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Setup & Configuration

Getting started, customizing your account and inviting users.

Managing billing, plan changes, user roles and security.

Adding, managing, customizing and reporting on your Contacts.

Capsule’s calendar and how to create, organize and report on Tasks.

Store files, manage projects and streamline your workflow using Cases.

Learn how to manage and forecast your sales using Opportunities.

Understanding user activity and sales using Reports.

Learn how to connect your favorite tools with Capsule.

From getting started tutorials to walkthroughs of our advanced features. Brought to you by the Capsule team.

Browse videos

If you have any questions or need any support, please don’t hesitate to contact our friendly support team.

Access Capsule on the go with the Mobile App for iOS and Android devices.

Use our API to integrate Capsule with other Apps. Find out how to start building today.