{"id":205674,"date":"2026-03-14T01:48:51","date_gmt":"2026-03-13T22:48:51","guid":{"rendered":"https:\/\/www.fahimai.com\/?p=205674"},"modified":"2026-08-16T11:04:22","modified_gmt":"2026-08-16T08:04:22","slug":"how-to-use-capsule-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/ja\/how-to-use-capsule-crm","title":{"rendered":"How to Use Capsule CRM (2026): Master It in Under 10 Minutes"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image144152_8fac09-8a.kb-image-is-ratio-size, .kb-image144152_8fac09-8a .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image144152_8fac09-8a.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image144152_8fac09-8a .kb-image-is-ratio-size{align-self:unset;}.kb-image144152_8fac09-8a figure{max-width:350px;}.kb-image144152_8fac09-8a .image-is-svg, .kb-image144152_8fac09-8a .image-is-svg img{width:100%;}.kb-image144152_8fac09-8a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image144152_8fac09-8a\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA.png\" alt=\"Capsule CTA\" class=\"kb-img wp-image-25570\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Capsule CRM feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-capsule-crm\">Getting Started<\/a> \u2014 Create your account and finish the basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-contact-management\">How to Use Contact Management<\/a> \u2014 Keep every contact, note, and email history inside one record<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-sales-opportunities\">How to Use Sales Opportunities<\/a> \u2014 Track deals through every stage of your sales pipeline<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-task-tracking\">How to Use Task Tracking<\/a> \u2014 Never miss a follow-up on any contact, deal, or project<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-email-marketing\">How to Use Email Marketing<\/a> \u2014 Send campaigns to segmented lists without leaving your account<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-sales-analytics\">How to Use Sales Analytics<\/a> \u2014 See win rates, sales activity, and deals that have stalled<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-integrations\">How to Use Integrations<\/a> \u2014 Connect Gmail, Outlook, Xero, and 70 other apps to your account<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-easy-to-use\">How to Use Easy to Use Interface<\/a> \u2014 Find any contact, deal, or task in seconds from one screen<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-mobile-app\">How to Use Mobile App<\/a> \u2014 Update deals and log calls from your phone between meetings<\/li>\n\n\n\n<li><a href=\"#how-to-use-capsule-crm-custom-fields\">How to Use Custom Fields<\/a> \u2014 Track the data your business needs on contacts, deals, and projects<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#capsule-crm-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#capsule-crm-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#capsule-crm-troubleshooting\">Troubleshooting<\/a> | <a href=\"#capsule-crm-pricing\">Pricing<\/a> | <a href=\"#capsule-crm-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have used Capsule <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-coaches\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150799\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for eight months and tested every feature covered here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This tutorial comes from real hands-on experience, not vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/How-to-use-capsule-crm.png\" alt=\"Capsule CRM feature overview\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule CRM is one of the simplest CRM tools a small <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-ai-tools-for-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150801\">business<\/a> can pick up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use every major feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='capsule-crm-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Capsule CRM Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image144152_8fac09-8a.kb-image-is-ratio-size, .kb-image144152_8fac09-8a .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image144152_8fac09-8a.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image144152_8fac09-8a .kb-image-is-ratio-size{align-self:unset;}.kb-image144152_8fac09-8a figure{max-width:350px;}.kb-image144152_8fac09-8a .image-is-svg, .kb-image144152_8fac09-8a .image-is-svg img{width:100%;}.kb-image144152_8fac09-8a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image144152_8fac09-8a\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA.png\" alt=\"Capsule CTA\" class=\"kb-img wp-image-25570\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Capsule CRM<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/capsule-crm\" target=\"_blank\" rel=\"noopener\">TRY CAPSULE CRM NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/capsule-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/capsule-crm-alternatives\">CAPSULE CRM ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-capsule-crm'  id=\"boomdevs_3\" id=\"getting-started-with-capsule-crm\" class=\"wp-block-heading\">Getting Started with Capsule CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before using any feature, finish this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Capsule CRM website and click Sign Up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A banner opens first with a line saying we value your privacy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule and most software sites use cookies to improve your experience and for marketing purposes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what each toggle on that banner means before you confirm preferences.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strictly necessary cookies:<\/strong> these cookies are required for the operation of our site and stay always active<\/li>\n\n\n\n<li><strong>Functional cookies:<\/strong> remember choices on the site such as log in details and a price shown in Europe EUR<\/li>\n\n\n\n<li><strong>Tracking and analytics cookies:<\/strong> 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<\/li>\n\n\n\n<li><strong>Marketing cookies:<\/strong> used to provide customized advertising based on pages you have visited previously<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Click manage preferences to switch categories on or off, then save your cookie preferences.