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

Avvio rapido

Questa guida illustra tutte le funzionalità di Capsule CRM:

• Iniziare — Create your account and finish the basic setup
• Come utilizzare la gestione dei contatti — Keep every contact, note, and email history inside one record
• Come sfruttare le opportunità di vendita — Track deals through every stage of your sales pipeline
• Come utilizzare il monitoraggio delle attività — Never miss a follow-up on any contact, deal, or project
• Come utilizzare l'email marketing — Send campaigns to segmented lists without leaving your account
• Come utilizzare l'analisi delle vendite — See win rates, sales activity, and deals that have stalled
• Come utilizzare le integrazioni — 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
• Come utilizzare l'app mobile — Update deals and log calls from your phone between meetings
• Come utilizzare i campi personalizzati — Track the data your business needs on contacts, deals, and projects

Tempo necessario: 5 minuti per ogni servizio

In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative

Perché fidarsi di questa guida

Ho usato Capsule 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 Attività commerciale can pick up.

Ma la maggior parte degli utenti ne sfrutta solo una minima parte delle potenzialità.

Questa guida ti mostra come utilizzare tutte le principali funzionalità.

Passo dopo passo, con schermate e consigli da professionisti.

Tutorial su 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.

CRM a capsule

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.

PROVA CAPSULE CRM ORA →

LEGGI LA RECENSIONE COMPLETA →

ALTERNATIVE AL CRM CAPSULE →

Guida introduttiva a Capsule CRM

Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.

Ci vogliono circa tre minuti.

Passaggio 1: crea il tuo account

Go to the Capsule CRM website and click Sign Up.

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✓ Punto di controllo: Controlla il tuo posta in arrivo per l'email di conferma.

Sì, Beautiful AI consente di esportare le presentazioni in formato PPTX. La conversione è semplice, ma potrebbe comportare alcune differenze di formattazione.

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.

✓ Punto di controllo: Dovresti visualizzare la dashboard principale.

Passaggio 3: Completare la configurazione iniziale

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

Gestione dei contatti lets you store every contact with a full history in one record.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: Your new contact appears at the top of the list.

Passaggio 3: Organizzare con i tag

Apply tags and dati tags so you can filter contacts later.

Data tags carry extra fields, so a Client tag can hold a renewal date.

Come utilizzare le opportunità di vendita di Capsule CRM

Opportunità di vendita lets you move deals through a sales pipeline you control.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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

Monitoraggio delle attività lets you attach tasks to any record so follow-ups never slip.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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 via e-mail lets you send bulk emails to segments built from your own data.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: Your list count matches the number of filtered contacts.

Step 3: Send and review

Write your campaign, send it, and check opens and clicks.

Come utilizzare Capsule CRM Sales Analytics

Analisi delle vendite lets you read your sales numbers without building a spreadsheet.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Aprire i report

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.

Ecco come si presenta:

✓ Punto di controllo: Your dashboard shows deal counts by stage and owner.

Step 3: Check Stale Opportunities

The dashboard flags Stale Opportunities that need follow-up now.

Come utilizzare le integrazioni di Capsule CRM

Integrazioni lets you connect the tools your team already uses every day.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Apri le impostazioni dell'account

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.

Ecco come si presenta:

✓ Punto di controllo: Connected apps show a green status inside the Integrations page.

Step 3: Add accounting and calendar

Collegare 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

Interfaccia facile da usare lets you move around the app without training or a setup call.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Come utilizzare l'app mobile Capsule CRM

Applicazione mobile lets you work your pipeline away from your computer.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Come utilizzare i campi personalizzati di Capsule CRM

Campi personalizzati lets you record data that the default fields do not cover.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Apri le impostazioni dell'account

Go to Account Settings and click Custom Fields.

Passaggio 2: Aggiungere campi personalizzati

Pick testo, number, date, or list, then name the field.

Ecco come si presenta:

✓ Punto di controllo: 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.

