Start free
CRM & sales

Capsule CRM

Capsule CRM on your phone line. Your agent finds contacts, logs notes and books follow-ups during calls.

Connect Capsule CRM to AgentCalls and your agent works inside your pipeline while it talks to customers. When a caller asks about an order or a past conversation, the agent looks up the right contact and organisation. When a new lead calls in, it creates the party and logs the notes from the call. Follow-up tasks and project status checks happen as part of the same conversation, so your records stay current without someone typing after every call.

Start freeSee pricing

What your agent can do with Capsule CRM

  • Look up a contact or organisation by name, phone or email during the call
  • Create a new party for a new lead and attach the call notes
  • Find the employees linked to an organisation before transferring a call
  • Check open projects and recent entries so the agent can answer status questions

Capsule CRM exposes 109 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New lead calls about a quote

  1. Caller

    Hi, I'm Dana from Harbor Dental. We need a quote for three new treatment rooms.

  2. Agent

    Thanks Dana. I don't see Harbor Dental in our system yet, so I'll add you now. Can I take a phone number and an email for the quote?

  3. Caller

    Sure, 555 0148 and dana@harbordental.com.

  4. Agent

    Done. I've created the record and noted the three rooms. Our sales lead will send the quote by Thursday.

Existing client checks project status

  1. Caller

    Hello, this is Marcus Reilly from Northside Plumbing. Where are we on the kitchen renovation project?

  2. Agent

    Hi Marcus. I can see the Northside Plumbing project, last updated on Monday. The materials are ordered and installation is booked for the 14th.

  3. Caller

    Great. Can you add a note that I want the install moved to the morning?

  4. Agent

    Added. I've noted a morning start preference on the installation entry for the 14th.

Outbound follow-up after a demo

  1. Agent

    Hello, this is calling from the sales team for Greenleaf Studio. Is this Priya Shah?

  2. Caller

    Yes, speaking.

  3. Agent

    You saw our demo last week. I have a follow-up task on your record for Friday at 3 pm. Would that still work for a short call?

  4. Caller

    Friday at 3 is fine.

  5. Agent

    Perfect, I've confirmed Friday at 3 pm and added it to the task list. Thanks Priya.

How to connect Capsule CRM

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Capsule CRM

    From Integrations in the dashboard, choose Capsule CRM and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Capsule CRM actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

HubSpotVerifiedCRM & salesHubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics…ZohoVerifiedCRM & salesZoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to…People Data LabsCRM & salesPeopleDataLabs provides B2B data enrichment and identity resolution, empowering organizations to build enriched user…SalesforceCRM & salesSalesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer…ApolloCRM & salesApollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track…AttioCRM & salesAttio is a fully customizable workspace for your team's relationships and workflows.

All CRM & sales integrations

Questions, answered.

Does the agent work with Capsule CRM during the call or after it?

Both. During a call your agent can look up contacts, check projects and create records in real time. It can also log notes and tasks from the call once it ends, so your pipeline stays up to date.

What do I need to connect Capsule CRM?

You need an active Capsule CRM account. Sign in to Capsule CRM from the AgentCalls dashboard and approve access. The connection takes one click and you can revoke it at any time.

Which AgentCalls plan includes Capsule CRM?

Tool integrations, including Capsule CRM, are included from the Growth plan onward.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Capsule CRM.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing