Introduction
Welcome to our guide on how to use Capsule CRM to manage your business efficiently. In today’s fast-paced business world, managing customer relationships is essential for success. Capsule CRM is a powerful tool that helps businesses organize and manage customer information, tasks, and communication in one place. In this article, we’ll provide a detailed guide on how to use Capsule CRM, including its features, benefits, and how to get started.
Whether you’re a small business owner, a freelancer, or a sales professional, Capsule CRM can help you simplify your work processes and improve your customer engagement. With its intuitive interface, user-friendly features, and affordable pricing plans, Capsule CRM has become the go-to CRM solution for many businesses.
So, sit back, relax, and let us guide you through the world of Capsule CRM.
What is Capsule CRM?
Capsule CRM is a cloud-based customer relationship management (CRM) system that helps businesses manage contacts, sales, marketing, and customer service in one place. It was founded in 2009 and has since become a popular CRM solution for small and medium-sized businesses worldwide.
Capsule CRM is designed to be user-friendly and easy to navigate. It offers a range of features, including a customizable dashboard, contact management, sales tracking, task management, calendar integration, and integrations with popular business apps such as Google Drive, Mailchimp, and Xero.
With Capsule CRM, businesses can streamline their work processes, save time and effort, and improve customer engagement.
The Benefits of Using Capsule CRM
There are many benefits to using Capsule CRM for your business, including:
- Centralized customer information: With Capsule CRM, you can keep all your customer information in one place, including contact details, notes, emails, and social media profiles.
- Improved customer service: Capsule CRM enables you to provide better customer service by providing a complete view of your customers’ interactions with your business.
- Better collaboration: Capsule CRM allows you to share customer information and tasks with your team for better collaboration and productivity.
- Increased productivity: Capsule CRM’s task management and calendar integration features help you stay organized and on top of your to-do list.
- Customizable: Capsule CRM is highly customizable, allowing you to personalize your dashboard, workflows, and reports to suit your business needs.
- Affordable: Capsule CRM offers competitive pricing plans, making it an affordable CRM solution for businesses of all sizes.
- Secure: Capsule CRM employs strict security measures to protect your data from unauthorized access, such as SSL encryption, firewalls, and data backup.
Getting Started with Capsule CRM
Before you can start using Capsule CRM, you’ll need to create an account and set up your profile. Here’s how:
Step 1: Sign Up for Capsule CRM
Go to the Capsule CRM website and click “Get Started for Free” or “Try it Free” to sign up for an account. You’ll be prompted to enter your email address and choose a password. You can also sign up using your Google or LinkedIn account.
Step 2: Create Your Profile
Once you’ve signed up, you’ll be directed to your Capsule CRM dashboard. Here, you can set up your profile by adding your business details, such as your company name, logo, and address.
Step 3: Import Your Contacts
The next step is to import your contacts into Capsule CRM. You can do this by uploading a .csv file or copying and pasting your contacts from another source, such as Google Contacts or Outlook.
Step 4: Customize Your Dashboard
After importing your contacts, you can customize your dashboard to suit your business needs. You can add widgets, such as a sales pipeline, a task list, or a calendar, and rearrange them as you like.
Step 5: Start Using Capsule CRM
Now that you’ve set up your profile and imported your contacts, you’re ready to start using Capsule CRM. Explore its features, add more contacts, create tasks, and track your sales activities.
How to Use Capsule CRM
Now that you’ve set up your Capsule CRM profile, let’s dive into how to use its features for your business.
Contacts
In Capsule CRM, contacts are at the heart of your customer relationships. Here’s how to manage your contacts:
Add a Contact
To add a new contact, click on the “Contacts” tab and click “Add Person” or “Add Organization” depending on the type of contact you’re adding. Enter the contact details, such as name, email address, and phone number.
Edit a Contact
To edit a contact’s details, click on the contact’s name and click “Edit” on the right side of the screen. Make the necessary changes and click “Save.”
Delete a Contact
To delete a contact, click on the contact’s name and click “Delete” on the right side of the screen. Confirm the deletion by clicking “Yes.”
Sales Pipeline
The sales pipeline feature in Capsule CRM helps you track your sales activities, from lead generation to closing deals. Here’s how to use it:
Add a Deal
To add a new deal, click on the “Sales Pipeline” tab and click “Add Deal” on the right side of the screen. Enter the deal details, such as deal name, expected close date, and deal value.
Move a Deal to a New Stage
To move a deal to a new stage, drag and drop the deal’s card to the next stage in the pipeline. You can also click on the deal’s card and select the new stage from the dropdown menu.
