快速入门
本指南涵盖了 Capsule CRM 的所有功能：
- 入门 — Create your account and finish the basic setup
- 如何使用联系人管理 — Keep every contact, note, and email history inside one record
- 如何利用销售机会 — Track deals through every stage of your sales pipeline
- 如何使用任务跟踪 — Never miss a follow-up on any contact, deal, or project
- 如何使用电子邮件营销 — Send campaigns to segmented lists without leaving your account
- 如何使用销售分析 — See win rates, sales activity, and deals that have stalled
- 如何使用集成 — 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
- 如何使用移动应用 — Update deals and log calls from your phone between meetings
- 如何使用自定义字段 — Track the data your business needs on contacts, deals, and projects
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
我用过胶囊 客户关系管理 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 商业 can pick up.
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 How to Use Capsule CRM tutorial walks you through each feature, from your first import to the reports that show which deals are stuck.
胶囊客户关系管理
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 入门指南
在使用任何功能之前，请先完成此一次性设置。
大约需要三分钟。
第一步：创建您的帐户
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.
✓ 检查点： 检查你的 收件箱 用于确认邮件。
步骤二：访问应用程序
Capsule runs in any browser, with free iOS and 安卓 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.
✓ 检查点： 你应该能看到主控制面板。
步骤 3：完成初始设置
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.
✅ 完成： 您已准备好使用以下任何功能。
How to Use Capsule CRM Contact Manager
联系管理 lets you store every contact with a full history in one record.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： Your new contact appears at the top of the list.
步骤 3：使用标签进行整理
Apply tags and 数据 tags so you can filter contacts later.
Data tags carry extra fields, so a Client tag can hold a renewal date.
✅ 结果： Every contact now sits in one place with notes and links attached.
💡 专业提示： Data enrichment fills in LinkedIn profiles and company details for you.
如何使用 Capsule CRM 销售机会
销售机会 lets you move deals through a sales pipeline you control.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： You can see which deals are close and which have gone quiet.
💡 专业提示： The Growth plan unlocks multiple sales pipelines for different sales processes.
How to Use Capsule CRM Task Tracker
任务跟踪 lets you attach tasks to any record so follow-ups never slip.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your day starts with a clear list instead of guesswork.
💡 专业提示： Apply a Track to a new client and every step is added 即刻.
How to Use Capsule CRM Email Marketer
电子邮件营销 lets you send bulk emails to segments built from your own data.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： Your list count matches the number of filtered contacts.
Step 3: Send and review
Write your campaign, send it, and check opens and clicks.
✅ 结果： You reach the right segment without exporting a single spreadsheet.
💡 专业提示： Dynamic saved lists update in real-time as new contacts match your rules.
如何使用 Capsule CRM 销售分析
销售分析 lets you read your sales numbers without building a spreadsheet.
以下是使用步骤详解。
第一步：打开报告
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.
这就是它的样子：
✓ 检查点： Your dashboard shows deal counts by stage and owner.
Step 3: Check Stale Opportunities
The dashboard flags Stale Opportunities that need follow-up now.
✅ 结果： You know which deals are stuck and which reps need help.
💡 专业提示： Advanced activity and sales 报道 sits on the Growth plan.
如何使用 Capsule CRM 集成
集成 lets you connect the tools your team already uses every day.
以下是使用步骤详解。
步骤 1：打开账户设置
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.
这就是它的样子：
✓ 检查点： Connected apps show a green status inside the Integrations page.
Step 3: Add accounting and calendar
连接 Xero for invoices and Outlook Calendar for scheduling.
Each connection is a login handshake, so no developer time is needed.
✅ 结果： Email conversations and invoices appear beside the contact record.
💡 专业提示： Capsule works with over 70 apps, so check the list before paying for a connector.
How to Use Capsule CRM Interface
易于使用的界面 lets you move around the app without training or a setup call.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： New teammates can find what they need on day one.
💡 专业提示： A super admin should set shared views before inviting the wider team.
如何使用 Capsule CRM 移动应用
移动应用 lets you work your pipeline away from your computer.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Notes from client visits reach the record before you drive home.
💡 专业提示： Turn on push notifications so tasks due today reach your phone.
如何使用 Capsule CRM 自定义字段
自定义字段 lets you record data that the default fields do not cover.
以下是使用步骤详解。
步骤 1：打开账户设置
Go to Account Settings and click Custom Fields.
步骤 2：添加自定义字段
Pick 文本, number, date, or list, then name the field.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your account now tracks the details your competitors keep in spreadsheets.
💡 专业提示： Add custom fields before you import, or you will re-map the data twice.
