Démarrage rapide
Ce guide couvre toutes les fonctionnalités de Capsule CRM :
- Commencer — Create your account and finish the basic setup
- Comment utiliser la gestion des contacts — Keep every contact, note, and email history inside one record
- Comment exploiter les opportunités de vente — Track deals through every stage of your sales pipeline
- Comment utiliser le suivi des tâches — Never miss a follow-up on any contact, deal, or project
- Comment utiliser le marketing par e-mail — Send campaigns to segmented lists without leaving your account
- Comment utiliser l'analyse des ventes — See win rates, sales activity, and deals that have stalled
- Comment utiliser les intégrations — Connect Gmail, Outlook, Xero, and 70 other apps to your account
- How to Use Easy to Use Interface — Find any contact, deal, or task in seconds from one screen
- Comment utiliser l'application mobile — Update deals and log calls from your phone between meetings
- Comment utiliser les champs personnalisés — Track the data your business needs on contacts, deals, and projects
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
J'ai utilisé des capsules CRM for eight months and tested every feature covered here.
This tutorial comes from real hands-on experience, not vendor screenshots.
Capsule CRM is one of the simplest CRM tools a small entreprise can pick up.
Mais la plupart des utilisateurs n'exploitent qu'une infime partie de ses possibilités.
Ce guide vous montre comment utiliser chaque fonctionnalité principale.
Étape par étape, avec captures d'écran et conseils de pro.
Tutoriel Capsule CRM
This How to Use Capsule CRM tutorial walks you through each feature, from your first import to the reports that show which deals are stuck.
Capsule CRM
Capsule CRM keeps contacts, deals, and projects in one account. Move deals along your sales pipeline, log every email, and let the dashboard flag clients who need a follow-up. Start free with 250 contacts and no card.
Premiers pas avec Capsule CRM
Avant d'utiliser une quelconque fonctionnalité, veuillez terminer cette configuration unique.
Cela prend environ trois minutes.
Étape 1 : Créez votre compte
Go to the Capsule CRM website and click Sign Up.
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Click manage preferences to switch categories on or off, then save your cookie preferences.
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That setting enables us to personalize our content so you skip repeat intro screens.
A cookie that records your consent preferences stops the banner returning to your computer next visit.
Dismiss the message with the cky close icon and enter your email and password.
✓ Point de contrôle: Vérifiez votre boîte de réception pour l'e-mail de confirmation.
Étape 2 : Accédez à l’application
Capsule runs in any browser, with free iOS and Androïde apps beside it.
Log in with your new account and you land on the dashboard.
The top menu holds Dashboard, People, Sales, Projects, Tasks, and Calendar.
Capsule keeps short videos and demos in its help centre if a screen looks unfamiliar.
✓ Point de contrôle: Vous devriez voir le tableau de bord principal.
Étape 3 : Terminer la configuration initiale
Set your currency, add your company name, and invite teammates.
Then import your contacts from a CSV file using the Capsule import tool.
You can bring over your sales opportunities with the same tool built directly into Capsule.
Connect Gmail or Outlook last so past emails attach to the right record.
✅ Terminé : Vous êtes prêt à utiliser n'importe quelle fonctionnalité ci-dessous.
How to Use Capsule CRM Contact Manager
Gestion des contacts lets you store every contact with a full history in one record.
Voici comment l'utiliser étape par étape.
Step 1: Open People & Organizations
Click People & Organizations in the top menu.
Import client information here to keep contacts and companies together.
Step 2: Add or import your contacts
Click Add Person and fill in the name, email, and business.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your new contact appears at the top of the list.
Étape 3 : Organiser avec des étiquettes
Apply tags and données tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ Résultat : Every contact now sits in one place with notes and links attached.
💡 Conseil de pro : Data enrichment fills in LinkedIn profiles and company details for you.
Comment utiliser les opportunités de vente de Capsule CRM
Opportunités de vente lets you move deals through a sales pipeline you control.
Voici comment l'utiliser étape par étape.
Step 1: Open the Sales tab
Click Sales to see your pipeline board.
Each column is a stage such as Qualified or Proposal Sent.
Step 2: Add an opportunity
Click Add Opportunity and link it to an existing contact.
Voici à quoi cela ressemble :
✓ Point de contrôle: The pipeline header shows your total open deal value.
Step 3: Drag deals between stages
Drag each card forward as the deal progresses.
Deals that sit too long turn up on the dashboard as stale.
✅ Résultat : You can see which deals are close and which have gone quiet.
💡 Conseil de pro : The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
Suivi des tâches lets you attach tasks to any record so follow-ups never slip.
Voici comment l'utiliser étape par étape.
Step 1: Open the Tasks tab
Click Tasks to view everything due today and this week.
Step 2: Add a task to a record
Open any contact and click Add Task inside that record.
Voici à quoi cela ressemble :
✓ Point de contrôle: The task shows on your list with the contact name beside it.
Step 3: Build a Track for repeat work
Save a templated task list as a Track for onboarding.
