On-demand tutorials and walkthroughs

Capsule Basics

If you’re new to Capsule, we’ll walk you through the basics including how to set up new users, add Contacts and create Custom Fields.

Capsule Advanced

Learn how to use Capsule to its fullest with our advanced tutorials - including how to unlock deeper insights into your sales data and team performance.

Add Your Contacts
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 Records

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

Add Custom Fields
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
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: Starter Plan
Add New Users: Starter Plan

How to add new users on the Free & Starter Plans

Manage your Sales Pipeline
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
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
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
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
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
Xero Integration Setup

Learn about the benefits of the Capsule and Xero integration.

Add New Users: Growth Plan
Add New Users: Growth Plan

How to add new users on the Growth Plan

Roles and Teams Creation
Roles and Teams Creation

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

Assign Records
Assign Records

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

Multiple Sales Pipelines
Multiple Sales Pipelines

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

How to use Workflow Automations
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
Reporting

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

Report Breakdowns
Report Breakdowns

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

Looker Studio Setup
Looker Studio Setup

Learn how to set up Looker Studio using your Capsule data on the Growth Plan.