Capsule CRM 专业技巧和快捷方式
After eight months in the app, here are the shortcuts I use most.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| 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 |
大多数人错过的隐藏功能
- 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常见错误及避免方法
Mistake #1: Importing before the data structure is set
❌ 错误： Dumping a CSV of 5,000 contacts on day one, then adding fields later.
✅ 右图： Configure fields and tags, connect Gmail or Outlook, then import.
Mistake #2: Running everything through one pipeline
❌ 错误： Forcing new business, renewals, and demos into a single stage list.
✅ 右图： Use separate pipelines so each sales process has its own stages.
Mistake #3: Ignoring the dashboard warnings
❌ 错误： Skipping past Stale Opportunities because the deal felt safe last month.
✅ 右图： Clear that list every Monday and log one task per stale deal.
Capsule CRM故障排除
Problem: You are signed out every time you return
原因： Your browser clears the cookie that keeps you signed in.
使固定： Allow cookies for capsulecrm.com, or stop clearing them on close.
Problem: Imported contacts land in the wrong fields
原因： The CSV headers did not match during the mapping step.
使固定： Undo the import from Account Settings, fix headers, and map columns again.
Problem: Emails are not attaching to a record
原因： The Gmail add-on or Outlook add-in is not connected to that mailbox.
使固定： Reconnect the add-on, or copy your Capsule dropbox address into the BCC field.
📌 笔记： If none of these fix your issue, contact Capsule CRM support.
什么是 Capsule CRM？
胶囊客户关系管理 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.
观看这段快速概览：
它包含以下主要特点：
- 联系人管理： Store people and companies with notes, tasks, emails, and files attached.
- 销售机会： Track deals, values, and close dates across one or more pipelines.
- 任务跟踪： Assign tasks to people, deals, and projects with due dates.
- 电子邮件营销： Send campaigns from saved lists and log replies back to records.
- 销售分析： Report on won and lost deals, activity levels, and pipeline health.
- 集成： Link email, 会计, calendar, and support apps in a few clicks.
- 易于使用的界面： A plain top menu covering contacts, sales, projects, and tasks.
- 移动应用： iOS and Android apps with contacts, tasks, and pipeline access.
- 自定义字段： Add your own fields to contacts, sales opportunities, and projects.
如需完整评测，请参阅我们的 Capsule CRM 评测.
胶囊式客户关系管理定价
以下是 Capsule CRM 在 2026 年的成本：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Solo founders testing a CRM with a small contact list |
| 起动机 | 每用户每月 18 美元 | Small teams that need more contacts and custom fields |
| 生长 | 每用户每月 36 美元 | Teams wanting multiple pipelines and advanced sales reporting |
免费试用： Yes, 14 days on paid plans, and the Free plan never expires.
退款保证： No formal guarantee, but you can cancel monthly billing anytime.
💰 性价比最高： Starter — custom fields and a full sales pipeline at a fair price.
胶囊式客户关系管理与替代方案
Capsule CRM 与其他同类产品相比如何？以下是竞争格局：
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 | Simple contact and deal tracking | 每月18美元 | ⭐ 4 |
| HubSpot | Marketing and sales in one place | 每月 20 美元 | ⭐ 4.5 |
| 管道驱动 | Visual pipeline selling | 每月14美元 | ⭐ 4.4 |
| Zoho CRM | Feature depth on a budget | 每月14美元 | ⭐ 4.2 |
| 新鲜销售 | 内置电话和聊天功能 | 每月9美元 | ⭐ 4.3 |
快速精选：
- 综合最佳： HubSpot — the widest feature set if budget allows
- 最佳预算： Freshsales — the lowest entry price of the group
- 最适合初学者： Capsule CRM — the shortest path from signup to first deal
- 最适合视觉型销售人员： Pipedrive — the pipeline board leads the whole app
🎯 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： 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.
完整列表请参见我们的 Capsule CRM替代方案 指导。
⚔️ Capsule CRM 对比
以下是 Capsule CRM 与各竞争对手的对比情况：
- Capsule CRM 与 HubSpot 的比较: HubSpot wins on features, Capsule wins on simple pricing and faster setup.
- Capsule CRM 与 Pipedrive 的比较: Pipedrive suits pure sales teams, Capsule handles contacts, opportunities and projects together.
- Capsule CRM 与 Zoho CRM 的比较: Zoho customizes further, but Capsule stays usable without an admin behind it.
- Capsule CRM 与 Freshsales 的对比： Freshsales bundles calling, Capsule keeps a cleaner record view and better tags.
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 Interface
- ✅ 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。
只需不到五分钟。
常见问题解答
Capsule CRM是免费的吗？
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适合小型企业吗？
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 会计 and Outlook Calendar for scheduling meetings and demos.
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