Delegmate for Capsule CRM

An AI teammate that works in Capsule CRM

An AI teammate with its own Google Workspace account. Connect Capsule CRM and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Capsule CRM

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

What it does in Capsule CRM

Keeps Capsule CRM records current after every email, call and meeting
Adds new leads and contacts with the context from the conversation
Moves deals forward and logs every activity
Prepares a brief on an account before you talk to them

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Capsule CRM
From its Apps tab in a click, with the Capsule CRM account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Sales SaaS and tech Agencies

Questions

How does it connect to Capsule CRM?

From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the Capsule CRM account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Capsule CRM without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Capsule CRM seat?

No. It works through the connection your team sets up, so there is no extra Capsule CRM seat to buy for it.

Is Delegmate made by Capsule CRM?

No. Delegmate is independent and is not affiliated with or endorsed by Capsule CRM. Capsule CRM is a trademark of its owner.