
Capsule CRM customer relationship management platform. Search contacts, create parties, manage sales opportunities, and create follow-up tasks.
Overview
Capsule CRM is a customer relationship management platform for tracking contacts, sales opportunities, and follow-up work. The StackAI Capsule CRM integration lets AI workflows and agents keep the CRM current: create a person or organisation with Create Party, find existing records with Search Parties, open a deal with Create Opportunity and revise it with Update Opportunity, and schedule follow-up work with Create Task. Instead of copying leads and next steps into Capsule by hand, your workflows can record them directly.
