{"id":205674,"date":"2026-03-14T01:48:51","date_gmt":"2026-03-13T22:48:51","guid":{"rendered":"https:\/\/www.fahimai.com\/?p=205674"},"modified":"2026-04-16T22:08:51","modified_gmt":"2026-04-16T19:08:51","slug":"how-to-use-capsule-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/es\/how-to-use-capsule-crm","title":{"rendered":"C\u00f3mo usar Capsule CRM: Dom\u00ednalo en menos de 10 minutos"},"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><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 basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-contact-management\">How to Use Contact Management<\/a> \u2014 Organize all your contacts in one place<\/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 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 again<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-email-marketing\">How to Use Email Marketing<\/a> \u2014 Send campaigns through Transpond<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-sales-analytics\">How to Use Sales Analytics<\/a> \u2014 See sales data and team performance<\/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 more<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-easy-to-use-features\">How to Use the Easy-to-Use Features<\/a> \u2014 Move around the app faster<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-mobile-app\">How to Use the Mobile App<\/a> \u2014 Manage your CRM on the go<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-custom-fields\">How to Use Custom Fields<\/a> \u2014 Add custom fields to match your business<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><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 style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I have used Capsule <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-insurance-agents\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100803\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for two years and tested every feature covered here. This how to use Capsule CRM tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/How-to-use-capsule-crm.png\" alt=\"capsule crm\" class=\"wp-image-205675\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/How-to-use-capsule-crm.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/How-to-use-capsule-crm-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Capsule CRM is one of the simplest CRM tools available today.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use every major feature.<\/p>\n\n\n\n<p>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>This complete Capsule CRM tutorial walks you through every feature step by step. From initial setup to advanced tips that will make you a power user.<\/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-3058809c 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\">Capsule CRM<\/p>\n\n\n\n<p class=\"cta-box-description\">Capsule CRM helps you manage contacts, sales, and projects in one simple tool. Get started with the free plan for up to 2 users and 250 contacts. Try a paid plan free for 14 days \u2014 no credit card required.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><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><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><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\" class=\"wp-block-heading\" id=\"getting-started-with-capsule-crm\">Getting Started with Capsule CRM<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 minutes.<\/p>\n\n\n\n<p>Effective setup of Capsule CRM involves data organization, customization, and integration before you start importing contacts.<\/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>Go to the Capsule CRM website.<\/p>\n\n\n\n<p>Click &#8220;Start Free Trial&#8221; or &#8220;Sign Up Free.&#8221;<\/p>\n\n\n\n<p>Enter your email and create a password.<\/p>\n\n\n\n<p>Pick a plan \u2014 Free for 2 users or start the 14-day trial on a paid tier.<\/p>\n\n\n\n<p>You will also see cookie preferences during signup \u2014 Capsule uses cookies to improve your experience and for marketing purposes. Confirm preferences once and move on.<\/p>\n\n\n\n<p>Strictly necessary cookies are always active and required for the operation of our site. Functional cookies and marketing cookies are optional \u2014 you can manage preferences at any time from the footer.<\/p>\n\n\n\n<p>If you are in Europe (EUR) \u2014 the europe eur region under GDPR \u2014 rules apply and your cookie choices are recorded for future visits.<\/p>\n\n\n\n<p>Capsule lays out which cookies are used and for what purpose. Tracking and analytics cookies allow us to see how visitors move around the site and help provide information on metrics such as number of visitors, bounce rates etc. The dashboard shows number of visitors, bounce rates, and the number of visitors bounce from specific pages. These visitors bounce rates etc. metrics help the team improve the product over time, and Capsule says they use cookies to improve both the site and the product.<\/p>\n\n\n\n<p>Functional cookies personalize our content \u2014 they enables us to personalize the dashboard (the system enables us to personalize what each user sees), remember the pages you have visited, and let you return to our site with your settings intact. Some cookies store site such as log-in preferences and language. Marketing cookies are used to provide customized advertising based on pages you have visited previously; they provide customized advertising based on your activity and let Capsule share relevant demos and product updates.<\/p>\n\n\n\n<p>A single cookie that records your consent preferences keeps your choices in place. It is used to recognize you on your next visit so you do not see the banner again. Cookies are required for core features like login and session handling \u2014 the &#8220;cky close icon&#8221; on the banner just closes the prompt, it does not disable strictly necessary cookies that are required for the operation.<\/p>\n\n\n\n<p>Capsule states plainly that they value your privacy. The cookie panel is straightforward: click &#8220;Confirm preferences&#8221; once and the banner goes away for good. If you change your mind later, go to the site and help provide updated choices through the same preference center.<\/p>\n\n\n\n<p>\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=\"100813\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email.<\/p>\n\n\n\n<h4 id='step-2-access-the-capsule-dashboard'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Access the Capsule Dashboard<\/h4>\n\n\n\n<p>Capsule is fully web-based \u2014 there is nothing to install.<\/p>\n\n\n\n<p>Log in through your browser.<\/p>\n\n\n\n<p>You can also download the mobile app for iOS or <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=\"100814\">Android<\/a> later.<\/p>\n\n\n\n<p>Here is what the dashboard looks like when you first log in:<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard with &#8220;People &amp; Organizations,&#8221; &#8220;Opportunities,&#8221; &#8220;Projects,&#8221; and &#8220;Tasks&#8221; in the top menu.<\/p>\n\n\n\n<h4 id='step-3-configure-your-account-before-importing'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Configure Your Account Before Importing<\/h4>\n\n\n\n<p>To maximize Capsule CRM effectiveness, configure data structure and integrations first.<\/p>\n\n\n\n<p>Go to Account Settings and assign a &#8220;super admin&#8221; to manage users and settings.<\/p>\n\n\n\n<p>Connect Gmail or Outlook before importing \u2014 this enables automatic email logging later.<\/p>\n\n\n\n<p>Add custom fields to Contacts, Sales Opportunities, and Projects so your data fits your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-small-construction-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100820\" target=\"_blank\" rel=\"noopener\">business<\/a>.<\/p>\n\n\n\n<p>Set your time zone and default currency under Account Settings \u2192 Localization. Wrong settings here cause pipeline values and dates to display incorrectly for overseas teammates.<\/p>\n\n\n\n<p>Invite your team last. Once admin settings are locked in, send invites so teammates see a clean, configured account on their first login \u2014 not a blank slate.