Capsule crm AI agent for Slack and Teams
Put Wopie to work in Capsule crm.
Wopie adds contacts and notes in Capsule crm, tracks your deals and chases tasks that slipped.
$100 in credits · No card needed
Hugo in #sales
@wopie what deals are open and what are they worth?
Wopie Quoted 70 credits before starting
14 open deals worth £86,000. Five are in Proposal. The biggest is Harlow Foods at £18,500.
Used 65 credits·Answered in #sales
Hugo in #sales
@wopie add Nina Patel from Blue Fern Studio, nina@bluefern.co
Wopie Quoted 50 credits before starting
Nina Patel is added and linked to Blue Fern Studio. I created the company too, since it didn't exist.
Used 45 credits·Created in Capsule crm
Hugo in #sales
@wopie log a note on Harlow Foods and set a task for Thursday to send the quote
Wopie Quoted 75 credits before starting
Note saved on Harlow Foods. Task created for Thursday: send the quote. It is assigned to you.
Used 70 credits·Updated in Capsule crm
Hugo in #sales
@wopie mark the four deals with no reply since July as lost
Wopie Quoted 125 credits before starting
Four deals match, worth £22,400. I'll mark them lost with the reason 'No response' once you say yes.
Used 119 credits·Waiting for your OK
How Wopie works with Capsule crm.
Wopie is an AI agent that works in Capsule crm for you. You ask in Slack or Microsoft Teams. It adds people and companies, logs notes, creates deals and tasks and shows where each deal stands. It uses your pipelines, milestones and lost reasons. Deleting a record waits for your OK.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Capsule crm.
- 2Wopie does the workIt tells you the credits first, then works in Capsule crm and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- Sign in to Capsule crm once
- Category
- Sales & CRM
- What it can do
- 109 Capsule crm actions: 58 look things up, 51 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses Capsule crm with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from Capsule crm, checks the rest and hands back one finished answer.
Everything Wopie can do in Capsule crm.
109 Capsule crm actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 58 only look things up. The rest make changes, inside the access you give it.
- Add party to opportunityChanges
Add a party to an opportunity in Capsule CRM.
- Add project partyChanges
Add a party to a project in Capsule CRM.
- Create Capsule CRM categoryChanges
Create a new task category in Capsule CRM.
- Create Capsule CRM milestoneChanges
Create a new milestone in Capsule CRM.
- Create Capsule CRM PartyChanges
Create a Party in Capsule CRM.
- Create Capsule CRM titleChanges
Create a new custom person title in Capsule CRM.
- Create custom field definitionChanges
Create a new custom field definition for parties, opportunities, or projects in Capsule CRM.
- Create entryChanges
Create a new note entry in Capsule CRM.
- Create lost reasonChanges
Create a new lost reason in Capsule CRM.
- Create opportunityChanges
Create a new opportunity in Capsule CRM.
- Create projectChanges
Create a new project in Capsule CRM.
- Create stageChanges
Create a new stage in a board in Capsule CRM.
Safe in Capsule crm by default.
- Only what you share
Wopie sees only what your Capsule crm connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in Capsule crm is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More Sales & CRM integrations.
Wopie works in 3,200+ apps, and can use several in one job.
Capsule crm integration
Capsule crm questions, answered.
No. Wopie updates records. Any email to a contact waits for your OK.
Capsule crm and its logo belong to their owner and are shown only to say the two work together.