Turn Every Call Into A Capsule Contact And Opportunity
Marlie AI answers your calls, qualifies the caller, and pushes People, Organisations, and Opportunities into Capsule CRM — so your pipeline keeps moving without manual data entry.
A clean, simple AI receptionist for Capsule CRM users
Capsule CRM is the system of record for tens of thousands of small businesses — clean, simple, and easy to keep tidy. The challenge is that phone calls almost never make it into the system. Reps forget to log calls, leads come in after hours, and pipeline data goes stale.
Marlie AI takes care of it for you. Inbound calls are answered, qualified, and pushed into Capsule as People, Organisations, and Opportunities, with call summaries logged on the contact. Your sales pipeline stays accurate and your team works clean data.
What You Get with Marlie + Capsule CRM
Everything you need to connect your phone calls with Capsule CRM — fully automated, zero manual work.
Auto-Create People & Organisations
New callers become Capsule People and Organisations automatically, with phone, email, and qualifying data pre-filled.
Opportunity Creation
Qualified callers spawn Opportunities in the right Capsule pipeline and milestone, with estimated value from the call.
Call History On The Contact
Every call is logged on the Capsule person with summary, transcript, and a link to the recording for easy review.
Tag-Based Routing
Marlie applies the right Capsule tags so existing automation, segments, and follow-up rules fire automatically.
Smart Deduplication
Returning callers are matched to existing People and Organisations so your Capsule database stays clean.
Custom Field Mapping
Map any qualification answer to any Capsule custom field for clean reporting and segmentation.
How It Works
Get up and running with Capsule CRM in minutes — no coding required.
Connect Capsule
Authenticate Capsule from the Marlie dashboard via API token. Works with all paid Capsule plans that have API access.
Map Pipelines & Tags
Choose which Capsule sales pipeline new Opportunities land in, set milestone routing per intent, and map tags and custom fields.
Marlie Handles The Call
Inbound calls are answered 24/7. Marlie qualifies, captures the data your CRM needs, and books callbacks where appropriate.
Capsule Stays In Sync
New People, Organisations, and Opportunities appear in Capsule within seconds of the call ending — no manual data entry.
Built for Real Scenarios
See how businesses use Marlie + Capsule CRM to capture more leads and streamline operations.
Small Sales Teams
A 5-rep sales team takes 30+ calls a day and rarely logs them all in Capsule.
Marlie creates a clean Capsule record for every call automatically — opportunities, notes, and tags — so reps spend their time selling.
After-Hours Lead Capture
A B2B services business gets prospect calls outside of business hours.
Marlie qualifies the lead, books a callback, and stages an Opportunity in Capsule so the team has fresh pipeline first thing in the morning.
Multi-Pipeline Operations
A business runs different Capsule pipelines for new business, renewals, and partnerships.
Marlie routes Opportunities to the correct pipeline based on call intent — no manual sorting or re-tagging required.
Frequently Asked Questions
Common questions about the Marlie AI + Capsule CRM integration.
Which Capsule plans support Marlie?
How does Marlie connect to Capsule?
Will Marlie create duplicate People in Capsule?
Can Marlie create Opportunities in specific pipelines?
Can Marlie populate Capsule custom fields?
Are call recordings stored in Capsule?
Other Integrations
Marlie AI connects with more than just Capsule CRM. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Capsule CRM?
Start your free trial today. Set up in minutes, no credit card required.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
