How to Use Capsule CRM (2026): Master It in Under 10 Minutes

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.

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ALTERNATIVES AUX CRM À CAPSULES →

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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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Astuces et raccourcis pour Capsule CRM Pro

After eight months in the app, here are the shortcuts I use most.

Raccourcis clavier

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

Mistake #2: Running everything through one pipeline

Mistake #3: Ignoring the dashboard warnings

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 :

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 :

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.