Szybki start
W tym przewodniku omówiono wszystkie funkcje Capsule CRM:
- Rozpoczęcie pracy — Create your account and finish the basic setup
- Jak korzystać z Zarządzania kontaktami — Keep every contact, note, and email history inside one record
- Jak wykorzystać szanse sprzedaży — Track deals through every stage of your sales pipeline
- Jak korzystać ze śledzenia zadań — Never miss a follow-up on any contact, deal, or project
- Jak korzystać z marketingu e-mailowego — Send campaigns to segmented lists without leaving your account
- Jak korzystać z analizy sprzedaży — See win rates, sales activity, and deals that have stalled
- Jak korzystać z integracji — 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
- Jak korzystać z aplikacji mobilnej — Update deals and log calls from your phone between meetings
- Jak korzystać z pól niestandardowych — Track the data your business needs on contacts, deals, and projects
Czas potrzebny: 5 minut na każdy film
Również w tym przewodniku: Profesjonalne porady | Typowe błędy | Rozwiązywanie problemów | Wycena | Alternatywy
Dlaczego warto zaufać temu przewodnikowi
Używałem kapsułek 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 biznes can pick up.
Jednak większość użytkowników wykorzystuje zaledwie ułamek jego możliwości.
W tym przewodniku dowiesz się, jak korzystać ze wszystkich głównych funkcji.
Krok po kroku, ze zrzutami ekranu i profesjonalnymi poradami.
Samouczek dotyczący CRM kapsułkowego
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.
Kapsułkowy 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.
Wprowadzenie do Capsule CRM
Przed użyciem jakiejkolwiek funkcji należy wykonać tę jednorazową konfigurację.
Zajmie to około trzech minut.
Krok 1: Utwórz swoje konto
Go to the Capsule CRM website and click Sign Up.
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Dismiss the message with the cky close icon and enter your email and password.
✓ Punkt kontrolny: Sprawdź swoje skrzynka odbiorcza aby otrzymać e-mail z potwierdzeniem.
Krok 2: Uzyskaj dostęp do aplikacji
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.
✓ Punkt kontrolny: Powinieneś zobaczyć główny panel.
Krok 3: Zakończ konfigurację początkową
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.
✅ Zrobione: Możesz już używać dowolnej funkcji poniżej.
How to Use Capsule CRM Contact Manager
Zarządzanie kontaktami lets you store every contact with a full history in one record.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: Your new contact appears at the top of the list.
Krok 3: Organizuj za pomocą tagów
Apply tags and dane tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ Wynik: Every contact now sits in one place with notes and links attached.
💡 Wskazówka: Data enrichment fills in LinkedIn profiles and company details for you.
Jak korzystać z możliwości sprzedaży w systemie Capsule CRM
Możliwości sprzedaży lets you move deals through a sales pipeline you control.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: You can see which deals are close and which have gone quiet.
💡 Wskazówka: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
Śledzenie zadań lets you attach tasks to any record so follow-ups never slip.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Your day starts with a clear list instead of guesswork.
💡 Wskazówka: Apply a Track to a new client and every step is added natychmiast.
How to Use Capsule CRM Email Marketer
Marketing e-mailowy lets you send bulk emails to segments built from your own data.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ Wynik: You reach the right segment without exporting a single spreadsheet.
💡 Wskazówka: Dynamic saved lists update in real-time as new contacts match your rules.
Jak korzystać z analizy sprzedaży w systemie Capsule CRM
Analityka sprzedaży lets you read your sales numbers without building a spreadsheet.
Oto jak z niego korzystać krok po kroku.
Krok 1: Otwórz raporty
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.
Oto jak to wygląda:
✓ Punkt kontrolny: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ Wynik: You know which deals are stuck and which reps need help.
💡 Wskazówka: Advanced activity and sales raportowanie sits on the Growth plan.
Jak korzystać z integracji Capsule CRM
Integracje lets you connect the tools your team already uses every day.
Oto jak z niego korzystać krok po kroku.
Krok 1: Otwórz ustawienia konta
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.
Oto jak to wygląda:
✓ Punkt kontrolny: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
Łączyć Xero for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ Wynik: Email conversations and invoices appear beside the contact record.
💡 Wskazówka: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
Łatwy w użyciu interfejs lets you move around the app without training or a setup call.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: New teammates can find what they need on day one.
💡 Wskazówka: A super admin should set shared views before inviting the wider team.
Jak korzystać z aplikacji mobilnej Capsule CRM
Aplikacja mobilna lets you work your pipeline away from your computer.
Oto jak z niego korzystać krok po kroku.
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.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Notes from client visits reach the record before you drive home.
💡 Wskazówka: Turn on push notifications so tasks due today reach your phone.
Jak korzystać z pól niestandardowych w systemie Capsule CRM
Pola niestandardowe lets you record data that the default fields do not cover.
Oto jak z niego korzystać krok po kroku.
Krok 1: Otwórz ustawienia konta
Go to Account Settings and click Custom Fields.
Krok 2: Dodaj pola niestandardowe
Pick tekst, number, date, or list, then name the field.
Oto jak to wygląda:
✓ Punkt kontrolny: 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.
✅ Wynik: Your account now tracks the details your competitors keep in spreadsheets.
💡 Wskazówka: Add custom fields before you import, or you will re-map the data twice.
Porady i skróty dotyczące Capsule CRM Pro
After eight months in the app, here are the shortcuts I use most.
Skróty klawiaturowe
| Działanie | Skrót |
|---|---|
| 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 |
Ukryte funkcje, których większość ludzi nie dostrzega
- 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
Typowe błędy w CRM kapsułkowym, których należy unikać
Mistake #1: Importing before the data structure is set
❌ Źle: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ Po prawej: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ Źle: Forcing new business, renewals, and demos into a single stage list.
