Início rápido
Este guia abrange todas as funcionalidades do Capsule CRM:
- Começando — Create your account and finish the basic setup
- Como usar o gerenciamento de contatos — Keep every contact, note, and email history inside one record
- Como aproveitar as oportunidades de vendas — Track deals through every stage of your sales pipeline
- Como usar o rastreamento de tarefas — Never miss a follow-up on any contact, deal, or project
- Como usar o marketing por e-mail — Send campaigns to segmented lists without leaving your account
- Como usar a análise de vendas — See win rates, sales activity, and deals that have stalled
- Como usar as integrações — 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
- Como usar o aplicativo móvel — Update deals and log calls from your phone between meetings
- Como usar campos personalizados — Track the data your business needs on contacts, deals, and projects
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
Eu usei o Capsule. 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 negócios can pick up.
Mas a maioria dos usuários apenas arranha a superfície do que ele pode fazer.
Este guia mostra como usar todas as principais funcionalidades.
Passo a passo, com capturas de tela e dicas profissionais.
Tutorial do Capsule CRM
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.
CRM Cápsula
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.
Primeiros passos com o Capsule CRM
Antes de usar qualquer recurso, conclua esta configuração única.
Leva cerca de três minutos.
Passo 1: Crie sua conta
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.
✓ Ponto de verificação: Verifique o seu caixa de entrada para o e-mail de confirmação.
Passo 2: Acesse o aplicativo
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.
✓ Ponto de verificação: Você deverá ver o painel principal.
Etapa 3: Conclua a configuração inicial
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.
✅ Concluído: Você está pronto para usar qualquer um dos recursos abaixo.
How to Use Capsule CRM Contact Manager
Gestão de Contatos lets you store every contact with a full history in one record.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: Your new contact appears at the top of the list.
Passo 3: Organize com etiquetas
Apply tags and dados tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ Resultado: Every contact now sits in one place with notes and links attached.
💡 Dica profissional: Data enrichment fills in LinkedIn profiles and company details for you.
Como usar as oportunidades de vendas do Capsule CRM
Oportunidades de Vendas lets you move deals through a sales pipeline you control.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: You can see which deals are close and which have gone quiet.
💡 Dica profissional: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
Rastreamento de tarefas lets you attach tasks to any record so follow-ups never slip.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Your day starts with a clear list instead of guesswork.
💡 Dica profissional: Apply a Track to a new client and every step is added imediatamente.
How to Use Capsule CRM Email Marketer
Marketing por e-mail lets you send bulk emails to segments built from your own data.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ Resultado: You reach the right segment without exporting a single spreadsheet.
💡 Dica profissional: Dynamic saved lists update in real-time as new contacts match your rules.
Como usar o Capsule CRM Sales Analytics
Análise de Vendas lets you read your sales numbers without building a spreadsheet.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra os relatórios
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.
Eis como isso se parece:
✓ Ponto de verificação: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ Resultado: You know which deals are stuck and which reps need help.
💡 Dica profissional: Advanced activity and sales reportagem sits on the Growth plan.
Como usar as integrações do Capsule CRM
Integrações lets you connect the tools your team already uses every day.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra as Configurações da Conta
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.
Eis como isso se parece:
✓ Ponto de verificação: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
Conectar Xero for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ Resultado: Email conversations and invoices appear beside the contact record.
💡 Dica profissional: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
Interface fácil de usar lets you move around the app without training or a setup call.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: New teammates can find what they need on day one.
💡 Dica profissional: A super admin should set shared views before inviting the wider team.
Como usar o aplicativo móvel Capsule CRM
Aplicativo móvel lets you work your pipeline away from your computer.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Notes from client visits reach the record before you drive home.
💡 Dica profissional: Turn on push notifications so tasks due today reach your phone.
Como usar os campos personalizados do Capsule CRM
Campos personalizados lets you record data that the default fields do not cover.
Veja aqui como usá-lo passo a passo.
Passo 1: Abra as Configurações da Conta
Go to Account Settings and click Custom Fields.
Etapa 2: Adicionar campos personalizados
Pick texto, number, date, or list, then name the field.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Your account now tracks the details your competitors keep in spreadsheets.
💡 Dica profissional: Add custom fields before you import, or you will re-map the data twice.
Dicas e Atalhos Profissionais do Capsule CRM
After eight months in the app, here are the shortcuts I use most.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| 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 |
Características ocultas que a maioria das pessoas não percebe
- 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
Capsule CRM: Erros comuns a evitar
Mistake #1: Importing before the data structure is set
❌ Errado: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ Direita: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ Errado: Forcing new business, renewals, and demos into a single stage list.