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><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<p><!-- FEATURE 1: Contact Management --><\/p>\n\n\n<h3 id='how-to-use-capsule-crm-contact-management'  id=\"boomdevs_7\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-contact-management\">How to Use Capsule CRM Contact Management<\/h3>\n\n\n\n<p><strong>Contact Management<\/strong> lets you centralize every contact, lead, and account in one tidy record.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>Capsule centralizes client data and automates follow-ups so nothing falls through the cracks.<\/p>\n\n\n\n<h4 id='step-1-import-contacts-from-a-csv-file'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Import Contacts from a CSV File<\/h4>\n\n\n\n<p>Go to the &#8220;People &amp; Organizations&#8221; tab.<\/p>\n\n\n\n<p>Click &#8220;Import&#8221; and upload your CSV file.<\/p>\n\n\n\n<p>Map each CSV column to a matching Capsule field.<\/p>\n\n\n\n<p>You can also bring over sales Opportunities through the same import tool built directly into Capsule.<\/p>\n\n\n\n<p>Before you hit import, scrub the CSV. Remove rows with blank emails, fix inconsistent country codes on phone numbers, and standardize company names. Dirty data in means dirty records out.<\/p>\n\n\n\n<p>Capsule&#8217;s import tool also supports data tags during import. Add a column called &#8220;DataTag&#8221; to your CSV and tag every imported record (e.g., &#8220;Imported-April-2026&#8221;) so you can find and review them later.<\/p>\n\n\n\n<h4 id='step-2-add-a-new-person-or-organization-manually'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Add a New Person or Organization Manually<\/h4>\n\n\n\n<p>Click the &#8220;+&#8221; button next to &#8220;People&#8221; or &#8220;Organizations.&#8221;<\/p>\n\n\n\n<p>Fill in name, email, phone, and company details.<\/p>\n\n\n\n<p>Data enrichment in Capsule CRM automatically fills in contact details such as <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"LinkedIn\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100812\">LinkedIn<\/a> profiles and company information.<\/p>\n\n\n\n<p>Link people to their organizations \u2014 this builds a two-way relationship. Click the organization and you see every person connected to it. Click the person and you see their employer.<\/p>\n\n\n\n<p>Add a photo or LinkedIn <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-video-avatar-generators-for-tiktok\" title=\"avatar\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100807\" target=\"_blank\" rel=\"noopener\">avatar<\/a> to each contact. It sounds minor but it makes scanning lists much faster and helps you recognize who is who during weekly pipeline reviews.<\/p>\n\n\n\n<p>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>\u2713 <strong>Checkpoint:<\/strong> Your new record shows up in the contacts list view.<\/p>\n\n\n\n<h4 id='step-3-organize-with-tags-and-data-tags'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Organize with Tags and Data Tags<\/h4>\n\n\n\n<p>Open any contact record.<\/p>\n\n\n\n<p>Click &#8220;Add Tag&#8221; to label contacts by source, region, or deal size.<\/p>\n\n\n\n<p>Organizing your records in Capsule is quick and simple through tags.<\/p>\n\n\n\n<p>You can view and filter contacts by tag, and create dynamic saved lists that update in real-time based on specific criteria.<\/p>\n\n\n\n<p>Each contact record stores the full history of emails, tasks, notes, and files tied to that person. You can check details, tasks, emails, and files in each record without jumping between tools.<\/p>\n\n\n\n<p>Tags can be nested and color-coded on higher plans. Use a simple system \u2014 Source:LinkedIn, Stage:Lead, Tier:VIP \u2014 and the saved-list filter finds matching records in seconds.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have a fully organized contact database you can slice by tag, owner, or custom field.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use DataTags for structured info like &#8220;VIP,&#8221; &#8220;Newsletter Subscriber,&#8221; or &#8220;Trial User&#8221; \u2014 they let you filter lists with more precision than regular tags.<\/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<p><!-- FEATURE 2: Sales Opportunities --><\/p>\n\n\n<h3 id='how-to-use-capsule-crm-sales-opportunities'  id=\"boomdevs_11\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-sales-opportunities\">How to Use Capsule CRM Sales Opportunities<\/h3>\n\n\n\n<p><strong>Sales Opportunities<\/strong> lets you track every deal through your sales pipeline from first contact to closed-won.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>Managing your sales pipeline in Capsule involves adding stages and dragging deals through them.<\/p>\n\n\n\n<h4 id='step-1-set-up-a-sales-pipeline'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Set Up a Sales Pipeline<\/h4>\n\n\n\n<p>Go to Account Settings \u2192 Sales Pipelines.<\/p>\n\n\n\n<p>Click &#8220;Add Pipeline&#8221; and give it a name (e.g., &#8220;New <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=\"100827\">Business<\/a>&#8220;).<\/p>\n\n\n\n<p>Add stages like Lead, Qualified, Proposal Sent, Negotiation, and Won.<\/p>\n\n\n\n<p>Capsule CRM features multiple sales pipelines so you can manage different sales processes side by side.<\/p>\n\n\n\n<p>Keep the pipeline simple \u2014 5 to 7 stages is the sweet spot. Too many stages make it hard to see the pipeline at a glance, and deals get stuck in ambiguous middle stages.<\/p>\n\n\n\n<p>Assign a probability percentage to each stage (e.g., Lead = 10%, Qualified = 25%, Proposal = 50%). Capsule uses these numbers to calculate your weighted pipeline and forecast revenue.<\/p>\n\n\n\n<h4 id='step-2-add-opportunities-and-drag-them-through-stages'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Add Opportunities and Drag Them Through Stages<\/h4>\n\n\n\n<p>Click &#8220;+ New Opportunity&#8221; from the pipeline view.<\/p>\n\n\n\n<p>Link it to a contact, set the deal value, and choose a stage.<\/p>\n\n\n\n<p>Drag the opportunity card across the Kanban board as it progresses.<\/p>\n\n\n\n<p>Set an expected close date \u2014 Capsule uses this to build the sales forecast automatically. Deals without close dates do not show up in the forecast view, so always set one.<\/p>\n\n\n\n<p>Tag each opportunity with its lead source (Website, Referral, Event, Cold Outreach). When you look at reports later, you can find which source sends the most deals and where your best customers come from.<\/p>\n\n\n\n<p>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>\u2713 <strong>Checkpoint:<\/strong> Your deal appears in the right column and the pipeline value updates at the top.<\/p>\n\n\n\n<h4 id='step-3-monitor-stale-opportunities'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Monitor Stale Opportunities<\/h4>\n\n\n\n<p>Check your dashboard for the &#8220;Stale Opportunities&#8221; widget.<\/p>\n\n\n\n<p>It flags deals that have not been touched recently.<\/p>\n\n\n\n<p>Capsule CRM&#8217;s dashboard indicates clients that need follow-up so deals do not go cold.<\/p>\n\n\n\n<p>Click any flagged opportunity to jump straight to its full record. You can see the last email, last task, and last note \u2014 which makes it easy to pick up the conversation.<\/p>\n\n\n\n<p>Add a new task right from the opportunity view. Set a due date and the task shows up on the owner&#8217;s dashboard tomorrow morning.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have a visual pipeline that shows exactly which deals need attention and which are close to closing.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Set an expected close date on every opportunity. Capsule&#8217;s forecast report rolls this up into a monthly revenue projection you can share with your 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<p><!-- FEATURE 3: Task Tracking --><\/p>\n\n\n<h3 id='how-to-use-capsule-crm-task-tracking'  id=\"boomdevs_15\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-task-tracking\">How to Use Capsule CRM Task Tracking<\/h3>\n\n\n\n<p><strong>Task Tracking<\/strong> lets you manage tasks, deadlines, and follow-ups tied directly to contacts, opportunities, and projects.