快速入门
This guide covers every Capsule CRM feature:
- 入门 — 创建您的帐户并进行基本设置
- 如何使用联系人管理 — Organize all your contacts in one place
- 如何利用销售机会 — 跟踪销售流程中的交易
- 如何使用任务跟踪 — 再也不会错过任何后续消息
- 如何使用电子邮件营销 — Send campaigns through Transpond
- 如何使用销售分析 — See sales data and team performance
- 如何使用集成 — Connect Gmail, Outlook, Xero, and more
- How to Use the Easy-to-Use Features — Move around the app faster
- 如何使用移动应用 — Manage your CRM on the go
- 如何使用自定义字段 — Add custom fields to match your business
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I have used Capsule 客户关系管理 for two years and tested every feature covered here. This how to use Capsule CRM tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Capsule CRM is one of the simplest CRM tools available today.
但大多数用户仅仅触及了它功能的冰山一角。
本指南将向您展示如何使用所有主要功能。
一步一步教你，附带截图和专业技巧。
Capsule CRM教程
This complete Capsule CRM tutorial walks you through every feature step by step. From initial setup to advanced tips that will make you a power user.
胶囊客户关系管理
Capsule CRM helps you manage contacts, sales, and projects in one simple tool. Get started with the free plan for up to 2 users and 250 contacts. Try a paid plan free for 14 days — no credit card required.
Capsule CRM 入门指南
使用任何功能之前，请先完成此一次性设置。
大约需要3分钟。
Effective setup of Capsule CRM involves data organization, customization, and integration before you start importing contacts.
第一步：创建您的帐户
Go to the Capsule CRM website.
Click “Start Free Trial” or “Sign Up Free.”
请输入您的电子邮件地址并创建密码。
Pick a plan — Free for 2 users or start the 14-day trial on a paid tier.
You will also see cookie preferences during signup — Capsule uses cookies to improve your experience and for marketing purposes. Confirm preferences once and move on.
Strictly necessary cookies are always active and required for the operation of our site. Functional cookies and marketing cookies are optional — you can manage preferences at any time from the footer.
If you are in Europe (EUR) — the europe eur region under GDPR — rules apply and your cookie choices are recorded for future visits.
Capsule lays out which cookies are used and for what purpose. Tracking and analytics cookies allow us to see how visitors move around the site and help provide information on metrics such as number of visitors, bounce rates etc. The dashboard shows number of visitors, bounce rates, and the number of visitors bounce from specific pages. These visitors bounce rates etc. metrics help the team improve the product over time, and Capsule says they use cookies to improve both the site and the product.
Functional cookies personalize our content — they enables us to personalize the dashboard (the system enables us to personalize what each user sees), remember the pages you have visited, and let you return to our site with your settings intact. Some cookies store site such as log-in preferences and language. Marketing cookies are used to provide customized advertising based on pages you have visited previously; they provide customized advertising based on your activity and let Capsule share relevant demos and product updates.
A single cookie that records your consent preferences keeps your choices in place. It is used to recognize you on your next visit so you do not see the banner again. Cookies are required for core features like login and session handling — the “cky close icon” on the banner just closes the prompt, it does not disable strictly necessary cookies that are required for the operation.
Capsule states plainly that they value your privacy. The cookie panel is straightforward: click “Confirm preferences” once and the banner goes away for good. If you change your mind later, go to the site and help provide updated choices through the same preference center.
✓ 检查点： 检查你的 收件箱 请发送确认邮件。
Step 2: Access the Capsule Dashboard
Capsule is fully web-based — there is nothing to install.
Log in through your browser.
您也可以下载适用于 iOS 的移动应用程序或 安卓 之后。
Here is what the dashboard looks like when you first log in:
✓ 检查点： You should see the main dashboard with “People & Organizations,” “Opportunities,” “Projects,” and “Tasks” in the top menu.
Step 3: Configure Your Account Before Importing
To maximize Capsule CRM effectiveness, configure data structure and integrations first.
Go to Account Settings and assign a “super admin” to manage users and settings.
Connect Gmail or Outlook before importing — this enables automatic email logging later.
Add custom fields to Contacts, Sales Opportunities, and Projects so your data fits your 商业.
Set your time zone and default currency under Account Settings → Localization. Wrong settings here cause pipeline values and dates to display incorrectly for overseas teammates.
Invite your team last. Once admin settings are locked in, send invites so teammates see a clean, configured account on their first login — not a blank slate.
✅ 完成： 您已准备好使用以下任何功能。
如何使用 Capsule CRM 联系人管理
联系管理 lets you centralize every contact, lead, and account in one tidy record.
