빠른 시작
이 가이드에서는 Capsule CRM의 모든 기능을 다룹니다.
- 시작하기 — Create your account and finish the basic setup
- 연락처 관리 사용 방법 — Keep every contact, note, and email history inside one record
- 영업 기회를 활용하는 방법 — Track deals through every stage of your sales pipeline
- 작업 추적 사용 방법 — Never miss a follow-up on any contact, deal, or project
- 이메일 마케팅 활용 방법 — Send campaigns to segmented lists without leaving your account
- 판매 분석 사용 방법 — See win rates, sales activity, and deals that have stalled
- 통합 기능 사용 방법 — Connect Gmail, Outlook, Xero, and 70 other apps to your account
- How to Use Easy to Use Interface — Find any contact, deal, or task in seconds from one screen
- 모바일 앱 사용 방법 — Update deals and log calls from your phone between meetings
- 사용자 정의 필드 사용 방법 — Track the data your business needs on contacts, deals, and projects
소요 시간: 각 작품당 5분
이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안
이 가이드를 신뢰해야 하는 이유
저는 캡슐을 사용해 봤습니다. CRM for eight months and tested every feature covered here.
This tutorial comes from real hands-on experience, not vendor screenshots.
Capsule CRM is one of the simplest CRM tools a small 사업 can pick up.
하지만 대부분의 사용자는 이 기기가 할 수 있는 일의 극히 일부분만 활용할 뿐입니다.
이 가이드는 모든 주요 기능 사용 방법을 안내합니다.
단계별 설명과 스크린샷, 전문가 팁을 함께 제공합니다.
캡슐 CRM 사용법
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.
캡슐 CRM
Capsule CRM keeps contacts, deals, and projects in one account. Move deals along your sales pipeline, log every email, and let the dashboard flag clients who need a follow-up. Start free with 250 contacts and no card.
Capsule CRM 시작하기
어떤 기능을 사용하기 전에 먼저 이 일회성 설정을 완료하십시오.
약 3분 정도 걸립니다.
1단계: 계정 생성
Go to the Capsule CRM website and click Sign Up.
A banner opens first with a line saying we value your privacy.
Capsule and most software sites use cookies to improve your experience and for marketing purposes.
Here is what each toggle on that banner means before you confirm preferences.
- Strictly necessary cookies: these cookies are required for the operation of our site and stay always active
- Functional cookies: remember choices on the site such as log in details and a price shown in Europe EUR
- Tracking and analytics cookies: these cookies allow us to see how visitors move around our site and help provide information on metrics such as number of visitors bounce rates etc
- Marketing cookies: used to provide customized advertising based on pages you have visited previously
Click manage preferences to switch categories on or off, then save your cookie preferences.
Some cookies are used to recognize you when you return to our site.
That setting enables us to personalize our content so you skip repeat intro screens.
A cookie that records your consent preferences stops the banner returning to your computer next visit.
Dismiss the message with the cky close icon and enter your email and password.
✓ 검문소: 확인하세요 받은 편지함 확인 이메일을 위해서요.
2단계: 앱에 접속하세요
Capsule runs in any browser, with free iOS and 기계적 인조 인간 apps beside it.
Log in with your new account and you land on the dashboard.
The top menu holds Dashboard, People, Sales, Projects, Tasks, and Calendar.
Capsule keeps short videos and demos in its help centre if a screen looks unfamiliar.
✓ 검문소: 메인 대시보드가 보일 겁니다.
3단계: 초기 설정 완료
Set your currency, add your company name, and invite teammates.
Then import your contacts from a CSV file using the Capsule import tool.
You can bring over your sales opportunities with the same tool built directly into Capsule.
Connect Gmail or Outlook last so past emails attach to the right record.
✅ 완료: 이제 아래의 모든 기능을 사용하실 수 있습니다.
How to Use Capsule CRM Contact Manager
연락처 관리 lets you store every contact with a full history in one record.
다음은 단계별 사용 방법입니다.