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>Creating templated task lists using &#8220;Tracks&#8221; in Capsule CRM automates recurring processes like client onboarding.<\/p>\n\n\n\n<h4 id='step-1-create-a-task-from-a-contact-record'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Create a Task From a Contact Record<\/h4>\n\n\n\n<p>Open any contact or opportunity record.<\/p>\n\n\n\n<p>Click &#8220;Add Task&#8221; in the sidebar.<\/p>\n\n\n\n<p>Set due date, category (call, email, meeting), and owner.<\/p>\n\n\n\n<p>Categories matter. They feed into the Activity Report so you can see how many calls, emails, and meetings each teammate logs per week.<\/p>\n\n\n\n<p>Add a description with specifics \u2014 &#8220;Call Sarah at +1-555-123 to review proposal page 3&#8221; beats &#8220;Follow up.&#8221; Your future self will thank you.<\/p>\n\n\n\n<h4 id='step-2-use-tracks-for-repeatable-processes'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Use Tracks for Repeatable Processes<\/h4>\n\n\n\n<p>Go to Account Settings \u2192 Tracks.<\/p>\n\n\n\n<p>Build a template \u2014 for example, &#8220;New Client Onboarding&#8221; with 10 tasks.<\/p>\n\n\n\n<p>Apply the Track to any record and all tasks are created with dates.<\/p>\n\n\n\n<p>Tracks standardize repetitive tasks for consistent follow-up with clients.<\/p>\n\n\n\n<p>Common Track templates to build: New Lead Follow-up (7 touchpoints over 14 days), New Client Onboarding (kickoff, training, 30-day check-in), and Renewal Outreach (60-day, 30-day, 7-day reminders).<\/p>\n\n\n\n<p>Tasks in a Track can depend on each other. Task 3 does not start until task 2 is complete \u2014 this keeps the workflow linear and prevents out-of-order work.<\/p>\n\n\n\n<p>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>\u2713 <strong>Checkpoint:<\/strong> All Track tasks show up on your dashboard with correct due dates.<\/p>\n\n\n\n<h4 id='step-3-view-tasks-on-the-calendar'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: View Tasks on the Calendar<\/h4>\n\n\n\n<p>Click &#8220;Tasks&#8221; in the top menu, then switch to Calendar view.<\/p>\n\n\n\n<p>You can also sync with the Outlook Calendar integration to manage scheduling in one place.<\/p>\n\n\n\n<p>Mark tasks complete as you finish them.<\/p>\n\n\n\n<p>The calendar view shows tasks by day, week, or month. Drag a task to a new day to reschedule \u2014 no need to open the record.<\/p>\n\n\n\n<p>Assign tasks to teammates by changing the owner. Each person sees only their own tasks by default, but managers can flip the filter to see the whole team.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have a single task list tied to every customer so nothing slips through the cracks.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use Workflow Automations on the Growth plan to auto-create tasks when opportunities hit certain stages \u2014 no manual task creation needed.<\/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<p><!-- FEATURE 4: Email Marketing --><\/p>\n\n\n<h3 id='how-to-use-capsule-crm-email-marketing'  id=\"boomdevs_19\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-email-marketing\">How to Use Capsule CRM Email Marketing<\/h3>\n\n\n\n<p><strong>Email Marketing<\/strong> lets you send campaigns, newsletters, and lead-nurture emails through the <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/transpond-io\" title=\"Transpond\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100815\">Transpond<\/a> integration.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>Transpond is Capsule&#8217;s own marketing suite and it connects directly to contact records.<\/p>\n\n\n\n<h4 id='step-1-connect-transpond-to-your-account'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Connect Transpond to Your Account<\/h4>\n\n\n\n<p>Go to Account Settings \u2192 Integrations.<\/p>\n\n\n\n<p>Click &#8220;Connect Transpond&#8221; and confirm preferences.<\/p>\n\n\n\n<p>Your contacts sync over automatically.<\/p>\n\n\n\n<p>Transpond is Capsule&#8217;s in-house email marketing suite. The pricing starts low and sits on top of your Capsule plan \u2014 no extra login or data sync issues to worry about.<\/p>\n\n\n\n<p>Verify your sending domain in Transpond before your first campaign. Unverified senders land in spam folders, and deliverability tanks quickly if you skip this step.<\/p>\n\n\n\n<h4 id='step-2-build-a-segmented-list'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Build a Segmented List<\/h4>\n\n\n\n<p>In Transpond, click &#8220;Audiences&#8221; and create a new list.<\/p>\n\n\n\n<p>Filter by tag, custom field, or activity to target the right people.<\/p>\n\n\n\n<p>Smaller, more targeted lists outperform large generic blasts. A 200-person list with the right message beats a 5,000-person list with a generic one every time.<\/p>\n\n\n\n<p>Use the &#8220;last activity&#8221; filter to exclude cold contacts. People who have not opened an email in 12 months usually hurt your sender reputation more than they help revenue.<\/p>\n\n\n\n<p>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>\u2713 <strong>Checkpoint:<\/strong> Your audience count updates at the top of the list <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-website-builder\" title=\"builder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100801\" target=\"_blank\" rel=\"noopener\">builder<\/a>.<\/p>\n\n\n\n<h4 id='step-3-send-and-track-your-campaign'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Send and Track Your Campaign<\/h4>\n\n\n\n<p>Click &#8220;Create Campaign&#8221; and pick a template.<\/p>\n\n\n\n<p>Write your subject and body, then schedule or send.<\/p>\n\n\n\n<p>Open rates, clicks, and bounce rates flow back into each contact&#8217;s timeline in Capsule.<\/p>\n\n\n\n<p>Transpond also supports automated drip sequences. Set a trigger \u2014 &#8220;tag added&#8221; or &#8220;form signed&#8221; \u2014 and the system sends the next email after a delay you define.<\/p>\n\n\n\n<p>A\/B test subject lines on Growth and above. The winning variant sends to the rest of your list automatically after a sample period.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have a working email marketing engine that feeds engagement data straight into your CRM.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create a saved list in Capsule for &#8220;contacts who opened but did not click&#8221; \u2014 then target them with a follow-up campaign in Transpond.<\/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<p><!-- FEATURE 5: Sales Analytics --><\/p>\n\n\n<h3 id='how-to-use-capsule-crm-sales-analytics'  id=\"boomdevs_23\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-sales-analytics\">How to Use Capsule CRM Sales Analytics<\/h3>\n\n\n\n<p><strong>Sales Analytics<\/strong> gives you dashboards and reports to understand pipeline health and team performance.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>Capsule CRM offers 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=\"100823\" target=\"_blank\" rel=\"noopener\">reporting<\/a> features on the Growth Plan.<\/p>\n\n\n\n<p>Good reporting turns a CRM from a contact list into a decision-making tool. Knowing your win rate by lead source tells you where to spend your next marketing dollar.<\/p>\n\n\n\n<p>Capsule reports run in real-time off live data. No nightly refreshes, no stale dashboards \u2014 what you see is the current state of the business.<\/p>\n\n\n\n<h4 id='step-1-open-the-sales-dashboard'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open the Sales Dashboard<\/h4>\n\n\n\n<p>Click &#8220;Reports&#8221; in the top navigation.<\/p>\n\n\n\n<p>Pick &#8220;Sales Dashboard&#8221; to see pipeline value, win rate, and average deal size.<\/p>\n\n\n\n<p>The dashboard monitors &#8220;Stale Opportunities&#8221; so you can spot deals that need a nudge.<\/p>\n\n\n\n<p>Key numbers to watch: total pipeline value, weighted pipeline (value \u00d7 win probability), average deal size, and sales cycle length. These four metrics tell you where the business is heading.<\/p>\n\n\n\n<h4 id='step-2-filter-reports-by-team-tag-or-date'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Filter Reports by Team, Tag, or Date<\/h4>\n\n\n\n<p>Use the filter bar at the top of any report.