Capsule - THE CRM for SMB

Name: Capsule - THE CRM for SMB
Uploaded: 2024-09-10T21:14:41.000Z
Duration: 7 min 11 s
Description: Capsule CRM helps SMBs win new business, retain clients and deliver exceptional work.

Demo Summary

This video shows how to start with Capsule CRM. Capsule CRM helps you manage contacts, sales, and projects. You’ll learn to set up an account, import contacts from CSV files, and add custom fields. See how to view and filter contacts and check details, tasks, emails, and files in each record. You’ll also use tags and data tags to organize contacts. Next, set up a sales pipeline: add stages and drag deals through them. Finally, build project boards, connect more than 70 apps, and invite teammates.

AI-Detected Features

Introduction to CapsuleWelcome to Capsule CRM. Learn what Capsule does and get an overview of how this video will guide you through setting up your account and exploring key features.

00:00

Importing ContactsStart by adding contacts. Import your data from another CRM via a third-party service or upload a CSV file. Map fields, create or use custom fields, confirm the import, and receive an email when it’s complete.

00:17

Viewing and Managing ContactsSee your contacts in list view, apply filters to find specific people or organizations, and explore an individual record’s details, including basic info, activities, tasks, emails, files, and related opportunities or projects.

01:11

Setting Up Custom FieldsCustomize your records by adding new fields in Account Settings. Choose the record type (contacts, opportunities, or projects) and select the right data type for the information you want to capture.

01:56

Using Tags and Data TagsOrganize contacts with tags. Create and manage tags in settings. Then, use data tags—a tag combined with custom fields—to record structured information directly on a contact record.

03:02

Building Your Sales PipelineSet up opportunity stages (milestones) to match your sales process. View opportunities on a visual pipeline or in list view, move deals through stages with drag-and-drop, and apply filters to track progress.