Free Capsule CRM tutorials for small business
Updated
Capsule CRM. These 2 free modules teach it by building real projects, not by reading about features: Never Lose a Client Follow-up using Capsule CRM and Capsule CRM: Never Miss a Contract Renewal.
The Capsule CRM modules cover Sales. Every module runs in a practice copy of Capsule CRM, so you can learn it without an account, then set it up for real.
2 modules
A business case for a small firm: price what dropped follow-ups cost, then use Capsule CRM to give every enquiry an owner and a next step: add a client, check the…
Free · Live ~18 min Beginner
Capsule CRM: Never Miss a Contract RenewalA business case for a managed IT or services firm: price what a missed renewal costs, then build a Capsule CRM track that sets a call 90 days before each contract ends…
Free · Live ~20 min Beginner
Prefer to watch or read? 1 of these module has a video walkthrough or a screenshot guide
What you do in each module
- Never Lose a Client Follow-up using Capsule CRM (about 18 minutes, 41 steps, beginner). You work through: The cost of a dropped follow-up, Add the client, Check your pipeline, Add the opportunity, Set the follow-up and Where Capsule’s AI fits.
- Capsule CRM: Never Miss a Contract Renewal (about 20 minutes, 57 steps, beginner). You work through: What a missed renewal costs, Build the renewal track once, Add the 90, 60 and 30 day tasks, Put a contract on the pipeline, Every renewal gets its dates and What this saves you.
Common questions
How long will this take?
The 2 modules take about 38 minutes in total, and you can do them in separate sittings.
Do I need experience first?
No. These modules are beginner level, and each step tells you exactly where to click.
Do I need a Capsule CRM account to start?
No. The practice runs in a copy of Capsule CRM inside your browser, and nothing touches your real accounts. When you are ready, you repeat the steps in your own account.
Is it free?
Yes. All 2 modules are free.
Where should I start?
Start with Never Lose a Client Follow-up using Capsule CRM, then continue with Capsule CRM: Never Miss a Contract Renewal.
Compare tools
Side-by-side comparisons, with prices and features checked against the vendors’ own pages.
The best AI tools for sales reps as of October 2026: Strawberry, Felo, Signatoro, OLVA, Capsule CRM, Kylon and Coefficient, with a free lesson for each.
Frequently asked questions
- Are these Capsule CRM tutorials free?
- Yes. All 2 live Capsule CRM lessons here are free, and you can start without signing up. Each one is a real project you build step by step in a practice copy of Capsule CRM that checks your work.
- Where should a beginner start with Capsule CRM?
- Start with Never Lose a Client Follow-up using Capsule CRM, about 18 minutes. Every step shows you where to click, and "Do it for me" finishes any step you get stuck on.
- Do I need my own Capsule CRM account to practice?
- No. The lessons run in a practice copy of Capsule CRM in your browser, so nothing touches your real accounts. To build the same workflow for real afterwards you need your own Capsule CRM account; check Capsule CRM's current pricing first.
Related
How every module works
Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.
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