What is the Joshu Capsule CRM connection?

Joshu connects to Capsule CRM through official OAuth and works across your contacts, companies, opportunities, and tasks. It logs meeting notes, creates follow-up reminders, checks deal milestones, and links customer history back to your email and morning calendar briefs. You work with an assistant who has a desk, a computer, and persistent memory, not a CRM database that requires manual data entry after every call.

Is my Capsule CRM data secure?

Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. Customer records, sales notes, and deal pipelines Joshu reads stay in that private sandbox. Joshu only accesses data you authorize, and your data is never used to train public AI models.

Will Joshu overwrite Capsule records without asking?

Joshu drafts records and notes by default. Updating contact details, advancing pipeline stages, or deleting records follows approval rules you set, so your customer database remains clean and accurate.

What can Joshu access in Capsule CRM?

Only the Capsule accounts and workspaces authorized during OAuth sign-in. Joshu cannot view separate personal address books or unconnected sales instances.

What is the difference between Capsule CRM search and Joshu?

Capsule search finds records by exact name or company field. Joshu is a dedicated teammate with memory across Capsule, your email, calendar, files, and past conversations. It connects incoming email inquiries to existing Capsule contacts and reminds you of promised follow-ups days later.

Do I need a paid plan?

Joshu is $95 a month with a simple flat rate. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, eight-level cortex memory, and all tool connectors, including Capsule CRM. There are no surprise usage tiers or seat markups.

Home ConnectConnect Joshu to Capsule CRM

Connect Joshu to Capsule CRM

Connect Capsule CRM so Joshu can update contact records, log sales notes, and track follow-up tasks across your client pipeline.

Capsule CRM

“What open follow-up tasks are scheduled in Capsule CRM for today?”

Joshu inspects your daily task queue, lists customer follow-ups with account links, and leaves a brief on your desk.

“Add the new company and contact details from this email into Capsule.”

Joshu extracts name, job title, and phone details from the thread, stages the contact record, and holds it for your approval.

“Log the key takeaways from this morning's call to the Crestview opportunity.”

Joshu attaches a timestamped meeting note to the opportunity history and advances the deal stage you specify.

Customer contacts, deal pipelines, and follow-up tasks in Capsule CRM connect directly to your daily communication and scheduling.

What Joshu does

Joshu keeps track of your Capsule CRM records to eliminate manual administrative entry. It pulls client history before scheduled meetings, drafts follow-up tasks from email threads, and logs meeting outcomes directly into client profiles. When new prospects email you, Joshu checks for existing Capsule records and stages new contact drafts ready for review.

What you do

Connect your Capsule CRM account using OAuth and choose which pipelines and contact lists Joshu may access. Set whether new contact creation and deal stage updates require approval on your desk.

Why it sticks

CRMs often fail because salespeople and founders do not have time to log every email exchange or update task lists. Joshu maintains your Capsule records in the background so your relationship history stays complete without extra effort.

Permissions and limits

Joshu accesses Capsule CRM using official OAuth tokens. It reads contact details, creates tasks, and updates opportunity notes according to authorized scopes. It cannot delete contacts or modify pipelines without explicit confirmation.

Frequently asked questions

: Joshu connects to Capsule CRM through official OAuth and works across your contacts, companies, opportunities, and tasks. It logs meeting notes, creates follow-up reminders, checks deal milestones, and links customer history back to your email and morning calendar briefs. You work with an assistant who has a desk, a computer, and persistent memory, not a CRM database that requires manual data entry after every call.
: Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. Customer records, sales notes, and deal pipelines Joshu reads stay in that private sandbox. Joshu only accesses data you authorize, and your data is never used to train public AI models.
: Joshu drafts records and notes by default. Updating contact details, advancing pipeline stages, or deleting records follows approval rules you set, so your customer database remains clean and accurate.
: Only the Capsule accounts and workspaces authorized during OAuth sign-in. Joshu cannot view separate personal address books or unconnected sales instances.
: Capsule search finds records by exact name or company field. Joshu is a dedicated teammate with memory across Capsule, your email, calendar, files, and past conversations. It connects incoming email inquiries to existing Capsule contacts and reminds you of promised follow-ups days later.
: Joshu is $95 a month with a simple flat rate. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, eight-level cortex memory, and all tool connectors, including Capsule CRM. There are no surprise usage tiers or seat markups.