✅ Direita: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ Errado: Skipping past Stale Opportunities because the deal felt safe last month.
✅ Direita: Clear that list every Monday and log one task per stale deal.
Solução de problemas do Capsule CRM
Problem: You are signed out every time you return
Causa: Your browser clears the cookie that keeps you signed in.
Consertar: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
Causa: The CSV headers did not match during the mapping step.
Consertar: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
Causa: The Gmail add-on or Outlook add-in is not connected to that mailbox.
Consertar: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 Observação: If none of these fix your issue, contact Capsule CRM support.
O que é o Capsule CRM?
CRM Cápsula 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Gestão de Contatos: Store people and companies with notes, tasks, emails, and files attached.
- Oportunidades de Vendas: Track deals, values, and close dates across one or more pipelines.
- Rastreamento de tarefas: Assign tasks to people, deals, and projects with due dates.
- Marketing por e-mail: Send campaigns from saved lists and log replies back to records.
- Análise de Vendas: Report on won and lost deals, activity levels, and pipeline health.
- Integrações: Link email, contabilidade, calendar, and support apps in a few clicks.
- Interface fácil de usar: A plain top menu covering contacts, sales, projects, and tasks.
- Aplicativo móvel: iOS and Android apps with contacts, tasks, and pipeline access.
- Campos personalizados: Add your own fields to contacts, sales opportunities, and projects.
Para uma análise completa, consulte nosso artigo. Análise do Capsule CRM.
Preços do Capsule CRM
Eis o custo do Capsule CRM em 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Livre | $0 | Solo founders testing a CRM with a small contact list |
| Iniciante | US$ 18 por usuário por mês | Small teams that need more contacts and custom fields |
| Crescimento | US$ 36 por usuário por mês | Teams wanting multiple pipelines and advanced sales reporting |
Teste grátis: Yes, 14 days on paid plans, and the Free plan never expires.
Garantia de reembolso: No formal guarantee, but you can cancel monthly billing anytime.
💰 Melhor custo-benefício: Starter — custom fields and a full sales pipeline at a fair price.
CRM em cápsulas versus alternativas
Como o Capsule CRM se compara aos outros? Veja o panorama competitivo:
Veja esta comparação:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| CRM Cápsula | Simple contact and deal tracking | US$ 18/mês | ⭐ 4 |
| HubSpot | Marketing and sales in one place | US$ 20/mês | ⭐ 4,5 |
| Pipedrive | Visual pipeline selling | US$ 14/mês | ⭐ 4,4 |
| Zoho CRM | Feature depth on a budget | US$ 14/mês | ⭐ 4,2 |
| Freshsales | Telefone e chat integrados | US$ 9/mês | ⭐ 4,3 |
Escolhas rápidas:
- Melhor no geral: HubSpot — the widest feature set if budget allows
- Melhor orçamento: Freshsales — the lowest entry price of the group
- Ideal para iniciantes: Capsule CRM — the shortest path from signup to first deal
- Ideal para vendedores visuais: Pipedrive — the pipeline board leads the whole app
🎯 Alternativas ao Capsule CRM
Procurando alternativas ao Capsule CRM? Aqui estão as melhores opções:
- 🚀 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.
- ⚡ Vendas de produtos frescos: Bundles calling and chat into the record, useful for phone-heavy sales teams.
Para ver a lista completa, consulte nosso Alternativas ao Capsule CRM guia.
⚔️ Comparação do Capsule CRM
Veja como o Capsule CRM se compara a cada concorrente:
- Capsule CRM vs HubSpot: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- Capsule CRM vs Pipedrive: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRM vs Zoho CRM: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRM vs Freshsales: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
Comece a usar o Capsule CRM agora mesmo
Você aprendeu a usar todos os principais recursos do Capsule CRM:
- ✅ Gestão de Contatos
- ✅ Oportunidades de Vendas
- ✅ Rastreamento de tarefas
- ✅ Marketing por e-mail
- ✅ Análise de Vendas
- ✅ Integrações
- ✅ Easy to Use Interface
- ✅ Aplicativo móvel
- ✅ Campos personalizados
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
A maioria das pessoas começa com a Gestão de Contatos.
Leva menos de cinco minutos.
Perguntas frequentes
O Capsule CRM é gratuito?
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.
O Capsule é uma boa opção para pequenas empresas?
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 contabilidade and Outlook Calendar for scheduling meetings and demos.
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