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some cookies are used to recognize you when you return to our site.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That setting enables us to personalize our content so you skip repeat intro screens.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A cookie that records your consent preferences stops the banner returning to your computer next visit.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dismiss the message with the cky close icon and enter your email and password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150807\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for the confirmation email.<\/p>\n\n\n\n<h4 id='step-2-access-the-app'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Access the App<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule runs in any browser, with free iOS and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistants-for-android\" title=\"Android\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150803\">Android<\/a> apps beside it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in with your new account and you land on the dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The top menu holds Dashboard, People, Sales, Projects, Tasks, and Calendar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule keeps short videos and demos in its help centre if a screen looks unfamiliar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Set your currency, add your company name, and invite teammates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then import your contacts from a CSV file using the Capsule import tool.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can bring over your sales opportunities with the same tool built directly into Capsule.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Connect Gmail or Outlook last so past emails attach to the right record.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You are ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-contact-manager'  id=\"boomdevs_7\" id=\"how-to-use-capsule-crm-contact-management\" class=\"wp-block-heading\">How to Use Capsule CRM Contact Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Contact Management<\/strong> lets you store every contact with a full history in one record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-people-organizations'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open People &amp; Organizations<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click People &amp; Organizations in the top menu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Import client information here to keep contacts and companies together.<\/p>\n\n\n\n<h4 id='step-2-add-or-import-your-contacts'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Add or import your contacts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Add Person and fill in the name, email, and business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image198684_79676a-ca .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198684_79676a-ca size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"948\" height=\"429\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Contact-Management.png\" alt=\"Capsule Contact Management\" class=\"kb-img wp-image-25573\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Contact-Management.png 948w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Contact-Management-480x217.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 948px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your new contact appears at the top of the list.<\/p>\n\n\n\n<h4 id='step-3-organize-with-tags'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Organize with tags<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Apply tags and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/alaya-ai\" title=\"data\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150808\" target=\"_blank\" rel=\"noopener\">data<\/a> tags so you can filter contacts later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Data tags carry extra fields, so a Client tag can hold a renewal date.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every contact now sits in one place with notes and links attached.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Data enrichment fills in <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"LinkedIn\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150810\">LinkedIn<\/a> profiles and company details for you.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-sales-opportunities'  id=\"boomdevs_11\" id=\"how-to-use-capsule-crm-sales-opportunities\" class=\"wp-block-heading\">How to Use Capsule CRM Sales Opportunities<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Opportunities<\/strong> lets you move deals through a sales pipeline you control.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-sales-tab'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Open the Sales tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Sales to see your pipeline board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each column is a stage such as Qualified or Proposal Sent.<\/p>\n\n\n\n<h4 id='step-2-add-an-opportunity'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Add an opportunity<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Add Opportunity and link it to an existing contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image198685_9fd0e4-cd .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198685_9fd0e4-cd size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"949\" height=\"464\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-sales-pipeline.png\" alt=\"Capsule sales pipeline\" class=\"kb-img wp-image-25574\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-sales-pipeline.png 949w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-sales-pipeline-480x235.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 949px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The pipeline header shows your total open deal value.<\/p>\n\n\n\n<h4 id='step-3-drag-deals-between-stages'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Drag deals between stages<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag each card forward as the deal progresses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Deals that sit too long turn up on the dashboard as stale.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can see which deals are close and which have gone quiet.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> The Growth plan unlocks multiple sales pipelines for different sales processes.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-task-tracker'  id=\"boomdevs_15\" id=\"how-to-use-capsule-crm-task-tracking\" class=\"wp-block-heading\">How to Use Capsule CRM Task Tracker<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Task Tracking<\/strong> lets you attach tasks to any record so follow-ups never slip.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-tasks-tab'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open the Tasks tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Tasks to view everything due today and this week.<\/p>\n\n\n\n<h4 id='step-2-add-a-task-to-a-record'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Add a task to a record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open any contact and click Add Task inside that record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image198686_9a9f8d-fc .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198686_9a9f8d-fc size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1014\" height=\"338\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/Untitled-design-1.png\" alt=\"Task Tracking\" class=\"kb-img wp-image-212295\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/Untitled-design-1.png 1014w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/Untitled-design-1-980x327.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/Untitled-design-1-480x160.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1014px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The task shows on your list with the contact name beside it.<\/p>\n\n\n\n<h4 id='step-3-build-a-track-for-repeat-work'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Build a Track for repeat work<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Save a templated task list as a Track for onboarding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tracks standardize repetitive tasks so follow-up stays consistent.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your day starts with a clear list instead of guesswork.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Apply a Track to a new client and every step is added <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150805\" target=\"_blank\" rel=\"noopener\">instantly<\/a>.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-email-marketer'  id=\"boomdevs_19\" id=\"how-to-use-capsule-crm-email-marketing\" class=\"wp-block-heading\">How to Use Capsule CRM Email Marketer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Marketing<\/strong> lets you send bulk emails to segments built from your own data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-email'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Connect your email<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Connect Gmail or Outlook so emails log against the right contact.<\/p>\n\n\n\n<h4 id='step-2-build-a-saved-list'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Build a saved list<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter contacts by tag, then save that filter as a list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dynamic lists refresh themselves, so new matching contacts get added on their own.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\u2705  How To Send Email With Capsule CRM\ud83d\udd34\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/mlKgna_e4rc?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your list count matches the number of filtered contacts.<\/p>\n\n\n\n<h4 id='step-3-send-and-review'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Send and review<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Write your campaign, send it, and check opens and clicks.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You reach the right segment without exporting a single spreadsheet.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Dynamic saved lists update in real-time as new contacts match your rules.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-sales-analytics'  id=\"boomdevs_23\" id=\"how-to-use-capsule-crm-sales-analytics\" class=\"wp-block-heading\">How to Use Capsule CRM Sales Analytics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Analytics<\/strong> lets you read your sales numbers without building a spreadsheet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-reports'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open Reports<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Reports in the main menu.<\/p>\n\n\n\n<h4 id='step-2-pick-a-report'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Pick a report<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose sales performance, activity, or pipeline reports.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Filter by owner and date to see which rep closed what last quarter.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Are You Profitable? How to Use Capsule CRM&amp;apos;s Sales Analytics\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/d74pQFztQ5I?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your dashboard shows deal counts by stage and owner.<\/p>\n\n\n\n<h4 id='step-3-check-stale-opportunities'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Check Stale Opportunities<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The dashboard flags Stale Opportunities that need follow-up now.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You know which deals are stuck and which reps need help.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Advanced activity and sales <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150804\" target=\"_blank\" rel=\"noopener\">reporting<\/a> sits on the Growth plan.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-integrations'  id=\"boomdevs_27\" id=\"how-to-use-capsule-crm-integrations\" class=\"wp-block-heading\">How to Use Capsule CRM Integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Integrations<\/strong> lets you connect the tools your team already uses every day.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-account-settings'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Open Account Settings<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click your avatar, then choose Account Settings and Integrations.