Capsule CRM

What is Capsule CRM?

Capsule CRM is a simple CRM for small businesses. Teams use it to keep people and organizations, track opportunities through a sales pipeline, manage projects for won work, and log every email, note and task against the right contact. Consultancies, agencies and specialist service firms like it because it stays out of the way.

That simplicity means the history in Capsule is usually honest and complete: the emails logged, the notes after meetings, the opportunity value and the expected close date. The proposal is the exception. It gets written from a copy of the last one, and the history that would have made it specific stays in the CRM.

Write the proposal from the history Capsule already keeps

Cobl reads people, organizations, opportunities and projects in Capsule, including custom fields, tags and the history of notes and emails. That context sits inside a deal workspace next to the proposal letter, the full proposal, the deck and the business case for the deal.

In a small firm the person who sells is usually the person who delivers. Every hour spent assembling a proposal is an hour not spent on client work. The draft arrives built on the record, and the time goes into the judgement.

What Capsule CRM and Cobl look like on a live deal

An engineering consultancy has been talking to a manufacturer for two months. Capsule holds the contact, the organization, an opportunity for a plant audit and a history of emails and meeting notes, including one where the client mentioned a regulatory deadline. The consultant opens a deal workspace in Cobl, which reads the opportunity and its history.

The proposal comes back leading on the regulatory deadline, with methodology and a similar past audit drawn from the Shared Drive. When the client asks for a business case for their board, it goes into the same workspace and uses the same figures. Nothing is sent without review.

Key features of the Cobl Capsule CRM integration

People, organizations and opportunities as context

Cobl reads people, organizations and opportunities, including custom fields and tags. The document starts from what the record says rather than from a template with blanks to fill. Tags often encode how the firm segments its clients, so they help select the right case studies and pricing.

History that shapes the argument

Logged emails and notes inform what the proposal leads on. A deadline, a constraint or a concern mentioned in the history reaches the document, even months after it was recorded. Small firms often log everything in Capsule, which makes its history the most complete record of the relationship.

Projects after the win

Capsule projects hold the work that followed a won opportunity. That delivery history informs the next proposal to the same client, so a follow-on offer builds on what was actually delivered. It also shows the client that the firm remembers what it delivered, which strengthens a follow-on proposal.

Works with your inbox and files

Capsule context combines with threads in Gmail or Outlook and past proposals in Google Drive, so the document reflects the full relationship. Email adds what was said after the last logged note, and past proposals show how the firm usually frames similar work.

Frequently asked questions

Does Cobl integrate with Capsule CRM?

Yes. Cobl connects to Capsule so people, organizations, opportunities and their history can feed proposals, business cases and decks. The record becomes the context for every document in the deal workspace.

What Capsule CRM data does Cobl access?

People, organizations, opportunities, projects, custom fields, tags and the notes and emails in their history, read through the access the connected account holds.

Is Cobl worth it for a very small team?

Yes. Small firms tend to gain most, because there is no bid team to absorb the writing. The person who sells writes the proposal, and every hour saved goes back into client work.

Can Cobl match how we already write?

Yes. The Personal Drive picks up how each person writes and what they include, and past proposals in the Shared Drive give the agents your firm's structure and tone.

Can I edit before anything is sent?

Yes. Cobl produces a draft. Precise changes go through the inline editor, exports are editable Word and PowerPoint, and approval stays with you. More on data handling sits on the security page.