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.
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
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.
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 Cases.
Organizing Records
Organizing your records in Capsule is quick and simple - here we highlight how to achieve this through Tags.
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.
Cases
Cases allow you to organize and manage any work outside of a sales pipeline.
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.
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.