Capsule CRM

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

What agents can do

Create party
Tool to create a party in capsule crm.
Delete party
Tool to fully delete a specific party (person or organisation) from capsule crm.
List deleted opportunities
Tool to list opportunities deleted or restricted since a given date.
List deleted parties
Tool to retrieve parties deleted since a given date.
List entries by date
Tool to list notes, emails, and completed party tasks in descending order by entry date.
List org employees
Tool to list employees linked to a specific organisation (party).
List parties
Tool to list all parties (contacts) on the account.
List projects
Tool to list projects (cases) from capsule crm.

4 more

List tasks
Tool to list tasks on the capsule account.
List users
Tool to list all users on the capsule account.
Run filter query
Tool to run structured filter queries on parties, opportunities or kases.
Update party
Tool to update an existing person or organisation (party) in capsule crm.

You sign in to Capsule CRM in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.