Panduan Singkat
Panduan ini mencakup setiap fitur Capsule CRM:
- Memulai — Create your account and finish the basic setup
- Cara Menggunakan Manajemen Kontak — Keep every contact, note, and email history inside one record
- Cara Memanfaatkan Peluang Penjualan — Track deals through every stage of your sales pipeline
- Cara Menggunakan Pelacakan Tugas — Never miss a follow-up on any contact, deal, or project
- Cara Menggunakan Pemasaran Email — Send campaigns to segmented lists without leaving your account
- Cara Menggunakan Analisis Penjualan — See win rates, sales activity, and deals that have stalled
- Cara Menggunakan Integrasi — 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
- Cara Menggunakan Aplikasi Seluler — Update deals and log calls from your phone between meetings
- Cara Menggunakan Kolom Kustom — Track the data your business needs on contacts, deals, and projects
Waktu yang dibutuhkan: 5 menit per film
Juga terdapat dalam panduan ini: Tips Profesional | Kesalahan Umum | Penyelesaian Masalah | Harga | Alternatif
Mengapa Anda Harus Mempercayai Panduan Ini?
Saya telah menggunakan Kapsul. 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 bisnis can pick up.
Namun sebagian besar pengguna hanya memanfaatkan sebagian kecil dari kemampuan yang dimilikinya.
Panduan ini menunjukkan cara menggunakan setiap fitur utama.
Langkah demi langkah, dengan tangkapan layar dan kiat-kiat profesional.
Tutorial 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.
Kapsul 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.
Memulai Menggunakan Capsule CRM
Sebelum menggunakan fitur apa pun, selesaikan pengaturan satu kali ini.
Prosesnya memakan waktu sekitar tiga menit.
Langkah 1: Buat Akun Anda
Go to the Capsule CRM website and click Sign Up.
A banner opens first with a line saying we value your privacy.
Capsule and most software sites use cookies to improve your experience and for marketing purposes.
Here is what each toggle on that banner means before you confirm preferences.
- Strictly necessary cookies: these cookies are required for the operation of our site and stay always active
- Functional cookies: remember choices on the site such as log in details and a price shown in Europe EUR
- Tracking and analytics cookies: these cookies allow us to see how visitors move around our site and help provide information on metrics such as number of visitors bounce rates etc
- Marketing cookies: used to provide customized advertising based on pages you have visited previously
Click manage preferences to switch categories on or off, then save your cookie preferences.
Some cookies are used to recognize you when you return to our site.
That setting enables us to personalize our content so you skip repeat intro screens.
A cookie that records your consent preferences stops the banner returning to your computer next visit.
Dismiss the message with the cky close icon and enter your email and password.
✓ Pos pemeriksaan: Periksa milikmu kotak-masuk untuk email konfirmasi.
Langkah 2: Akses Aplikasi
Capsule runs in any browser, with free iOS and Android 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.
✓ Pos pemeriksaan: Anda seharusnya dapat melihat dasbor utama.
Langkah 3: Selesaikan Pengaturan Awal
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.
✅ Selesai: Anda siap menggunakan fitur apa pun di bawah ini.
How to Use Capsule CRM Contact Manager
Manajemen Kontak lets you store every contact with a full history in one record.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: Your new contact appears at the top of the list.
Langkah 3: Atur dengan tag
Apply tags and data tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ Hasil: Every contact now sits in one place with notes and links attached.
💡 Pro Tip: Data enrichment fills in LinkedIn profiles and company details for you.
Cara Menggunakan Peluang Penjualan di Capsule CRM
Peluang Penjualan lets you move deals through a sales pipeline you control.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: You can see which deals are close and which have gone quiet.
💡 Pro Tip: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
Pelacakan Tugas lets you attach tasks to any record so follow-ups never slip.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Your day starts with a clear list instead of guesswork.
💡 Pro Tip: Apply a Track to a new client and every step is added segera.
How to Use Capsule CRM Email Marketer
Pemasaran Email lets you send bulk emails to segments built from your own data.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ Hasil: You reach the right segment without exporting a single spreadsheet.
💡 Pro Tip: Dynamic saved lists update in real-time as new contacts match your rules.
Cara Menggunakan Analisis Penjualan Capsule CRM
Analisis Penjualan lets you read your sales numbers without building a spreadsheet.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Ya — kebijakan pengembalian dana 14 hari untuk semua paket berbayar.
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ Hasil: You know which deals are stuck and which reps need help.
💡 Pro Tip: Advanced activity and sales pelaporan sits on the Growth plan.
Cara Menggunakan Integrasi Capsule CRM
Integrasi lets you connect the tools your team already uses every day.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Langkah 1: Buka Pengaturan Akun
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
Menghubungkan Xero for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ Hasil: Email conversations and invoices appear beside the contact record.
💡 Pro Tip: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
Antarmuka yang Mudah Digunakan lets you move around the app without training or a setup call.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: New teammates can find what they need on day one.
💡 Pro Tip: A super admin should set shared views before inviting the wider team.
Cara Menggunakan Aplikasi Seluler Capsule CRM
Aplikasi Seluler lets you work your pipeline away from your computer.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Notes from client visits reach the record before you drive home.
💡 Pro Tip: Turn on push notifications so tasks due today reach your phone.
Cara Menggunakan Kolom Kustom Capsule CRM
Bidang Kustom lets you record data that the default fields do not cover.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Langkah 1: Buka Pengaturan Akun
Go to Account Settings and click Custom Fields.
Langkah 2: Tambahkan kolom kustom
Pick teks, number, date, or list, then name the field.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Your account now tracks the details your competitors keep in spreadsheets.
💡 Pro Tip: Add custom fields before you import, or you will re-map the data twice.