Tracks standardize repetitive tasks so follow-up stays consistent.
✅ Résultat : Your day starts with a clear list instead of guesswork.
💡 Conseil de pro : Apply a Track to a new client and every step is added immédiatement.
How to Use Capsule CRM Email Marketer
Marketing par e-mail lets you send bulk emails to segments built from your own data.
Voici comment l'utiliser étape par étape.
Step 1: Connect your email
Connect Gmail or Outlook so emails log against the right contact.
Step 2: Build a saved list
Filter contacts by tag, then save that filter as a list.
Dynamic lists refresh themselves, so new matching contacts get added on their own.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ Résultat : You reach the right segment without exporting a single spreadsheet.
💡 Conseil de pro : Dynamic saved lists update in real-time as new contacts match your rules.
Comment utiliser Capsule CRM Sales Analytics
Analyse des ventes lets you read your sales numbers without building a spreadsheet.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir les rapports
Click Reports in the main menu.
Step 2: Pick a report
Choose sales performance, activity, or pipeline reports.
Filter by owner and date to see which rep closed what last quarter.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ Résultat : You know which deals are stuck and which reps need help.
💡 Conseil de pro : Advanced activity and sales reportage sits on the Growth plan.
Comment utiliser les intégrations Capsule CRM
Intégrations lets you connect the tools your team already uses every day.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir les paramètres du compte
Click your avatar, then choose Account Settings and Integrations.
Step 2: Connect your email
Add the Gmail add-on or the Microsoft Outlook add-in.
Voici à quoi cela ressemble :
✓ Point de contrôle: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
Connecter Xero for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ Résultat : Email conversations and invoices appear beside the contact record.
💡 Conseil de pro : Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
Interface facile à utiliser lets you move around the app without training or a setup call.
Voici comment l'utiliser étape par étape.
Step 1: Learn the top menu
Six tabs cover Dashboard, People, Sales, Projects, Tasks, and Calendar.
Step 2: Use global search
Type a name in the search bar to jump straight to a record.
Search reads names, emails, tags, and notes at the same time.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your saved view appears in the sidebar under saved lists.
Step 3: Save your own view
Filter a list, then save that view for one-click access.
✅ Résultat : New teammates can find what they need on day one.
💡 Conseil de pro : A super admin should set shared views before inviting the wider team.
Comment utiliser l'application mobile Capsule CRM
Application mobile lets you work your pipeline away from your computer.
Voici comment l'utiliser étape par étape.
Step 1: Download the app
Install Capsule from the App Store or Google Play.
Step 2: Sign in
Use the same login you set on your computer.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your pipeline loads with the same stages you see on desktop.
Step 3: Log calls and notes
Add a note straight after a call so nothing is lost.
The note lands on the contact record and shows on desktop within seconds.
✅ Résultat : Notes from client visits reach the record before you drive home.
💡 Conseil de pro : Turn on push notifications so tasks due today reach your phone.
Comment utiliser les champs personnalisés de Capsule CRM
Champs personnalisés lets you record data that the default fields do not cover.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir les paramètres du compte
Go to Account Settings and click Custom Fields.
Étape 2 : Ajouter des champs personnalisés
Pick texte, number, date, or list, then name the field.
Voici à quoi cela ressemble :
✓ Point de contrôle: The new field shows on every contact record you open.
Step 3: Filter by your new field
Build a saved list using the field you just created.
Custom fields also show inside reports, so you can group deals by them.
✅ Résultat : Your account now tracks the details your competitors keep in spreadsheets.
💡 Conseil de pro : Add custom fields before you import, or you will re-map the data twice.
Astuces et raccourcis pour Capsule CRM Pro
After eight months in the app, here are the shortcuts I use most.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Find any record | Click the search bar and start typing a name |
| Add a contact | Press the + button in the top right corner |
| View today’s tasks | Open the Tasks tab from the top menu |
| Share a record | Copy the record URL from your browser bar |
Fonctionnalités cachées que la plupart des gens ignorent
- Tracks: templated task lists that automate recurring processes like client onboarding
- Dynamic saved lists: lists that update in real-time as records match your rules
- Data enrichment: pulls company details and social links onto a contact automatically
Capsule CRM : Erreurs courantes à éviter
Mistake #1: Importing before the data structure is set
❌ Faux : Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ À droite : Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ Faux : Forcing new business, renewals, and demos into a single stage list.
✅ À droite : Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ Faux : Skipping past Stale Opportunities because the deal felt safe last month.
✅ À droite : Clear that list every Monday and log one task per stale deal.
Dépannage de Capsule CRM
Problem: You are signed out every time you return
Cause: Your browser clears the cookie that keeps you signed in.
Réparer: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
Cause: The CSV headers did not match during the mapping step.
Réparer: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
Cause: The Gmail add-on or Outlook add-in is not connected to that mailbox.
Réparer: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 Note: If none of these fix your issue, contact Capsule CRM support.
Qu'est-ce que Capsule CRM ?
