Capsule CRM

Capsule CRM

Automate contact creation, pipeline stages, and project tracking so your CRM stays up-to-date without manual data entry.

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Popular Operations

Showing 6 of 109 available operations

Action

Add Party to Opportunity

Tool to add a party (person or organisation) to an opportunity in Capsule CRM.

Action

Add Project Party

Tool to add a party (person or organisation) to a project in Capsule CRM.

Action

Create Capsule CRM Category

Tool to create a new task category in Capsule CRM.

Action

Create Capsule CRM Milestone

Tool to create a new milestone in Capsule CRM.

Action

Create Capsule CRM Party

Tool to create a Party in Capsule CRM.

Action

Create Capsule CRM Title

Tool to create a new custom person title in Capsule CRM.

How It Works

Connect Capsule CRM, build workflows, and let AI handle the routine while you approve what matters.

Connect Capsule CRM

Link your Capsule CRM account securely with OAuth.

Build Your Workflow

Create automation rules using AI or the visual builder.

Approve & Automate

AI handles routine tasks. You approve the exceptions via mobile.

The Rills Difference

AI handles routine crm tasks from Capsule CRM. You approve the exceptions from your phone, in seconds.

Start automating Capsule CRM

Connect your Capsule CRM account and build AI-powered workflows in minutes.

Start Free Trial

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