<\/p>\n\n\n\n<h4 id='step-2-connect-your-email'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Connect your email<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add the Gmail add-on or the Microsoft Outlook add-in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Integrating WPForms with Capsule CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/AbDE3KWxPO4?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Connected apps show a green status inside the Integrations page.<\/p>\n\n\n\n<h4 id='step-3-add-accounting-and-calendar'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Add accounting and calendar<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Connect <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/xero\" title=\"Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150813\" target=\"_blank\" rel=\"noopener\">Xero<\/a> for invoices and Outlook Calendar for scheduling.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each connection is a login handshake, so no developer time is needed.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Email conversations and invoices appear beside the contact record.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Capsule works with over 70 apps, so check the list before paying for a connector.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-interface'  id=\"boomdevs_31\" id=\"how-to-use-capsule-crm-easy-to-use\" class=\"wp-block-heading\">How to Use Capsule CRM Interface<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Easy to Use Interface<\/strong> lets you move around the app without training or a setup call.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-learn-the-top-menu'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Learn the top menu<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Six tabs cover Dashboard, People, Sales, Projects, Tasks, and Calendar.<\/p>\n\n\n\n<h4 id='step-2-use-global-search'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Use global search<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Type a name in the search bar to jump straight to a record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search reads names, emails, tags, and notes at the same time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Capsule CRM Demo &amp; Full Tutorial to Streamline Your Business Processes\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/NCkjGosCwbU?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your saved view appears in the sidebar under saved lists.<\/p>\n\n\n\n<h4 id='step-3-save-your-own-view'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Save your own view<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter a list, then save that view for one-click access.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> New teammates can find what they need on day one.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> A super admin should set shared views before inviting the wider team.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-mobile-app'  id=\"boomdevs_35\" id=\"how-to-use-capsule-crm-mobile-app\" class=\"wp-block-heading\">How to Use Capsule CRM Mobile App<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mobile App<\/strong> lets you work your pipeline away from your computer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-download-the-app'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Download the app<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Install Capsule from the App Store or Google Play.<\/p>\n\n\n\n<h4 id='step-2-sign-in'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Sign in<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use the same login you set on your computer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Capsule CRM app - how to set it up and what you can do on it!\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/CPSUhrYJyg4?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your pipeline loads with the same stages you see on desktop.<\/p>\n\n\n\n<h4 id='step-3-log-calls-and-notes'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Log calls and notes<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add a note straight after a call so nothing is lost.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The note lands on the contact record and shows on desktop within seconds.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Notes from client visits reach the record before you drive home.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Turn on push notifications so tasks due today reach your phone.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-capsule-crm-custom-fields'  id=\"boomdevs_39\" id=\"how-to-use-capsule-crm-custom-fields\" class=\"wp-block-heading\">How to Use Capsule CRM Custom Fields<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Custom Fields<\/strong> lets you record data that the default fields do not cover.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-account-settings-1'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open Account Settings<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to Account Settings and click Custom Fields.<\/p>\n\n\n\n<h4 id='step-2-add-custom-fields'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Add custom fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-text-generator\" title=\"text\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150812\" target=\"_blank\" rel=\"noopener\">text<\/a>, number, date, or list, then name the field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Capsule - How to Add Custom Fields\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/XYnQAEcUZqI?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The new field shows on every contact record you open.<\/p>\n\n\n\n<h4 id='step-3-filter-by-your-new-field'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Filter by your new field<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Build a saved list using the field you just created.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Custom fields also show inside reports, so you can group deals by them.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your account now tracks the details your competitors keep in spreadsheets.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Add custom fields before you import, or you will re-map the data twice.