{"id":205674,"date":"2026-03-14T01:48:51","date_gmt":"2026-03-13T22:48:51","guid":{"rendered":"https:\/\/www.fahimai.com\/?p=205674"},"modified":"2026-08-16T11:04:22","modified_gmt":"2026-08-16T08:04:22","slug":"how-to-use-capsule-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/es\/how-to-use-capsule-crm","title":{"rendered":"How to Use Capsule CRM (2026): Master It in Under 10 Minutes"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image144152_8fac09-8a.kb-image-is-ratio-size, .kb-image144152_8fac09-8a .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image144152_8fac09-8a.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image144152_8fac09-8a .kb-image-is-ratio-size{align-self:unset;}.kb-image144152_8fac09-8a figure{max-width:350px;}.kb-image144152_8fac09-8a .image-is-svg, .kb-image144152_8fac09-8a .image-is-svg img{width:100%;}.kb-image144152_8fac09-8a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image144152_8fac09-8a\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA.png\" alt=\"Capsule CTA\" class=\"kb-img wp-image-25570\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Capsule CRM feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-capsule-crm\">Getting Started<\/a> \u2014 Create your account and finish the basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-contact-management\">How to Use Contact Management<\/a> \u2014 Keep every contact, note, and email history inside one record<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-sales-opportunities\">How to Use Sales Opportunities<\/a> \u2014 Track deals through every stage of your sales pipeline<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-task-tracking\">How to Use Task Tracking<\/a> \u2014 Never miss a follow-up on any contact, deal, or project<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-email-marketing\">How to Use Email Marketing<\/a> \u2014 Send campaigns to segmented lists without leaving your account<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-sales-analytics\">How to Use Sales Analytics<\/a> \u2014 See win rates, sales activity, and deals that have stalled<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-integrations\">How to Use Integrations<\/a> \u2014 Connect Gmail, Outlook, Xero, and 70 other apps to your account<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-easy-to-use\">How to Use Easy to Use Interface<\/a> \u2014 Find any contact, deal, or task in seconds from one screen<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-mobile-app\">How to Use Mobile App<\/a> \u2014 Update deals and log calls from your phone between meetings<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-custom-fields\">How to Use Custom Fields<\/a> \u2014 Track the data your business needs on contacts, deals, and projects<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#capsule-crm-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#capsule-crm-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#capsule-crm-troubleshooting\">Troubleshooting<\/a> | <a href=\"#capsule-crm-pricing\">Pricing<\/a> | <a href=\"#capsule-crm-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have used Capsule <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-coaches\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150799\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for eight months and tested every feature covered here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This tutorial comes from real hands-on experience, not vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/How-to-use-capsule-crm.png\" alt=\"Capsule CRM feature overview\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule CRM is one of the simplest CRM tools a small <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-ai-tools-for-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150801\">business<\/a> can pick up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use every major feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='capsule-crm-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Capsule CRM Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image144152_8fac09-8a.kb-image-is-ratio-size, .kb-image144152_8fac09-8a .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image144152_8fac09-8a.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image144152_8fac09-8a .kb-image-is-ratio-size{align-self:unset;}.kb-image144152_8fac09-8a figure{max-width:350px;}.kb-image144152_8fac09-8a .image-is-svg, .kb-image144152_8fac09-8a .image-is-svg img{width:100%;}.kb-image144152_8fac09-8a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image144152_8fac09-8a\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA.png\" alt=\"Capsule CTA\" class=\"kb-img wp-image-25570\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Capsule CRM<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/capsule-crm\" target=\"_blank\" rel=\"noopener\">TRY CAPSULE CRM NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/capsule-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/capsule-crm-alternatives\">CAPSULE CRM ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-capsule-crm'  id=\"boomdevs_3\" id=\"getting-started-with-capsule-crm\" class=\"wp-block-heading\">Getting Started with Capsule CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before using any feature, finish this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Capsule CRM website and click Sign Up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A banner opens first with a line saying we value your privacy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule and most software sites use cookies to improve your experience and for marketing purposes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what each toggle on that banner means before you confirm preferences.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strictly necessary cookies:<\/strong> these cookies are required for the operation of our site and stay always active<\/li>\n\n\n\n<li><strong>Functional cookies:<\/strong> remember choices on the site such as log in details and a price shown in Europe EUR<\/li>\n\n\n\n<li><strong>Tracking and analytics cookies:<\/strong> 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<\/li>\n\n\n\n<li><strong>Marketing cookies:<\/strong> used to provide customized advertising based on pages you have visited previously<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Click manage preferences to switch categories on or off, then save your cookie preferences.