以下是使用步骤详解。
Capsule centralizes client data and automates follow-ups so nothing falls through the cracks.
Step 1: Import Contacts from a CSV File
Go to the “People & Organizations” tab.
Click “Import” and upload your CSV file.
Map each CSV column to a matching Capsule field.
You can also bring over sales Opportunities through the same import tool built directly into Capsule.
Before you hit import, scrub the CSV. Remove rows with blank emails, fix inconsistent country codes on phone numbers, and standardize company names. Dirty data in means dirty records out.
Capsule’s import tool also supports data tags during import. Add a column called “DataTag” to your CSV and tag every imported record (e.g., “Imported-April-2026”) so you can find and review them later.
Step 2: Add a New Person or Organization Manually
Click the “+” button next to “People” or “Organizations.”
请填写姓名、邮箱、电话和公司信息。
Data enrichment in Capsule CRM automatically fills in contact details such as LinkedIn profiles and company information.
Link people to their organizations — this builds a two-way relationship. Click the organization and you see every person connected to it. Click the person and you see their employer.
Add a photo or LinkedIn 头像 to each contact. It sounds minor but it makes scanning lists much faster and helps you recognize who is who during weekly pipeline reviews.
这就是它的样子：
✓ 检查点： Your new record shows up in the contacts list view.
Step 3: Organize with Tags and Data Tags
Open any contact record.
Click “Add Tag” to label contacts by source, region, or deal size.
Organizing your records in Capsule is quick and simple through tags.
You can view and filter contacts by tag, and create dynamic saved lists that update in real-time based on specific criteria.
Each contact record stores the full history of emails, tasks, notes, and files tied to that person. You can check details, tasks, emails, and files in each record without jumping between tools.
Tags can be nested and color-coded on higher plans. Use a simple system — Source:LinkedIn, Stage:Lead, Tier:VIP — and the saved-list filter finds matching records in seconds.
✅ 结果： You have a fully organized contact database you can slice by tag, owner, or custom field.
💡 专业提示： Use DataTags for structured info like “VIP,” “Newsletter Subscriber,” or “Trial User” — they let you filter lists with more precision than regular tags.
如何使用 Capsule CRM 销售机会
销售机会 lets you track every deal through your sales pipeline from first contact to closed-won.
以下是使用步骤详解。
Managing your sales pipeline in Capsule involves adding stages and dragging deals through them.
Step 1: Set Up a Sales Pipeline
Go to Account Settings → Sales Pipelines.
Click “Add Pipeline” and give it a name (e.g., “New 商业“）。
添加“潜在客户”、“合格客户”、“提案已发送”、“谈判”和“中标”等阶段。
Capsule CRM features multiple sales pipelines so you can manage different sales processes side by side.
Keep the pipeline simple — 5 to 7 stages is the sweet spot. Too many stages make it hard to see the pipeline at a glance, and deals get stuck in ambiguous middle stages.
Assign a probability percentage to each stage (e.g., Lead = 10%, Qualified = 25%, Proposal = 50%). Capsule uses these numbers to calculate your weighted pipeline and forecast revenue.
Step 2: Add Opportunities and Drag Them Through Stages
Click “+ New Opportunity” from the pipeline view.
Link it to a contact, set the deal value, and choose a stage.
Drag the opportunity card across the Kanban board as it progresses.
Set an expected close date — Capsule uses this to build the sales forecast automatically. Deals without close dates do not show up in the forecast view, so always set one.
Tag each opportunity with its lead source (Website, Referral, Event, Cold Outreach). When you look at reports later, you can find which source sends the most deals and where your best customers come from.
这就是它的样子：
✓ 检查点： Your deal appears in the right column and the pipeline value updates at the top.
Step 3: Monitor Stale Opportunities
Check your dashboard for the “Stale Opportunities” widget.
It flags deals that have not been touched recently.
Capsule CRM’s dashboard indicates clients that need follow-up so deals do not go cold.
Click any flagged opportunity to jump straight to its full record. You can see the last email, last task, and last note — which makes it easy to pick up the conversation.
Add a new task right from the opportunity view. Set a due date and the task shows up on the owner’s dashboard tomorrow morning.
✅ 结果： You have a visual pipeline that shows exactly which deals need attention and which are close to closing.
💡 专业提示： Set an expected close date on every opportunity. Capsule’s forecast report rolls this up into a monthly revenue projection you can share with your team.
如何使用 Capsule CRM 任务跟踪
任务跟踪 lets you manage tasks, deadlines, and follow-ups tied directly to contacts, opportunities, and projects.
