Rated 4.7 on G2

Become a Partner Contact Sales

Log In Try Free

back to all videos

On-demand tutorials and walkthroughs

Teacher
Liz Best
Time
2 minutes

Add New Users: Starter Plan

Learn how to invite your co-workers to join you in Capsule if you are on the Free or Starter Plan

Capsule Basics

Importing Contacts03:49
Importing Opportunities03:35
Organizing Records04:29
Add Custom Fields04:25
Email Sending and Email Templates05:40
Store Your Emails01:56
Add New Users: Starter Plan02:49
Manage your Sales Pipeline09:07
Manage your Projects15:16
Gmail Add-on05:58
Microsoft Outlook Add-in08:49
Outlook Calendar Integration08:23
Xero Integration Setup07:45

Stay updated with Capsule by signing up for our newsletter

Read our full privacy policy here.

Try free for 14 days

Try free for 14 days

Find us: X, Facebook, YouTube, LinkedIn

Capsule

Features Overview CRM Comparisons iOS & Android Pricing Security Status 99.99%Partner Program Capsule's Free Plan

Company

About Brand Resources Careers Customer Terms Privacy Policy GDPR Contact Us

Integrations

API for Developers QuickBooks Xero Zapier Microsoft 365 Mailchimp Gmail Google Workspace All Integrations

Solutions

For Startups For Small Business For Mid-Sized Business Finance SaaS Photographers Customer Service Freelancers Nonprofits All Industries

Resources

Support Blog Video Tutorials Customer Stories Sales Tracking Software Capsule CRM Software What is a CRM?CRM Glossary

Capsule is a service of Zestia Ltd, a company registered in England with company number 06418281. © 2025 Zestia Ltd. All Rights Reserved.