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CRM

Capsule CRM, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Capsule CRM account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Signs in to your account
  • 12 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Capsule CRM is

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

You sign in with your own Capsule CRM account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Capsule CRM.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Capsule CRM. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Capsule CRM account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

12 tools it already has

What it can do in Capsule CRM

These are the ready-made tools your AI employee already has in Capsule CRM. It is not limited to them, but it never has to be taught these.

  • Create Capsule CRM PartyTool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
  • Delete PartyTool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
  • List Deleted OpportunitiesTool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
  • List deleted partiesTool to retrieve parties deleted since a given date. use when you need to sync deletions.
  • List Entries By DateTool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
  • List Organisation EmployeesTool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
  • List PartiesTool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
  • List ProjectsTool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
  • List TasksTool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
  • List UsersTool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.
  • Run Filter QueryTool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
  • Update Capsule CRM PartyTool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 115
Access, and who is in charge of it

You stay the boss of your Capsule CRM account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Capsule CRM account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Capsule CRM is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Capsule CRM and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Capsule CRM

Can an AI employee really work inside Capsule CRM?
Yes. It signs in to your own Capsule CRM account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Capsule CRM?
No. Nothing moves and nothing is replaced. Your records stay in Capsule CRM, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Capsule CRM account?
You sign in with your own Capsule CRM account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Capsule CRM?
It has 12 ready-made tools in Capsule CRM today, among them Create Capsule CRM Party, Delete Party and List Deleted Opportunities. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Capsule CRM and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Capsule CRM and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Capsule CRM?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Capsule CRM is written down with what it did and when.