以下是使用步骤详解。
Creating templated task lists using “Tracks” in Capsule CRM automates recurring processes like client onboarding.
Step 1: Create a Task From a Contact Record
Open any contact or opportunity record.
Click “Add Task” in the sidebar.
Set due date, category (call, email, meeting), and owner.
Categories matter. They feed into the Activity Report so you can see how many calls, emails, and meetings each teammate logs per week.
Add a description with specifics — “Call Sarah at +1-555-123 to review proposal page 3” beats “Follow up.” Your future self will thank you.
Step 2: Use Tracks for Repeatable Processes
Go to Account Settings → Tracks.
Build a template — for example, “New Client Onboarding” with 10 tasks.
Apply the Track to any record and all tasks are created with dates.
Tracks standardize repetitive tasks for consistent follow-up with clients.
Common Track templates to build: New Lead Follow-up (7 touchpoints over 14 days), New Client Onboarding (kickoff, training, 30-day check-in), and Renewal Outreach (60-day, 30-day, 7-day reminders).
Tasks in a Track can depend on each other. Task 3 does not start until task 2 is complete — this keeps the workflow linear and prevents out-of-order work.
这就是它的样子：
✓ 检查点： All Track tasks show up on your dashboard with correct due dates.
Step 3: View Tasks on the Calendar
Click “Tasks” in the top menu, then switch to Calendar view.
You can also sync with the Outlook Calendar integration to manage scheduling in one place.
Mark tasks complete as you finish them.
The calendar view shows tasks by day, week, or month. Drag a task to a new day to reschedule — no need to open the record.
Assign tasks to teammates by changing the owner. Each person sees only their own tasks by default, but managers can flip the filter to see the whole team.
✅ 结果： You have a single task list tied to every customer so nothing slips through the cracks.
💡 专业提示： Use Workflow Automations on the Growth plan to auto-create tasks when opportunities hit certain stages — no manual task creation needed.
如何使用 Capsule CRM 进行电子邮件营销
电子邮件营销 lets you send campaigns, newsletters, and lead-nurture emails through the 转发器 一体化。
以下是使用步骤详解。
Transpond is Capsule’s own marketing suite and it connects directly to contact records.
Step 1: Connect Transpond to Your Account
Go to Account Settings → Integrations.
Click “Connect Transpond” and confirm preferences.
Your contacts sync over automatically.
Transpond is Capsule’s in-house email marketing suite. The pricing starts low and sits on top of your Capsule plan — no extra login or data sync issues to worry about.
Verify your sending domain in Transpond before your first campaign. Unverified senders land in spam folders, and deliverability tanks quickly if you skip this step.
Step 2: Build a Segmented List
In Transpond, click “Audiences” and create a new list.
Filter by tag, custom field, or activity to target the right people.
Smaller, more targeted lists outperform large generic blasts. A 200-person list with the right message beats a 5,000-person list with a generic one every time.
Use the “last activity” filter to exclude cold contacts. People who have not opened an email in 12 months usually hurt your sender reputation more than they help revenue.
这就是它的样子：
✓ 检查点： Your audience count updates at the top of the list 建筑商.
步骤 3：发送并跟踪您的营销活动
Click “Create Campaign” and pick a template.
Write your subject and body, then schedule or send.
Open rates, clicks, and bounce rates flow back into each contact’s timeline in Capsule.
Transpond also supports automated drip sequences. Set a trigger — “tag added” or “form signed” — and the system sends the next email after a delay you define.
A/B test subject lines on Growth and above. The winning variant sends to the rest of your list automatically after a sample period.
✅ 结果： You have a working email marketing engine that feeds engagement data straight into your CRM.
💡 专业提示： Create a saved list in Capsule for “contacts who opened but did not click” — then target them with a follow-up campaign in Transpond.
如何使用 Capsule CRM 销售分析
销售分析 gives you dashboards and reports to understand pipeline health and team performance.
以下是使用步骤详解。
Capsule CRM offers advanced activity and sales 报道 features on the Growth Plan.
Good reporting turns a CRM from a contact list into a decision-making tool. Knowing your win rate by lead source tells you where to spend your next marketing dollar.
Capsule reports run in real-time off live data. No nightly refreshes, no stale dashboards — what you see is the current state of the business.
Step 1: Open the Sales Dashboard
Click “Reports” in the top navigation.
Pick “Sales Dashboard” to see pipeline value, win rate, and average deal size.
The dashboard monitors “Stale Opportunities” so you can spot deals that need a nudge.