<\/p>\n\n\n\n<p>Choose a specific salesperson, tag, or custom date range.<\/p>\n\n\n\n<p>Compare quarter-over-quarter by setting two date ranges side by side. This shows which reps improved and which need coaching.<\/p>\n\n\n\n<p>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&#039;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>\u2713 <strong>Checkpoint:<\/strong> The numbers update <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100804\" target=\"_blank\" rel=\"noopener\">instantly<\/a> based on your filters.<\/p>\n\n\n\n<h4 id='step-3-export-reports-for-stakeholders'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Export Reports for Stakeholders<\/h4>\n\n\n\n<p>Click the export icon in the top-right of any report.<\/p>\n\n\n\n<p>Choose CSV or PDF format.<\/p>\n\n\n\n<p>Share the file with leadership or investors in minutes.<\/p>\n\n\n\n<p>The Activity Report shows every call, email, meeting, and note added during a window. It is the fastest way to spot reps who are (and are not) hitting activity goals.<\/p>\n\n\n\n<p>The Sales Forecast roll-up uses expected close dates and opportunity values to project revenue by month. Use it in team demos and board updates.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have data-backed insights into which reps, products, and lead sources are winning.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Check Capsule&#8217;s advanced tutorials for deeper insights into sales data and team performance \u2014 they unlock report patterns most users never find on their own.<\/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<p><!-- FEATURE 6: Integrations --><\/p>\n\n\n<h3 id='how-to-use-capsule-crm-integrations'  id=\"boomdevs_27\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-integrations\">How to Use Capsule CRM Integrations<\/h3>\n\n\n\n<p><strong>Integrations<\/strong> let you connect Capsule CRM with over 70 apps including Gmail, Outlook, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/xero\" title=\"Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100821\" target=\"_blank\" rel=\"noopener\">Xero<\/a>, QuickBooks, and Mailchimp.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>Capsule CRM allows integration with over 70 apps to improve your daily workflow.<\/p>\n\n\n\n<p>Integrations matter because nobody uses one tool. A typical SMB runs email, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-freelancers\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100819\" target=\"_blank\" rel=\"noopener\">accounting<\/a>, marketing, calendar, and project tools \u2014 and Capsule needs to sit at the center of that stack pulling data from each.<\/p>\n\n\n\n<h4 id='step-1-connect-gmail-or-outlook'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Connect Gmail or Outlook<\/h4>\n\n\n\n<p>Go to Account Settings \u2192 Integrations.<\/p>\n\n\n\n<p>Install the Gmail add-on or Microsoft Outlook add-in.<\/p>\n\n\n\n<p>Email integration enables automatic logging of conversations and direct links to contact records.<\/p>\n\n\n\n<p>Once installed, the add-on sits inside your inbox as a side panel. Click any email and the side panel shows the contact&#8217;s Capsule record, recent tasks, and open opportunities.<\/p>\n\n\n\n<p>You can save emails to contacts with one click \u2014 no more BCC workarounds. New contacts can also be created from an email directly in the side panel.<\/p>\n\n\n\n<h4 id='step-2-connect-xero-or-quickbooks-for-accounting'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Connect Xero or QuickBooks for Accounting<\/h4>\n\n\n\n<p>Pick Xero or <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/quickbooks\" title=\"QuickBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100828\" target=\"_blank\" rel=\"noopener\">QuickBooks<\/a> from the integrations list.<\/p>\n\n\n\n<p>Log in to your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-real-estate-agents\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100824\" target=\"_blank\" rel=\"noopener\">accounting<\/a> account and confirm access.<\/p>\n\n\n\n<p>Invoices and contacts sync both ways.<\/p>\n\n\n\n<p>After sync, every contact record shows their invoice history in a side panel. You can see unpaid invoices, payment dates, and total revenue per client without leaving Capsule.<\/p>\n\n\n\n<p>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>\u2713 <strong>Checkpoint:<\/strong> You see the integration marked as &#8220;Connected&#8221; with a green dot.<\/p>\n\n\n\n<h4 id='step-3-connect-zapier-for-everything-else'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Connect Zapier for Everything Else<\/h4>\n\n\n\n<p>Search for Capsule CRM in Zapier&#8217;s app directory.<\/p>\n\n\n\n<p>Create a &#8220;Zap&#8221; to push data into or pull data out of Capsule.<\/p>\n\n\n\n<p>This unlocks 1,000+ additional app connections.<\/p>\n\n\n\n<p>Popular integrations include <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/mailchimp\" title=\"Mailchimp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100826\">Mailchimp<\/a> for email, Slack for team notifications, Typeform for lead capture, and Google Calendar for meeting sync.<\/p>\n\n\n\n<p>Each integration takes 2-5 minutes to set up. Watch the demos on the Capsule help center if you are not sure where to start \u2014 there are short walkthrough videos for every major app.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Capsule now pulls data from every tool your business uses and keeps contact records fresh.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Install the Gmail add-on first \u2014 it is the single biggest time-saver and removes the need to manually BCC emails into Capsule.<\/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<p><!-- FEATURE 7: Easy to use --><\/p>\n\n\n<h3 id='how-to-use-capsule-crm-easy-to-use-features'  id=\"boomdevs_31\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-easy-to-use-features\">How to Use Capsule CRM Easy-to-Use Features<\/h3>\n\n\n\n<p><strong>Easy-to-Use Features<\/strong> are built into Capsule&#8217;s clean interface so you can move around our site and app fast.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>Capsule CRM is known for its short learning curve and low setup time.<\/p>\n\n\n\n<p>The team behind Capsule spent years trimming the interface. Every button has a purpose and nothing is buried three menus deep \u2014 which is why new teammates can pick it up fast.<\/p>\n\n\n\n<h4 id='step-1-master-the-global-word-search'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Master the Global Word Search<\/h4>\n\n\n\n<p>Press the search icon in the top bar \u2014 or use the keyboard shortcut.<\/p>\n\n\n\n<p>Type any contact name, email, tag, or note <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-text-generator\" title=\"text\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100816\" target=\"_blank\" rel=\"noopener\">text<\/a>.<\/p>\n\n\n\n<p>Results appear instantly across contacts, opportunities, and projects.<\/p>\n\n\n\n<p>The search also indexes note content. If you remember a client mentioned &#8220;<a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/zoominfo\" title=\"ZoomInfo\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100802\">ZoomInfo<\/a>&#8221; on a call, search for &#8220;ZoomInfo&#8221; and the exact note shows up in the results.<\/p>\n\n\n\n<p>Use quotation marks for exact phrase matches. Searching &#8220;Q1 renewal&#8221; in quotes only returns records where those two words appear together \u2014 much cleaner than the default fuzzy match.<\/p>\n\n\n\n<h4 id='step-2-use-quick-add-shortcuts-from-anywhere'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Use Quick-Add Shortcuts From Anywhere<\/h4>\n\n\n\n<p>Click the &#8220;+&#8221; icon in the top-right corner.<\/p>\n\n\n\n<p>Pick contact, opportunity, task, or project.<\/p>\n\n\n\n<p>Add records without leaving your current screen.<\/p>\n\n\n\n<p>This is the single biggest time-saver in Capsule. You can be on an opportunity record, remember a task, add it, and get back to what you were doing \u2014 all without losing context.