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.
On-demand tutorials and walkthroughs
Organizing Records
Organizing your records in Capsule is quick and simple - here we highlight how to achieve this through Tags.
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 Projects.
Multiple Sales Pipelines
This video covers the benefits of our Multiple Sales Pipelines feature.
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.
Email Sending and Email Templates
Learn how to connect a mailbox for emailing in Capsule directly, and create email templates that you can send to your Contacts.
Add New Users: Starter Plan
How to add new users on the Free & Starter Plans
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.
Manage your Projects
Here we cover the benefits of managing Projects within Capsule, and also provide a step-by step guide on how to set it up.
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.
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: Growth Plan
How to add new users on the Growth 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.
How to use Workflow Automations
Here we cover the benefits of automating processes with Capsule, and also provide a step-by step guide on how to set them up.
Reporting
Take a look at the advanced activity and sales reporting on our Growth Plan.
Report Breakdowns
Breakdown activity and sales reports, which will help you understand and evaluate performance across your account.
Looker Studio Setup
Learn how to set up Looker Studio using your Capsule data on the Growth Plan.
How to keep a clean CRM: Tips for managing your data in Capsule
Discover how to customise your capsule account using Custom Fields, Tags and DataTags.
How to automate your customer journey in Capsule
This session is for Capsule users looking for new ways to create efficiencies and save time working in Capsule. Join James, Customer Success Manager at Capsule for a deep dive in to Workflow Automations and Tracks in Capsule.