CRM Support

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.

Calendar and how to create, organize and report on Tasks.

Learn how to create, edit and use Workflow Automations

Store files, manage projects and streamline your workflow.

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.

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

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

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From getting started tutorials to walkthroughs of our advanced features.

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