<\/p>\n\n\n\n<p>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>\u2713 <strong>Checkpoint:<\/strong> The quick-add panel slides in without taking you away from your current page.<\/p>\n\n\n\n<h4 id='step-3-customize-your-dashboard-widgets'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Customize Your Dashboard Widgets<\/h4>\n\n\n\n<p>Go to the dashboard.<\/p>\n\n\n\n<p>Click &#8220;Customize&#8221; and add widgets for tasks, opportunities, or reports.<\/p>\n\n\n\n<p>Drag widgets to reorder them based on what you check most.<\/p>\n\n\n\n<p>The clean interface means new teammates can start using Capsule on day one. Most users find they can move around the app without training after about 20 minutes of use.<\/p>\n\n\n\n<p>Breadcrumb links at the top of every page make it easy to jump back \u2014 click the links to return to the previous record or list view without losing your place.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You can find any record in under 5 seconds and add new data without breaking your workflow.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Turn on two-factor authentication in Account Settings \u2014 it takes 30 seconds and protects every contact record you have added.<\/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<p><!-- FEATURE 8: Mobile app --><\/p>\n\n\n<h3 id='how-to-use-the-capsule-crm-mobile-app'  id=\"boomdevs_35\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-mobile-app\">How to Use the Capsule CRM Mobile App<\/h3>\n\n\n\n<p><strong>The Mobile App<\/strong> lets you manage contacts, tasks, and deals from your phone \u2014 perfect for field sales and client visits.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>The Capsule mobile app is available for iOS and Android.<\/p>\n\n\n\n<p>Mobile access matters more than most teams admit. Reps who log calls and notes from their phone right after a meeting keep records 5x more complete than reps who wait until they are back at their desk.<\/p>\n\n\n\n<h4 id='step-1-install-and-log-in'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Install and Log In<\/h4>\n\n\n\n<p>Download the Capsule app from the App Store or Google Play.<\/p>\n\n\n\n<p>Log in with your Capsule credentials.<\/p>\n\n\n\n<p>Enable notifications to get task reminders.<\/p>\n\n\n\n<p>Turn on biometric login (Face ID or fingerprint) during setup. It is faster than typing a password and safer than staying logged in indefinitely.<\/p>\n\n\n\n<h4 id='step-2-log-calls-and-add-notes-on-the-go'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Log Calls and Add Notes On the Go<\/h4>\n\n\n\n<p>Open a contact record.<\/p>\n\n\n\n<p>Tap &#8220;Add Note&#8221; right after a call.<\/p>\n\n\n\n<p>Use voice-to-text to dictate notes while you drive to your next meeting.<\/p>\n\n\n\n<p><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-free-ai-voice-generator\" title=\"Voice\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100810\" target=\"_blank\" rel=\"noopener\">Voice<\/a> notes can be as long as you need. Capture the full conversation detail \u2014 what they asked, what you promised, next steps. The note saves in under 2 seconds.<\/p>\n\n\n\n<p>Tag notes with categories like &#8220;Call,&#8221; &#8220;Meeting,&#8221; or &#8220;Follow-up&#8221; so they show up in the activity report for weekly reviews.<\/p>\n\n\n\n<p>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>\u2713 <strong>Checkpoint:<\/strong> The note syncs to your desktop account instantly.<\/p>\n\n\n\n<h4 id='step-3-check-tasks-and-pipeline-from-anywhere'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Check Tasks and Pipeline From Anywhere<\/h4>\n\n\n\n<p>Tap &#8220;Tasks&#8221; at the bottom to see today&#8217;s to-dos.<\/p>\n\n\n\n<p>Tap &#8220;Opportunities&#8221; to view your pipeline in a card layout.<\/p>\n\n\n\n<p>Swipe to mark tasks complete or drag deals between stages.<\/p>\n\n\n\n<p>The mobile app also includes caller ID. When a saved contact calls you, their Capsule record pops up so you can see history, notes, and open opportunities before you answer.<\/p>\n\n\n\n<p>Offline mode lets you view recent records and add notes without a connection. Everything syncs when you come back online \u2014 perfect for flights or client sites with poor Wi-Fi.<\/p>\n\n\n\n<p>Location tagging is optional. Turn it on and each note can be tied to where you added it \u2014 handy for field sales reps tracking territory coverage.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have a full CRM in your pocket, even when you are away from your computer.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Record <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/ai-voice-cloning\" title=\"voice\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100825\" target=\"_blank\" rel=\"noopener\">voice<\/a> notes right after a client meeting \u2014 Capsule attaches them to the contact record so details never get lost between the meeting and your desk.<\/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<p><!-- FEATURE 9: Custom Fields --><\/p>\n\n\n<h3 id='how-to-use-capsule-crm-custom-fields'  id=\"boomdevs_39\" class=\"wp-block-heading\" id=\"how-to-use-capsule-crm-custom-fields\">How to Use Capsule CRM Custom Fields<\/h3>\n\n\n\n<p><strong>Custom Fields<\/strong> let you add extra data points to Contacts, Sales Opportunities, and Projects so the CRM fits your business exactly.<\/p>\n\n\n\n<p>Here is how to use it step by step.<\/p>\n\n\n\n<p>Capsule CRM allows users to add custom fields to Contacts, Sales Opportunities, and Projects.<\/p>\n\n\n\n<p>Without custom fields, you are stuck with generic fields like &#8220;Name&#8221; and &#8220;Email.&#8221; That works for a Rolodex but not for running a real business.<\/p>\n\n\n\n<p>With custom fields, you can capture anything that matters \u2014 renewal date, contract value, lead source, product interest, account manager. Every filter, saved list, and report can then use that data.<\/p>\n\n\n\n<h4 id='step-1-open-custom-fields-settings'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open Custom Fields Settings<\/h4>\n\n\n\n<p>Go to Account Settings.<\/p>\n\n\n\n<p>Click &#8220;Custom Fields&#8221; in the left sidebar.<\/p>\n\n\n\n<p>Pick the record type \u2014 Contact, Opportunity, or Project.<\/p>\n\n\n\n<p>Each record type has its own field list. Fields are not shared across types \u2014 so if you want &#8220;Industry&#8221; on both contacts and opportunities, you create it twice.<\/p>\n\n\n\n<h4 id='step-2-add-custom-fields-for-your-business'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Add Custom Fields for Your Business<\/h4>\n\n\n\n<p>Click &#8220;+ Add Custom Field.&#8221;<\/p>\n\n\n\n<p>Pick a field type \u2014 text, number, date, dropdown, or list.<\/p>\n\n\n\n<p>Give it a clear name like &#8220;Industry,&#8221; &#8220;Renewal Date,&#8221; or &#8220;Contract Value.&#8221;<\/p>\n\n\n\n<p>Use dropdowns over free-text whenever you can. Dropdowns force consistency, which means cleaner filters, saved lists, and reports six months from now.<\/p>\n\n\n\n<p>For B2B SaaS: &#8220;Industry,&#8221; &#8220;Company Size,&#8221; &#8220;Renewal Date,&#8221; &#8220;MRR,&#8221; and &#8220;Plan Tier&#8221; cover most needs. For services: &#8220;Project Type,&#8221; &#8220;Contract End,&#8221; &#8220;Primary Contact Role,&#8221; and &#8220;Budget Range.&#8221;<\/p>\n\n\n\n<p>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>\u2713 <strong>Checkpoint:<\/strong> The field appears on every relevant record and shows up as a filter option in saved lists.<\/p>\n\n\n\n<h4 id='step-3-use-custom-fields-in-filters-and-reports'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Use Custom Fields in Filters and Reports<\/h4>\n\n\n\n<p>Create a saved list and filter by your new custom field.<\/p>\n\n\n\n<p>The list updates in real-time as records change.<\/p>\n\n\n\n<p>Build dashboards around the data that matters to your business.<\/p>\n\n\n\n<p>Custom fields also flow into exports. Pull a CSV of contacts filtered by &#8220;Industry = SaaS&#8221; and send it straight to your marketing team for a targeted campaign.<\/p>\n\n\n\n<p>Dropdown fields are the most powerful type. Define a fixed list of values (e.g., &#8220;Lead Source: Website \/ Referral \/ Event \/ Cold Outreach&#8221;) and every saved list and report can group by that value.