule CRM
After eight months in the app, here are the shortcuts I use most.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Find any record | Click the search bar and start typing a name |
| Add a contact | Press the + button in the top right corner |
| View today’s tasks | Open the Tasks tab from the top menu |
| Share a record | Copy the record URL from your browser bar |
Características ocultas que la mayoría de la gente pasa por alto
- Tracks: templated task lists that automate recurring processes like client onboarding
- Dynamic saved lists: lists that update in real-time as records match your rules
- Data enrichment: pulls company details and social links onto a contact automatically
Errores comunes que debe evitar Capsule CRM
Mistake #1: Importing before the data structure is set
❌ Incorrecto: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ Derecha: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ Incorrecto: Forcing new business, renewals, and demos into a single stage list.
✅ Derecha: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ Incorrecto: Skipping past Stale Opportunities because the deal felt safe last month.
✅ Derecha: Clear that list every Monday and log one task per stale deal.
Solución de problemas de Capsule CRM
Problem: You are signed out every time you return
Causa: Your browser clears the cookie that keeps you signed in.
Arreglar: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
Causa: The CSV headers did not match during the mapping step.
Arreglar: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
Causa: The Gmail add-on or Outlook add-in is not connected to that mailbox.
Arreglar: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 Nota: If none of these fix your issue, contact Capsule CRM support.
¿Qué es Capsule CRM?
CRM de cápsula is a CRM tool that helps you manage contacts, sales, and projects in one account.
Think of it like a shared address book that also remembers every deal and task.
Mira este breve resumen:
Incluye estas características clave:
- Gestión de contactos: Store people and companies with notes, tasks, emails, and files attached.
- Oportunidades de venta: Track deals, values, and close dates across one or more pipelines.
- Seguimiento de tareas: Assign tasks to people, deals, and projects with due dates.
- Marketing por correo electrónico: Send campaigns from saved lists and log replies back to records.
- Análisis de ventas: Report on won and lost deals, activity levels, and pipeline health.
- Integraciones: Link email, contabilidad, calendar, and support apps in a few clicks.
- Interfaz fácil de usar: A plain top menu covering contacts, sales, projects, and tasks.
- Aplicación móvil: iOS and Android apps with contacts, tasks, and pipeline access.
- Campos personalizados: Add your own fields to contacts, sales opportunities, and projects.
Para una revisión completa, consulte nuestra Reseña de Capsule CRM.
Precios de Capsule CRM
Este es el precio de Capsule CRM en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | $0 | Solo founders testing a CRM with a small contact list |
| Motor de arranque | $18/usuario/mes | Small teams that need more contacts and custom fields |
| Crecimiento | $36/usuario/mes | Teams wanting multiple pipelines and advanced sales reporting |
Prueba gratuita: Yes, 14 days on paid plans, and the Free plan never expires.
Garantía de devolución de dinero: No formal guarantee, but you can cancel monthly billing anytime.
💰 Mejor relación calidad-precio: Starter — custom fields and a full sales pipeline at a fair price.
CRM en cápsulas frente a alternativas
¿Cómo se compara Capsule CRM con la competencia? Este es el panorama competitivo:
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| CRM de cápsula | Simple contact and deal tracking | $18/mes | ⭐ 4 |
| HubSpot | Marketing and sales in one place | $20/mes | ⭐ 4.5 |
| Pipedrive | Visual pipeline selling | $14/mes | ⭐ 4.4 |
| Zoho CRM | Feature depth on a budget | $14/mes | ⭐ 4.2 |
| Ventas frescas | Teléfono y chat integrados | $9/mes | ⭐ 4.3 |
Selecciones rápidas:
- Mejor en general: HubSpot — the widest feature set if budget allows
- Mejor presupuesto: Freshsales — the lowest entry price of the group
- Ideal para principiantes: Capsule CRM — the shortest path from signup to first deal
- Ideal para vendedores visuales: Pipedrive — the pipeline board leads the whole app
🎯 Alternativas a Capsule CRM
¿Buscas alternativas a Capsule CRM? Aquí tienes las mejores opciones:
- 🚀 HubSpot: Free CRM with marketing tools attached, though costs climb fast once you add paid hubs.
- 🎯 Pipedrive: Built around a drag-and-drop sales pipeline, ideal for teams who live in deal stages.
- 💰 Zoho CRM: Deep customization and low pricing, with a longer setup than Capsule needs.
- ⚡ Ventas frescas: Bundles calling and chat into the record, useful for phone-heavy sales teams.
Para ver la lista completa, consulte nuestra Alternativas a Capsule CRM guía.
⚔️ Comparación de Capsule CRM
Así es como Capsule CRM se compara con cada uno de sus competidores:
- CRM de cápsula frente a HubSpot: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- CRM de cápsula frente a Pipedrive: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRM frente a Zoho CRM: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRM vs Freshsales: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
Empiece a usar Capsule CRM ahora
Aprendiste a usar todas las funciones principales de Capsule CRM:
- ✅ Gestión de contactos
- ✅ Oportunidades de venta
- ✅ Seguimiento de tareas
- ✅ Marketing por correo electrónico
- ✅ Análisis de ventas
- ✅ Integraciones
- ✅ Easy to Use Interface
- ✅ Aplicación móvil
- ✅ Campos personalizados
Siguiente paso: Elige una función y pruébala ahora.
La mayoría de la gente empieza por la gestión de contactos.
Tarda menos de cinco minutos.
Preguntas frecuentes
¿Capsule CRM es gratuito?
Yes. The Free plan costs $0 and covers two users with 250 contacts. Paid plans start at $18 per user per month when you outgrow it.
¿Es Capsule una buena opción para las pequeñas empresas?
Yes. Small teams pick it for the short setup, the simple sales pipeline, and pricing that stays below HubSpot and Zoho CRM.
Can I import contacts from a CSV file?
Yes. The import tool built directly into Capsule maps your CSV columns to fields. You can import sales opportunities the same way.
Does Capsule CRM connect to Gmail and Outlook?
Yes. There is a Gmail add-on and a Microsoft Outlook add-in. Both log email conversations and let you create sales opportunities.
How many integrations does Capsule CRM have?
Capsule integrates with over 70 apps, including Xero for contabilidad and Outlook Calendar for scheduling meetings and demos.
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