Suggerimenti e scorciatoie professionali per Capsule CRM

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

Scorciatoie da tastiera

Funzionalità nascoste che la maggior parte delle persone non nota

• 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

Errori comuni da evitare con Capsule CRM

Mistake #1: Importing before the data structure is set

Mistake #2: Running everything through one pipeline

Mistake #3: Ignoring the dashboard warnings

Risoluzione dei problemi di Capsule CRM

Problem: You are signed out every time you return

Causa: Your browser clears the cookie that keeps you signed in.

Aggiustare: Allow cookies for capsulecrm.com, or stop clearing them on close.

Problem: Imported contacts land in the wrong fields

Causa: The CSV headers did not match during the mapping step.

Aggiustare: Undo the import from Account Settings, fix headers, and map columns again.

Problem: Emails are not attaching to a record

Causa: The Gmail add-on or Outlook add-in is not connected to that mailbox.

Aggiustare: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.

📌 Nota: If none of these fix your issue, contact Capsule CRM support.

Che cos'è Capsule CRM?

CRM a capsule 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.

Guarda questa breve panoramica:

Include le seguenti caratteristiche principali:

• Gestione dei contatti: Store people and companies with notes, tasks, emails, and files attached.
• Opportunità di vendita: Track deals, values, and close dates across one or more pipelines.
• Monitoraggio delle attività: Assign tasks to people, deals, and projects with due dates.
• Marketing via e-mail: Send campaigns from saved lists and log replies back to records.
• Analisi delle vendite: Report on won and lost deals, activity levels, and pipeline health.
• Integrazioni: Link email, contabilità, calendar, and support apps in a few clicks.
• Interfaccia facile da usare: A plain top menu covering contacts, sales, projects, and tasks.
• Applicazione mobile: iOS and Android apps with contacts, tasks, and pipeline access.
• Campi personalizzati: Add your own fields to contacts, sales opportunities, and projects.

Per una recensione completa, consulta la nostra Recensione di Capsule CRM.

Prezzi di Capsule CRM

Ecco quanto costerà Capsule CRM nel 2026:

Prova gratuita: Yes, 14 days on paid plans, and the Free plan never expires.

Garanzia di rimborso: No formal guarantee, but you can cancel monthly billing anytime.

💰 Miglior rapporto qualità-prezzo: Starter — custom fields and a full sales pipeline at a fair price.

Capsule CRM vs alternative

Come si posiziona Capsule CRM rispetto alla concorrenza? Ecco un quadro più completo:

Guarda questo confronto:

Scelte rapide:

• Il migliore in assoluto: HubSpot — the widest feature set if budget allows
• Miglior budget: Freshsales — the lowest entry price of the group
• Ideale per principianti: Capsule CRM — the shortest path from signup to first deal
• Ideale per i venditori che si affidano alle immagini: Pipedrive — the pipeline board leads the whole app

🎯 Alternative a Capsule CRM

Cerchi alternative a Capsule CRM? Ecco le migliori opzioni:

• 🚀 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.
• ⚡ Freshsales: Bundles calling and chat into the record, useful for phone-heavy sales teams.

Per l'elenco completo, consultare il nostro Alternative a Capsule CRM guida.

⚔️ Confronto tra Capsule CRM

Ecco come Capsule CRM si posiziona rispetto a ciascun concorrente:

• Capsule CRM contro HubSpot: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
• Capsule CRM contro Pipedrive: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
• Capsule CRM contro Zoho CRM: Zoho customizes further, but Capsule stays usable without an admin behind it.
• Capsule CRM contro Freshsales: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.

Inizia subito a usare Capsule CRM

Hai imparato a utilizzare tutte le principali funzionalità di Capsule CRM:

• ✅ Contatta la direzione
• ✅ Opportunità di vendita
• ✅ Monitoraggio delle attività
• ✅ Marketing via email
• ✅ Analisi delle vendite
• ✅ Integrazioni
• ✅ Easy to Use Interface
• ✅ App per dispositivi mobili
• ✅ Campi personalizzati

Passo successivo: Scegli una funzionalità e provala subito.

La maggior parte delle persone inizia con la gestione dei contatti.

Ci vogliono meno di cinque minuti.

Domande frequenti

Capsule CRM è gratuito?

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 è una buona soluzione per le piccole imprese?

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 contabilità and Outlook Calendar for scheduling meetings and demos.