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AI teammates for Capsule CRM

Keep opportunity updates and call notes in order.

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Example task
Capsule CRM
Your Mate
Your result

The request

Summarize open opportunities by their stage

Result and follow-up

Review the work with your Mate.

More work to hand off

  • Flag deals that need another conversation
  • Attach call notes to the relevant contact record

Give your agents a job.

  1. Your Mate

    Sets up the task and cadence.

  2. Specialist Mate

    Does the recurring work.

  3. You

    Set the goals. Review the results.

How approvals work

In Safe mode, your Mate can use connected Capsule CRM tools without asking each time. Payments, refunds, and other financial actions still need your approval.

Connecting Capsule CRM

Connection
Sign in with your account
Setup
About 10 minutes

Connect Capsule CRM to your Mate

Choose a task and review the first result.

Create account