Capsule CRM + Querri
Querri reads the people and organizations in Capsule along with opportunities, milestones, projects, tasks and pipelines. Ask about the pipeline or the work behind it and get the numbers back.
Querri only reads from Capsule CRM and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Getting a pipeline cut that matches how your team forecasts usually means a CSV export and a spreadsheet. Querri reads each opportunity's value, probability and milestone and keeps a pipeline dashboard current after every sync.
DashboardsCapsule shows tasks per person or per record, so a team-wide view of what's late takes some clicking. Querri lines up overdue tasks with their owner and the party they're for, and a Querri project keeps that view ready for each weekly review.
ProjectsRecords added over the years pick up duplicate names and gaps that Capsule's lists don't make easy to spot. Querri finds missing details and likely duplicates across your parties so you know which ones to tidy up in Capsule.
Data cleansingWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Capsule CRM and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Capsule CRM" or pick it from the connector catalog.
Create a token in Capsule under My Preferences > API Authentication Tokens and paste it into the secure form. Then set a start date for opportunities and pick whether tag and custom field lists come from parties, opportunities or projects.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Paste a Capsule API authentication token into the secure form when the Connector Agent asks. Capsule issues these under My Preferences > API Authentication Tokens. You also set a start date and choose which record type the tag and custom field lists come from.
Parties (people and organizations) and the people at each organization, opportunities, projects, tasks, users, pipelines, milestones, stages, boards, lost reasons, categories and activity types, plus tag and custom field definitions for the record type you choose.
Whichever you choose: daily, weekly or monthly, with on-demand syncs as well. Contacts, projects, tasks and opportunities are copied again in full, so a deal that moved milestone or closed since the last run appears in its current state.
Opportunities are read from the start date onward by last update, so a deal that hasn't changed since before that date is left out. Contacts, projects and tasks aren't limited by the date. To bring in older deals, update the connection with an earlier start date.
No. Querri only reads from Capsule CRM. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Connect Capsule CRM, add the rest of your systems, and get answers your whole team can check.
