Capsule CRM
· #415 most-usedKeep every relationship in focus and every deal moving forward
Capsule CRM is a lightweight yet powerful customer relationship management platform used by more than 10,000 businesses worldwide to organise contacts, track sales pipelines, manage projects, and assign tasks. Connect it to Actionist and your agents can create and update contacts, log notes, move opportunities through pipeline stages, manage projects, and react to CRM changes across the organisation — all without anyone opening a browser tab.
Eliminates manual work. Agents eliminate manual CRM data entry, note-logging, task creation, and opportunity updates that sales and account teams perform dozens of times each week.
What your Capsule CRM agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Capsule CRM × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Inbound lead captured and assigned before the rep checks in
Within about a minute of a form submission, the agent has created the Capsule Contact, opened an Opportunity, logged the prospect's answers as a note, alerted the sales team in Slack, and pre-booked a discovery call. The rep wakes up to a pipeline entry, not a raw lead in a spreadsheet.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales40 min / weekManual CRM entry after every interaction
Reps log into Capsule after each call, form response, or signed document to manually create contacts, update deal stages, and add notes — averaging 8 minutes of admin per interaction.
Sales Agent0 minAgent captures every lead and advances deals automaticallyWhen a form is submitted or a document signed, the agent creates the Contact, opens or updates the Opportunity, logs a note, and alerts the rep — all before the rep's morning standup.
- Marketing30 min / weekManual lead handover from marketing to sales
Marketing exports campaign converters to a spreadsheet, the sales ops team reviews and de-duplicates, and a rep manually creates the Capsule record — a process that takes days and drops context.
Marketing Agent0 minAgent tags and creates leads in the CRM at conversionEvery campaign converter lands in Capsule as a tagged Contact with an open Opportunity — attribution is preserved in the CRM from the first touch, no spreadsheet handover needed.
- Customer Support20 min / weekManual interaction logging after ticket resolution
Support agents copy ticket summaries into Capsule manually when they remember, leaving gaps in the CRM interaction history that account managers discover only when they're on a renewal call.
Customer Support Agent0 minAgent logs every ticket closure as a note in CapsuleWhen a support ticket closes, the agent adds the resolution summary as a note on the Contact and creates a follow-up task — account managers see the full service history without asking for a brief.
- Human Resources25 min / weekManual candidate tracking in spreadsheets
HR manages a spreadsheet of candidates per role, copying names and notes between the ATS and Capsule — a process that lags behind reality and breaks down when roles are filled quickly.
Human Resources Agent0 minAgent creates and stages candidate records automaticallyEach job application creates a Capsule Contact tagged by role and stage; interview notes are logged automatically after each assessment — no HR CRM admin required.
- Finance45 min / weekWeekly manual pipeline export for forecasting
Finance exports the Capsule pipeline to a spreadsheet each Friday, reconciles stage changes manually, and updates the forecast model — a process that takes 45 minutes and is always a week stale.
Finance Agent0 minAgent syncs pipeline data for accurate revenue forecastingOpportunity values and stage changes are reflected in the finance forecast spreadsheet within about a minute of being updated in Capsule — no end-of-week pipeline export needed.
- Operations120 min / weekManual pipeline review and data hygiene
Operations manually reviews the Capsule pipeline each week, identifies stale deals, emails the relevant reps to request updates, and chases for responses — a process that consumes two hours of ops time every cycle.
Operations Agent0 minAgent maintains data quality and flags stale deals weeklyEvery Monday the agent scans for deals without recent activity, tags them as stale, creates review tasks for the reps, and posts a digest to Slack — pipeline hygiene runs automatically.
- Legal15 min / weekManual contract note-taking in the CRM
Legal emails the sales team to ask them to add contract notes to Capsule — the request is often delayed, the notes are incomplete, and renewal tasks are missed when the sales rep changes.
Legal Agent0 minAgent logs contract milestones against CRM recordsWhen a contract is signed or a renewal date approaches, the agent logs a note on the Capsule Contact and creates a task for the responsible team member — full audit trail, zero manual entry.
Calculate what your team saves
Based on Capsule CRM's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Capsule CRM into Actionist
Pick the connection method that suits your environment.
Connect Actionist to Capsule CRM using an API Authentication Token from your Capsule account preferences. The token grants the agent access to all CRM entities within your account's permission scope.
Log in to Capsule CRM, click your name in the top-right, and go to My Preferences → API Authentication Tokens.
Click Generate a new token, give it a label (e.g. 'Actionist'), and copy the token value. Treat it like a password — store it in a secrets manager.
Paste the token into the API Token field below and click Test connection. Actionist runs a read-only verification call to confirm access.
17 actions your agent can call
Read and write operations available to your Actionist agent.
4 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
MCP servers that work with Capsule CRM
Connect Actionist to MCP servers built for or around this app.
Community MCP server providing Capsule CRM access via the Model Context Protocol.
MCP server for managing Capsule CRM contacts, opportunities, and tasks — Claude Desktop compatible.