Freedom251 › Sales Follow-Up Software
Capstone Outreach
What Capstone Outreach is
Capstone Outreach is a personal CRM for organizing contacts, conversations, and follow-up work. It keeps emails, texts, calls, and meetings on one contact timeline, with tags, lead tiers, and search. The service reminds users to check in and drafts messages in their voice for approval. Approved emails can be sent through Gmail or Outlook, while text and WhatsApp messages are prepared on the phone. Its AI notetaker can join Zoom, Google Meet, Microsoft Teams, and Webex calls, record and transcribe them, and prepare drafts for external attendees. Google Calendar, Outlook Calendar, and Calendly connect to the service, which also provides a booking link that reads the calendar. Contacts can be added from business cards, QR or digital cards, phone contacts, and WhatsApp chats. Plans start at $9/mo after a 14-day trial; there is no free plan. Starter lists 20 AI notetaker recordings monthly.
Who it suits
Capstone Outreach is aimed at fundraisers, recruiters, business development and partnerships professionals, advisers, consultants, and founders raising money. It suits people coordinating relationship history and recurring, multichannel follow-ups.
What it does well
- Unified contact timelines
- Follow-ups across email, text, and WhatsApp
- AI meeting recording and transcription
- Calendar integrations and booking link
- Business-card and chat contact capture
What to know first
- No free plan
- Starter includes 20 notetaker recordings monthly
- Messages require user approval before sending
- Global availability lists selected countries
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $25/month after a 14-day free trial · 20 AI notetaker recordings/month · unlimited business-card scans · unlimited AI-personalized follow-ups · 100 cold-lead lookups/month | $25 a month |
| Global | $9/month after a 14-day free trial; card required at checkout · Available in India, the Philippines, Malaysia, the UAE, South Africa, and Nigeria · 20 cold-lead lookups/month · unlimited business-card scans | $9 a month |
As capstoneoutreach.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
Capstone Outreach brings relationship records, reminders, meeting notes, and approved follow-ups into one CRM. Its plan limits and approval requirement matter when planning outreach volume and automation.
Facts from Capstone Outreach's own pages
- AI agents
- Claude, ChatGPT, Cursor, OpenClaw, and other MCP clients can connect; agents can propose follow-ups, but a signed-in person must approve them to send. · capstoneoutreach.com, 8 Oct 2026
- Audience
- The product is described as built for fundraisers, recruiters, business development and partnerships professionals, advisors, consultants, and founders raising money. · capstoneoutreach.com, 8 Oct 2026
- Calendar integrations
- It integrates with Google Calendar, Outlook Calendar, and Calendly, and includes a booking link that reads the user's calendar. · capstoneoutreach.com, 8 Oct 2026
- Channels
- Approved follow-ups can be sent from the user's Gmail or Outlook, or prepared as texts and WhatsApp messages on the user's phone. · capstoneoutreach.com, 8 Oct 2026
- Contact capture
- Users can add contacts by scanning business cards, QR or digital cards, importing phone contacts, and importing WhatsApp chats. · capstoneoutreach.com, 8 Oct 2026
- Headquarters
- United States · capstoneoutreach.com, 23 Sept 2026
- Mailbox access
- The privacy policy says connected mailbox access is used to send messages users compose or approve and to find replies to outreach sent through the service. · capstoneoutreach.com, 8 Oct 2026
- Meeting tools
- Its AI notetaker can join Zoom, Google Meet, Microsoft Teams, and Webex calls, record and transcribe them, then prepare follow-up drafts for external attendees. · capstoneoutreach.com, 8 Oct 2026
- Notetaker limit
- The pricing page lists 20 AI notetaker recordings per month for Starter; only meeting recordings are metered on the plans. · capstoneoutreach.com, 8 Oct 2026
- Privacy
- The company says it does not sell personal information or use email contents or contact records to train AI models. · capstoneoutreach.com, 8 Oct 2026
- Product
- Capstone Outreach is a personal CRM that tracks contacts and conversations, reminds users to check in, and drafts messages in their voice for approval. · capstoneoutreach.com, 8 Oct 2026
- Relationship history
- The CRM keeps emails, texts, calls, and meetings on one contact timeline and supports tags, lead tiers, and search. · capstoneoutreach.com, 8 Oct 2026
- Security
- The privacy policy says API calls and page loads use TLS, sensitive secrets are encrypted at rest, passwords are hashed, and card images are stored in a private S3 bucket with signed-URL access. · capstoneoutreach.com, 8 Oct 2026
- Support
- Capstone says a real person reads support messages and usually replies within one business day. · capstoneoutreach.com, 8 Oct 2026
Where Capstone Outreach stands on Freedom251
- Sales Follow-Up Software#19 of 42