On-demand tutorials and walkthroughs

Add Your Contacts

It's quick and easy to add your Contacts. Here we show you how to add a single Contact and we also provide an overview of our import process.

Organizing Records

Organizing your records in Capsule is quick and simple - here we highlight how to achieve this through Tags.

Add Custom Fields

One of the great features in Capsule is the ability to add Custom Fields. It's really quick to customize Contacts, Sales Opportunities and Projects.

Store Your Emails

A big part of using your CRM is storing your email communication - here we cover how to store this with our dedicated Mail Drop Box.

Add New Users: Professional Plan

How to add new users on the Free & Professional Plans

Manage your Sales Pipeline

Here we provide an overview on how to manage your Sales Pipeline, along with how to best utilize some of our key features.

Manage your Projects

Here we cover the benefits of managing Projects within Capsule, and also provide a step-by step guide on how to set it up.

Gmail Add-on

Discover the benefits of using our designated add-on and watch us provide a step-by-step guide on how to set it up.

Microsoft Outlook Add-in

Easily store & track email conversations and create sales opportunities directly from your inbox with the Outlook Email Add-in.

Outlook Calendar Integration

Here we cover the benefits of using our Outlook Calendar integration and also provide a step-by step-guide on how to set up.

Xero Integration Setup

Learn about the benefits of the Capsule and Xero integration.

Add New Users: Teams Plan

How to add new users on the Teams Plan

Roles and Teams Creation

Combining User Roles and Teams within Capsule gives you greater control over access to data within the account.

Assign Records

Assigning records can be vital for account organization. We cover how this works alongside your records.

Multiple Sales Pipelines

This video covers the benefits of our Multiple Sales Pipelines feature.

How to use Workflow Automations

Here we cover the benefits of automating processes with Capsule, and also provide a step-by step guide. on how to set them up.

Reporting

Take a look at the advanced activity and sales reporting on our Teams Plan.

Report Breakdowns

Breakdown activity and sales reports, which will help you understand and evaluate performance across your account.

Google Data Studio Setup

Learn how to set up Google Data Studio using your Capsule data on the Teams Plan.