Key numbers to watch: total pipeline value, weighted pipeline (value × win probability), average deal size, and sales cycle length. These four metrics tell you where the business is heading.
Step 2: Filter Reports by Team, Tag, or Date
Use the filter bar at the top of any report.
Choose a specific salesperson, tag, or custom date range.
Compare quarter-over-quarter by setting two date ranges side by side. This shows which reps improved and which need coaching.
这就是它的样子：
✓ 检查点： The numbers update 即刻 based on your filters.
Step 3: Export Reports for Stakeholders
Click the export icon in the top-right of any report.
Choose CSV or PDF format.
Share the file with leadership or investors in minutes.
The Activity Report shows every call, email, meeting, and note added during a window. It is the fastest way to spot reps who are (and are not) hitting activity goals.
The Sales Forecast roll-up uses expected close dates and opportunity values to project revenue by month. Use it in team demos and board updates.
✅ 结果： You have data-backed insights into which reps, products, and lead sources are winning.
💡 专业提示： Check Capsule’s advanced tutorials for deeper insights into sales data and team performance — they unlock report patterns most users never find on their own.
如何使用 Capsule CRM 集成
集成 let you connect Capsule CRM with over 70 apps including Gmail, Outlook, Xero, QuickBooks, and Mailchimp.
以下是使用步骤详解。
Capsule CRM allows integration with over 70 apps to improve your daily workflow.
Integrations matter because nobody uses one tool. A typical SMB runs email, 会计, marketing, calendar, and project tools — and Capsule needs to sit at the center of that stack pulling data from each.
Step 1: Connect Gmail or Outlook
Go to Account Settings → Integrations.
Install the Gmail add-on or Microsoft Outlook add-in.
Email integration enables automatic logging of conversations and direct links to contact records.
Once installed, the add-on sits inside your inbox as a side panel. Click any email and the side panel shows the contact’s Capsule record, recent tasks, and open opportunities.
You can save emails to contacts with one click — no more BCC workarounds. New contacts can also be created from an email directly in the side panel.
Step 2: Connect Xero or QuickBooks for Accounting
Pick Xero or QuickBooks from the integrations list.
登录您的 会计 account and confirm access.
Invoices and contacts sync both ways.
After sync, every contact record shows their invoice history in a side panel. You can see unpaid invoices, payment dates, and total revenue per client without leaving Capsule.
这就是它的样子：
✓ 检查点： You see the integration marked as “Connected” with a green dot.
Step 3: Connect Zapier for Everything Else
Search for Capsule CRM in Zapier’s app directory.
Create a “Zap” to push data into or pull data out of Capsule.
This unlocks 1,000+ additional app connections.
Popular integrations include Mailchimp for email, Slack for team notifications, Typeform for lead capture, and Google Calendar for meeting sync.
Each integration takes 2-5 minutes to set up. Watch the demos on the Capsule help center if you are not sure where to start — there are short walkthrough videos for every major app.
✅ 结果： Capsule now pulls data from every tool your business uses and keeps contact records fresh.
💡 专业提示： Install the Gmail add-on first — it is the single biggest time-saver and removes the need to manually BCC emails into Capsule.
How to Use Capsule CRM Easy-to-Use Features
Easy-to-Use Features are built into Capsule’s clean interface so you can move around our site and app fast.
以下是使用步骤详解。
Capsule CRM is known for its short learning curve and low setup time.
The team behind Capsule spent years trimming the interface. Every button has a purpose and nothing is buried three menus deep — which is why new teammates can pick it up fast.
Step 1: Master the Global Word Search
Press the search icon in the top bar — or use the keyboard shortcut.
Type any contact name, email, tag, or note 文本.
Results appear instantly across contacts, opportunities, and projects.
The search also indexes note content. If you remember a client mentioned “ZoomInfo” on a call, search for “ZoomInfo” and the exact note shows up in the results.
Use quotation marks for exact phrase matches. Searching “Q1 renewal” in quotes only returns records where those two words appear together — much cleaner than the default fuzzy match.
Step 2: Use Quick-Add Shortcuts From Anywhere
Click the “+” icon in the top-right corner.
Pick contact, opportunity, task, or project.
Add records without leaving your current screen.
This is the single biggest time-saver in Capsule. You can be on an opportunity record, remember a task, add it, and get back to what you were doing — all without losing context.
这就是它的样子：
✓ 检查点： The quick-add panel slides in without taking you away from your current page.
Step 3: Customize Your Dashboard Widgets
Go to the dashboard.
Click “Customize” and add widgets for tasks, opportunities, or reports.