✅ Po prawej: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ Źle: Skipping past Stale Opportunities because the deal felt safe last month.
✅ Po prawej: Clear that list every Monday and log one task per stale deal.
Rozwiązywanie problemów z systemem CRM w kapsułkach
Problem: You are signed out every time you return
Przyczyna: Your browser clears the cookie that keeps you signed in.
Naprawić: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
Przyczyna: The CSV headers did not match during the mapping step.
Naprawić: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
Przyczyna: The Gmail add-on or Outlook add-in is not connected to that mailbox.
Naprawić: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 Notatka: If none of these fix your issue, contact Capsule CRM support.
Czym jest Capsule CRM?
Kapsułkowy 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.
Obejrzyj ten krótki przegląd:
Zawiera następujące kluczowe funkcje:
- Zarządzanie kontaktami: Store people and companies with notes, tasks, emails, and files attached.
- Możliwości sprzedaży: Track deals, values, and close dates across one or more pipelines.
- Śledzenie zadań: Assign tasks to people, deals, and projects with due dates.
- Marketing e-mailowy: Send campaigns from saved lists and log replies back to records.
- Analityka sprzedaży: Report on won and lost deals, activity levels, and pipeline health.
- Integracje: Link email, księgowość, calendar, and support apps in a few clicks.
- Łatwy w użyciu interfejs: A plain top menu covering contacts, sales, projects, and tasks.
- Aplikacja mobilna: iOS and Android apps with contacts, tasks, and pipeline access.
- Pola niestandardowe: Add your own fields to contacts, sales opportunities, and projects.
Aby zapoznać się z pełną recenzją, zobacz naszą Recenzja Capsule CRM.
Cennik Capsule CRM
Oto, ile będzie kosztować Capsule CRM w 2026 roku:
| Plan | Cena | Najlepsze dla |
|---|---|---|
| Bezpłatny | $0 | Solo founders testing a CRM with a small contact list |
| Rozrusznik | 18 USD/użytkownik/miesiąc | Small teams that need more contacts and custom fields |
| Wzrost | 36 USD/użytkownik/miesiąc | Teams wanting multiple pipelines and advanced sales reporting |
Bezpłatny okres próbny: Yes, 14 days on paid plans, and the Free plan never expires.
Gwarancja zwrotu pieniędzy: No formal guarantee, but you can cancel monthly billing anytime.
💰 Najlepszy stosunek jakości do ceny: Starter — custom fields and a full sales pipeline at a fair price.
CRM kapsułkowy kontra alternatywy
Jak wypada Capsule CRM na tle konkurencji? Oto krajobraz konkurencyjny:
Obejrzyj to porównanie:
| Narzędzie | Najlepsze dla | Cena | Ocena |
|---|---|---|---|
| Kapsułkowy CRM | Simple contact and deal tracking | 18 USD/mies. | ⭐ 4 |
| HubSpot | Marketing and sales in one place | 20 USD/mies. | ⭐ 4,5 |
| Pipedrive | Visual pipeline selling | 14 USD/mies. | ⭐ 4.4 |
| Zoho CRM | Feature depth on a budget | 14 USD/mies. | ⭐ 4.2 |
| Freshsales | Wbudowany telefon i czat | 9 USD/mies. | ⭐ 4.3 |
Szybkie typy:
- Najlepszy ogółem: HubSpot — the widest feature set if budget allows
- Najlepszy budżet: Freshsales — the lowest entry price of the group
- Najlepsze dla początkujących: Capsule CRM — the shortest path from signup to first deal
- Najlepsze dla sprzedawców wizualnych: Pipedrive — the pipeline board leads the whole app
🎯 Alternatywy dla CRM kapsułkowego
Szukasz alternatyw dla Capsule CRM? Oto najlepsze opcje:
- 🚀 HubSpot: Free CRM with marketing tools attached, though costs climb fast once you add paid hubs.
- 🎯 Pipedrive: Built around a drag-and-drop sales pipeline, ideal for teams who live in deal stages.
- 💰 Zoho CRM: Deep customization and low pricing, with a longer setup than Capsule needs.
- ⚡ Freshsales: Bundles calling and chat into the record, useful for phone-heavy sales teams.
Aby zobaczyć pełną listę, zobacz naszą Alternatywy dla CRM kapsułkowego przewodnik.
⚔️ Porównanie CRM kapsułkowego
Oto jak Capsule CRM wypada na tle konkurencji:
- CRM kapsułkowy kontra HubSpot: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- Kapsułowy CRM kontra Pipedrive: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Kapsułowy CRM kontra Zoho CRM: Zoho customizes further, but Capsule stays usable without an admin behind it.
- CRM kapsułkowy kontra Freshsales: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
Zacznij korzystać z Capsule CRM już teraz
Nauczyłeś się korzystać ze wszystkich głównych funkcji Capsule CRM:
- ✅ Zarządzanie kontaktami
- ✅ Możliwości sprzedaży
- ✅ Śledzenie zadań
- ✅ Marketing e-mailowy
- ✅ Analityka sprzedaży
- ✅ Integracje
- ✅ Easy to Use Interface
- ✅ Aplikacja mobilna
- ✅ Pola niestandardowe
Następny krok: Wybierz jedną funkcję i wypróbuj ją teraz.
Większość osób zaczyna od zarządzania kontaktami.
Zajmie to mniej niż pięć minut.
Często zadawane pytania
Czy Capsule CRM jest darmowy?
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.
Czy Capsule jest dobrym rozwiązaniem dla małych firm?
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 księgowość and Outlook Calendar for scheduling meetings and demos.
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