Snelstart
Deze handleiding behandelt alle functies van Capsule CRM:
- Aan de slag — Create your account and finish the basic setup
- Hoe u contactbeheer kunt gebruiken — Keep every contact, note, and email history inside one record
- Hoe verkoopkansen te benutten — Track deals through every stage of your sales pipeline
- Hoe gebruik je taakregistratie? — Never miss a follow-up on any contact, deal, or project
- Hoe e-mailmarketing te gebruiken — Send campaigns to segmented lists without leaving your account
- Hoe verkoopanalyses te gebruiken — See win rates, sales activity, and deals that have stalled
- Hoe integraties te gebruiken — 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
- Hoe gebruik je de mobiele app? — Update deals and log calls from your phone between meetings
- Hoe gebruik je aangepaste velden? — Track the data your business needs on contacts, deals, and projects
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
Ik heb Capsule gebruikt. 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 bedrijf can pick up.
Maar de meeste gebruikers benutten slechts een fractie van de mogelijkheden.
Deze handleiding laat u zien hoe u alle belangrijke functies kunt gebruiken.
Stap voor stap, met screenshots en professionele tips.
Capsule CRM-handleiding
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.
Capsule 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.
Aan de slag met Capsule CRM
Voordat u een functie kunt gebruiken, dient u deze eenmalige installatie te voltooien.
Het duurt ongeveer drie minuten.
Stap 1: Maak uw account aan
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
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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.
✓ Controlepunt: Controleer uw inbox for the confirmation email.
Stap 2: Open de app
Capsule runs in any browser, with free iOS and Android apps beside it.
Log in with your new account and you land on the dashboard.
The top menu holds Dashboard, People, Sales, Projects, Tasks, and Calendar.
Capsule keeps short videos and demos in its help centre if a screen looks unfamiliar.
✓ Controlepunt: Je zou het hoofddashboard moeten zien.
Stap 3: Voltooi de eerste installatie
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.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
How to Use Capsule CRM Contact Manager
Contactbeheer lets you store every contact with a full history in one record.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: Your new contact appears at the top of the list.
Stap 3: Organiseer met labels
Apply tags and gegevens tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ Resultaat: Every contact now sits in one place with notes and links attached.
💡 Pro-tip: Data enrichment fills in LinkedIn profiles and company details for you.
Hoe Capsule CRM-verkoopkansen te gebruiken
Verkoopkansen lets you move deals through a sales pipeline you control.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You can see which deals are close and which have gone quiet.
💡 Pro-tip: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
Taakregistratie lets you attach tasks to any record so follow-ups never slip.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your day starts with a clear list instead of guesswork.
💡 Pro-tip: Apply a Track to a new client and every step is added direct.
How to Use Capsule CRM Email Marketer
E-mailmarketing lets you send bulk emails to segments built from your own data.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ Resultaat: You reach the right segment without exporting a single spreadsheet.
💡 Pro-tip: Dynamic saved lists update in real-time as new contacts match your rules.
Hoe Capsule CRM-verkoopanalyses te gebruiken
Verkoopanalyses lets you read your sales numbers without building a spreadsheet.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Rapporten openen
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.
Zo ziet het eruit:
✓ Controlepunt: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ Resultaat: You know which deals are stuck and which reps need help.
💡 Pro-tip: Advanced activity and sales rapportage sits on the Growth plan.
Hoe Capsule CRM-integraties te gebruiken
Integraties lets you connect the tools your team already uses every day.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Accountinstellingen openen
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.
Zo ziet het eruit:
✓ Controlepunt: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
Verbinden Xero for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ Resultaat: Email conversations and invoices appear beside the contact record.
💡 Pro-tip: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
Gebruiksvriendelijke interface lets you move around the app without training or a setup call.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: New teammates can find what they need on day one.
💡 Pro-tip: A super admin should set shared views before inviting the wider team.
Hoe gebruik je de Capsule CRM mobiele app?
Mobiele app lets you work your pipeline away from your computer.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Notes from client visits reach the record before you drive home.
💡 Pro-tip: Turn on push notifications so tasks due today reach your phone.
Hoe gebruik je aangepaste velden in Capsule CRM?
Aangepaste velden lets you record data that the default fields do not cover.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Accountinstellingen openen
Go to Account Settings and click Custom Fields.
Stap 2: Aangepaste velden toevoegen
Pick tekst, number, date, or list, then name the field.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your account now tracks the details your competitors keep in spreadsheets.
💡 Pro-tip: Add custom fields before you import, or you will re-map the data twice.
Capsule CRM Pro-tips en sneltoetsen
After eight months in the app, here are the shortcuts I use most.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| 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 |
Verborgen functies die de meeste mensen over het hoofd zien
- 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
Veelvoorkomende fouten bij Capsule CRM die u moet vermijden
Mistake #1: Importing before the data structure is set
❌ Fout: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ Rechts: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ Fout: Forcing new business, renewals, and demos into a single stage list.