Step 1: Open People & Organizations
Click People & Organizations in the top menu.
Import client information here to keep contacts and companies together.
Step 2: Add or import your contacts
Click Add Person and fill in the name, email, and business.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your new contact appears at the top of the list.
3단계: 태그를 사용하여 정리하기
Apply tags and 데이터 tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ 결과: Every contact now sits in one place with notes and links attached.
💡 꿀팁: Data enrichment fills in 링크드인 profiles and company details for you.
Capsule CRM 영업 기회 활용 방법
영업 기회 lets you move deals through a sales pipeline you control.
다음은 단계별 사용 방법입니다.
Step 1: Open the Sales tab
Click Sales to see your pipeline board.
Each column is a stage such as Qualified or Proposal Sent.
Step 2: Add an opportunity
Click Add Opportunity and link it to an existing contact.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: The pipeline header shows your total open deal value.
Step 3: Drag deals between stages
Drag each card forward as the deal progresses.
Deals that sit too long turn up on the dashboard as stale.
✅ 결과: You can see which deals are close and which have gone quiet.
💡 꿀팁: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
작업 추적 lets you attach tasks to any record so follow-ups never slip.
다음은 단계별 사용 방법입니다.
Step 1: Open the Tasks tab
Click Tasks to view everything due today and this week.
Step 2: Add a task to a record
Open any contact and click Add Task inside that record.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: The task shows on your list with the contact name beside it.
Step 3: Build a Track for repeat work
Save a templated task list as a Track for onboarding.
Tracks standardize repetitive tasks so follow-up stays consistent.
✅ 결과: Your day starts with a clear list instead of guesswork.
💡 꿀팁: Apply a Track to a new client and every step is added 곧.
How to Use Capsule CRM Email Marketer
이메일 마케팅 lets you send bulk emails to segments built from your own data.
다음은 단계별 사용 방법입니다.
Step 1: Connect your email
Connect Gmail or Outlook so emails log against the right contact.
Step 2: Build a saved list
Filter contacts by tag, then save that filter as a list.
Dynamic lists refresh themselves, so new matching contacts get added on their own.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ 결과: You reach the right segment without exporting a single spreadsheet.
💡 꿀팁: Dynamic saved lists update in real-time as new contacts match your rules.
Capsule CRM 영업 분석 사용 방법
판매 분석 lets you read your sales numbers without building a spreadsheet.
다음은 단계별 사용 방법입니다.
1단계: 보고서 열기
Click Reports in the main menu.
Step 2: Pick a report
Choose sales performance, activity, or pipeline reports.
Filter by owner and date to see which rep closed what last quarter.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ 결과: You know which deals are stuck and which reps need help.
💡 꿀팁: Advanced activity and sales 보고 sits on the Growth plan.
Capsule CRM 연동 사용 방법
통합 lets you connect the tools your team already uses every day.
다음은 단계별 사용 방법입니다.
1단계: 계정 설정 열기
Click your avatar, then choose Account Settings and Integrations.
Step 2: Connect your email
Add the Gmail add-on or the Microsoft Outlook add-in.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
연결하다 제로 for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ 결과: Email conversations and invoices appear beside the contact record.
💡 꿀팁: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
사용하기 쉬운 인터페이스 lets you move around the app without training or a setup call.
다음은 단계별 사용 방법입니다.
Step 1: Learn the top menu
Six tabs cover Dashboard, People, Sales, Projects, Tasks, and Calendar.
Step 2: Use global search
Type a name in the search bar to jump straight to a record.
Search reads names, emails, tags, and notes at the same time.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your saved view appears in the sidebar under saved lists.
Step 3: Save your own view
Filter a list, then save that view for one-click access.
✅ 결과: New teammates can find what they need on day one.
💡 꿀팁: A super admin should set shared views before inviting the wider team.
캡슐 CRM 모바일 앱 사용 방법
모바일 앱 lets you work your pipeline away from your computer.
