Panduan Singkat
This guide will cover how to use Capsule CRM feature:
- Memulai — Membuat akun dan pengaturan dasar
- Cara Menggunakan Manajemen Kontak — Store and organize every customer record in one place
- How to Use Sales Opportunities — Track deals from first contact to closed won
- Cara Menggunakan Pelacakan Tugas — Never miss a follow-up with built-in task reminders
- Cara Menggunakan Pemasaran Email — Send targeted campaigns directly from your CRM
- Cara Menggunakan Analisis Penjualan — Measure team performance and forecast revenue
- Cara Menggunakan Integrasi — Connect Capsule to Gmail, Outlook, Xero, and 70+ apps
- How to Use Custom Fields — Capture the data that matters most to your business
- Cara Menggunakan Aplikasi Seluler — Manage your CRM from anywhere on iOS or Android
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?
I’ve used Capsule CRM for several months and tested every feature covered here.
This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Kapsul CRM is one of the most straightforward CRM tools available today.
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.
Capsule CRM Tutorial
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.
Kapsul CRM
Capsule CRM keeps your contacts, deals, and tasks in one clean workspace. It takes minutes to set up and grows with your bisnisCobalah secara gratis — tanpa perlu kartu kredit.
Getting Started with Capsule CRM
Sebelum menggunakan fitur apa pun, selesaikan pengaturan satu kali ini.
Prosesnya memakan waktu sekitar 3 menit.
Langkah 1: Buat Akun Anda
Pergi ke capsulecrm.com and click “Try Free.”
Enter your name, work email, and create a password.
Capsule offers a free plan with no credit card required.
✓ Pos pemeriksaan: Periksa milikmu kotak-masuk for a confirmation email and click the link inside.
Langkah 2: Akses Dasbor
Capsule CRM runs in your browser — no download needed.
Log in at capsulecrm.com to open the dashboard.
The left sidebar shows People, Opportunities, Projects, Tasks, and Calendar.
✓ Pos pemeriksaan: You should see the main dashboard with a clean left-hand menu.
Langkah 3: Selesaikan Pengaturan Awal
Click your name in the top right and go to Account Settings.
Add your company name, time zone, and currency.
Then import your existing contacts from a CSV file using the import tool under People & Organizations.
✅ Selesai: Anda siap menggunakan fitur apa pun di bawah ini.
Berapa biaya Jasper AI?
Manajemen Kontak lets you store every customer, lead, and partner in one organized place.
Berikut cara menggunakannya langkah demi langkah.
Saksikan pengelolaan kontak beraksi:
Sekarang mari kita uraikan setiap langkahnya.
Step 1: Add a New Contact
Click “People” in the left menu, then hit the green “+ Add Person” button.
Enter the contact’s name, email, phone number, and company.
Langkah 2: Atur dengan Tag
Open any contact record and click “Add Tag” in the top area.
Tags like “Lead,” “Customer,” or “VIP” let you filter and find contacts fast.
Beginilah penampakannya:
✓ Pos pemeriksaan: Your contact appears with the correct tag in the People list.
Step 3: View the Full Contact Record
Click any contact to open their full record.
You’ll see their tasks, emails, files, notes, and linked opportunities all in one view.
✅ Hasil: You have a complete, searchable contact database ready for follow-up.
💡 Pro Tip: Use Data Tags alongside regular tags to capture structured info like “Industry: SaaS” or “Region: Europe” — then filter your contact list by those values segera.
How to Use Capsule CRM Sales Opportunities
Sales Opportunities lets you track every deal through your pipeline from first contact to close.
Berikut cara menggunakannya langkah demi langkah.
Watch Sales Opportunities in action:
Sekarang mari kita uraikan setiap langkahnya.
Step 1: Add a New Opportunity
Click “Sales” in the left menu, then hit “+ Add Opportunity.”
Enter the deal name, expected value, close date, and link it to a contact or organization.