Track Activities on a Deal
To track activities on a deal, such as emails, tasks, or appointments, click on the deal’s card and click “Add Activity” on the right side of the screen. Select the activity type, enter the details, and save it.
Tasks
The task management feature in Capsule CRM helps you stay on top of your to-do list and deadlines. Here’s how to use it:
Add a Task
To add a new task, click on the “Tasks” tab and click “Add Task” on the right side of the screen. Enter the task details, such as task name, due date, and assignee.
Edit a Task
To edit a task, click on the task’s name and click “Edit” on the right side of the screen. Make the necessary changes and click “Save.”
Delete a Task
To delete a task, click on the task’s name and click “Delete” on the right side of the screen. Confirm the deletion by clicking “Yes.”
Calendar
The calendar integration feature in Capsule CRM helps you manage your schedule and appointments. Here’s how to use it:
Add an Event
To add a new event, click on the “Calendar” tab and click “Add Event” on the right side of the screen. Enter the event details, such as event name, date, time, and location.
Edit an Event
To edit an event, click on the event’s name and click “Edit” on the right side of the screen. Make the necessary changes and click “Save.”
Delete an Event
To delete an event, click on the event’s name and click “Delete” on the right side of the screen. Confirm the deletion by clicking “Yes.”
Capsule CRM Pricing
Capsule CRM offers two pricing plans:
Plan |
Cost per User per Month |
Features |
|---|---|---|
Free |
$0 |
2 Users, 250 Contacts, Basic Sales Pipeline, Task Management, Calendar Integration, and Email Integration |
Professional |
$18 |
Unlimited Users, 50,000 Contacts, Advanced Sales Pipeline, Custom Fields, and Integrations with Xero, Mailchimp, and more. |
Capsule CRM FAQs
1. What is Capsule CRM?
Capsule CRM is a cloud-based customer relationship management system that helps businesses manage contacts, sales, marketing, and customer service in one place.
2. How does Capsule CRM work?
Capsule CRM works by organizing customer information, tasks, and communication in one place, enabling businesses to streamline their work processes and improve customer engagement.
3. What are the benefits of using Capsule CRM?
The benefits of using Capsule CRM include centralized customer information, improved customer service, better collaboration, increased productivity, customizable features, affordability, and security.
4. How do I sign up for Capsule CRM?
You can sign up for Capsule CRM by going to their website and clicking “Get Started for Free” or “Try it Free.”
5. How much does Capsule CRM cost?
Capsule CRM offers two pricing plans: Free and Professional. The Free plan is $0, while the Professional plan costs $18 per user per month.
6. What features does Capsule CRM offer?
Capsule CRM offers a range of features, including contact management, sales tracking, task management, calendar integration, custom fields, and integrations with popular business apps.
7. Is Capsule CRM secure?
Yes, Capsule CRM employs strict security measures, such as SSL encryption, firewalls, and data backup, to protect your data from unauthorized access.
8. How do I import my contacts into Capsule CRM?
You can import your contacts into Capsule CRM by uploading a .csv file or copying and pasting them from another source, such as Google Contacts or Outlook.
9. Can I customize my Capsule CRM dashboard?
Yes, Capsule CRM is highly customizable, allowing you to personalize your dashboard, workflows, and reports to suit your business needs.
10. Does Capsule CRM offer a mobile app?
Yes, Capsule CRM offers a mobile app for iOS and Android devices.
11. How do I track my sales activities in Capsule CRM?
You can track your sales activities in Capsule CRM using the sales pipeline feature. It helps you track your deals from lead generation to closing.
Yes, Capsule CRM allows you to share customer information and tasks with your team for better collaboration and productivity.
13. Does Capsule CRM offer customer support?
Yes, Capsule CRM offers customer support via email and phone.
Conclusion
In conclusion, Capsule CRM is a powerful tool that can help you manage your customer relationships, tasks, and communication in one place. By using Capsule CRM’s features, such as contact management, sales pipeline, task management, and calendar integration, you can improve your productivity, collaboration, and customer engagement. With its affordable pricing plans and user-friendly interface, Capsule CRM is the ideal CRM solution for businesses of all sizes.
If you haven’t tried Capsule CRM yet, we encourage you to sign up for a free trial and see how it can benefit your business.
Closing Disclaimer
The information in this article is provided for informational purposes only and should not be construed as legal or professional advice. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the article or the information, products, services, or related graphics contained in the article for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