Drag widgets to reorder them based on what you check most.
The clean interface means new teammates can start using Capsule on day one. Most users find they can move around the app without training after about 20 minutes of use.
Breadcrumb links at the top of every page make it easy to jump back — click the links to return to the previous record or list view without losing your place.
✅ 结果： You can find any record in under 5 seconds and add new data without breaking your workflow.
💡 专业提示： Turn on two-factor authentication in Account Settings — it takes 30 seconds and protects every contact record you have added.
How to Use the Capsule CRM Mobile App
The Mobile App lets you manage contacts, tasks, and deals from your phone — perfect for field sales and client visits.
以下是使用步骤详解。
The Capsule mobile app is available for iOS and Android.
Mobile access matters more than most teams admit. Reps who log calls and notes from their phone right after a meeting keep records 5x more complete than reps who wait until they are back at their desk.
第一步：安装并登录
Download the Capsule app from the App Store or Google Play.
Log in with your Capsule credentials.
Enable notifications to get task reminders.
Turn on biometric login (Face ID or fingerprint) during setup. It is faster than typing a password and safer than staying logged in indefinitely.
Step 2: Log Calls and Add Notes On the Go
Open a contact record.
Tap “Add Note” right after a call.
Use voice-to-text to dictate notes while you drive to your next meeting.
嗓音 notes can be as long as you need. Capture the full conversation detail — what they asked, what you promised, next steps. The note saves in under 2 seconds.
Tag notes with categories like “Call,” “Meeting,” or “Follow-up” so they show up in the activity report for weekly reviews.
这就是它的样子：
✓ 检查点： The note syncs to your desktop account instantly.
Step 3: Check Tasks and Pipeline From Anywhere
Tap “Tasks” at the bottom to see today’s to-dos.
Tap “Opportunities” to view your pipeline in a card layout.
Swipe to mark tasks complete or drag deals between stages.
The mobile app also includes caller ID. When a saved contact calls you, their Capsule record pops up so you can see history, notes, and open opportunities before you answer.
Offline mode lets you view recent records and add notes without a connection. Everything syncs when you come back online — perfect for flights or client sites with poor Wi-Fi.
Location tagging is optional. Turn it on and each note can be tied to where you added it — handy for field sales reps tracking territory coverage.
✅ 结果： You have a full CRM in your pocket, even when you are away from your computer.
💡 专业提示： 记录 嗓音 notes right after a client meeting — Capsule attaches them to the contact record so details never get lost between the meeting and your desk.
如何使用 Capsule CRM 自定义字段
自定义字段 let you add extra data points to Contacts, Sales Opportunities, and Projects so the CRM fits your business exactly.
以下是使用步骤详解。
Capsule CRM allows users to add custom fields to Contacts, Sales Opportunities, and Projects.
Without custom fields, you are stuck with generic fields like “Name” and “Email.” That works for a Rolodex but not for running a real business.
With custom fields, you can capture anything that matters — renewal date, contract value, lead source, product interest, account manager. Every filter, saved list, and report can then use that data.
步骤 1：打开自定义字段设置
Go to Account Settings.
Click “Custom Fields” in the left sidebar.
Pick the record type — Contact, Opportunity, or Project.
Each record type has its own field list. Fields are not shared across types — so if you want “Industry” on both contacts and opportunities, you create it twice.
Step 2: Add Custom Fields for Your Business
Click “+ Add Custom Field.”
Pick a field type — text, number, date, dropdown, or list.
Give it a clear name like “Industry,” “Renewal Date,” or “Contract Value.”
Use dropdowns over free-text whenever you can. Dropdowns force consistency, which means cleaner filters, saved lists, and reports six months from now.
For B2B SaaS: “Industry,” “Company Size,” “Renewal Date,” “MRR,” and “Plan Tier” cover most needs. For services: “Project Type,” “Contract End,” “Primary Contact Role,” and “Budget Range.”
这就是它的样子：
✓ 检查点： The field appears on every relevant record and shows up as a filter option in saved lists.
Step 3: Use Custom Fields in Filters and Reports
Create a saved list and filter by your new custom field.
The list updates in real-time as records change.
Build dashboards around the data that matters to your business.
Custom fields also flow into exports. Pull a CSV of contacts filtered by “Industry = SaaS” and send it straight to your marketing team for a targeted campaign.
Dropdown fields are the most powerful type. Define a fixed list of values (e.g., “Lead Source: Website / Referral / Event / Cold Outreach”) and every saved list and report can group by that value.
