Capsule CRM Tutorial: Get Started in 5 Minutes [2026]

What it does:

Intuitive drag-and-drop interface for managing deals through customizable sales stages with clear progress tracking.

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What it does:

Automatically fills in missing contact information using AI-powered data sources (available on Growth plan and above).

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What it does:

Kanban-style project management boards for tracking post-sale delivery and client work alongside CRM functions.

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What it does:

Automated tasks and email sequences triggered by contact actions or deal stage changes (Growth plan and above).

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What it does:

Seamless integration with Gmail and Outlook for email tracking, templates, and automatic contact synchronization.

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What it does:

Complete interaction history showing all emails, calls, meetings, and notes in chronological order.

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What it does:

Built-in task creation and tracking with due dates, assignments, and calendar integration.

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What it does:

Full-featured iOS and Android apps with offline access for managing contacts and updating deals on the go.

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What it does:

Flexible contact and deal customization with custom fields, tags, and data organization options.

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What it does:

Native connections to Google Workspace, Microsoft 365, Zapier, and 50+ business tools for seamless workflow integration.

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