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some cookies are used to recognize you when you return to our site.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That setting enables us to personalize our content so you skip repeat intro screens.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A cookie that records your consent preferences stops the banner returning to your computer next visit.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dismiss the message with the cky close icon and enter your email and password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150807\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for the confirmation email.<\/p>\n\n\n\n<h4 id='step-2-access-the-app'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Access the App<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule runs in any browser, with free iOS and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistants-for-android\" title=\"Android\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150803\">Android<\/a> apps beside it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in with your new account and you land on the dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The top menu holds Dashboard, People, Sales, Projects, Tasks, and Calendar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule keeps short videos and demos in its help centre if a screen looks unfamiliar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Set your currency, add your company name, and invite teammates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then import your contacts from a CSV file using the Capsule import tool.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can bring over your sales opportunities with the same tool built directly into Capsule.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Connect Gmail or Outlook last so past emails attach to the right record.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You are ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-contact-manager'  id=\"boomdevs_7\" id=\"how-to-use-capsule-crm-contact-management\" class=\"wp-block-heading\">How to Use Capsule CRM Contact Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Contact Management<\/strong> lets you store every contact with a full history in one record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-people-organizations'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open People &amp; Organizations<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click People &amp; Organizations in the top menu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Import client information here to keep contacts and companies together.<\/p>\n\n\n\n<h4 id='step-2-add-or-import-your-contacts'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Add or import your contacts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Add Person and fill in the name, email, and business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image198684_79676a-ca .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198684_79676a-ca size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"948\" height=\"429\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Contact-Management.png\" alt=\"Capsule Contact Management\" class=\"kb-img wp-image-25573\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Contact-Management.png 948w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Contact-Management-480x217.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 948px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your new contact appears at the top of the list.<\/p>\n\n\n\n<h4 id='step-3-organize-with-tags'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Organize with tags<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Apply tags and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/alaya-ai\" title=\"data\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150808\" target=\"_blank\" rel=\"noopener\">data<\/a> tags so you can filter contacts later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Data tags carry extra fields, so a Client tag can hold a renewal date.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every contact now sits in one place with notes and links attached.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Data enrichment fills in <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"LinkedIn\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150810\">LinkedIn<\/a> profiles and company details for you.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-sales-opportunities'  id=\"boomdevs_11\" id=\"how-to-use-capsule-crm-sales-opportunities\" class=\"wp-block-heading\">How to Use Capsule CRM Sales Opportunities<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Opportunities<\/strong> lets you move deals through a sales pipeline you control.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-sales-tab'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Open the Sales tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Sales to see your pipeline board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each column is a stage such as Qualified or Proposal Sent.<\/p>\n\n\n\n<h4 id='step-2-add-an-opportunity'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Add an opportunity<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Add Opportunity and link it to an existing contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image198685_9fd0e4-cd .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198685_9fd0e4-cd size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"949\" height=\"464\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-sales-pipeline.png\" alt=\"Capsule sales pipeline\" class=\"kb-img wp-image-25574\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-sales-pipeline.png 949w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-sales-pipeline-480x235.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 949px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The pipeline header shows your total open deal value.