Link between sales opportunities and projects by storing an opportunity ID in a custom field on the matching project record. This gives you a clean hand-off from sales to delivery.
✅ 结果： Capsule now captures the exact fields your sales team and operations team need to close deals and deliver projects.
💡 专业提示： On the Ultimate plan you get unlimited custom fields — on lower tiers, plan your field list carefully and reuse fields across record types where you can.
Capsule CRM 专业技巧和快捷方式
After testing Capsule CRM for two years, here are my best tips.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Open global search | /（正斜杠） |
| 添加新联系人 | Shift + C |
| Add a new opportunity | Shift + O |
| Add a new task | Shift + T |
| 前往控制面板 | G 然后 D |
| Go to contacts | G then P |
大多数人错过的隐藏功能
- 动态保存列表： Build filters once and the list auto-refreshes when new contacts match — a great replacement for static segments.
- BCC Email Dropbox: Every Capsule account gets a unique email address — BCC it on any email and the thread logs to the right contact record automatically.
- Assigning Records: Assign contacts, opportunities, or projects to team members for cleaner ownership and better reporting.
- AI Summary Feature: Capsule’s newer AI summary reads contact history and gives you a recap before your next call.
- Keyboard-Only Navigation: Press “/” to search, then Shift + C, O, T, or P to create records. You can run the whole CRM without touching your mouse.
- Project Boards: Move closed-won deals into a project board with stages like Kickoff, Delivery, Review, and Complete — keeps sales and delivery in one tool.
- Shared Mailboxes: On Ultimate, teammates can share an inbox tied to Capsule. Replies log to the right record no matter who sends them.
- Data Import Mapping Save: Save your CSV field mapping. Next time you import a similar file, the mapping pre-fills and saves 10 minutes of setup.
Workflow Patterns That Scale
Three patterns I have seen work across dozens of Capsule accounts:
Weekly pipeline review: Every Monday, filter opportunities by “expected close this month” and walk the list with the sales team. Move stale deals to the right stage or mark them lost.
Monthly tag audit: Open the tag list in settings and merge duplicates. Archive tags that are no longer in use. This keeps saved-list filters clean and fast.
Quarterly integration review: Check which integrations are actually in use. Disconnect the ones you do not touch anymore — fewer connections means fewer sync failures.
Capsule CRM常见错误及避免方法
Mistake #1: Importing contacts before setting up custom fields
❌ 错误： Rushing to import a CSV on day one without thinking about what extra data you need to store.
✅ 右图： Build your custom fields first, then import. Mapping CSV columns to a complete field list saves hours of cleanup later.
Mistake #2: Ignoring Tracks for repeatable processes
❌ 错误： Creating the same onboarding or follow-up tasks manually for every new client.
✅ 右图： Build a Track once, apply it to any record with one click, and let Capsule create the full task list for you.
Mistake #3: Skipping email integration
❌ 错误： Emailing clients from Gmail or Outlook without logging those conversations to Capsule.
✅ 右图： Install the Gmail add-on or Outlook add-in on day one. Every email is logged to the contact record and you get direct links to their history from your inbox.
Mistake #4: Using one pipeline for every sales process
❌ 错误： Mixing new business deals, renewals, and upsells in a single pipeline. The stages do not match the work, and reports blur together.
✅ 右图： On the Growth plan, create separate pipelines for each deal type. You get cleaner forecasts and stage-specific 自动化 for each workflow.
Mistake #5: Letting tags grow without a system
❌ 错误： Adding tags as free-text notes. After 6 months you end up with duplicates like “VIP,” “vip,” “Top Client,” and “Premium” — all meaning the same thing.
✅ 右图： Document a short tag taxonomy — Source, Stage, Tier, Industry — and share it with the team. Audit tags once a quarter to merge duplicates.
Capsule CRM故障排除
Problem: Emails are not syncing to contact records
原因： The Gmail add-on or Outlook add-in is not installed, or the BCC email dropbox address is wrong.
使固定： Go to Account Settings → Integrations and install the email add-on. If you prefer BCC, copy the unique dropbox address from “My Preferences” and save it as a contact in Gmail.
Problem: Duplicate contacts after a CSV import
原因： The import tool matched on the wrong field or the CSV contained contacts that already existed in your account.
使固定： Go to “People & Organizations,” filter by the import tag, and use the “Merge Duplicates” option on each pair. For future imports, map on email address — it is more reliable than name.
Problem: Reports show no data on the free plan
原因： The free plan does not include full reporting. Advanced activity and sales reporting are on the Growth plan and above.
使固定： Start the 14-day free trial of the Growth plan to test reporting. If it fits your business, upgrade — if not, export opportunities and contacts to a spreadsheet for basic reports.
