Quote Follow-up
Follows up quotes that have gone quiet, on your schedule.
Hire Quote Follow-up
Capsule CRM · CRM
Use Capsule CRM? Hire the job that sits on top of it.
Capsule CRM holds the records. An employee owns the repetitive job that sits on top of them.
Start free — 2 employees and starter capacity included.
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Capsule CRM
CRMCapsule CRM is one of the apps you can connect in LoopSuite. You pick the account while hiring, and an employee can reach nothing you didn't tick. Treat a new connection as new: run one job and read the result before you leave it running to a schedule.
More integrations
Other apps people connect.
Whatever you use for CRM
The repetitive job still has an owner.
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Asks happy customers for a review or referral after a job.
Hire Review & Referral RequestsWhat it holds
What Capsule CRM has that a job needs.
Capsule holds contacts, opportunities and tasks, deliberately simply. The opportunity list with its last-updated date is the follow-up input.
How it works
Connect it, or hand over the numbers.
- Connect Capsule CRM when you hire.You pick the account it is allowed, and it can reach nothing else. The apps an employee may use are part of its setup, so you can change your mind later.
- Or work from an export instead.Capsule exports contacts and opportunities to CSV.
- Hire the employee for the job.For this kind of work that is Quote Follow-up. One employee, one job, and it lands paused until you turn it on.
- It works from that, not from a guess.Your numbers, your wording, your rules. If what it is reading looks stale, it says so rather than acting on old information.
What it will not do
- Reach any account in Capsule CRM you didn't tick when you hired it
- Add, edit or delete a contact or an opportunity
- Work from information it cannot tell is current
Who this is for
Worth it for whom, honestly.
UK small businesses that wanted a CRM without a six-week implementation. Capsule is British and priced for exactly that, and so is this problem.
Questions
Capsule CRM, straight answers.
What does an employee actually need from Capsule CRM?
The records the job runs on — your prices, or the list of what is open and when it last moved. It works from what you point it at, and asks you when a line is missing rather than inventing one.
Do I have to move my business into LoopSuite?
No. There is no migration. Your records stay where they are, and what moves is the repetitive job on top of them.
We are a two-person firm. Is a CRM even the issue?
Usually not. The issue is that nobody owns the follow-up, which is true with or without a CRM.
Does it need Capsule at all?
No. A list of open opportunities is a list of open opportunities.
Do I need a CRM for any of this?
No. What a follow-up job needs is a list of what is open and when it last moved. That can be a CRM export, a spreadsheet, or your own quote records.
Does connecting Capsule CRM turn anything on?
No. Connecting an app does not start a job. A new employee lands paused and does nothing until you turn it on.
Start with the job that costs you most.
One employee. One job. It lands paused until you turn it on.
Start free — 2 employees and starter capacity included.