Hızlı Başlangıç
Bu kılavuz, Capsule CRM'in tüm özelliklerini kapsamaktadır:
- Başlarken — Create your account and finish the basic setup
- İletişim Yönetimi Nasıl Kullanılır? — Keep every contact, note, and email history inside one record
- Satış Fırsatlarından Nasıl Yararlanılır? — Track deals through every stage of your sales pipeline
- Görev Takibi Nasıl Kullanılır? — Never miss a follow-up on any contact, deal, or project
- E-posta Pazarlaması Nasıl Kullanılır? — Send campaigns to segmented lists without leaving your account
- Satış Analitiği Nasıl Kullanılır? — See win rates, sales activity, and deals that have stalled
- Entegrasyonlar Nasıl Kullanılır? — 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
- Mobil Uygulama Nasıl Kullanılır? — Update deals and log calls from your phone between meetings
- Özel Alanlar Nasıl Kullanılır? — Track the data your business needs on contacts, deals, and projects
Gerekli süre: Her özellik için 5 dakika.
Bu kılavuzda ayrıca şunlar da yer almaktadır: Profesyonel İpuçları | Sık Yapılan Hatalar | Sorun giderme | Fiyatlandırma | Alternatifler
Bu kılavuza neden güvenmelisiniz?
Capsule kullandım. 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 işletme can pick up.
Ancak çoğu kullanıcı, bu teknolojinin yapabileceklerinin yalnızca yüzeysel bir kısmını kullanıyor.
Bu kılavuz, her önemli özelliği nasıl kullanacağınızı gösterir.
Adım adım, ekran görüntüleri ve profesyonel ipuçlarıyla.
Capsule CRM Eğitimi
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.
Kapsül 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'e Başlangıç
Herhangi bir özelliği kullanmadan önce, bu tek seferlik kurulumu tamamlayın.
Yaklaşık üç dakika sürüyor.
Adım 1: Hesabınızı Oluşturun
Go to the Capsule CRM website and click Sign Up.
A banner opens first with a line saying we value your privacy.
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Here is what each toggle on that banner means before you confirm preferences.
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Click manage preferences to switch categories on or off, then save your cookie preferences.
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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.
✓ Kontrol noktası: Kontrol edin gelen kutusu Onay e-postası için.
Adım 2: Uygulamaya erişin
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.
✓ Kontrol noktası: Ana kontrol panelini görmelisiniz.
3. Adım: İlk Kurulumu Tamamlayın
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.
✅ Tamamlandı: Aşağıdaki özelliklerden herhangi birini kullanmaya hazırsınız.
How to Use Capsule CRM Contact Manager
İletişim Yönetimi lets you store every contact with a full history in one record.
İşte adım adım nasıl kullanılacağı.
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Your new contact appears at the top of the list.
3. Adım: Etiketlerle düzenleyin
Apply tags and veri tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ Sonuç: Every contact now sits in one place with notes and links attached.
💡 Profesyonel İpucu: Data enrichment fills in LinkedIn profiles and company details for you.
Capsule CRM Satış Fırsatları Nasıl Kullanılır?
Satış Fırsatları lets you move deals through a sales pipeline you control.
İşte adım adım nasıl kullanılacağı.
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: You can see which deals are close and which have gone quiet.
💡 Profesyonel İpucu: The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
Görev Takibi lets you attach tasks to any record so follow-ups never slip.
İşte adım adım nasıl kullanılacağı.
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: Your day starts with a clear list instead of guesswork.
💡 Profesyonel İpucu: Apply a Track to a new client and every step is added aniden.
How to Use Capsule CRM Email Marketer
E-posta Pazarlaması lets you send bulk emails to segments built from your own data.
İşte adım adım nasıl kullanılacağı.
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ Sonuç: You reach the right segment without exporting a single spreadsheet.
💡 Profesyonel İpucu: Dynamic saved lists update in real-time as new contacts match your rules.
Capsule CRM Satış Analitiği Nasıl Kullanılır?
Satış Analitiği lets you read your sales numbers without building a spreadsheet.
İşte adım adım nasıl kullanılacağı.
Adım 1: Raporları Açın
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ Sonuç: You know which deals are stuck and which reps need help.
💡 Profesyonel İpucu: Advanced activity and sales raporlama sits on the Growth plan.
Capsule CRM Entegrasyonları Nasıl Kullanılır?
Entegrasyonlar lets you connect the tools your team already uses every day.
İşte adım adım nasıl kullanılacağı.
Adım 1: Hesap Ayarlarını Açın
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
Bağlamak Xero for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ Sonuç: Email conversations and invoices appear beside the contact record.
💡 Profesyonel İpucu: Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
Kullanımı Kolay Arayüz lets you move around the app without training or a setup call.
İşte adım adım nasıl kullanılacağı.
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: New teammates can find what they need on day one.
💡 Profesyonel İpucu: A super admin should set shared views before inviting the wider team.
Capsule CRM Mobil Uygulaması Nasıl Kullanılır?
Mobil Uygulama lets you work your pipeline away from your computer.
İşte adım adım nasıl kullanılacağı.
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: Notes from client visits reach the record before you drive home.
💡 Profesyonel İpucu: Turn on push notifications so tasks due today reach your phone.
Capsule CRM Özel Alanları Nasıl Kullanılır?
Özel Alanlar lets you record data that the default fields do not cover.
İşte adım adım nasıl kullanılacağı.
Adım 1: Hesap Ayarlarını Açın
Go to Account Settings and click Custom Fields.
Adım 2: Özel alanlar ekleyin
Pick metin, number, date, or list, then name the field.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: Your account now tracks the details your competitors keep in spreadsheets.
