Capsule CRM
#300 most-usedManage contacts, tasks, and deals with AI agents
Capsule CRM is a simple yet powerful online CRM for managing contacts, tasks, and sales opportunities. Connect it to Actionist and your agents can create and update contacts, log activities, manage opportunities through the pipeline, assign tasks, and keep your sales data accurate — all without opening the Capsule dashboard.
Eliminates manual work. Agents eliminate the manual cycle of entering leads into Capsule, updating opportunity stages, tagging contacts, and building weekly pipeline reports by hand.
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.
Lead to opportunity in one step
When a qualified lead submits a web form, the Sales Agent searches Capsule for an existing contact matching the email, creates one if none exists, creates a linked Opportunity at the correct pipeline stage, and assigns a follow-up task to the owning rep — all before the rep opens their email.
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
- Sales45 min / weekManual lead entry and follow-up task creation
Reps manually check whether a lead exists in Capsule, create the contact, build the opportunity, and remember to add a follow-up task — often skipping one step under pressure.
Sales Agent0 minAgent creates contact, opportunity, and task automaticallyWhen a lead arrives, the Sales Agent finds or creates the contact in Capsule, creates the linked opportunity at the right stage, and adds the follow-up task — all before the rep finishes reading the notification.
- Marketing60 min / weekPost-event manual tagging and list building
After an event, someone exports the attendee list, checks each name against Capsule, manually creates contacts or adds tags, and exports a campaign list — typically taking a full afternoon.
Marketing Agent0 minAgent tags and segments contacts as events happenAs registrations arrive, the Marketing Agent finds or creates each contact in Capsule and applies the event tag. The segmented list is ready for the nurture campaign before the event even starts.
- Customer Support40 min / weekManual escalation logging in the CRM
When a ticket escalates, support reps switch to Capsule, find the customer, add a note manually, remember to tag the contact, and create a task for the account manager — adding 10–15 minutes to every escalation.
Customer Support Agent0 minAgent logs escalation, tags contact, and creates task automaticallyWhen a ticket escalates, the Customer Support Agent finds the contact in Capsule, adds the escalation note, applies the tag, and creates the account manager task — the full CRM update happens within about a minute.
- Human Resources30 min / weekManual candidate tracking in a spreadsheet alongside Capsule
HR maintains a separate spreadsheet for candidates while also trying to keep Capsule updated — creating duplicate data entry and opportunities for the two systems to drift apart.
Human Resources Agent0 minAgent creates candidate contacts and tracks hiring stages in CapsuleThe HR Agent creates a contact for every new candidate in Capsule, applies the role tag, and updates the linked opportunity as they move through interview stages — one source of truth, no spreadsheet.
- Finance60 min / weekManual pipeline export and forecast spreadsheet building
Finance manually exports the pipeline from Capsule each Monday, copies values, stages, and close dates into a spreadsheet, and applies weighting formulas — taking the first hour of every week.
Finance Agent0 minAgent populates the forecast spreadsheet from Capsule automaticallyEvery Monday before 8 AM, the Finance Agent lists all open opportunities from Capsule and writes their stage, value, and close date into the forecast spreadsheet. Leadership has accurate numbers before they arrive at the office.
- Operations90 min / weekManual CRM hygiene checks each quarter
Operations audits the Capsule pipeline quarterly — checking for stale deals, missing fields, and unowned contacts. By the time issues are found, the pipeline has been inaccurate for months.
Operations Agent0 minAgent runs pipeline hygiene checks every weekEvery Wednesday, the Operations Agent lists all open opportunities, flags stale deals, creates review tasks for reps, and posts the CRM health summary — problems are caught weekly, not quarterly.
- Legal20 min / weekManual monitoring of CRM for contract-stage deals
The legal team periodically checks Capsule for deals in the contract stage, creating review tasks manually for each one they notice — but deals that advance while no one is watching can proceed without a legal check.
Legal Agent0 minAgent creates legal review task automatically when a deal reaches contract stageWhen any opportunity advances to the Contract stage, the Legal Agent immediately creates a review task for the legal team and logs the expected turnaround on the record — no deal ever proceeds past contract stage without a review task in place.
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 Capsule CRM via the standard OAuth flow. Actionist opens a Capsule authorisation window, you sign in and grant access, and the agent is ready to read and write your CRM data.
Find Capsule CRM in the Apps library and click Connect. OAuth is the default connection method.
A Capsule sign-in window opens. Log in and click Allow to grant Actionist permission to access your contacts, opportunities, projects, and tasks.
Actionist runs a read-only test call to confirm the connection is live. You'll see a confirmation message when the agent is ready.
15 actions your agent can call
Read and write operations available to your Actionist agent.
5 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.