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"capsule-crm-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Capsule CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After eight months in the app, here are the shortcuts I use most.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Find any record<\/td><td>Click the search bar and start typing a name<\/td><\/tr><tr><td>Add a contact<\/td><td>Press the + button in the top right corner<\/td><\/tr><tr><td>View today&#8217;s tasks<\/td><td>Open the Tasks tab from the top menu<\/td><\/tr><tr><td>Share a record<\/td><td>Copy the record URL from your browser bar<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tracks:<\/strong> templated task lists that automate recurring processes like client onboarding<\/li>\n\n\n\n<li><strong>Dynamic saved lists:<\/strong> lists that update in real-time as records match your rules<\/li>\n\n\n\n<li><strong>Data enrichment:<\/strong> pulls company details and social links onto a contact automatically<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"capsule-crm-common-mistakes-to-avoid\" class=\"wp-block-heading\">Capsule CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing before the data structure is set<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping a CSV of 5,000 contacts on day one, then adding fields later.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Configure fields and tags, connect Gmail or Outlook, then import.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Running everything through one pipeline<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Forcing new business, renewals, and demos into a single stage list.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Use separate pipelines so each sales process has its own stages.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Ignoring the dashboard warnings<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Skipping past Stale Opportunities because the deal felt safe last month.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Clear that list every Monday and log one task per stale deal.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-troubleshooting'  id=\"boomdevs_45\" id=\"capsule-crm-troubleshooting\" class=\"wp-block-heading\">Capsule CRM Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: You are signed out every time you return<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your browser clears the cookie that keeps you signed in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Allow cookies for capsulecrm.com, or stop clearing them on close.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Imported contacts land in the wrong fields<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The CSV headers did not match during the mapping step.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Undo the import from Account Settings, fix headers, and map columns again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails are not attaching to a record<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The Gmail add-on or Outlook add-in is not connected to that mailbox.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Capsule CRM support.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-capsule-crm'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Capsule CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Capsule CRM<\/strong> is a CRM tool that helps you manage contacts, sales, and projects in one account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a shared address book that also remembers every deal and task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Capsule CRM - Review &amp; Demo\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/2jxJkk_5qLo?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contact Management:<\/strong> Store people and companies with notes, tasks, emails, and files attached.<\/li>\n\n\n\n<li><strong>Sales Opportunities:<\/strong> Track deals, values, and close dates across one or more pipelines.<\/li>\n\n\n\n<li><strong>Task Tracking:<\/strong> Assign tasks to people, deals, and projects with due dates.<\/li>\n\n\n\n<li><strong>Email Marketing:<\/strong> Send campaigns from saved lists and log replies back to records.<\/li>\n\n\n\n<li><strong>Sales Analytics:<\/strong> Report on won and lost deals, activity levels, and pipeline health.<\/li>\n\n\n\n<li><strong>Integrations:<\/strong> Link email, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150800\" target=\"_blank\" rel=\"noopener\">accounting<\/a>, calendar, and support apps in a few clicks.<\/li>\n\n\n\n<li><strong>Easy to Use Interface:<\/strong> A plain top menu covering contacts, sales, projects, and tasks.<\/li>\n\n\n\n<li><strong>Mobile App:<\/strong> iOS and Android apps with contacts, tasks, and pipeline access.<\/li>\n\n\n\n<li><strong>Custom Fields:<\/strong> Add your own fields to contacts, sales opportunities, and projects.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/capsule-crm\">Capsule CRM review<\/a>.<\/p>\n\n\n<style>.kb-image198680_7cadae-6a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198680_7cadae-6a size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"946\" height=\"461\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Homepage.png\" alt=\"Capsule Homepage\" class=\"kb-img wp-image-25580\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Homepage.png 946w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Capsule-Homepage-480x234.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 946px, 100vw\" \/><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-pricing'  id=\"boomdevs_47\" id=\"capsule-crm-pricing\" class=\"wp-block-heading\">Capsule CRM Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Capsule CRM costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Free<\/td><td>$0<\/td><td>Solo founders testing a CRM with a small contact list<\/td><\/tr><tr><td>Starter<\/td><td>$18\/user\/month<\/td><td>Small teams that need more contacts and custom fields<\/td><\/tr><tr><td>Growth<\/td><td>$36\/user\/month<\/td><td>Teams wanting multiple pipelines and advanced sales reporting<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, 14 days on paid plans, and the Free plan never expires.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No formal guarantee, but you can cancel monthly billing anytime.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Starter \u2014 custom fields and a full sales pipeline at a fair price.