💡 Profesyonel İpucu: Add custom fields before you import, or you will re-map the data twice.
Capsule CRM Profesyonel İpuçları ve Kısayolları
After eight months in the app, here are the shortcuts I use most.
Klavye Kısayolları
| Aksiyon | Kısayol |
|---|---|
| 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 |
Çoğu insanın gözden kaçırdığı gizli özellikler
- 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'de Kaçınılması Gereken Yaygın Hatalar
Mistake #1: Importing before the data structure is set
❌ Yanlış: Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ Sağ: Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ Yanlış: Forcing new business, renewals, and demos into a single stage list.
✅ Sağ: Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ Yanlış: Skipping past Stale Opportunities because the deal felt safe last month.
✅ Sağ: Clear that list every Monday and log one task per stale deal.
Capsule CRM Sorun Giderme
Problem: You are signed out every time you return
Neden: Your browser clears the cookie that keeps you signed in.
Düzeltmek: Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
Neden: The CSV headers did not match during the mapping step.
Düzeltmek: Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
Neden: The Gmail add-on or Outlook add-in is not connected to that mailbox.
Düzeltmek: Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 Not: If none of these fix your issue, contact Capsule CRM support.
Capsule CRM nedir?
Kapsül 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.
Bu kısa özeti izleyin:
Aşağıdaki temel özellikleri içermektedir:
- İletişim Yönetimi: Store people and companies with notes, tasks, emails, and files attached.
- Satış Fırsatları: Track deals, values, and close dates across one or more pipelines.
- Görev Takibi: Assign tasks to people, deals, and projects with due dates.
- E-posta Pazarlaması: Send campaigns from saved lists and log replies back to records.
- Satış Analitiği: Report on won and lost deals, activity levels, and pipeline health.
- Entegrasyonlar: Link email, muhasebe, calendar, and support apps in a few clicks.
- Kullanımı Kolay Arayüz: A plain top menu covering contacts, sales, projects, and tasks.
- Mobil Uygulama: iOS and Android apps with contacts, tasks, and pipeline access.
- Özel Alanlar: Add your own fields to contacts, sales opportunities, and projects.
Ayrıntılı inceleme için lütfen sayfamıza bakın. Capsule CRM incelemesi.
Capsule CRM Fiyatlandırması
İşte Capsule CRM'in 2026'daki maliyeti:
| Plan | Fiyat | En İyisi İçin |
|---|---|---|
| Özgür | $0 | Solo founders testing a CRM with a small contact list |
| Başlangıç | 18$/kullanıcı/ay | Small teams that need more contacts and custom fields |
| Büyüme | 36$/kullanıcı/ay | Teams wanting multiple pipelines and advanced sales reporting |
Ücretsiz deneme sürümü: Yes, 14 days on paid plans, and the Free plan never expires.
Para iade garantisi: No formal guarantee, but you can cancel monthly billing anytime.
💰 En İyi Fiyat/Performans: Starter — custom fields and a full sales pipeline at a fair price.
Kapsül CRM ve Alternatifleri
Capsule CRM nasıl bir performans sergiliyor? İşte rekabet ortamı:
Bu karşılaştırmayı izleyin:
| Alet | En İyisi İçin | Fiyat | Değerlendirme |
|---|---|---|---|
| Kapsül CRM | Simple contact and deal tracking | 18$/ay | ⭐ 4 |
| HubSpot | Marketing and sales in one place | 20$/ay | ⭐ 4.5 |
| Pipedrive | Visual pipeline selling | 14$/ay | ⭐ 4.4 |
| Zoho CRM | Feature depth on a budget | 14$/ay | ⭐ 4.2 |
| Taze satışlar | 1 numara, her türlü karmaşıklığı halleder. | 9$/ay | ⭐ 4.3 |
Hızlı seçimler:
- Genel olarak en iyi: HubSpot — the widest feature set if budget allows
- En iyi bütçe: Freshsales — the lowest entry price of the group
- Yeni başlayanlar için en iyisi: Capsule CRM — the shortest path from signup to first deal
- Görsel satış yapanlar için en iyisi: Pipedrive — the pipeline board leads the whole app
🎯 Kapsül CRM Alternatifleri
Capsule CRM alternatifleri mi arıyorsunuz? İşte en iyi seçenekler:
- 🚀 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.
Tam liste için lütfen sayfamıza bakın. Kapsül CRM alternatifleri rehber.
⚔️ Capsule CRM Karşılaştırması
İşte Capsule CRM'in rakiplerine karşı performansı:
- Capsule CRM ve HubSpot karşılaştırması: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- Capsule CRM ve Pipedrive karşılaştırması: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRM ve Zoho CRM karşılaştırması: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRM ve Freshsales karşılaştırması: Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
Capsule CRM'i Şimdi Kullanmaya Başlayın
Capsule CRM'in tüm önemli özelliklerini nasıl kullanacağınızı öğrendiniz:
- ✅ İletişim Yönetimi
- ✅ Satış Fırsatları
- ✅ Görev Takibi
- ✅ E-posta Pazarlaması
- ✅ Satış Analitiği
- ✅ Entegrasyonlar
- ✅ Easy to Use Interface
- ✅ Mobil Uygulama
- ✅ Özel Alanlar
Sonraki adım: Bir özelliği seçin ve hemen deneyin.
Çoğu kişi İletişim Yönetimi ile başlar.
Beş dakikadan az sürüyor.
Sıkça Sorulan Sorular
Capsule CRM ücretsiz mi?
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.
Capsule küçük işletmeler için iyi bir seçenek mi?
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 muhasebe and Outlook Calendar for scheduling meetings and demos.
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