<\/p>\n\n\n\n<p>Link between sales opportunities and projects by storing an opportunity ID in a custom field on the matching project record. This gives you a clean hand-off from sales to delivery.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Capsule now captures the exact fields your sales team and operations team need to close deals and deliver projects.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> On the Ultimate plan you get unlimited custom fields \u2014 on lower tiers, plan your field list carefully and reuse fields across record types where you can.<\/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 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#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\" class=\"wp-block-heading\" id=\"capsule-crm-pro-tips-and-shortcuts\">Capsule CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing Capsule CRM for two years, here are my best tips.<\/p>\n\n\n\n<p 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>Open global search<\/td><td>\/ (forward slash)<\/td><\/tr><tr><td>Add a new contact<\/td><td>Shift + C<\/td><\/tr><tr><td>Add a new opportunity<\/td><td>Shift + O<\/td><\/tr><tr><td>Add a new task<\/td><td>Shift + T<\/td><\/tr><tr><td>Go to dashboard<\/td><td>G then D<\/td><\/tr><tr><td>Go to contacts<\/td><td>G then P<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p 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>Dynamic Saved Lists:<\/strong> Build filters once and the list auto-refreshes when new contacts match \u2014 a great replacement for static segments.<\/li>\n\n\n\n<li><strong>BCC Email Dropbox:<\/strong> Every Capsule account gets a unique email address \u2014 BCC it on any email and the thread logs to the right contact record automatically.<\/li>\n\n\n\n<li><strong>Assigning Records:<\/strong> Assign contacts, opportunities, or projects to team members for cleaner ownership and better reporting.<\/li>\n\n\n\n<li><strong>AI Summary Feature:<\/strong> Capsule&#8217;s newer AI summary reads contact history and gives you a recap before your next call.<\/li>\n\n\n\n<li><strong>Keyboard-Only Navigation:<\/strong> Press &#8220;\/&#8221; to search, then Shift + C, O, T, or P to create records. You can run the whole CRM without touching your mouse.<\/li>\n\n\n\n<li><strong>Project Boards:<\/strong> Move closed-won deals into a project board with stages like Kickoff, Delivery, Review, and Complete \u2014 keeps sales and delivery in one tool.<\/li>\n\n\n\n<li><strong>Shared Mailboxes:<\/strong> On Ultimate, teammates can share an inbox tied to Capsule. Replies log to the right record no matter who sends them.<\/li>\n\n\n\n<li><strong>Data Import Mapping Save:<\/strong> Save your CSV field mapping. Next time you import a similar file, the mapping pre-fills and saves 10 minutes of setup.<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Workflow Patterns That Scale<\/p>\n\n\n\n<p>Three patterns I have seen work across dozens of Capsule accounts:<\/p>\n\n\n\n<p><strong>Weekly pipeline review:<\/strong> Every Monday, filter opportunities by &#8220;expected close this month&#8221; and walk the list with the sales team. Move stale deals to the right stage or mark them lost.<\/p>\n\n\n\n<p><strong>Monthly tag audit:<\/strong> Open the tag list in settings and merge duplicates. Archive tags that are no longer in use. This keeps saved-list filters clean and fast.<\/p>\n\n\n\n<p><strong>Quarterly integration review:<\/strong> Check which integrations are actually in use. Disconnect the ones you do not touch anymore \u2014 fewer connections means fewer sync failures.<\/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='capsule-crm-common-mistakes-to-avoid'  id=\"boomdevs_44\" class=\"wp-block-heading\" id=\"capsule-crm-common-mistakes-to-avoid\">Capsule CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing contacts before setting up custom fields<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Rushing to import a CSV on day one without thinking about what extra data you need to store.<\/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><strong>\u2705 Right:<\/strong> Build your custom fields first, then import. Mapping CSV columns to a complete field list saves hours of cleanup later.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Ignoring Tracks for repeatable processes<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Creating the same onboarding or follow-up tasks manually for every new client.<\/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><strong>\u2705 Right:<\/strong> Build a Track once, apply it to any record with one click, and let Capsule create the full task list for you.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Skipping email integration<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Emailing clients from Gmail or Outlook without logging those conversations to Capsule.<\/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><strong>\u2705 Right:<\/strong> Install the Gmail add-on or Outlook add-in on day one. Every email is logged to the contact record and you get direct links to their history from your inbox.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #4: Using one pipeline for every sales process<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Mixing new business deals, renewals, and upsells in a single pipeline. The stages do not match the work, and reports blur together.<\/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><strong>\u2705 Right:<\/strong> On the Growth plan, create separate pipelines for each deal type. You get cleaner forecasts and stage-specific <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100811\" target=\"_blank\" rel=\"noopener\">automation<\/a> for each workflow.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #5: Letting tags grow without a system<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Adding tags as free-text notes. After 6 months you end up with duplicates like &#8220;VIP,&#8221; &#8220;vip,&#8221; &#8220;Top Client,&#8221; and &#8220;Premium&#8221; \u2014 all meaning the same thing.<\/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><strong>\u2705 Right:<\/strong> Document a short tag taxonomy \u2014 Source, Stage, Tier, Industry \u2014 and share it with the team. Audit tags once a quarter to merge duplicates.<\/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-troubleshooting'  id=\"boomdevs_45\" class=\"wp-block-heading\" id=\"capsule-crm-troubleshooting\">Capsule CRM Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails are not syncing to contact records<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The Gmail add-on or Outlook add-in is not installed, or the BCC email dropbox address is wrong.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to Account Settings \u2192 Integrations and install the email add-on. If you prefer BCC, copy the unique dropbox address from &#8220;My Preferences&#8221; and save it as a contact in Gmail.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Duplicate contacts after a CSV import<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The import tool matched on the wrong field or the CSV contained contacts that already existed in your account.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to &#8220;People &amp; Organizations,&#8221; filter by the import tag, and use the &#8220;Merge Duplicates&#8221; option on each pair. For future imports, map on email address \u2014 it is more reliable than name.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Reports show no data on the free plan<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The free plan does not include full reporting. Advanced activity and sales reporting are on the Growth plan and above.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Start the 14-day free trial of the Growth plan to test reporting. If it fits your business, upgrade \u2014 if not, export opportunities and contacts to a spreadsheet for basic reports.