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.
Also useful: CRM and Zapier integrations.
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?
Related Integrations
Marlie AI connects with more than just Capsule CRM. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Capsule CRM?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
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.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
