# Free Capsule CRM tutorials for small business > 2 free, step-by-step Capsule CRM tutorials for small business: Never Lose a Client Follow-up using Capsule CRM and Capsule CRM. Source: https://learn.ynteractive.com/content/tool/capsule-crm · Updated 2026-11-03 · Free from Stepthrough (https://learn.ynteractive.com) Updated November 3, 2026 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 - [Never Lose a Client Follow-up using Capsule CRM](https://learn.ynteractive.com/content/capsule-crm-sales-pipeline-small-firm): 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… - [Capsule CRM: Never Miss a Contract Renewal](https://learn.ynteractive.com/content/capsule-crm-contract-renewal-reminders): A 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… **Prefer to watch or read? 1 of these module has a video walkthrough or a screenshot guide** - [Never Lose a Client Follow-up using Capsule CRM](https://learn.ynteractive.com/content/capsule-crm-sales-pipeline-small-firm): [Read the guide](https://learn.ynteractive.com/content/capsule-crm-sales-pipeline-small-firm#guide) ## What you do in each module - [Never Lose a Client Follow-up using Capsule CRM](https://learn.ynteractive.com/content/capsule-crm-sales-pipeline-small-firm) (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](https://learn.ynteractive.com/content/capsule-crm-contract-renewal-reminders) (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](https://learn.ynteractive.com/content/capsule-crm-sales-pipeline-small-firm), then continue with [Capsule CRM: Never Miss a Contract Renewal](https://learn.ynteractive.com/content/capsule-crm-contract-renewal-reminders). ## Compare tools Side-by-side comparisons, with prices and features checked against the vendors’ own pages. [All tool comparisons](https://learn.ynteractive.com/content/compare) ## 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](https://learn.ynteractive.com/content/capsule-crm-sales-pipeline-small-firm), 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 [AI for Sales (16)](https://learn.ynteractive.com/content/industry/sales) · [AI for Insurance Agencies (17)](https://learn.ynteractive.com/content/paths/ai-for-insurance-agencies) · [AI for Consulting & Agencies (34)](https://learn.ynteractive.com/content/paths/ai-for-consulting-and-agencies) · [AI for Real Estate (13)](https://learn.ynteractive.com/content/paths/ai-for-real-estate) · [AI for Sales Teams (23)](https://learn.ynteractive.com/content/paths/ai-for-sales) · [AI Apps Worth Knowing (123)](https://learn.ynteractive.com/content/paths/partner-tools-ai-apps) [All free tutorials](https://learn.ynteractive.com/content) ## 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. [Start learning free](https://learn.ynteractive.com/)