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 is for
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 is good
- 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
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.
Capstone Outreach plans and pricing
All plansCompared on sales follow-up software
- Free plan
- No
- Recurring follow-ups
- Yes
- Task sequences
- Yes
- Calendar sync
- Yes
- Follow-up channels
- multichannel
