A Capsule CRM AI Agent That Keeps Your Contacts Up To Date
Capsule is where your team keeps people and deals, and notes only help if they get written down. Your agent writes them down.
From $10/month 30 days free No credit card
What Your Agent Does In Capsule CRM
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Adds Notes To People
Dictate what you heard from the Larkin team and the agent files it as a note on the person and on their organization.
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Sets Tasks With Due Dates
Say “call the Larkin office next Tuesday” and it makes a task with that due date, assigned to you, on the right record.
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Flags Stalled Opportunities
Every Friday it lists open opportunities that have not moved in three weeks and suggests who should reach out.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Capsule CRM for you, with your own login, and reports back in the thread.
- Add a note to the buyer at Larkin Supply saying they want a revised quote.
- List the open opportunities in the proposal stage that deserve a nudge.
- Create a task for each contact tagged “trade show” to send a thank-you.
Use Capsule CRM With Octopus Prime
- Open Settings › Connections, choose Capsule CRM and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Capsule CRM for you without ever seeing your password.
- Choose which agents can use Capsule CRM: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Capsule CRM And Your Agents
Can it use my tags and custom fields?
Yes. It reads your tags, custom fields and milestones and applies them the way your team already does.
Does it change records without telling me?
It reports what it changed in the project chat. Bulk changes and deletions can be set to ask first.
Does my agent see my Capsule CRM password?
No. Your Capsule CRM login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Capsule CRM, at any time in Settings.
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Put An Agent To Work In Capsule CRM. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Capsule CRM is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
