クイックスタート
このガイドでは、Capsule CRMのすべての機能について説明します。
- はじめる — Create your account and finish the basic setup
- 連絡先管理の使い方 — Keep every contact, note, and email history inside one record
- 営業機会の活用方法 — Track deals through every stage of your sales pipeline
- タスク追跡の使い方 — Never miss a follow-up on any contact, deal, or project
- メールマーケティングの活用方法 — Send campaigns to segmented lists without leaving your account
- セールスアナリティクスの使い方 — See win rates, sales activity, and deals that have stalled
- 統合機能の使い方 — 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
- モバイルアプリの使い方 — Update deals and log calls from your phone between meetings
- カスタムフィールドの使い方 — Track the data your business needs on contacts, deals, and projects
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
私はカプセルを使用しました 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 仕事 can pick up.
しかし、ほとんどのユーザーは、その機能のごく一部しか活用していない。
このガイドでは、主要な機能の使い方をすべて説明します。
スクリーンショットとプロのアドバイスを交えながら、手順を一つずつ解説します。
Capsule CRM チュートリアル
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.
カプセル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.
Capsule CRM の利用開始
いずれかの機能を使用する前に、この初回設定を完了してください。
約3分かかります。
ステップ1：アカウントを作成する
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.
✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。
ステップ2：アプリにアクセスする
Capsule runs in any browser, with free iOS and アンドロイド 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.
✓ チェックポイント: メインダッシュボードが表示されるはずです。
ステップ3：初期設定を完了する
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.
✅ 完了: 以下の機能はすべてご利用いただけます。
How to Use Capsule CRM Contact Manager
連絡先管理 lets you store every contact with a full history in one record.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: Your new contact appears at the top of the list.
ステップ3：タグを使って整理する
Apply tags and データ tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ 結果: Every contact now sits in one place with notes and links attached.
💡 プロのヒント: Data enrichment fills in リンクトイン profiles and company details for you.
Capsule CRMの営業機会の使い方
営業機会 lets you move deals through a sales pipeline you control.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: You can see which deals are close and which have gone quiet.
💡 プロのヒント: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
タスク追跡 lets you attach tasks to any record so follow-ups never slip.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Your day starts with a clear list instead of guesswork.
💡 プロのヒント: Apply a Track to a new client and every step is added 即座に.
How to Use Capsule CRM Email Marketer
メールマーケティング lets you send bulk emails to segments built from your own data.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ 結果: You reach the right segment without exporting a single spreadsheet.
💡 プロのヒント: Dynamic saved lists update in real-time as new contacts match your rules.
Capsule CRMのセールスアナリティクスの使い方
セールスアナリティクス lets you read your sales numbers without building a spreadsheet.
以下に、その使用方法をステップごとに説明します。
ステップ1：レポートを開く
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.
これは以下のようなものです。
✓ チェックポイント: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ 結果: You know which deals are stuck and which reps need help.
💡 プロのヒント: Advanced activity and sales 報告 sits on the Growth plan.
Capsule CRM連携機能の使い方
統合 lets you connect the tools your team already uses every day.
以下に、その使用方法をステップごとに説明します。
ステップ1：アカウント設定を開く
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.
これは以下のようなものです。
✓ チェックポイント: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
接続する ゼロ for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ 結果: Email conversations and invoices appear beside the contact record.
💡 プロのヒント: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
使いやすいインターフェース lets you move around the app without training or a setup call.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: New teammates can find what they need on day one.
💡 プロのヒント: A super admin should set shared views before inviting the wider team.
Capsule CRMモバイルアプリの使い方
モバイルアプリ lets you work your pipeline away from your computer.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Notes from client visits reach the record before you drive home.
💡 プロのヒント: Turn on push notifications so tasks due today reach your phone.
Capsule CRMのカスタムフィールドの使い方
カスタムフィールド lets you record data that the default fields do not cover.
以下に、その使用方法をステップごとに説明します。
ステップ1：アカウント設定を開く
Go to Account Settings and click Custom Fields.
ステップ2：カスタムフィールドを追加する
Pick 文章, number, date, or list, then name the field.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Your account now tracks the details your competitors keep in spreadsheets.
💡 プロのヒント: Add custom fields before you import, or you will re-map the data twice.
Capsule CRMのプロ向けヒントとショートカット
After eight months in the app, here are the shortcuts I use most.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| 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 |
ほとんどの人が見逃す隠れた機能
- 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
カプセルCRMで避けるべきよくある間違い
Mistake #1: Importing before the data structure is set
❌ 間違い: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ 右: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ 間違い: Forcing new business, renewals, and demos into a single stage list.
