Your Capsule pipeline, kept current from Slack.
Say what changed or ask what stalled. Cedric reads Capsule, proposes the update and waits for your yes.
#sales
Lucia Moreau11:20
@Cedric Orbita said yes to the proposal at 18k. Move them on and remind me to send the contract Thursday.
Sales Pipeline
I'll move Orbita's annual plan to Negotiation at $18,000, up from $14,500, and add a task for you on Thursday to send the contract.
Done. It's in Negotiation, and your task is set for Thursday.Created and used by people from
What is Capsule?
A CRM for contacts and sales. People and organisations, a sales pipeline of milestones, projects for the work after the sale, and tasks with due dates, each linked to the customer. Cedric works in it with the account you connect.
Stalled deals
Which deals over 10k stopped moving?
Cedric checks when each open opportunity last changed milestone and offers a follow-up for every owner.
#sales
Maya ChenMon 9:10
@Cedric which opportunities over 10k haven't moved in two weeks?
Sales Pipeline
Three of the five have sat on one milestone for 16 days or more. Pellworm has waited longest, 23 days in Qualified.
Before the call
Get the Kestrel story before the call.
Cedric reads the record, its history, the open deal and the overdue task.
#sales
Felix Andersson13:45
@Cedric what's the story with Kestrel before my call at 3?
Kestrel Logistics
+44 20 7946 0120Work
ops@kestrel-logistics.ioWork
www.kestrel-logistics.ioWork
Email by Felix Andersson28 Oct
Proposal: fleet rollout, 40 vans at $28,800, start in February.
Note by Lucia Moreau21 Oct
Pilot review with Jonas Weber, Head of Ops. Two drivers could not log in to the app. The CFO, Anna Roth, signs anything over 20k.
OverdueCallChase proposal feedback
Wed, 4 Nov
MeetingRollout call with Kestrel
Today, 15:00
They took the pilot in September for $6,000. The proposal went out on 28 October and has had no reply in 12 days. The driver login problem from the pilot is still open, and Anna Roth, the CFO, signs.
After the call
Log the call in Capsule when it ends.
Cedric was on the call, so the note, the new milestone and the follow-up come from what was said.
#sales
Felix Andersson14:58
@Cedric join the Kestrel call on Meet and log what we agree in Capsule.
Fleet rolloutfor Kestrel Logistics
The app for every van in the Kestrel fleet, after the September pilot.
Expected value: $31,200
Milestone: Negotiation (75%)
Expected Close Date: 27/11/2026
Last contacted: Today
Meeting by Felix AnderssonToday, 15:41
Call with Jonas Weber and Anna Roth. Agreed: 44 vans from 1 February, $31,200 a year.
Driver login fixed in the 4.2 release. Anna wants the contract by Friday.
Email by Felix Andersson28 Oct
Proposal: fleet rollout, 40 vans at $28,800, start in February.
Follow-upSend the contract to Anna Roth
Fri, 13 Nov
CallChase proposal feedback
Wed, 4 Nov
The call ended at 15:41. I'll add the meeting note, move the deal to Negotiation at $31,200 closing 27 November, set the contract task for Friday and close the chase task.
You remain in control.
The whole team sees a moved deal, a new contact or a task for a teammate. Cedric shows the change first and makes it on your yes.
Lookups, searches and pipeline summaries happen on the spot, with the records the account you connect can see.
New records follow your own pipelines, tags and users. Capsule limits requests per account, so a big clean-up runs in paced batches.
Cedric joins the call on Google Meet, Zoom or Microsoft Teams and reads the thread in Gmail, so the record comes from what was said. How approvals work →
Private, in your control,
and Swiss based.
Private.
In your control.
Swiss based.
Capsule CRM AI agent, answered
No. He shows each change first: the contact edit, the new milestone, the task and who it is for. Someone says yes or asks for a change. Reading never needs a yes. How approvals work has the rule.
Invite Cedric to the call on Google Meet, Zoom or Microsoft Teams. He joins as a visible guest. When the call ends he proposes the note, the milestone and the follow-up task in one card, and logs them on your yes.
Yes. Ask the way you would ask a colleague, such as deals over 10k with no stage change in two weeks. He reads the open opportunities with their milestone, value and expected close date, and lists the ones that stopped.
Yes. He creates and completes tasks with a due date and an owner. He opens, updates and closes projects linked to a customer. Each change waits for a yes.
Yes. He lists your users, teams, pipelines, tracks and tags before he files anything, so a new record uses the names you already have. Capsule limits requests per account, so a big batch is paced.
Works well with Capsule
Google MeetJoins the call as a guest, speaks when addressed, delivers notes and action items after.
ZoomMeetings scheduled, registrants handled, recordings and attendance pulled, on your yes.
AttioPeople, companies and deals looked up and updated from the thread, on your yes.
HubSpotLooks up contacts, companies and deals, keeps them current, reports on the pipeline.
SalesforceAccounts, deals and cases looked up, logged and updated from the thread, on your yes.
PipedriveDeals found, moved, marked won and followed up from the thread, on your yes.
Connect Capsule in a minute.
Ask which deals stalled, then see the follow-ups he proposes.
Connect Capsule to CedricNo credit card required. Every change waits for a yes.