Step 2: Move Deals Through Pipeline Stages
Switch to the Kanban board view inside Sales to see all your deals as cards.
Drag and drop each deal card to move it between pipeline stages.
Beginilah penampakannya:
✓ Pos pemeriksaan: Your deal card appears in the correct pipeline stage on the board.
Step 3: Set Up Multiple Pipelines
Go to Account Settings > Sales Pipelines to add a second pipeline for a different product or team.
Name each pipeline and define the stages that fit your sales process.
✅ Hasil: Your entire sales process is visible in a drag-and-drop board — no spreadsheet needed.
💡 Pro Tip: Watch the “Stale Opportunities” section on your dashboard — it flags deals with no recent activity so you never let a warm lead go cold.
How to Use Capsule CRM Task Tracking
Task Tracking lets you assign, schedule, and complete follow-up actions tied directly to your contacts and deals.
Berikut cara menggunakannya langkah demi langkah.
Watch Task Tracking in action:
Sekarang mari kita uraikan setiap langkahnya.
Step 1: Add a Task to a Contact or Deal
Open any contact or opportunity record and click “Add Task.”
Set the task type (call, email, meeting), due date, and assign it to a team member.
Step 2: View All Tasks on the Calendar
Click “Calendar” in the left menu to see all upcoming tasks in a weekly or monthly view.
Filter by team member to see who has what on their plate.
Beginilah penampakannya:
✓ Pos pemeriksaan: Your task appears on the calendar on the correct due date.
Step 3: Automate Recurring Tasks with Tracks
Go to Account Settings > Tracks to create a templated task list.
Attach a Track to any contact or deal to instantly add all tasks in the right order.
This works great for client onboarding, sales follow-up, or project kick-off sequences.
✅ Hasil: Every follow-up is scheduled automatically — nothing falls through the cracks.
💡 Pro Tip: Create a “New Client Onboarding” Track with 5–7 tasks and apply it to every new customer — your team follows the same consistent process every time.
How to Use Capsule CRM Email Marketing
Pemasaran Email lets you send targeted campaigns to segmented contact lists directly from Capsule.
Berikut cara menggunakannya langkah demi langkah.
Saksikan pemasaran email beraksi:
Sekarang mari kita uraikan setiap langkahnya.
Step 1: Build a Segmented Contact List
Go to People and use filters to narrow contacts by tag, location, or custom field value.
Click “Save List” to create a dynamic list that updates automatically as contacts match the criteria.
Step 2: Connect Your Email Tool
Go to Account Settings > Integrations and connect Transaksi (Capsule’s built-in email marketing tool).
You can also connect Mailchimp or other email tools via the integrations panel.
Beginilah penampakannya:
✓ Pos pemeriksaan: Your contact list syncs to the email tool and shows the correct number of recipients.
Step 3: Send and Track Your Campaign
Compose your email, choose the saved list, and click Send.
Open rates and click data feed back into each contact’s record in Capsule automatically.
✅ Hasil: Your campaign reaches the right contacts and every open or click is logged against their record.
💡 Pro Tip: Use saved lists with real-time filters — anyone who gets tagged “Hot Lead” joins the list immediately and receives your next campaign without manual updating.
How to Use Capsule CRM Sales Analytics
Analisis Penjualan lets you measure team performance, track win rates, and forecast revenue with clear visual reports.
Berikut cara menggunakannya langkah demi langkah.
Saksikan Analisis Penjualan beraksi:
Sekarang mari kita uraikan setiap langkahnya.
Langkah 1: Buka Bagian Laporan
Click “Reports” in the left menu — this is available on the Growth plan.
You’ll see a summary of won deals, lost deals, total pipeline value, and average deal size.
Step 2: Filter by Team Member or Date Range
Use the date picker to view performance for the last 30, 60, or 90 days.
Select a specific team member from the dropdown to see their individual results.
Beginilah penampakannya:
✓ Pos pemeriksaan: The report shows deals won and lost for the selected period with a clear chart.