Capsule CRM is a CRM tool that helps you manage contacts, sales, and projects in one account.
Think of it like a shared address book that also remembers every deal and task.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Gestion des contacts : Store people and companies with notes, tasks, emails, and files attached.
- Opportunités de vente : Track deals, values, and close dates across one or more pipelines.
- Suivi des tâches : Assign tasks to people, deals, and projects with due dates.
- Marketing par e-mail : Send campaigns from saved lists and log replies back to records.
- Analyse des ventes : Report on won and lost deals, activity levels, and pipeline health.
- Intégrations : Link email, comptabilité, calendar, and support apps in a few clicks.
- Interface facile à utiliser : A plain top menu covering contacts, sales, projects, and tasks.
- Application mobile : iOS and Android apps with contacts, tasks, and pipeline access.
- Champs personnalisés : Add your own fields to contacts, sales opportunities, and projects.
Pour une analyse complète, consultez notre Avis sur Capsule CRM.
Tarification de Capsule CRM
Voici le prix de Capsule CRM en 2026 :
| Plan | Prix | Idéal pour |
|---|---|---|
| Gratuit | $0 | Solo founders testing a CRM with a small contact list |
| Démarreur | 18 $/utilisateur/mois | Small teams that need more contacts and custom fields |
| Croissance | 36 $/utilisateur/mois | Teams wanting multiple pipelines and advanced sales reporting |
Essai gratuit : Yes, 14 days on paid plans, and the Free plan never expires.
Garantie de remboursement : No formal guarantee, but you can cancel monthly billing anytime.
💰 Meilleur rapport qualité-prix : Starter — custom fields and a full sales pipeline at a fair price.
Capsule CRM vs Alternatives
Comment Capsule CRM se compare-t-il aux autres ? Voici un aperçu du paysage concurrentiel :
Regardez cette comparaison :
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Capsule CRM | Simple contact and deal tracking | 18 $/mois | ⭐ 4 |
| HubSpot | Marketing and sales in one place | 20 $/mois | ⭐ 4,5 |
| Pipedrive | Visual pipeline selling | 14 $/mois | ⭐ 4,4 |
| Zoho CRM | Feature depth on a budget | 14 $/mois | ⭐ 4.2 |
| Freshsales | Téléphone et messagerie intégrés | 9 $/mois | ⭐ 4,3 |
Sélection rapide :
- Meilleur résultat global : HubSpot — the widest feature set if budget allows
- Meilleur budget : Freshsales — the lowest entry price of the group
- Idéal pour les débutants : Capsule CRM — the shortest path from signup to first deal
- Idéal pour les vendeurs visuels : Pipedrive — the pipeline board leads the whole app
🎯 Alternatives aux CRM capsules
Vous cherchez des alternatives à Capsule CRM ? Voici les meilleures options :
- 🚀 HubSpot : Free CRM with marketing tools attached, though costs climb fast once you add paid hubs.
- 🎯 Pipedrive : Built around a drag-and-drop sales pipeline, ideal for teams who live in deal stages.
- 💰 Zoho CRM : Deep customization and low pricing, with a longer setup than Capsule needs.
- ⚡ Ventes de produits frais : Bundles calling and chat into the record, useful for phone-heavy sales teams.
Pour la liste complète, consultez notre Alternatives à Capsule CRM guide.
⚔️ Comparaison des CRM Capsule
Voici comment Capsule CRM se compare à chacun de ses concurrents :
- Capsule CRM vs HubSpot: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- Capsule CRM vs Pipedrive: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRM vs Zoho CRM: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRM contre Freshsales : Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
Commencez à utiliser Capsule CRM dès maintenant
Vous avez appris à utiliser toutes les principales fonctionnalités de Capsule CRM :
- ✅ Gestion des contacts
- ✅ Opportunités de vente
- ✅ Suivi des tâches
- ✅ Marketing par e-mail
- ✅ Analyse des ventes
- ✅ Intégrations
- ✅ Easy to Use Interface
- ✅ Application mobile
- ✅ Champs personnalisés
Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.
La plupart des gens commencent par la gestion des contacts.
Cela prend moins de cinq minutes.
Foire aux questions
Capsule CRM est-il gratuit ?
Yes. The Free plan costs $0 and covers two users with 250 contacts. Paid plans start at $18 per user per month when you outgrow it.
Capsule est-elle une bonne option pour les petites entreprises ?
Yes. Small teams pick it for the short setup, the simple sales pipeline, and pricing that stays below HubSpot and Zoho CRM.
Can I import contacts from a CSV file?
Yes. The import tool built directly into Capsule maps your CSV columns to fields. You can import sales opportunities the same way.
Does Capsule CRM connect to Gmail and Outlook?
Yes. There is a Gmail add-on and a Microsoft Outlook add-in. Both log email conversations and let you create sales opportunities.
How many integrations does Capsule CRM have?
Capsule integrates with over 70 apps, including Xero for comptabilité and Outlook Calendar for scheduling meetings and demos.
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