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Mobile app keeps logging me out<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Session expiry is short by design for security. Two-factor authentication settings can also force re-login on unknown <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-vpn-for-multiple-devices\" title=\"devices\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100806\" target=\"_blank\" rel=\"noopener\">devices<\/a>.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Enable biometric login (Face ID or fingerprint) in the app settings. Sessions renew automatically and you avoid typing your password each time.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Custom fields do not show up on the mobile app<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Older app versions do not render newly added custom fields until the next full sync.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Update the app to the latest version. Then sign out and sign back in to force a record refresh \u2014 your custom fields appear on every relevant record.<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Capsule CRM support \u2014 they are available by email Monday through Friday for all paid plans.<\/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><strong>Capsule CRM<\/strong> is a simple customer relationship management tool that helps you manage contacts, sales, and projects in one place.<\/p>\n\n\n\n<p>Think of it like a shared digital Rolodex that also tracks your deals and follow-ups.<\/p>\n\n\n\n<p>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>Capsule is built for small and mid-sized teams that want a CRM they will actually use. It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contact Management:<\/strong> Centralize contacts with tags, data tags, and custom fields \u2014 plus data enrichment that fills in LinkedIn and company info.<\/li>\n\n\n\n<li><strong>Sales Opportunities:<\/strong> Drag deals through a customizable Kanban pipeline with multiple sales pipelines on higher plans.<\/li>\n\n\n\n<li><strong>Task Tracking:<\/strong> Use Tracks to automate recurring client onboarding and follow-up sequences.<\/li>\n\n\n\n<li><strong>Email Marketing:<\/strong> Run campaigns through the native Transpond integration tied to CRM contacts.<\/li>\n\n\n\n<li><strong>Sales Analytics:<\/strong> See win rate, forecast, and team performance with advanced activity and sales reporting on the Growth plan.<\/li>\n\n\n\n<li><strong>Integrations:<\/strong> Connect with over 70 apps including Gmail, Outlook, Xero, QuickBooks, Mailchimp, and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zapier\" title=\"Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100817\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>.<\/li>\n\n\n\n<li><strong>Easy to Use:<\/strong> Clean interface, short learning curve, and global word search that feels like an extension of your computer.<\/li>\n\n\n\n<li><strong>Mobile App:<\/strong> iOS and Android apps for logging calls, notes, and pipeline changes on the go.<\/li>\n\n\n\n<li><strong>Custom Fields:<\/strong> Add custom fields to Contacts, Sales Opportunities, and Projects so the CRM matches your business.<\/li>\n<\/ul>\n\n\n\n<p>For a full review, see our <a href=\"https:\/\/www.fahimai.com\/capsule-crm\">Capsule CRM review<\/a>.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Who is Capsule CRM for?<\/p>\n\n\n\n<p>Capsule fits small and mid-sized businesses that want a CRM the whole team will actually use. Agencies, consultancies, B2B service businesses, and professional services firms all do well on Capsule.<\/p>\n\n\n\n<p>It is less of a fit for high-volume outbound sales teams that need built-in dialers, or for enterprise teams that need custom objects and complex permission trees.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">What makes Capsule different?<\/p>\n\n\n\n<p>Three things stand out after testing Capsule side by side with HubSpot, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/pipedrive\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100818\">Pipedrive<\/a>, and Zoho.<\/p>\n\n\n\n<p>First, the learning curve is short. New teammates can start adding contacts and managing deals on day one. Most other CRMs need a half-day of training.<\/p>\n\n\n\n<p>Second, projects and sales opportunities live in the same tool. You can hand off a closed-won deal to a project board without leaving Capsule.<\/p>\n\n\n\n<p>Third, the integration depth is high for the price. Gmail, Outlook, Xero, QuickBooks, and Mailchimp all work natively \u2014 not through clunky third-party bridges.<\/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, #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-pricing'  id=\"boomdevs_47\" class=\"wp-block-heading\" id=\"capsule-crm-pricing\">Capsule CRM Pricing<\/h2>\n\n\n\n<p>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 and tiny teams up to 2 users and 250 contacts<\/td><\/tr><tr><td>Starter<\/td><td>$18\/user\/month<\/td><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"Small businesses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100822\" target=\"_blank\" rel=\"noopener\">Small businesses<\/a> needing a single pipeline and basic CRM<\/td><\/tr><tr><td>Growth<\/td><td>$36\/user\/month<\/td><td>Growing teams that want automation, multiple pipelines, and advanced reports<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes \u2014 14 days on any paid plan. No credit card required.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> Cancel anytime. No long-term contracts.<\/p>\n\n\n<style>.kb-image198681_8a25d6-98 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198681_8a25d6-98 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"956\" height=\"472\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CRM-Pricing.jpg\" alt=\"Capsule CRM Pricing\" class=\"kb-img wp-image-124063\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CRM-Pricing.jpg 956w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CRM-Pricing-480x237.jpg 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 956px, 100vw\" \/><\/figure>\n\n\n\n<p>\ud83d\udcb0 <strong>Best Value:<\/strong> Growth at $36\/user\/month \u2014 it unlocks workflow automations, multiple sales pipelines, and advanced activity and sales reporting. Most small teams outgrow Starter within a few months, so starting here saves an awkward mid-year upgrade.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">What each plan includes<\/p>\n\n\n\n<p><strong>Free ($0):<\/strong> Up to 2 users, 250 contacts, 1 sales pipeline, 1 project board, Gmail and Outlook integration, and mobile app access. Good for solo founders testing the tool.<\/p>\n\n\n\n<p><strong>Starter ($18\/user\/month):<\/strong> 30,000 contacts, 1 sales pipeline, 1 project board, all core integrations including Xero, QuickBooks, Mailchimp, and Zapier. Basic reports included.<\/p>\n\n\n\n<p><strong>Growth ($36\/user\/month):<\/strong> 60,000 contacts, 5 sales pipelines, 5 project boards, workflow automations, advanced sales reporting, custom fields, and user permissions. This is the plan most teams actually need.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Annual vs monthly billing<\/p>\n\n\n\n<p>Pay annually and save up to 15%. The Starter plan drops to about $15 per user when billed yearly. Growth drops to about $31 per user.<\/p>\n\n\n\n<p>If you are not sure which plan fits, start on the 14-day free trial of Growth. You will get a feel for the full feature set before committing.<\/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='capsule-crm-vs-alternatives'  id=\"boomdevs_48\" class=\"wp-block-heading\" id=\"capsule-crm-vs-alternatives\">Capsule CRM vs Alternatives<\/h2>\n\n\n\n<p>How does Capsule CRM compare? Here is the competitive landscape:<\/p>\n\n\n\n<p>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 CRM for small teams<\/td><td>$18\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>HubSpot<\/td><td>All-in-one marketing and sales<\/td><td>$15\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Pipedrive<\/td><td>Visual sales pipelines<\/td><td>$24\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>Zoho CRM<\/td><td>Feature-rich at budget prices<\/td><td>$14\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>Freshsales<\/td><td>Built-in phone and AI scoring<\/td><td>$15\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p 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 rich feature set, free tier, and marketing automation built in.