Capsule CRM

Manage contacts, opportunities and tasks in Capsule CRM.

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Categoria: CRM
Configuração: 4passos
Ajuda com: 2funções de IA

What ProhostAI can do with Capsule CRM

Once Capsule is connected, ProhostAI works with your contacts, opportunities and tasks in plain language.

Read
Look up a contact
Get the history with an owner, supplier or prospect.
“What have we agreed with the Mill Lane owner so far?”
Read
Check open opportunities
See what is in progress and what has gone quiet.
Create & update
Log and update
Record a conversation and update the opportunity it affects.
Create & update
Add follow-up tasks
Create the next task so a promise made in conversation survives it.

Sobre Capsule CRM

Small enough to stay simple, busy enough to go stale.

Capsule suits businesses that wanted a CRM rather than a project. Connect it and ProhostAI keeps contacts, opportunities and tasks current without anyone booking time to do it.

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Capsule’s appeal is restraint. It does contacts, opportunities and tasks without the configuration burden of a larger platform, which makes it a common choice for property companies of five or ten people who need a shared memory rather than a sales operating system.

At that size the failure is never complexity, it is attention. Nobody is employed to maintain the CRM, so it is maintained by whoever remembers, which over a busy season means barely.

Connecting Capsule removes the remembering. The AI can log what happened, add the follow-up task and update the opportunity as part of the same conversation where the work was discussed. The tool stays as simple as you chose it for, and the record stops depending on discipline.

Ajuda com: Vendas, Suporte

Setup

Capsule connects through OAuth, so ProhostAI never sees your password.

Open ProhostAI and go to Settings → Connections.
Search for Capsule CRM and select Connect.
Sign in to Capsule and approve the permissions.
Ask about one of your contacts to confirm the connection works.

Good to know

Capsule stays the system of record. ProhostAI reads and updates it rather than holding a second copy.
Your existing pipelines and custom fields are used as they are.
The AI works within the connected user’s access.
Revoking ProhostAI in Capsule’s settings ends access immediately.

Perguntas sobre Capsule CRM

Is Capsule enough CRM for a property business?

For a small team, usually yes. Contacts, opportunities and tasks cover owner acquisition and supplier relationships without the configuration burden of a larger platform.

Can the AI keep it updated for me?

That is the point of connecting it — logging conversations, updating opportunities and adding follow-up tasks as part of the discussion rather than in a later admin session.

Does it use my existing pipelines?

Yes. Your pipelines and custom fields are used as they are; nothing needs restructuring.

Does ProhostAI store a second copy of my contacts?

No. Capsule stays the system of record and ProhostAI reads and updates it directly.

How do I disconnect Capsule CRM?

Open Settings → Connections in ProhostAI and disconnect it, or revoke ProhostAI in your Capsule account settings.