Tips dan Pintasan Capsule CRM Pro
After eight months in the app, here are the shortcuts I use most.
Pintasan Keyboard
| Tindakan | Jalan pintas |
|---|---|
| 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 |
Fitur Tersembunyi yang Sering Diabaikan Orang
- 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
Kesalahan Umum yang Harus Dihindari dalam Capsule CRM
Mistake #1: Importing before the data structure is set
❌ Salah: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ Kanan: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ Salah: Forcing new business, renewals, and demos into a single stage list.
✅ Kanan: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ Salah: Skipping past Stale Opportunities because the deal felt safe last month.
✅ Kanan: Clear that list every Monday and log one task per stale deal.
Panduan Pemecahan Masalah Capsule CRM
Problem: You are signed out every time you return
Menyebabkan: Your browser clears the cookie that keeps you signed in.
Memperbaiki: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
Menyebabkan: The CSV headers did not match during the mapping step.
Memperbaiki: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
Menyebabkan: The Gmail add-on or Outlook add-in is not connected to that mailbox.
Memperbaiki: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 Catatan: If none of these fix your issue, contact Capsule CRM support.
Apa itu Capsule CRM?
Kapsul 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.
Saksikan ringkasan singkat ini:
Fitur-fitur utamanya meliputi:
- Manajemen Kontak: Store people and companies with notes, tasks, emails, and files attached.
- Peluang Penjualan: Track deals, values, and close dates across one or more pipelines.
- Pelacakan Tugas: Assign tasks to people, deals, and projects with due dates.
- Pemasaran Email: Send campaigns from saved lists and log replies back to records.
- Analisis Penjualan: Report on won and lost deals, activity levels, and pipeline health.
- Integrasi: Link email, akuntansi, calendar, and support apps in a few clicks.
- Antarmuka yang Mudah Digunakan: A plain top menu covering contacts, sales, projects, and tasks.
- Aplikasi Seluler: iOS and Android apps with contacts, tasks, and pipeline access.
- Kolom Kustom: Add your own fields to contacts, sales opportunities, and projects.
Untuk ulasan lengkap, lihat ulasan kami. Ulasan Capsule CRM.
Harga CRM Kapsul
Berikut adalah biaya Capsule CRM pada tahun 2026:
| Rencana | Harga | Terbaik untuk |
|---|---|---|
| Bebas | $0 | Solo founders testing a CRM with a small contact list |
| Starter | $18/pengguna/bulan | Small teams that need more contacts and custom fields |
| Pertumbuhan | $36/pengguna/bulan | Teams wanting multiple pipelines and advanced sales reporting |
Uji coba gratis: Yes, 14 days on paid plans, and the Free plan never expires.
Garansi uang kembali: No formal guarantee, but you can cancel monthly billing anytime.
💰 Nilai Terbaik: Starter — custom fields and a full sales pipeline at a fair price.
Capsule CRM vs Alternatifnya
Bagaimana perbandingan Capsule CRM? Berikut adalah gambaran persaingan di pasar:
Perhatikan perbandingan ini:
| Alat | Terbaik untuk | Harga | ProtoPie |
|---|---|---|---|
| Kapsul CRM | Simple contact and deal tracking | $18/bulan | ⭐ 4 |
| HubSpot | Marketing and sales in one place | $20/bulan | 3.5 Sonnet saat ini memegang mahkota untuk penulisan kreatif dan penalaran yang bernuansa. Terasa lebih 'manusiawi' dan kurang robotik dibandingkan GPT-40. Untuk data mentah dan penelitian, |
| Pipedrive | Visual pipeline selling | $14/bulan | 4. Generator Deskripsi |
| Zoho CRM | Feature depth on a budget | $14/bulan | 4. AI Paraphraser |
| Freshsales | Telepon dan obrolan terintegrasi | $9 / mo | 4. API yang andal |
RoseHosting vs MochaHost
- Tidak ada 'jejak dokumen': HubSpot — the widest feature set if budget allows
- Anggaran terbaik: Freshsales — the lowest entry price of the group
- Buka aplikasi VPN Anda (seperti NordVPN), cari 'India' di daftar negara, dan klik sambungkan. Anda akan langsung mendapatkan alamat IP India. Capsule CRM — the shortest path from signup to first deal
- Terbaik untuk penjual visual: Pipedrive — the pipeline board leads the whole app
🎯 Alternatif CRM Kapsul
Mencari alternatif Capsule CRM? Berikut adalah pilihan terbaiknya:
- 🚀 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.
- ⚡ Penjualan Baru: Bundles calling and chat into the record, useful for phone-heavy sales teams.
Untuk daftar lengkapnya, lihat halaman kami. Alternatif CRM Kapsul memandu.
⚔️ Perbandingan Capsule CRM
Berikut perbandingan Capsule CRM dengan setiap pesaingnya:
- 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 vs Freshsales: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
Mulai Gunakan Capsule CRM Sekarang
Anda telah mempelajari cara menggunakan setiap fitur utama Capsule CRM:
- ✅ Manajemen Kontak
- ✅ Peluang Penjualan
- ✅ Pelacakan Tugas
- ✅ Pemasaran Email
- ✅ Analisis Penjualan
- ✅ Integrasi
- ✅ Easy to Use Interface
- ✅ Aplikasi Seluler
- ✅ Bidang Kustom
Langkah selanjutnya: Pilih satu fitur dan coba sekarang juga.
Kebanyakan orang memulai dengan Manajemen Kontak.
Prosesnya memakan waktu kurang dari lima menit.
Pertanyaan Yang Sering Muncul
Apakah Capsule CRM gratis?
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.
Apakah Capsule cocok untuk usaha kecil?
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 akuntansi and Outlook Calendar for scheduling meetings and demos.
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