<\/p>\n\n\n\n<h4 id='step-3-drag-deals-between-stages'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Drag deals between stages<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag each card forward as the deal progresses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Deals that sit too long turn up on the dashboard as stale.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can see which deals are close and which have gone quiet.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> The Growth plan unlocks multiple sales pipelines for different sales processes.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-task-tracker'  id=\"boomdevs_15\" id=\"how-to-use-capsule-crm-task-tracking\" class=\"wp-block-heading\">How to Use Capsule CRM Task Tracker<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Task Tracking<\/strong> lets you attach tasks to any record so follow-ups never slip.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-tasks-tab'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open the Tasks tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Tasks to view everything due today and this week.<\/p>\n\n\n\n<h4 id='step-2-add-a-task-to-a-record'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Add a task to a record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open any contact and click Add Task inside that record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image198686_9a9f8d-fc .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198686_9a9f8d-fc size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1014\" height=\"338\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/Untitled-design-1.png\" alt=\"Task Tracking\" class=\"kb-img wp-image-212295\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/Untitled-design-1.png 1014w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/Untitled-design-1-980x327.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/Untitled-design-1-480x160.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1014px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The task shows on your list with the contact name beside it.<\/p>\n\n\n\n<h4 id='step-3-build-a-track-for-repeat-work'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Build a Track for repeat work<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Save a templated task list as a Track for onboarding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tracks standardize repetitive tasks so follow-up stays consistent.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your day starts with a clear list instead of guesswork.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Apply a Track to a new client and every step is added <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150805\" target=\"_blank\" rel=\"noopener\">instantly<\/a>.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-email-marketer'  id=\"boomdevs_19\" id=\"how-to-use-capsule-crm-email-marketing\" class=\"wp-block-heading\">How to Use Capsule CRM Email Marketer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Marketing<\/strong> lets you send bulk emails to segments built from your own data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-email'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Connect your email<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Connect Gmail or Outlook so emails log against the right contact.<\/p>\n\n\n\n<h4 id='step-2-build-a-saved-list'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Build a saved list<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter contacts by tag, then save that filter as a list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dynamic lists refresh themselves, so new matching contacts get added on their own.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\u2705  How To Send Email With Capsule CRM\ud83d\udd34\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/mlKgna_e4rc?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your list count matches the number of filtered contacts.<\/p>\n\n\n\n<h4 id='step-3-send-and-review'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Send and review<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Write your campaign, send it, and check opens and clicks.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You reach the right segment without exporting a single spreadsheet.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Dynamic saved lists update in real-time as new contacts match your rules.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-sales-analytics'  id=\"boomdevs_23\" id=\"how-to-use-capsule-crm-sales-analytics\" class=\"wp-block-heading\">How to Use Capsule CRM Sales Analytics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Analytics<\/strong> lets you read your sales numbers without building a spreadsheet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-reports'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open Reports<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Reports in the main menu.<\/p>\n\n\n\n<h4 id='step-2-pick-a-report'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Pick a report<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose sales performance, activity, or pipeline reports.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Filter by owner and date to see which rep closed what last quarter.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Are You Profitable? How to Use Capsule CRM&amp;apos;s Sales Analytics\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/d74pQFztQ5I?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your dashboard shows deal counts by stage and owner.<\/p>\n\n\n\n<h4 id='step-3-check-stale-opportunities'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Check Stale Opportunities<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The dashboard flags Stale Opportunities that need follow-up now.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You know which deals are stuck and which reps need help.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Advanced activity and sales <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150804\" target=\"_blank\" rel=\"noopener\">reporting<\/a> sits on the Growth plan.