AI-Agents working with Capsule CRM
Choose a ready-to-run Agent that connects to Capsule CRM and handles recurring work for you.
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 toolsYour deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsKeep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsGet a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsGet a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsGet 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 toolsYour quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsGet answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsSee where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsSee quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsGet fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsGet 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