Step 3: Export Your Report
Click the export icon to download the report as a CSV file.
Share it with your team or import it into a spreadsheet for further analysis.
✅ Hasil: You have a clear picture of pipeline health and team performance in minutes.
💡 Pro Tip: Review your win/loss report monthly — if you notice a specific pipeline stage where deals stall, adjust your process or add a task reminder at that exact stage.
How to Use Capsule CRM Integrations
Integrasi lets you connect Capsule to Gmail, Outlook, Xero, and over 70 other apps to keep all your tools in sync.
Berikut cara menggunakannya langkah demi langkah.
Saksikan integrasi beraksi:
Sekarang mari kita uraikan setiap langkahnya.
Step 1: Go to the Integrations Panel
Click your account name at the top right, then select Account Settings > Integrations.
You’ll see all available integrations grouped by category — email, akuntansiPemasaran, dan banyak lagi.
Step 2: Connect Gmail or Outlook
Click the Gmail or Outlook tile and follow the on-screen authorization steps.
Once connected, emails you send or receive are automatically logged against the matching contact record in Capsule.
Beginilah penampakannya:
✓ Pos pemeriksaan: Open a contact record and confirm their recent emails are visible in the activity feed.
Step 3: Connect Xero for Accounting
Click the Xero tile and authorize access with your Xero account credentials.
Capsule will link invoices and payment history from Xero directly to each contact record.
✅ Hasil: Your CRM, email, and akuntansi data all live in one connected workspace.
💡 Pro Tip: Install the Capsule Gmail add-on so you can create contacts, add tasks, and update deals without leaving your inbox — saves 10+ minutes a day.
How to Use Capsule CRM Custom Fields
Custom Fields lets you capture any business-specific data on your contacts, deals, and projects that Capsule doesn’t track by default.
Berikut cara menggunakannya langkah demi langkah.
Watch Custom Fields in action:
Sekarang mari kita uraikan setiap langkahnya.
Step 1: Open Custom Fields Settings
Go to Account Settings and click “Custom Fields” in the left sidebar.
Choose whether you want the field on People, Organizations, Opportunities, or Projects.
Step 2: Create a New Custom Field
Click “Add Custom Field” and choose the field type — teks, number, date, dropdown, or checkbox.
Name the field (e.g., “Contract Value,” “Industry,” or “Renewal Date”) and click Save.
Beginilah penampakannya:
✓ Pos pemeriksaan: The new field appears on every contact or deal record in that category.
Step 3: Fill In and Filter by Custom Fields
Open any record and fill in the custom field value in the right-hand details panel.
Go to People or Sales, click “Filter,” and select your custom field to find all matching records instantly.
✅ Hasil: Your CRM now captures the exact data your bisnis needs — and you can filter and report on it.
💡 Pro Tip: Add a “Renewal Date” custom field to all customer records — then filter for renewals due in the next 30 days to trigger proactive kegiatan penjangkauan before contracts lapse.
How to Use Capsule CRM Mobile App
Aplikasi Seluler lets you manage contacts, update deals, and complete tasks from your phone — wherever you are.
Berikut cara menggunakannya langkah demi langkah.
Watch the Mobile App in action:
Sekarang mari kita uraikan setiap langkahnya.
Langkah 1: Unduh Aplikasinya
Search for “Capsule CRM” in the App Store (iOS) or Google Play (Android) and install the free app.
Log in with the same email and password you use on the desktop.
Step 2: Access Contacts and Deals on the Go
Tap the People or Sales icon at the bottom of the screen to browse your contacts and pipeline.
Open any contact to see their full record, add a note, log a call, or create a follow-up task.
Beginilah penampakannya:
✓ Pos pemeriksaan: Your mobile app shows the same contacts and deals as your desktop — synced in real time.
Step 3: Log Activity After a Meeting
Right after a client meeting, open the contact on your phone and tap “Add Note.”
Type your meeting summary, then tap “Add Task” to schedule the next follow-up before you leave the room.