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-integrations'  id=\"boomdevs_27\" id=\"how-to-use-capsule-crm-integrations\" class=\"wp-block-heading\">How to Use Capsule CRM Integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Integrations<\/strong> lets you connect the tools your team already uses every day.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-account-settings'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Open Account Settings<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click your avatar, then choose Account Settings and Integrations.<\/p>\n\n\n\n<h4 id='step-2-connect-your-email'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Connect your email<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add the Gmail add-on or the Microsoft Outlook add-in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Integrating WPForms with Capsule CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/AbDE3KWxPO4?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Connected apps show a green status inside the Integrations page.<\/p>\n\n\n\n<h4 id='step-3-add-accounting-and-calendar'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Add accounting and calendar<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Connect <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/xero\" title=\"Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150813\" target=\"_blank\" rel=\"noopener\">Xero<\/a> for invoices and Outlook Calendar for scheduling.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each connection is a login handshake, so no developer time is needed.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Email conversations and invoices appear beside the contact record.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Capsule works with over 70 apps, so check the list before paying for a connector.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-interface'  id=\"boomdevs_31\" id=\"how-to-use-capsule-crm-easy-to-use\" class=\"wp-block-heading\">How to Use Capsule CRM Interface<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Easy to Use Interface<\/strong> lets you move around the app without training or a setup call.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-learn-the-top-menu'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Learn the top menu<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Six tabs cover Dashboard, People, Sales, Projects, Tasks, and Calendar.<\/p>\n\n\n\n<h4 id='step-2-use-global-search'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Use global search<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Type a name in the search bar to jump straight to a record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search reads names, emails, tags, and notes at the same time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Capsule CRM Demo &amp; Full Tutorial to Streamline Your Business Processes\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/NCkjGosCwbU?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your saved view appears in the sidebar under saved lists.<\/p>\n\n\n\n<h4 id='step-3-save-your-own-view'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Save your own view<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter a list, then save that view for one-click access.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> New teammates can find what they need on day one.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> A super admin should set shared views before inviting the wider team.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-mobile-app'  id=\"boomdevs_35\" id=\"how-to-use-capsule-crm-mobile-app\" class=\"wp-block-heading\">How to Use Capsule CRM Mobile App<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mobile App<\/strong> lets you work your pipeline away from your computer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-download-the-app'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Download the app<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Install Capsule from the App Store or Google Play.<\/p>\n\n\n\n<h4 id='step-2-sign-in'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Sign in<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use the same login you set on your computer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Capsule CRM app - how to set it up and what you can do on it!\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/CPSUhrYJyg4?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your pipeline loads with the same stages you see on desktop.<\/p>\n\n\n\n<h4 id='step-3-log-calls-and-notes'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Log calls and notes<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add a note straight after a call so nothing is lost.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The note lands on the contact record and shows on desktop within seconds.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Notes from client visits reach the record before you drive home.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Turn on push notifications so tasks due today reach your phone.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-custom-fields'  id=\"boomdevs_39\" id=\"how-to-use-capsule-crm-custom-fields\" class=\"wp-block-heading\">How to Use Capsule CRM Custom Fields<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Custom Fields<\/strong> lets you record data that the default fields do not cover.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-account-settings-1'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open Account Settings<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to Account Settings and click Custom Fields.<\/p>\n\n\n\n<h4 id='step-2-add-custom-fields'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Add custom fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-text-generator\" title=\"text\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150812\" target=\"_blank\" rel=\"noopener\">text<\/a>, number, date, or list, then name the field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Capsule - How to Add Custom Fields\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/XYnQAEcUZqI?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The new field shows on every contact record you open.