Capsule CRM
Lightweight CRM for tracking contacts, sales opportunities, tasks, and customer activity history.
Designed for contact upserts, deal pipeline updates, activity logging, and reacting when opportunities advance or close.
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Example Use Cases
These are example ways Snow can use Capsule CRM when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
Tool to add a party (person or organisation) to an opportunity in Capsule CRM. Use when you need to associate an additional party with an existing opportunity.
Tool to add a party (person or organisation) to a project in Capsule CRM. Use when you need to associate an additional contact with a specific project beyond the primary assigned party.
Tool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.
Tool to create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.
Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.
Tool to create a new custom person title in Capsule CRM. Use when you need to add a new title option (e.g., 'Madam', 'Sir', 'Dr') for person records.
Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.
Tool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, opportunity, or project.
Tool to create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conversion rate calculations.
Tool to create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.