Patricia works your Capsule CRM.
Ask her in Slack. She reads the pipeline, flags what has gone quiet, and drafts the record changes, but nothing is written or deleted until you say go.
@Pati what does our Capsule pipeline look like, and what's gone stale?
£96k across 11 open opportunities. Four have stalled past their milestone:
- Lumen retainer, £28k, in Proposal for 12 days, no note logged
- Fernbrook expansion, £18k, sitting in Discovery since June 12
- Two smaller opportunities past their expected close with no next task
- Want me to draft a check-in note to Lumen and set a follow-up task on the other three?
Draft the Lumen note and set the tasks, but let me see it before anything changes.
Staged for your review. A check-in note is drafted on the Lumen opportunity, and a follow-up task is queued on the other three with a due date next week. Nothing is written to Capsule until you say go.
Patricia + Capsule CRM
What she does in Capsule CRM.
Real actions she takes on your say-so, not a list of API endpoints.
Read the pipeline like a partner
Opportunities, milestones, values, and expected close dates across every board you connect, summarized into an answer, not a pipeline view you have to read yourself.
Catch opportunities going stale
Opportunities stuck past a milestone, past their expected close, or with no note logged get surfaced in Slack with the number and the next step to take.
Draft the record changes
New parties, opportunities, and projects, plus milestone moves and field updates, all staged and shown to you first. Writing to the client's CRM waits for your approval.
Keep tasks and follow-ups moving
She drafts tasks against the right party or opportunity with owners and due dates, so the follow-up you agreed on is set the moment the call ends, once you approve it.
Log the note that keeps context
A note capturing what was said and decided is drafted onto the party or opportunity, so the next person opening the record is already caught up.
Report on what is closing
Pipeline by milestone, win rate, and what moved this week pulled into a summary the whole team reads on a Monday, and a client-ready version when the account owner wants it.
Say it like you'd say it
Things to ask her on day one.
What does our Capsule pipeline look like this week?
Which opportunities have gone stale and need a nudge?
Move the Lumen opportunity to Proposal and set the expected close to end of month
Draft a check-in note on the Fernbrook opportunity, for me to review
Add these five contacts as parties and link them to their organisations
Better together
Capsule CRM is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Capsule CRM, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Capsule CRM
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Capsule CRM connected
Ask
Mention @Pati with the job. Reading the pipeline runs on its own; creating, updating, or deleting a record waits for your yes.
@Pati What does our Capsule pipeline look like this week?
On it.
FAQ
Capsule CRM questions, answered.
What can Patricia actually do in Capsule CRM?
She reads parties, opportunities, projects, tasks, and pipeline milestones, and drafts new records, milestone moves, field updates, tasks, and notes across every board you connect. More than 100 distinct actions. Reads are instant; writing or deleting a record waits for approval.
Will she change or delete a record on her own?
No. Anything that creates, updates, or deletes a record is staged and shown to you in Slack first and goes only after your explicit yes. Reading the pipeline, tasks, and contacts and flagging stalled opportunities run on their own, that is the point.
Which Capsule CRM plan do we need?
Any plan works. She connects through Capsule's official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We keep a separate Capsule account per client. Does that work?
Yes, that is the setup she expects at an agency. Connect what you want her in and every client's parties, opportunities, and projects stay walled off from the rest.
What does the Capsule CRM integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.