✅ Hasil: Every client interaction is logged in real time — no more trying to remember what was discussed Nanti.
💡 Pro Tip: Enable push notifications in the Capsule mobile app so you get alerted when a task is due — even when you’re away from your desk.
Capsule CRM Pro Tips and Shortcuts
After testing Capsule CRM for several months, here are my best tips.
Pintasan Keyboard
| Tindakan | Jalan pintas |
|---|---|
| Cari kontak | Press / then type name |
| Add new contact | Click + in top nav |
| Tandai tugas selesai | Click checkbox on task card |
| Switch to list view | Click the list icon top right |
| Open pipeline board | Click Sales > Board View |
Fitur Tersembunyi yang Sering Diabaikan Orang
- Pengayaan Data: Capsule automatically fills in LinkedIn profiles and company info when you add a contact — check the “Enrich” button on any record to pull in missing details instantly.
- Workflow Automations: Go to Account Settings > Automations to trigger automatic tasks, emails, or stage moves when a deal reaches a certain point — most users never find this menu.
- Dynamic Saved Lists: When you save a filtered contact list, Capsule keeps it live — new contacts that match your criteria are added to the list automatically without any manual work.
Capsule CRM Common Mistakes to Avoid
Mistake #1: Importing Contacts Without Cleaning the CSV First
❌ Salah: Uploading a raw spreadsheet with duplicate rows, missing emails, and inconsistent company names — your CRM becomes a mess from day one.
✅ Kanan: Clean your CSV first — remove duplicates, standardize company names, and add tags in a “Tags” column so contacts are organized the moment they land in Capsule.
Mistake #2: Skipping Tracks for Recurring Processes
❌ Salah: Adding tasks one by one to every new client — different team members follow different steps and nothing is consistent.
✅ Kanan: Build a Track for onboarding, follow-up, and renewal — apply it in one click so every client gets the same professional experience.
Mistake #3: Ignoring the Stale Opportunities Warning
❌ Salah: Letting deals sit in your pipeline for weeks with no activity — Capsule flags them as stale but most users dismiss the warning.
✅ Kanan: Check the Stale Opportunities widget on your dashboard every Monday and add a follow-up task to each flagged deal before the week starts.
Capsule CRM Troubleshooting
Problem: Emails Are Not Logging Against Contacts
Menyebabkan: The Gmail or Outlook integration is connected but the contact’s email address doesn’t match exactly.
Memperbaiki: Open the contact record and confirm the email address matches what’s in your inbox exactly — even a small typo will break the auto-log.
Problem: Imported Contacts Show as Duplicates
Menyebabkan: The CSV contained contacts that already exist in Capsule under a slightly different name or email.
Memperbaiki: Go to People and use the “Find Duplicates” option under the Actions menu — Capsule will flag likely duplicates and let you merge them in a few clicks.
Problem: A Team Member Can’t See Certain Records
Menyebabkan: Records were assigned to a specific user or access is restricted by role permissions.
Memperbaiki: Go to Account Settings > Users and check the team member’s role — the super admin can adjust visibility settings for each user level.
📌 Catatan: If none of these fix your issue, contact Capsule CRM support via the Help icon inside the app.
Apa itu Capsule CRM?
Kapsul CRM is a cloud-based customer relationship management tool that helps small and mid-sized teams manage contacts, track deals, and stay on top of every client interaction.
Think of it like a smart address book that also runs your entire sales process and task list.
Saksikan ringkasan singkat ini:
Fitur-fitur utamanya meliputi:
- Manajemen Kontak: Store every contact, note, email, and file in one searchable record
- Sales Opportunities: Drag-and-drop pipeline board with multiple pipeline support
- Task Tracking: Assign and automate follow-up tasks using Tracks templates
- Pemasaran Email: Send segmented campaigns with engagement tracked per contact
- Analisis Penjualan: Activity reports and win/loss tracking on the Growth plan
- Integrasi: Connect to Gmail, Outlook, Xero, and 70+ apps
- Kolom Kustom: Capture any business-specific data on contacts, deals, and projects
- Aplikasi Seluler: Manage contacts, deals, and tasks from iOS and Android
Untuk ulasan lengkap, lihat ulasan kami. Capsule CRM review.