✅ Rechts: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ Fout: Skipping past Stale Opportunities because the deal felt safe last month.
✅ Rechts: Clear that list every Monday and log one task per stale deal.
Probleemoplossing voor Capsule CRM
Problem: You are signed out every time you return
Oorzaak: Your browser clears the cookie that keeps you signed in.
Repareren: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
Oorzaak: The CSV headers did not match during the mapping step.
Repareren: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
Oorzaak: The Gmail add-on or Outlook add-in is not connected to that mailbox.
Repareren: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 Opmerking: If none of these fix your issue, contact Capsule CRM support.
Wat is Capsule CRM?
Capsule 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.
Bekijk dit korte overzicht:
Het omvat de volgende belangrijke kenmerken:
- Contactbeheer: Store people and companies with notes, tasks, emails, and files attached.
- Verkoopkansen: Track deals, values, and close dates across one or more pipelines.
- Taakregistratie: Assign tasks to people, deals, and projects with due dates.
- E-mailmarketing: Send campaigns from saved lists and log replies back to records.
- Verkoopanalyses: Report on won and lost deals, activity levels, and pipeline health.
- Integraties: Link email, boekhouding, calendar, and support apps in a few clicks.
- Gebruiksvriendelijke interface: A plain top menu covering contacts, sales, projects, and tasks.
- Mobiele app: iOS and Android apps with contacts, tasks, and pipeline access.
- Aangepaste velden: Add your own fields to contacts, sales opportunities, and projects.
Voor een volledige recensie, zie onze Capsule CRM-recensie.
Capsule CRM-prijzen
Dit zijn de kosten van Capsule CRM in 2026:
| Plan | Prijs | Het beste voor |
|---|---|---|
| Vrij | $0 | Solo founders testing a CRM with a small contact list |
| Starter | $18 per gebruiker per maand | Small teams that need more contacts and custom fields |
| Groei | $36 per gebruiker per maand | Teams wanting multiple pipelines and advanced sales reporting |
Gratis proefperiode: Yes, 14 days on paid plans, and the Free plan never expires.
Geld-terug-garantie: No formal guarantee, but you can cancel monthly billing anytime.
💰 Beste prijs-kwaliteitverhouding: Starter — custom fields and a full sales pipeline at a fair price.
Capsule CRM versus alternatieven
Hoe verhoudt Capsule CRM zich tot andere CRM-systemen? Hier volgt een overzicht van de concurrentie:
Bekijk deze vergelijking:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Capsule CRM | Simple contact and deal tracking | $18/maand | ⭐ 4 |
| HubSpot | Marketing and sales in one place | $20/maand | ⭐ 4,5 |
| Pijpleiding | Visual pipeline selling | $14/maand | ⭐ 4.4 |
| Zoho CRM | Feature depth on a budget | $14/maand | ⭐ 4.2 |
| Freshsales | Ingebouwde telefoon- en chatfunctie | $9/maand | ⭐ 4.3 |
Snelle keuzes:
- Beste overall: HubSpot — the widest feature set if budget allows
- Beste budget: Freshsales — the lowest entry price of the group
- Het meest geschikt voor beginners: Capsule CRM — the shortest path from signup to first deal
- Het meest geschikt voor verkopers die visueel aantrekkelijk presenteren: Pipedrive — the pipeline board leads the whole app
🎯 Alternatieven voor Capsule CRM
Op zoek naar alternatieven voor Capsule CRM? Dit zijn de beste opties:
- 🚀 HubSpot: Free CRM with marketing tools attached, though costs climb fast once you add paid hubs.
- 🎯 Pijpleiding: Built around a drag-and-drop sales pipeline, ideal for teams who live in deal stages.
- 💰 Zoho CRM: Deep customization and low pricing, with a longer setup than Capsule needs.
- ⚡ Freshsales: Bundles calling and chat into the record, useful for phone-heavy sales teams.
Voor de volledige lijst, zie onze Alternatieven voor Capsule CRM gids.
⚔️ Capsule CRM vergeleken
Hieronder een vergelijking van Capsule CRM met de concurrentie:
- Capsule CRM versus HubSpot: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- Capsule CRM versus Pipedrive: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRM versus Zoho CRM: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRM versus Freshsales: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
Begin nu met het gebruik van Capsule CRM.
Je hebt geleerd hoe je alle belangrijke functies van Capsule CRM kunt gebruiken:
- ✅ Contactbeheer
- ✅ Verkoopkansen
- ✅ Taakregistratie
- ✅ E-mailmarketing
- ✅ Verkoopanalyses
- ✅ Integraties
- ✅ Easy to Use Interface
- ✅ Mobiele app
- ✅ Aangepaste velden
Volgende stap: Kies één functie en probeer die nu uit.
De meeste mensen beginnen met contactbeheer.
Het duurt minder dan vijf minuten.
Veelgestelde vragen
Is Capsule CRM gratis?
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.
Is Capsule een goede keuze voor kleine bedrijven?
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 boekhouding and Outlook Calendar for scheduling meetings and demos.
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