Chat with your Capsule CRM directly in ChatGPT and Codex. Ask who you should follow up with, find contacts, review your pipeline, prep for meetings, or get quick reports on what matters most - in plain, everyday language.
You can also ask to update custom fields on contacts, opportunities and projects. ChatGPT and Codex use your live Capsule data and respects your existing permissions.
Available on Growth plan and above.
How to use
- 1Add it in ChatGPT
Open Capsule CRM in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Capsule CRM, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Who should I be following up with this week?”
- “Show me all opportunities over $10,000 closing this month”
- “Draft a follow-up email to Alias Ltd referencing our last call”