Problem: Mobile app keeps logging me out
原因： Session expiry is short by design for security. Two-factor authentication settings can also force re-login on unknown 设备.
使固定： Enable biometric login (Face ID or fingerprint) in the app settings. Sessions renew automatically and you avoid typing your password each time.
Problem: Custom fields do not show up on the mobile app
原因： Older app versions do not render newly added custom fields until the next full sync.
使固定： Update the app to the latest version. Then sign out and sign back in to force a record refresh — your custom fields appear on every relevant record.
📌 笔记： If none of these fix your issue, contact Capsule CRM support — they are available by email Monday through Friday for all paid plans.
什么是 Capsule CRM？
胶囊客户关系管理 is a simple customer relationship management tool that helps you manage contacts, sales, and projects in one place.
Think of it like a shared digital Rolodex that also tracks your deals and follow-ups.
观看这段快速概览：
Capsule is built for small and mid-sized teams that want a CRM they will actually use. It includes these key features:
- 联系人管理： Centralize contacts with tags, data tags, and custom fields — plus data enrichment that fills in LinkedIn and company info.
- 销售机会： Drag deals through a customizable Kanban pipeline with multiple sales pipelines on higher plans.
- 任务跟踪： Use Tracks to automate recurring client onboarding and follow-up sequences.
- 电子邮件营销： Run campaigns through the native Transpond integration tied to CRM contacts.
- 销售分析： See win rate, forecast, and team performance with advanced activity and sales reporting on the Growth plan.
- 集成： Connect with over 70 apps including Gmail, Outlook, Xero, QuickBooks, Mailchimp, and Zapier.
- 便于使用： Clean interface, short learning curve, and global word search that feels like an extension of your computer.
- 移动应用： iOS and Android apps for logging calls, notes, and pipeline changes on the go.
- 自定义字段： Add custom fields to Contacts, Sales Opportunities, and Projects so the CRM matches your business.
如需完整评测，请参阅我们的 Capsule CRM 评测.
Who is Capsule CRM for?
Capsule fits small and mid-sized businesses that want a CRM the whole team will actually use. Agencies, consultancies, B2B service businesses, and professional services firms all do well on Capsule.
It is less of a fit for high-volume outbound sales teams that need built-in dialers, or for enterprise teams that need custom objects and complex permission trees.
What makes Capsule different?
Three things stand out after testing Capsule side by side with HubSpot, 管道驱动以及 Zoho。
First, the learning curve is short. New teammates can start adding contacts and managing deals on day one. Most other CRMs need a half-day of training.
Second, projects and sales opportunities live in the same tool. You can hand off a closed-won deal to a project board without leaving Capsule.
Third, the integration depth is high for the price. Gmail, Outlook, Xero, QuickBooks, and Mailchimp all work natively — not through clunky third-party bridges.
胶囊式客户关系管理定价
Here is what Capsule CRM costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Solo founders and tiny teams up to 2 users and 250 contacts |
| 起动机 | 每用户每月 18 美元 | 小型企业 needing a single pipeline and basic CRM |
| 生长 | 每用户每月 36 美元 | Growing teams that want automation, multiple pipelines, and advanced reports |
免费试用： Yes — 14 days on any paid plan. No credit card required.
退款保证： Cancel anytime. No long-term contracts.
💰 性价比最高： Growth at $36/user/month — it unlocks workflow automations, multiple sales pipelines, and advanced activity and sales reporting. Most small teams outgrow Starter within a few months, so starting here saves an awkward mid-year upgrade.
What each plan includes
Free ($0): Up to 2 users, 250 contacts, 1 sales pipeline, 1 project board, Gmail and Outlook integration, and mobile app access. Good for solo founders testing the tool.
Starter ($18/user/month): 30,000 contacts, 1 sales pipeline, 1 project board, all core integrations including Xero, QuickBooks, Mailchimp, and Zapier. Basic reports included.
Growth ($36/user/month): 60,000 contacts, 5 sales pipelines, 5 project boards, workflow automations, advanced sales reporting, custom fields, and user permissions. This is the plan most teams actually need.
Annual vs monthly billing
Pay annually and save up to 15%. The Starter plan drops to about $15 per user when billed yearly. Growth drops to about $31 per user.
If you are not sure which plan fits, start on the 14-day free trial of Growth. You will get a feel for the full feature set before committing.