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Zoho CRM \u2014 deepest feature set per dollar and a free plan for 3 users.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Capsule CRM \u2014 clean interface, short learning curve, and easy setup.<\/li>\n\n\n\n<li><strong>Best for visual sales teams:<\/strong> Pipedrive \u2014 purpose-built Kanban pipeline with deal-focused reporting.<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Capsule CRM Alternatives<\/p>\n\n\n\n<p>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> All-in-one CRM, marketing, and service platform with a generous free tier. Strong for teams that want sales, marketing, and help desk in one place.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>Pipedrive:<\/strong> Kanban-first CRM designed for sales teams. Cleaner deal flow visualization than Capsule with deeper sales automation.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Zoho CRM:<\/strong> Budget-friendly with a deep feature set including AI (Zia), custom objects, and workflow blueprints. Free plan for 3 users.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Freshsales:<\/strong> Includes built-in phone, chat, and Freddy AI for lead scoring. Better choice for phone-heavy sales teams.<\/li>\n<\/ul>\n\n\n\n<p>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 style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Capsule CRM Compared<\/p>\n\n\n\n<p>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=\"100805\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs HubSpot<\/a>:<\/strong> HubSpot wins for marketing and free-tier reach. Capsule wins for simplicity and a lower paid-plan learning curve.<\/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=\"100808\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs Pipedrive<\/a>:<\/strong> Pipedrive has stronger sales automation and multi-step workflows. Capsule is cheaper on the entry plan and covers projects natively.<\/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=\"100809\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs Zoho CRM<\/a>:<\/strong> Zoho packs far more features per dollar but takes longer to set up. Capsule is the faster route if simplicity matters more than depth.<\/li>\n\n\n\n<li><strong>Capsule CRM vs Freshsales:<\/strong> Freshsales includes built-in calling and AI lead scoring. Capsule is better for teams focused on email and project work rather than phone sales.<\/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='start-using-capsule-crm-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Capsule CRM Now<\/h2>\n\n\n\n<p>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 Features<\/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><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with Contact Management.<\/p>\n\n\n\n<p>It takes less than 5 minutes.<\/p>\n\n\n\n<p>If you have a CSV of contacts ready, import it first. The whole team can start adding notes, tasks, and opportunities the same afternoon.<\/p>\n\n\n\n<p>If you are starting from scratch, add your 20 most important contacts manually. Tag each one with their lead source and move the active ones into your sales pipeline.<\/p>\n\n\n\n<p>The Free plan is a great place to start. When you outgrow the 250-contact limit or need advanced reports, switch to Starter at $18 per user or Growth at $36 per user.<\/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 style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do you add a new person or organization?<\/p>\n\n\n\n<p>Click the &#8220;+&#8221; icon next to &#8220;People&#8221; or &#8220;Organizations&#8221; in the top nav. Fill in name, email, phone, and company. Add tags and custom fields as needed. Capsule&#8217;s data enrichment will auto-fill LinkedIn profiles and company info on higher plans.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Can I use Capsule CRM on my phone?<\/p>\n\n\n\n<p>Yes. Capsule has native iOS and Android apps. You can log calls, add notes with voice-to-text, manage tasks, and drag deals through your sales pipeline. The app syncs with your desktop account in real time.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to create custom fields for my business?<\/p>\n\n\n\n<p>Go to Account Settings \u2192 Custom Fields. Pick Contacts, Sales Opportunities, or Projects. Click &#8220;+ Add Custom Field,&#8221; choose a type (text, number, date, dropdown), and save. The field appears on every matching record and in saved-list filters.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is there a free version for small teams?<\/p>\n\n\n\n<p>Yes. Capsule offers a Free plan for up to 2 users and 250 contacts. You get one sales pipeline, one project board, Gmail and Outlook integration, and mobile app access. No credit card required.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I invite my team to the account?<\/p>\n\n\n\n<p>Go to Account Settings \u2192 Users &amp; Permissions. Click &#8220;Invite User,&#8221; enter their email, and assign a role. They get an invite link by email. A super admin can assign records to individual teammates for cleaner ownership.<\/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 initial setup\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\"@type\": \"HowToStep\", \"name\": \"Create Your Account\", \"text\": \"Go to the Capsule CRM website, click Start Free Trial, enter email and password\", \"position\": 1},\n        {\"@type\": \"HowToStep\", \"name\": \"Access the Capsule Dashboard\", \"text\": \"Log in via browser or download the iOS\/Android app\", \"position\": 2},\n        {\"@type\": \"HowToStep\", \"name\": \"Configure Your Account Before Importing\", \"text\": \"Assign a super admin, 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This keeps contacts organized without manual sorting.\"}},\n        {\"@type\": \"Question\", \"name\": \"How do I see my tasks on a calendar?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Click Tasks in the top menu, then switch to Calendar view. You can also connect the Outlook Calendar integration to see Capsule tasks and Outlook events in one calendar. The mobile app also shows tasks on a daily calendar.\"}},\n        {\"@type\": \"Question\", \"name\": \"Can I generate reports to see my sales growth?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Yes. The Growth plan unlocks advanced activity and sales reporting. Click Reports in the top nav to see pipeline value, win rate, forecast, and team performance. Filter by date, tag, or salesperson. Export to CSV or PDF to share.\"}},\n        {\"@type\": \"Question\", \"name\": \"Is Capsule CRM free?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Capsule offers a free plan for up to 2 users and 250 contacts. It includes one sales pipeline, one project board, Gmail\/Outlook integration, and the mobile app. Paid plans start at $18 per user per month with a 14-day free trial.\"}},\n        {\"@type\": \"Question\", \"name\": \"Is Capsule good for small business?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Yes. Capsule CRM is built for small and mid-sized businesses that want a simple CRM without the bloat of enterprise tools. The clean interface, short learning curve, and 70+ integrations make it one of the easiest CRMs to roll out.\"}}\n      ]\n    },\n    {\n      \"@type\": \"BreadcrumbList\",\n      \"itemListElement\": [\n        {\"@type\": \"ListItem\", \"position\": 1, \"name\": \"Home\", \"item\": \"https:\/\/fahimai.com\"},\n        {\"@type\": \"ListItem\", \"position\": 2, \"name\": \"CRM\", \"item\": \"https:\/\/www.fahimai.com\/category\/software\/crm\"},\n        {\"@type\": \"ListItem\", \"position\": 3, \"name\": \"How to Use Capsule CRM\"}\n      ]\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Quick Start This guide covers every Capsule CRM feature: Time needed: 5 minutes per feature Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives Why Trust This Guide I have used Capsule CRM for two years and tested every feature covered here. 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