다음은 단계별 사용 방법입니다.
Step 1: Download the app
Install Capsule from the App Store or Google Play.
Step 2: Sign in
Use the same login you set on your computer.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your pipeline loads with the same stages you see on desktop.
Step 3: Log calls and notes
Add a note straight after a call so nothing is lost.
The note lands on the contact record and shows on desktop within seconds.
✅ 결과: Notes from client visits reach the record before you drive home.
💡 꿀팁: Turn on push notifications so tasks due today reach your phone.
Capsule CRM 사용자 정의 필드 사용 방법
사용자 정의 필드 lets you record data that the default fields do not cover.
다음은 단계별 사용 방법입니다.
1단계: 계정 설정 열기
Go to Account Settings and click Custom Fields.
2단계: 사용자 정의 필드 추가
Pick 텍스트, number, date, or list, then name the field.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: The new field shows on every contact record you open.
Step 3: Filter by your new field
Build a saved list using the field you just created.
Custom fields also show inside reports, so you can group deals by them.
✅ 결과: Your account now tracks the details your competitors keep in spreadsheets.
💡 꿀팁: Add custom fields before you import, or you will re-map the data twice.
Capsule CRM 전문가 팁 및 바로가기
After eight months in the app, here are the shortcuts I use most.
키보드 단축키
| 행동 | 지름길 |
|---|---|
| Find any record | Click the search bar and start typing a name |
| Add a contact | Press the + button in the top right corner |
| View today’s tasks | Open the Tasks tab from the top menu |
| Share a record | Copy the record URL from your browser bar |
대부분의 사람들이 놓치는 숨겨진 기능들
- Tracks: templated task lists that automate recurring processes like client onboarding
- Dynamic saved lists: lists that update in real-time as records match your rules
- Data enrichment: pulls company details and social links onto a contact automatically
캡슐 CRM에서 흔히 저지르는 실수, 피해야 할 것들
Mistake #1: Importing before the data structure is set
❌ 틀림: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ 오른쪽: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ 틀림: Forcing new business, renewals, and demos into a single stage list.
✅ 오른쪽: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ 틀림: Skipping past Stale Opportunities because the deal felt safe last month.
✅ 오른쪽: Clear that list every Monday and log one task per stale deal.
캡슐 CRM 문제 해결
Problem: You are signed out every time you return
원인: Your browser clears the cookie that keeps you signed in.
고치다: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
원인: The CSV headers did not match during the mapping step.
고치다: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
원인: The Gmail add-on or Outlook add-in is not connected to that mailbox.
고치다: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 메모: If none of these fix your issue, contact Capsule CRM support.
캡슐 CRM이란 무엇인가요?
캡슐 CRM is a CRM tool that helps you manage contacts, sales, and projects in one account.
Think of it like a shared address book that also remembers every deal and task.
이 간단한 개요를 시청하세요:
이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.
- 연락처 관리: Store people and companies with notes, tasks, emails, and files attached.
- 영업 기회: Track deals, values, and close dates across one or more pipelines.
- 작업 추적: Assign tasks to people, deals, and projects with due dates.
- 이메일 마케팅: Send campaigns from saved lists and log replies back to records.
- 판매 분석: Report on won and lost deals, activity levels, and pipeline health.
- 통합: Link email, 회계, calendar, and support apps in a few clicks.
- 사용하기 쉬운 인터페이스: A plain top menu covering contacts, sales, projects, and tasks.
- 모바일 앱: iOS and Android apps with contacts, tasks, and pipeline access.
- 사용자 정의 필드: Add your own fields to contacts, sales opportunities, and projects.
자세한 내용은 저희 웹사이트를 참조하세요. 캡슐 CRM 리뷰.
캡슐 CRM 가격 책정
다음은 2026년 Capsule CRM의 비용입니다.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | $0 | Solo founders testing a CRM with a small contact list |
| 기동기 | 사용자당 월 18달러 | Small teams that need more contacts and custom fields |
| 성장 | 사용자당 월 36달러 | Teams wanting multiple pipelines and advanced sales reporting |
무료 체험: Yes, 14 days on paid plans, and the Free plan never expires.