✅ 右: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ 間違い: Skipping past Stale Opportunities because the deal felt safe last month.
✅ 右: Clear that list every Monday and log one task per stale deal.
Capsule CRMのトラブルシューティング
Problem: You are signed out every time you return
原因： Your browser clears the cookie that keeps you signed in.
修理： Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
原因： The CSV headers did not match during the mapping step.
修理： Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
原因： The Gmail add-on or Outlook add-in is not connected to that mailbox.
修理： Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 注記： If none of these fix your issue, contact Capsule CRM support.
Capsule CRM とは何ですか?
カプセル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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 連絡先管理: Store people and companies with notes, tasks, emails, and files attached.
- 営業機会： Track deals, values, and close dates across one or more pipelines.
- タスク追跡: Assign tasks to people, deals, and projects with due dates.
- メールマーケティング: Send campaigns from saved lists and log replies back to records.
- 売上分析: Report on won and lost deals, activity levels, and pipeline health.
- 統合: Link email, 会計, calendar, and support apps in a few clicks.
- 使いやすいインターフェース: A plain top menu covering contacts, sales, projects, and tasks.
- モバイルアプリ: iOS and Android apps with contacts, tasks, and pipeline access.
- カスタムフィールド: Add your own fields to contacts, sales opportunities, and projects.
詳細なレビューについては、こちらをご覧ください。 Capsule CRMのレビュー.
カプセルCRMの価格
2026年におけるCapsule CRMの費用は以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | $0 | Solo founders testing a CRM with a small contact list |
| スターター | 1ユーザーあたり月額18ドル | Small teams that need more contacts and custom fields |
| 成長 | 1ユーザーあたり月額36ドル | Teams wanting multiple pipelines and advanced sales reporting |
無料トライアル: Yes, 14 days on paid plans, and the Free plan never expires.
返金保証: No formal guarantee, but you can cancel monthly billing anytime.
💰 最もお得な価格: Starter — custom fields and a full sales pipeline at a fair price.
カプセルCRMと代替案の比較
Capsule CRMは他社製品と比べてどうでしょうか？競合状況は以下のとおりです。
この比較をご覧ください。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| カプセルCRM | Simple contact and deal tracking | 月額18ドル | ⭐ 4 |
| ハブスポット | Marketing and sales in one place | 月額20ドル | ⭐ 4.5 |
| パイプドライブ | Visual pipeline selling | 月額14ドル | ⭐ 4.4 |
| Zoho CRM | Feature depth on a budget | 月額14ドル | ⭐ 4.2 |
| フレッシュセール | 電話とチャット機能が内蔵されています | 月額9ドル | ⭐ 4.3 |
おすすめ商品：
- 総合ベスト： HubSpot — the widest feature set if budget allows
- ベスト予算： Freshsales — the lowest entry price of the group
- 初心者におすすめ： Capsule CRM — the shortest path from signup to first deal
- ビジュアル重視の販売者に最適： Pipedrive — the pipeline board leads the whole app
🎯 カプセル型CRMの代替案
Capsule CRMの代替製品をお探しですか？おすすめの選択肢をご紹介します。
- 🚀 ハブスポット： Free CRM with marketing tools attached, though costs climb fast once you add paid hubs.
- 🎯 パイプドライブ: 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.
- ⚡ フレッシュセール： Bundles calling and chat into the record, useful for phone-heavy sales teams.
全リストについては、こちらをご覧ください。 Capsule CRMの代替品 ガイド。
⚔️ カプセルCRMの比較
Capsule CRMと各競合他社との比較は以下のとおりです。
- Capsule CRMとHubSpotの比較: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- Capsule CRMとPipedriveの比較: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRMとZoho CRMの比較: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRMとFreshsalesの比較： Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
今すぐCapsule CRMを使い始めましょう
Capsule CRMの主要な機能をすべて使いこなせるようになりました。
- ✅ 連絡先管理
- ✅ 営業機会
- ✅ タスク追跡
- ✅ メールマーケティング
- ✅ 販売分析
- ✅ 連携機能
- ✅ Easy to Use Interface
- ✅ モバイルアプリ
- ✅ カスタムフィールド
次のステップ： どれか一つの機能を選んで、今すぐ試してみてください。
ほとんどの人はまず顧客管理から始めます。
5分もかかりません。
よくある質問
Capsule CRM は無料ですか?
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は中小企業にとって良い選択肢ですか？
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 会計 and Outlook Calendar for scheduling meetings and demos.
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