If you have queries about using Capsule, please refer to the help topics below in the first instance.

Still Stuck?

Drop us an email on support@capsulecrm.com

Got a great idea for improving Capsule?

We'd love to hear about it via our uservoice forum where you can submit ideas and vote on others.

Managing Contacts, Customers, Vendors & Other Relationships

covers:
  • Categorising contacts
  • Listing contacts based on filters
  • Adding custom fields and datatags

Getting your Contacts into Capsule and Exporting

covers:
  • how to use vCards and CSV to import contacts
  • importing from Outlook, Gmail, Apple Mail, LinkedIn, Thunderbird, Act! or spreadsheet
  • how to export from Capsule

Managing Deals, Bids, & Other Opportunities

covers:
  • recording opportunities for a person or organization
  • establishing milestones
  • monitoring your pipeline

Managing Cases

covers:
  • using cases to manage customer support activities and other events

Storing Emails via the Dropbox

covers:
  • attaching emails to contacts in Capsule
  • common problems
  • tips for different email systems

Managing Tasks and Calendar

covers:
  • managing your to-do list and assigning tasks to other users
  • viewing tasks in your calendar

Managing Tracks

covers:
  • working through a series of tasks using tracks

Managing Users & Permissions

covers:
  • setting up users and what they can do
  • changing user details

Account Information

covers:
  • how billing works
  • upgrading to a professional account

Integration with Capsule

covers:
  • integration with Google Apps
  • creating integrations with the Capsule API