<\/p>\n\n\n\n<h4 id='step-3-filter-by-your-new-field'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Filter by your new field<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Build a saved list using the field you just created.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Custom fields also show inside reports, so you can group deals by them.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your account now tracks the details your competitors keep in spreadsheets.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Add custom fields before you import, or you will re-map the data twice.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"capsule-crm-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Capsule CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After eight months in the app, here are the shortcuts I use most.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Find any record<\/td><td>Click the search bar and start typing a name<\/td><\/tr><tr><td>Add a contact<\/td><td>Press the + button in the top right corner<\/td><\/tr><tr><td>View today&#8217;s tasks<\/td><td>Open the Tasks tab from the top menu<\/td><\/tr><tr><td>Share a record<\/td><td>Copy the record URL from your browser bar<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tracks:<\/strong> templated task lists that automate recurring processes like client onboarding<\/li>\n\n\n\n<li><strong>Dynamic saved lists:<\/strong> lists that update in real-time as records match your rules<\/li>\n\n\n\n<li><strong>Data enrichment:<\/strong> pulls company details and social links onto a contact automatically<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"capsule-crm-common-mistakes-to-avoid\" class=\"wp-block-heading\">Capsule CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing before the data structure is set<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping a CSV of 5,000 contacts on day one, then adding fields later.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Configure fields and tags, connect Gmail or Outlook, then import.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Running everything through one pipeline<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Forcing new business, renewals, and demos into a single stage list.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Use separate pipelines so each sales process has its own stages.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Ignoring the dashboard warnings<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Skipping past Stale Opportunities because the deal felt safe last month.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Clear that list every Monday and log one task per stale deal.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-troubleshooting'  id=\"boomdevs_45\" id=\"capsule-crm-troubleshooting\" class=\"wp-block-heading\">Capsule CRM Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: You are signed out every time you return<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your browser clears the cookie that keeps you signed in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Allow cookies for capsulecrm.com, or stop clearing them on close.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Imported contacts land in the wrong fields<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The CSV headers did not match during the mapping step.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Undo the import from Account Settings, fix headers, and map columns again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails are not attaching to a record<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The Gmail add-on or Outlook add-in is not connected to that mailbox.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Capsule CRM support.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-capsule-crm'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Capsule CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Capsule CRM<\/strong> is a CRM tool that helps you manage contacts, sales, and projects in one account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a shared address book that also remembers every deal and task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Capsule CRM - Review &amp; Demo\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/2jxJkk_5qLo?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contact Management:<\/strong> Store people and companies with notes, tasks, emails, and files attached.<\/li>\n\n\n\n<li><strong>Sales Opportunities:<\/strong> Track deals, values, and close dates across one or more pipelines.<\/li>\n\n\n\n<li><strong>Task Tracking:<\/strong> Assign tasks to people, deals, and projects with due dates.<\/li>\n\n\n\n<li><strong>Email Marketing:<\/strong> Send campaigns from saved lists and log replies back to records.<\/li>\n\n\n\n<li><strong>Sales Analytics:<\/strong> Report on won and lost deals, activity levels, and pipeline health.<\/li>\n\n\n\n<li><strong>Integrations:<\/strong> Link email, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150800\" target=\"_blank\" rel=\"noopener\">accounting<\/a>, calendar, and support apps in a few clicks.<\/li>\n\n\n\n<li><strong>Easy to Use Interface:<\/strong> A plain top menu covering contacts, sales, projects, and tasks.<\/li>\n\n\n\n<li><strong>Mobile App:<\/strong> iOS and Android apps with contacts, tasks, and pipeline access.<\/li>\n\n\n\n<li><strong>Custom Fields:<\/strong> Add your own fields to contacts, sales opportunities, and projects.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/capsule-crm\">Capsule CRM review<\/a>.<\/p>\n\n\n<style>.kb-image198680_7cadae-6a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198680_7cadae-6a size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"946\" height=\"461\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Homepage.png\" alt=\"Capsule Homepage\" class=\"kb-img wp-image-25580\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Homepage.png 946w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Homepage-480x234.