胶囊式客户关系管理与替代方案
How does Capsule CRM compare? Here is the competitive landscape:
观看这段对比视频：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 胶囊客户关系管理 | 适用于小型团队的简易CRM | 每月18美元 | ⭐ 4.0 |
| HubSpot | 一体化营销和销售 | 每月15美元 | ⭐ 4.5 |
| 管道驱动 | 可视化销售流程 | 每月 24 美元 | ⭐ 4.3 |
| Zoho CRM | Feature-rich at budget prices | 每月14美元 | ⭐ 4.3 |
| 新鲜销售 | Built-in phone and AI scoring | 每月15美元 | ⭐ 4.5 |
快速精选：
- 综合最佳： HubSpot — rich feature set, free tier, and marketing automation built in.
- 最佳预算： Zoho CRM — deepest feature set per dollar and a free plan for 3 users.
- 最适合初学者： Capsule CRM — clean interface, short learning curve, and easy setup.
- Best for visual sales teams: Pipedrive — purpose-built Kanban pipeline with deal-focused reporting.
🎯 胶囊式客户关系管理替代方案
正在寻找 Capsule CRM 的替代方案？以下是一些最佳选择：
- 🚀 HubSpot： All-in-one CRM, marketing, and service platform with a generous free tier. Strong for teams that want sales, marketing, and help desk in one place.
- 🎨 Pipedrive： Kanban-first CRM designed for sales teams. Cleaner deal flow visualization than Capsule with deeper sales automation.
- 💰 Zoho CRM： Budget-friendly with a deep feature set including AI (Zia), custom objects, and workflow blueprints. Free plan for 3 users.
- 🧠 Freshsales： Includes built-in phone, chat, and Freddy AI for lead scoring. Better choice for phone-heavy sales teams.
完整列表请参见我们的 Capsule CRM替代方案 指导。
⚔️ Capsule CRM 对比
Here is how Capsule CRM stacks up against each competitor:
- Capsule CRM 与 HubSpot 的比较: HubSpot wins for marketing and free-tier reach. Capsule wins for simplicity and a lower paid-plan learning curve.
- Capsule CRM 与 Pipedrive 的比较: Pipedrive has stronger sales automation and multi-step workflows. Capsule is cheaper on the entry plan and covers projects natively.
- Capsule CRM 与 Zoho CRM 的比较: Zoho packs far more features per dollar but takes longer to set up. Capsule is the faster route if simplicity matters more than depth.
- Capsule CRM 与 Freshsales 的对比： Freshsales includes built-in calling and AI lead scoring. Capsule is better for teams focused on email and project work rather than phone sales.
立即开始使用 Capsule CRM
您已学会如何使用 Capsule CRM 的所有主要功能：
- ✅ 联系人管理
- ✅ 销售机会
- ✅ 任务跟踪
- ✅ 电子邮件营销
- ✅ 销售分析
- ✅ 集成
- ✅ Easy-to-Use Features
- ✅ 移动应用
- ✅ 自定义字段
下一步： 选择一项功能，立即试用。
大多数人都是从联系人管理开始的。
只需不到5分钟。
If you have a CSV of contacts ready, import it first. The whole team can start adding notes, tasks, and opportunities the same afternoon.
If you are starting from scratch, add your 20 most important contacts manually. Tag each one with their lead source and move the active ones into your sales pipeline.
The Free plan is a great place to start. When you outgrow the 250-contact limit or need advanced reports, switch to Starter at $18 per user or Growth at $36 per user.
常见问题解答
如何添加新人员或组织？
Click the “+” icon next to “People” or “Organizations” in the top nav. Fill in name, email, phone, and company. Add tags and custom fields as needed. Capsule’s data enrichment will auto-fill LinkedIn profiles and company info on higher plans.
我可以在手机上使用 Capsule CRM 吗？
Yes. Capsule has native iOS and Android apps. You can log calls, add notes with voice-to-text, manage tasks, and drag deals through your sales pipeline. The app syncs with your desktop account in real time.
如何为我的企业创建自定义字段？
Go to Account Settings → Custom Fields. Pick Contacts, Sales Opportunities, or Projects. Click “+ Add Custom Field,” choose a type (text, number, date, dropdown), and save. The field appears on every matching record and in saved-list filters.
是否有面向小型团队的免费版本？
Yes. Capsule offers a Free plan for up to 2 users and 250 contacts. You get one sales pipeline, one project board, Gmail and Outlook integration, and mobile app access. No credit card required.
如何邀请我的团队成员加入账户？
Go to Account Settings → Users & Permissions. Click “Invite User,” enter their email, and assign a role. They get an invite link by email. A super admin can assign records to individual teammates for cleaner ownership.
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