AI-Agents for Sales working with Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Send the lead a Monday view of open deals by stage and value.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsEmail deal owners a link when their proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsSend stage-based prospect follow-ups and log replies on deals.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsGive the team current deal counts or values from the CRM.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsTurn a manager's email into a lead list ready for outreach.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsAnswer open prospect replies and assign a rep the next step.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsFollow up on stalled deals and flag those needing a decision.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsShare current deal counts and amounts by pipeline stage.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsFlag revised quote terms that differ from the approved deal.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsShow how a revised customer quote compares with the approved deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsComplete company accounts before reps contact new prospects.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsDraft replies to declined offers for salespeople to review.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
25 tools
