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Capsule user flows examples

Explore Capsule user flow examples. Preview the opening screens and steps for each task. CRM Made Simple

Preview these flows

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Signing in and recovering account

15 screens

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FromCapsule
Capsule screen
Capsule screen
The account you were looking for doesn't exist. screen
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Logging in with site address

6 screens

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FromCapsule
Capsule screen
Capsule screen
Capsule screen
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Onboarding

38 screens

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FromCapsule
CRM Pricing & Sign-Up (Free Trial) | Capsule CRM screen
CRM Pricing & Sign-Up (Free Trial) | Capsule CRM screen
auth.capsulecrm.com/register/c2e7e368cd39167ee6446cacc18cb036007e6f1562 screen
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Inviting teammates

7 screens

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FromCapsule
Your Summary | Nicelydone CRM screen
Your Summary | Nicelydone CRM screen
Your Summary | Nicelydone CRM screen
Capsule logo

Following product tour

15 screens

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FromCapsule
Your Summary | Nicelydone CRM screen
Your Summary | Nicelydone CRM screen
Your Summary | Nicelydone CRM screen
Capsule logo

Organizing contacts and organizations

105 screens

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FromCapsule
People & Organizations | Nicelydone CRM screen
People & Organizations | Nicelydone CRM screen
People & Organizations | Nicelydone CRM screen
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Creating a person contact

34 screens

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FromCapsule
New Person | Nicelydone CRM screen
New Person | Nicelydone CRM screen
New Person | Nicelydone CRM screen
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Creating contact details for a person

8 screens

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FromCapsule
New Person | Nicelydone CRM screen
New Person | Nicelydone CRM screen
New Person | Nicelydone CRM screen
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Viewing a person contact profile

73 screens

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FromCapsule
Alex Johnson | Nicelydone CRM screen
Alex Johnson | Nicelydone CRM screen
Alex Johnson | Nicelydone CRM screen
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Sending email to a person contact

13 screens

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FromCapsule
Alex Johnson | Nicelydone CRM screen
My Mailbox Connections | Nicelydone CRM screen
Sign in – Google accounts screen
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Logging activity on a person contact

9 screens

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FromCapsule
Alex Johnson | Nicelydone CRM screen
Alex Johnson | Nicelydone CRM screen
Alex Johnson | Nicelydone CRM screen
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Adding task to a person contact

7 screens

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FromCapsule
Alex Johnson | Nicelydone CRM screen
Alex Johnson | Nicelydone CRM screen
Alex Johnson | Nicelydone CRM screen

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