Harga CRM Kapsul
Here’s what Capsule CRM costs in 2026:
| Rencana | Harga | Terbaik untuk |
|---|---|---|
| Bebas | $0 | Solo users and pekerja lepas testing the platform |
| Starter | $18/pengguna/bulan | Small teams that need contact management and basic pipelines |
| Pertumbuhan | $36/pengguna/bulan | Growing teams that need pelaporan, automations, and multiple pipelines |
Uji coba gratis: Yes — the free plan is available with no credit card required and no time limit.
Garansi uang kembali: Capsule does not advertise a formal money-back guarantee — check their website for current terms.
💰 Nilai Terbaik: Growth Plan — it unlocks sales analytics, workflow automations, and multiple pipelines that give growing teams everything they need to scale.
Capsule CRM vs Alternatifnya
How does Capsule CRM compare? Here’s the competitive landscape:
Perhatikan perbandingan ini:
| Alat | Terbaik untuk | Harga | ProtoPie |
|---|---|---|---|
| Kapsul CRM | Simple, clean CRM for small teams | $18/user/mo | 4,17 per bulan |
| HubSpot | All-in-one marketing and sales platform | Free–$800/mo | 4,17 per bulan |
| Pipedrive | Manajemen saluran penjualan yang berfokus pada penjualan | $14/pengguna/bulan | 4. API yang andal |
| Zoho CRM | Feature-rich CRM for growing teams | From $14/user/mo | 4,17 per bulan |
| Freshsales | AI-powered CRM with built-in phone | Free–$69/user/mo | 4,17 per bulan |
RoseHosting vs MochaHost
- Tidak ada 'jejak dokumen': Capsule CRM — clean interface, fast setup, and a free plan that’s actually useful
- Anggaran terbaik: HubSpot Free — unbeatable free tier with marketing tools included
- Buka aplikasi VPN Anda (seperti NordVPN), cari 'India' di daftar negara, dan klik sambungkan. Anda akan langsung mendapatkan alamat IP India. Capsule CRM — minimal learning curve and helpful onboarding guides
- Terbaik untuk tim penjualan: Pipedrive — purpose-built for sales reps who live in their pipeline
🎯 Alternatif CRM Kapsul
Mencari alternatif Capsule CRM? Berikut adalah pilihan terbaiknya:
- 🌟 HubSpot: The most popular free CRM — includes marketing, sales, and service tools. Best for teams that want everything in one place without paying upfront.
- 🚀 Pipedrive: A sales-first CRM with one of the best pipeline boards available. Great for teams whose whole job is closing deals and tracking activity.
- 🧠 Zoho CRM: A deep, feature-rich platform with AI sales assistant and advanced otomasi. Best for teams that need more power than Capsule offers at a mid-range price.
- ⚡ Penjualan Baru: An AI-powered CRM with a built-in phone dialer and email sequencing. Ideal for inside sales teams that make high volumes of calls and emails each day.
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 has a bigger free plan and more marketing tools, but Capsule is far simpler to set up and use for teams that just need a clean CRM without the complexity.
- Capsule CRM vs Pipedrive: Pipedrive wins on pipeline customization and activity tracking, but Capsule offers better contact management depth and a more affordable entry point for small teams.
- Capsule CRM vs Zoho CRM: Zoho packs in far more features including AI and deep automation, but Capsule beats it on simplicity and speed — Capsule takes hours to set up, not days.
- Capsule CRM vs Freshsales: Freshsales includes a built-in phone and email sequences which Capsule lacks, but Capsule’s cleaner interface and Tracks feature make it better for service-based businesses.