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn 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#3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='capsule-crm-vs-alternatives'  id=\"boomdevs_48\" id=\"capsule-crm-vs-alternatives\" class=\"wp-block-heading\">Capsule CRM vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Capsule CRM compare? Here is the competitive landscape:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Capsule CRM<\/strong><\/td><td>Simple contact and deal tracking<\/td><td>$18\/mo<\/td><td>\u2b50 4<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing and sales in one place<\/td><td>$20\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/pipedrive\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150814\">Pipedrive<\/a><\/td><td>Visual pipeline selling<\/td><td>$14\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Zoho CRM<\/td><td>Feature depth on a budget<\/td><td>$14\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>Freshsales<\/td><td>Built-in phone and chat<\/td><td>$9\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> HubSpot \u2014 the widest feature set if budget allows<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales \u2014 the lowest entry price of the group<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Capsule CRM \u2014 the shortest path from signup to first deal<\/li>\n\n\n\n<li><strong>Best for visual sellers:<\/strong> Pipedrive \u2014 the pipeline board leads the whole app<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Capsule CRM Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Capsule CRM alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>HubSpot:<\/strong> Free CRM with marketing tools attached, though costs climb fast once you add paid hubs.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Pipedrive:<\/strong> Built around a drag-and-drop sales pipeline, ideal for teams who live in deal stages.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Zoho CRM:<\/strong> Deep customization and low pricing, with a longer setup than Capsule needs.<\/li>\n\n\n\n<li>\u26a1 <strong>Freshsales:<\/strong> Bundles calling and chat into the record, useful for phone-heavy sales teams.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/capsule-crm-alternatives\">Capsule CRM alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Capsule CRM Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Capsule CRM stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-capsule-crm\" title=\"Capsule CRM vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150802\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs HubSpot<\/a>:<\/strong> HubSpot wins on features, Capsule wins on simple pricing and faster setup.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-capsule-crm\" title=\"Capsule CRM vs Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150811\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs Pipedrive<\/a>:<\/strong> Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm-vs-zoho-crm\" title=\"Capsule CRM vs Zoho CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150809\" target=\"_blank\" rel=\"noopener\">Capsule CRM vs Zoho CRM<\/a>:<\/strong> Zoho customizes further, but Capsule stays usable without an admin behind it.<\/li>\n\n\n\n<li><strong>Capsule CRM vs Freshsales:<\/strong> Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-capsule-crm-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Capsule CRM Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Capsule CRM feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Contact Management<\/li>\n\n\n\n<li>\u2705 Sales Opportunities<\/li>\n\n\n\n<li>\u2705 Task Tracking<\/li>\n\n\n\n<li>\u2705 Email Marketing<\/li>\n\n\n\n<li>\u2705 Sales Analytics<\/li>\n\n\n\n<li>\u2705 Integrations<\/li>\n\n\n\n<li>\u2705 Easy to Use Interface<\/li>\n\n\n\n<li>\u2705 Mobile App<\/li>\n\n\n\n<li>\u2705 Custom Fields<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with Contact Management.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than five minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns123978_e463cd-0a, .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns123978_e463cd-0a{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123978_e463cd-0a .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123978_e463cd-0a\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{color:#ffffff;background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn123978_c37950-2a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn123978_c37950-2a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/capsule\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Capsule for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Capsule CRM free?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Capsule good for small business?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Small teams pick it for the short setup, the simple sales pipeline, and pricing that stays below HubSpot and Zoho CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Can I import contacts from a CSV file?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. The import tool built directly into Capsule maps your CSV columns to fields. You can import sales opportunities the same way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Capsule CRM connect to Gmail and Outlook?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. There is a Gmail add-on and a Microsoft Outlook add-in. Both log email conversations and let you create sales opportunities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How many integrations does Capsule CRM have?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capsule integrates with over 70 apps, including Xero for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-accounting-software\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150806\" target=\"_blank\" rel=\"noopener\">accounting<\/a> and Outlook Calendar for scheduling meetings and demos.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-capsule-crm\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Capsule CRM\",\n      \"description\": \"Set up your Capsule CRM account and complete 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This tutorial comes from real hands-on experience, not vendor screenshots. Capsule CRM is one of the simplest CRM tools a small business can pick up. But most users only scratch the surface of what it can do. This guide shows you how to use every major feature. Step by step, with screenshots and pro tips. 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