Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
Tools
Add Project Party
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.
Create Capsule Crm Category
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.
Create Custom Field Definition
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.
Create Entry
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.
Create Lost Reason
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.
Create Capsule Crm Milestone
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.