Start Using Capsule CRM Now
You learned how to use every major Capsule CRM feature:
- ✅ Manajemen Kontak
- ✅ Sales Opportunities
- ✅ Task Tracking
- ✅ Pemasaran Email
- ✅ Analisis Penjualan
- ✅ Integrasi
- ✅ Custom Fields
- ✅ Aplikasi Seluler
Langkah selanjutnya: Pilih satu fitur dan coba sekarang juga.
Kebanyakan orang memulai dengan Manajemen Kontak.
Prosesnya memakan waktu kurang dari 5 menit.
Pertanyaan Yang Sering Muncul
How do you add a new person or organization?
Click “People” in the left sidebar, then click the green “+ Add Person” or “+ Add Organization” button in the top right. Fill in the name, email, phone, and any other details, then click Save. The new record appears instantly in your contact list. You can also import contacts in bulk from a CSV file using the import tool under People & Organizations.
Bisakah saya menggunakan Capsule CRM di ponsel saya?
Yes — Capsule CRM has a dedicated mobile app for both iOS and Android. You can add contacts, update deals, log notes, and complete tasks from your phone. The app syncs in real time with your desktop account so your data is always up to date. Search for “Capsule CRM” in the App Store or Google Play to download it.
How to create custom fields for my business?
Go to Account Settings and click “Custom Fields” in the sidebar. Choose whether the field applies to People, Organizations, Opportunities, or Projects. Click “Add Custom Field,” pick a field type (text, number, date, dropdown, or checkbox), give it a name, and click Save. The field will appear on every relevant record across your account immediately.
Apakah ada versi gratis untuk tim kecil?
Yes — Capsule CRM has a free plan that supports up to 2 users and 250 contacts with no time limit. It includes contact management, the sales pipeline, tasks, and basic integrations. For growing teams that need reporting, automations, or multiple pipelines, the Starter plan starts at $18/user/month. The free plan is a solid starting point for freelancers and very small teams.
How do I invite my team to the account?
Go to Account Settings > Users and click “Invite User.” Enter their email address and choose their role — Admin, Owner, or User — then click Send Invitation. They’ll receive an email to create their own password and join your workspace. The account super admin can manage user roles, adjust permissions, and remove users at any time from the same panel.
Can I connect Capsule CRM to Xero or QuickBooks?
Yes — Capsule integrates natively with Xero for accounting. Once connected, invoices and payment history from Xero appear directly on each contact record in Capsule. For QuickBooks, you can connect via Zapier or a third-party integration. Go to Account Settings > Integrations to set up both accounting connections.
How to set up multiple sales pipelines?
Multiple pipelines are available on the Growth plan. Go to Account Settings > Sales Pipelines and click “Add Pipeline.” Name it (e.g., “Enterprise Sales” or “Renewals”), then define the stages for that pipeline. When adding an opportunity, you can assign it to any pipeline. Each pipeline has its own Kanban board view so teams can manage different sales processes without mixing them.
What is the best way to organize contacts with tags?
Use regular tags for broad categories like “Lead,” “Customer,” or “Partner” and Data Tags for structured values like “Industry: SaaS” or “Region: EMEA.” Apply tags from any contact record by clicking “Add Tag” in the top section. You can then filter your entire contact list by one or multiple tags to build targeted lists for campaigns or follow-up sequences.
How do I see my tasks on a calendar?
Click “Calendar” in the left sidebar to see all upcoming tasks laid out in a weekly or monthly calendar view. You can filter the calendar by team member to see each person’s workload. Capsule also offers an Outlook Calendar integration so your CRM tasks sync directly to your Microsoft Outlook calendar and appear alongside your meetings.
Can I generate reports to see my sales growth?
Yes — the Reports section is available on the Growth plan and shows deals won, deals lost, total pipeline value, average deal size, and activity by team member. You can filter reports by date range, pipeline, or individual user. Reports can also be exported as a CSV file for further analysis in a spreadsheet. The Growth plan also gives access to advanced activity reporting and sales forecasting data.
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