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 946px, 100vw\" \/><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-pricing'  id=\"boomdevs_47\" id=\"capsule-crm-pricing\" class=\"wp-block-heading\">Capsule CRM Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Capsule CRM costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Free<\/td><td>$0<\/td><td>Solo founders testing a CRM with a small contact list<\/td><\/tr><tr><td>Starter<\/td><td>$18\/user\/month<\/td><td>Small teams that need more contacts and custom fields<\/td><\/tr><tr><td>Growth<\/td><td>$36\/user\/month<\/td><td>Teams wanting multiple pipelines and advanced sales reporting<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, 14 days on paid plans, and the Free plan never expires.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No formal guarantee, but you can cancel monthly billing anytime.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Starter \u2014 custom fields and a full sales pipeline at a fair price.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn 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#3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-vs-alternatives'  id=\"boomdevs_48\" id=\"capsule-crm-vs-alternatives\" class=\"wp-block-heading\">Capsule CRM vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Capsule CRM compare? Here is the competitive landscape:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Capsule CRM<\/strong><\/td><td>Simple contact and deal tracking<\/td><td>$18\/mo<\/td><td>\u2b50 4<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing and sales in one place<\/td><td>$20\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/pipedrive\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150814\">Pipedrive<\/a><\/td><td>Visual pipeline selling<\/td><td>$14\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Zoho CRM<\/td><td>Feature depth on a budget<\/td><td>$14\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>Freshsales<\/td><td>Built-in phone and chat<\/td><td>$9\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> HubSpot \u2014 the widest feature set if budget allows<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales \u2014 the lowest entry price of the group<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Capsule CRM \u2014 the shortest path from signup to first deal<\/li>\n\n\n\n<li><strong>Best for visual sellers:<\/strong> Pipedrive \u2014 the pipeline board leads the whole app<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Capsule CRM Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Capsule CRM alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>HubSpot:<\/strong> Free CRM with marketing tools attached, though costs climb fast once you add paid hubs.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Pipedrive:<\/strong> Built around a drag-and-drop sales pipeline, ideal for teams who live in deal stages.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Zoho CRM:<\/strong> Deep customization and low pricing, with a longer setup than Capsule needs.<\/li>\n\n\n\n<li>\u26a1 <strong>Freshsales:<\/strong> Bundles calling and chat into the record, useful for phone-heavy sales teams.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/capsule-crm-alternatives\">Capsule CRM alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Capsule CRM Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Capsule CRM stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-capsule-crm\" title=\"Capsule CRM vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150802\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs HubSpot<\/a>:<\/strong> HubSpot wins on features, Capsule wins on simple pricing and faster setup.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-capsule-crm\" title=\"Capsule CRM vs Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150811\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs Pipedrive<\/a>:<\/strong> Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm-vs-zoho-crm\" title=\"Capsule CRM vs Zoho CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150809\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs Zoho CRM<\/a>:<\/strong> Zoho customizes further, but Capsule stays usable without an admin behind it.<\/li>\n\n\n\n<li><strong>Capsule CRM vs Freshsales:<\/strong> Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-capsule-crm-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Capsule CRM Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Capsule CRM feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Contact Management<\/li>\n\n\n\n<li>\u2705 Sales Opportunities<\/li>\n\n\n\n<li>\u2705 Task Tracking<\/li>\n\n\n\n<li>\u2705 Email Marketing<\/li>\n\n\n\n<li>\u2705 Sales Analytics<\/li>\n\n\n\n<li>\u2705 Integrations<\/li>\n\n\n\n<li>\u2705 Easy to Use Interface<\/li>\n\n\n\n<li>\u2705 Mobile App<\/li>\n\n\n\n<li>\u2705 Custom Fields<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with Contact Management.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than five minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Capsule CRM free?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Capsule good for small business?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Small teams pick it for the short setup, the simple sales pipeline, and pricing that stays below HubSpot and Zoho CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Can I import contacts from a CSV file?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. The import tool built directly into Capsule maps your CSV columns to fields. You can import sales opportunities the same way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Capsule CRM connect to Gmail and Outlook?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. There is a Gmail add-on and a Microsoft Outlook add-in. Both log email conversations and let you create sales opportunities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How many integrations does Capsule CRM have?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule integrates with over 70 apps, including Xero for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-accounting-software\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150806\" target=\"_blank\" rel=\"noopener\">accounting<\/a> and Outlook Calendar for scheduling meetings and demos.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-capsule-crm\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Capsule CRM\",\n      \"description\": \"Set up your Capsule CRM account and complete 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