Быстрый старт
В этом руководстве описаны все функции Capsule CRM:
- Начиная — Create your account and finish the basic setup
- Как использовать систему управления контактами — Keep every contact, note, and email history inside one record
- Как использовать возможности продаж — Track deals through every stage of your sales pipeline
- Как использовать отслеживание задач — Never miss a follow-up on any contact, deal, or project
- Как использовать email-маркетинг — Send campaigns to segmented lists without leaving your account
- Как использовать аналитику продаж — See win rates, sales activity, and deals that have stalled
- Как использовать интеграции — 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
- Как пользоваться мобильным приложением — Update deals and log calls from your phone between meetings
- Как использовать пользовательские поля — Track the data your business needs on contacts, deals, and projects
Необходимое время: 5 минут на каждый фильм
Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы
Почему стоит доверять этому руководству?
Я использовал капсулы. 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 бизнес can pick up.
Но большинство пользователей лишь поверхностно знакомы с его возможностями.
В этом руководстве показано, как использовать все основные функции.
Пошаговая инструкция со скриншотами и полезными советами.
Учебное пособие по 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.
Капсульная 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.
Начало работы с Capsule CRM
Перед использованием любой функции завершите эту одноразовую настройку.
Это займет около трех минут.
Шаг 1: Создайте свою учетную запись
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.
✓ Контрольная точка: Проверьте свой входящие для подтверждающего письма.
Шаг 2: Откройте приложение
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.
✓ Контрольная точка: Вы должны увидеть главную панель управления.
Шаг 3: Завершение первоначальной настройки
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.
✅ Готово: Вы готовы использовать любую из перечисленных ниже функций.
How to Use Capsule CRM Contact Manager
Управление контактами lets you store every contact with a full history in one record.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: Your new contact appears at the top of the list.
Шаг 3: Организуйте с помощью тегов.
Apply tags and данные tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ Результат: Every contact now sits in one place with notes and links attached.
💡 Полезный совет: Data enrichment fills in LinkedIn profiles and company details for you.
Как использовать Capsule CRM для анализа возможностей продаж
Возможности продаж lets you move deals through a sales pipeline you control.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: You can see which deals are close and which have gone quiet.
💡 Полезный совет: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
Отслеживание задач lets you attach tasks to any record so follow-ups never slip.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Your day starts with a clear list instead of guesswork.
💡 Полезный совет: Apply a Track to a new client and every step is added немедленно.
How to Use Capsule CRM Email Marketer
Email-маркетинг lets you send bulk emails to segments built from your own data.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ Результат: You reach the right segment without exporting a single spreadsheet.
💡 Полезный совет: Dynamic saved lists update in real-time as new contacts match your rules.
Как использовать аналитику продаж Capsule CRM
Аналитика продаж lets you read your sales numbers without building a spreadsheet.
Вот пошаговая инструкция по его использованию.
Шаг 1: Открытие отчетов
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.
Вот как это выглядит:
✓ Контрольная точка: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ Результат: You know which deals are stuck and which reps need help.
💡 Полезный совет: Advanced activity and sales отчетность sits on the Growth plan.
Как использовать интеграцию с Capsule CRM
Интеграции lets you connect the tools your team already uses every day.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте настройки учетной записи
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.
Вот как это выглядит:
✓ Контрольная точка: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
Соединять Ксеро for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ Результат: Email conversations and invoices appear beside the contact record.
💡 Полезный совет: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
Простой в использовании интерфейс lets you move around the app without training or a setup call.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: New teammates can find what they need on day one.
💡 Полезный совет: A super admin should set shared views before inviting the wider team.
Как использовать мобильное приложение Capsule CRM
Мобильное приложение lets you work your pipeline away from your computer.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Notes from client visits reach the record before you drive home.
💡 Полезный совет: Turn on push notifications so tasks due today reach your phone.
Как использовать пользовательские поля в Capsule CRM
Пользовательские поля lets you record data that the default fields do not cover.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте настройки учетной записи
Go to Account Settings and click Custom Fields.
Шаг 2: Добавьте пользовательские поля
Pick текст, number, date, or list, then name the field.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Your account now tracks the details your competitors keep in spreadsheets.
💡 Полезный совет: Add custom fields before you import, or you will re-map the data twice.
Советы и полезные приемы работы с Capsule CRM Pro
After eight months in the app, here are the shortcuts I use most.
Клавиатурные сочетания
| Действие | Быстрый доступ |
|---|---|
| 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 |
Скрытые функции, которые большинство людей упускают из виду.
- 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
Распространенные ошибки в Capsule CRM, которых следует избегать.
Mistake #1: Importing before the data structure is set
❌ Неправильно: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ Справа: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ Неправильно: Forcing new business, renewals, and demos into a single stage list.
