Capsule CRM

A case sitting at "Proposal Sent" three weeks after a client said yes doesn't just look wrong. It means anyone reviewing the account is working from a stage that stopped being true. Quin connects to Capsule and updates case stages, logs notes to the right contact, and creates tasks with real due dates the moment a call ends, so the record matches what was said.

What you can do with Capsule and Quin

• Get a case stage updated the moment a client agrees to move forward.
  The record reflects the call instead of sitting at whatever stage it happened to be at before.
• Log a note to the specific contact or organization a call was about.
  A comment from someone who only spoke once still gets filed under their own record, not folded into someone else's.
• Turn a verbal commitment into a Capsule task with a real due date.
  "By Friday" becomes a task due that Friday, tied to the right contact or case.
• Ask Quin about any contact or deal and get an answer pulled from Capsule.
  There's no need to open the app to check.
• Create and track cases from a conversation.
  A new opportunity that comes up on a call gets its own record instead of waiting for someone to set it up later.
• Add tasks so a commitment doesn't fall through the cracks.
  A plain request during a call is enough to get it tracked.

Who this helps most

• Small teams running their sales process through Capsule, where a case stage that lags behind the actual conversation makes the whole list unreliable.
• Anyone managing calls that touch more than one person on an account, since a note logged to the wrong contact is effectively missing when someone searches for the right one.
• Teams juggling commitments made both to and by a client, where a promise to check on something is as easy to lose track of as anything the client owes back.

How this shows up day to day

• A client says the budget got approved and mentions a later start date than planned.
  Quin moves the case to the next stage and adds a note about the new timing.
• A call touches the office manager, the owner, and a vendor by name.
  Each comment lands on the record it concerns, not all three folded into one note.
• A client agrees to send paperwork by a specific day.
  A Capsule task with that due date shows up, tied to the contact who committed to it.

Frequently asked questions

What happens when I connect Capsule?
Quin updates contact and organization records, logs meeting notes, and creates tasks based on your conversations.

Why can't Quin find a contact I mentioned?
Try using their email address or company name, and check Capsule for duplicate records that might be causing a conflict.

Why are updates going to the wrong record?
Use full names or email addresses when mentioning contacts, since that reduces ambiguity when more than one record could match.

Is my Capsule data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Capsule.

Does Quin replace Capsule?
No. Capsule stays the system of record for contacts and cases. Quin keeps it current and creates the tasks that come out of a call, but Capsule remains the source of truth.