환불 보장: No formal guarantee, but you can cancel monthly billing anytime.
💰 최고의 가성비: Starter — custom fields and a full sales pipeline at a fair price.
캡슐 CRM과 대안 비교
Capsule CRM은 다른 제품과 비교했을 때 어떤가요? 경쟁 구도는 다음과 같습니다.
이 비교 영상을 보세요:
| 도구 | 가장 적합한 대상 | 가격 | 평가 |
|---|---|---|---|
| 캡슐 CRM | Simple contact and deal tracking | 월 18달러 | ⭐ 4 |
| 허브스팟 | Marketing and sales in one place | 월 20달러 | ⭐ 4.5 |
| 파이프드라이브 | Visual pipeline selling | 월 14달러 | ⭐ 4.4 |
| 조호 CRM | Feature depth on a budget | 월 14달러 | ⭐ 4.2 |
| 프레쉬세일즈 | 내장 전화 및 채팅 기능 | 월 9달러 | ⭐ 4.3 |
빠른 추천:
- 종합 최고상: HubSpot — the widest feature set if budget allows
- 최고의 가성비: Freshsales — the lowest entry price of the group
- 초보자에게 가장 적합: Capsule CRM — the shortest path from signup to first deal
- 시각적인 콘텐츠 판매자에게 가장 적합합니다. Pipedrive — the pipeline board leads the whole app
🎯 캡슐 CRM 대안
Capsule CRM 대안을 찾고 계신가요? 다음은 최고의 옵션들입니다.
- 🚀 허브스팟: Free CRM with marketing tools attached, though costs climb fast once you add paid hubs.
- 🎯 파이프드라이브: Built around a drag-and-drop sales pipeline, ideal for teams who live in deal stages.
- 💰 조호 CRM: Deep customization and low pricing, with a longer setup than Capsule needs.
- ⚡ 신선식품: Bundles calling and chat into the record, useful for phone-heavy sales teams.
전체 목록은 다음을 참조하세요. 캡슐 CRM 대안 가이드.
⚔️ 캡슐 CRM 비교
다음은 Capsule CRM이 각 경쟁업체와 비교했을 때 어떤 위치에 있는지 보여주는 표입니다.
- Capsule CRM과 HubSpot 비교: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- 캡슐 CRM과 파이프드라이브 비교: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRM과 Zoho CRM 비교: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRM과 Freshales 비교: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
지금 바로 Capsule CRM을 사용해 보세요.
여러분은 Capsule CRM의 모든 주요 기능을 사용하는 방법을 배웠습니다.
- ✅ 연락처 관리
- ✅ 영업 기회
- ✅ 작업 추적
- ✅ 이메일 마케팅
- ✅ 판매 분석
- ✅ 통합
- ✅ Easy to Use Interface
- ✅ 모바일 앱
- ✅ 사용자 정의 필드
다음 단계: 기능 하나를 선택해서 지금 바로 사용해 보세요.
대부분의 사람들은 연락처 관리부터 시작합니다.
5분도 채 걸리지 않습니다.
자주 묻는 질문
Capsule CRM은 무료인가요?
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.
캡슐은 소규모 사업에 적합한가요?
Yes. Small teams pick it for the short setup, the simple sales pipeline, and pricing that stays below HubSpot and Zoho CRM.
Can I import contacts from a CSV file?
Yes. The import tool built directly into Capsule maps your CSV columns to fields. You can import sales opportunities the same way.
Does Capsule CRM connect to Gmail and Outlook?
Yes. There is a Gmail add-on and a Microsoft Outlook add-in. Both log email conversations and let you create sales opportunities.
How many integrations does Capsule CRM have?
Capsule integrates with over 70 apps, including Xero for 회계 and Outlook Calendar for scheduling meetings and demos.
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