✅ Справа: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ Неправильно: Skipping past Stale Opportunities because the deal felt safe last month.
✅ Справа: Clear that list every Monday and log one task per stale deal.
Устранение неполадок в Capsule CRM
Problem: You are signed out every time you return
Причина: Your browser clears the cookie that keeps you signed in.
Исправить: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
Причина: The CSV headers did not match during the mapping step.
Исправить: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
Причина: The Gmail add-on or Outlook add-in is not connected to that mailbox.
Исправить: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 Примечание: If none of these fix your issue, contact Capsule CRM support.
Что такое Capsule CRM?
Капсульная 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.
Посмотрите этот краткий обзор:
В его состав входят следующие ключевые особенности:
- Управление контактами: Store people and companies with notes, tasks, emails, and files attached.
- Возможности продаж: Track deals, values, and close dates across one or more pipelines.
- Отслеживание задач: Assign tasks to people, deals, and projects with due dates.
- Email-маркетинг: Send campaigns from saved lists and log replies back to records.
- Аналитика продаж: Report on won and lost deals, activity levels, and pipeline health.
- Интеграции: Link email, бухгалтерский учет, calendar, and support apps in a few clicks.
- Простой в использовании интерфейс: A plain top menu covering contacts, sales, projects, and tasks.
- Мобильное приложение: iOS and Android apps with contacts, tasks, and pipeline access.
- Пользовательские поля: Add your own fields to contacts, sales opportunities, and projects.
Полный обзор смотрите в нашем разделе Обзор Capsule CRM.
Ценообразование Capsule CRM
Вот сколько будет стоить Capsule CRM в 2026 году:
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Бесплатно | $0 | Solo founders testing a CRM with a small contact list |
| Стартер | 18 долларов США/пользователь/месяц | Small teams that need more contacts and custom fields |
| Рост | 36 долларов США/пользователь/месяц | Teams wanting multiple pipelines and advanced sales reporting |
Бесплатная пробная версия: Yes, 14 days on paid plans, and the Free plan never expires.
Гарантия возврата денег: No formal guarantee, but you can cancel monthly billing anytime.
💰 Лучшее соотношение цены и качества: Starter — custom fields and a full sales pipeline at a fair price.
Капсульная CRM-система против альтернатив
Как Capsule CRM выглядит на фоне конкурентов? Вот как выглядит конкурентная среда:
Посмотрите это сравнение:
| Инструмент | Лучше всего подходит для | Цена | Рейтинг |
|---|---|---|---|
| Капсульная CRM | Simple contact and deal tracking | 18 долларов в месяц | ⭐ 4 |
| HubSpot | Marketing and sales in one place | 20 долларов в месяц | ⭐ 4.5 |
| Пайпдрайв | Visual pipeline selling | 14 долларов в месяц | ⭐ 4.4 |
| Zoho CRM | Feature depth on a budget | 14 долларов в месяц | ⭐ 4.2 |
| Свежие продажи | Встроенные телефон и чат | 9 долларов в месяц | ⭐ 4.3 |
Краткий выбор:
- Лучший вариант в целом: HubSpot — the widest feature set if budget allows
- Оптимальный бюджет: Freshsales — the lowest entry price of the group
- Лучший вариант для начинающих: Capsule CRM — the shortest path from signup to first deal
- Лучше всего подходит для визуальной рекламы: Pipedrive — the pipeline board leads the whole app
🎯 Альтернативы капсульной CRM-системе
Ищете альтернативы Capsule CRM? Вот лучшие варианты:
- 🚀 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.
- ⚡ Свежие продажи: Bundles calling and chat into the record, useful for phone-heavy sales teams.
Полный список смотрите в нашем Альтернативы капсульным CRM-системам гид.
⚔️ Сравнение капсульных CRM-систем
Вот как Capsule CRM выглядит в сравнении с каждым из конкурентов:
- Capsule CRM против HubSpot: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- Capsule CRM против Pipedrive: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRM против Zoho CRM: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRM против Freshsales: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
Начните использовать Capsule CRM прямо сейчас!
Вы научились использовать все основные функции Capsule CRM:
- ✅ Управление контактами
- ✅ Возможности продаж
- ✅ Отслеживание задач
- ✅ Email-маркетинг
- ✅ Аналитика продаж
- ✅ Интеграции
- ✅ Easy to Use Interface
- ✅ Мобильное приложение
- ✅ Пользовательские поля
Следующий шаг: Выберите одну функцию и попробуйте прямо сейчас.
Большинство людей начинают с управления контактами.
Это займет меньше пяти минут.
Часто задаваемые вопросы
Capsule CRM — бесплатная система?
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.
Подходит ли Capsule для малого бизнеса?
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 бухгалтерский учет and Outlook Calendar for scheduling meetings and demos.
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