Capstone Outreach
Capstone Outreach is a personal CRM for tracking contacts, conversations, and follow-up work across Android, iOS, and the web.
What Capstone Outreach is
Capstone Outreach is a personal CRM for tracking contacts, conversations, and follow-up work across Android, iOS, and the web. Each contact timeline can combine emails, texts, calls, and meetings, with tags, lead tiers, and search. The service reminds users to check in and drafts messages in their voice for approval. Approved emails can send through Gmail or Outlook, while text and WhatsApp messages are prepared on the user’s phone. Its AI notetaker can join Zoom, Google Meet, Microsoft Teams, and Webex calls, record and transcribe them, and prepare follow-up drafts for external attendees. Calendar connections include Google Calendar, Outlook Calendar, and Calendly, plus a booking link that reads the user’s calendar. Claude, ChatGPT, Cursor, OpenClaw, and other MCP clients can propose follow-ups, but a signed-in person must approve sending. Contacts can be captured from business cards, QR or digital cards, phone contacts, and WhatsApp chats. Plans start at $9 a month after a 14-day trial; Starter is $25 a month and lists 20 AI notetaker recordings monthly.
Good
- Combines emails, texts, calls, and meetings in timelines
- Drafts follow-ups for approval
- Supports Gmail and Outlook sending
- Connects multiple calendars and Calendly
- Captures contacts from cards, phones, and WhatsApp
Watch out
- Starter lists 20 AI notetaker recordings monthly
- A person must approve agent-proposed messages
- No free plan is listed
Who it suits
It is aimed at fundraisers, recruiters, business development and partnerships professionals, advisors, consultants, and founders raising money. It suits users who manage relationship follow-ups across email, messaging, meetings, and calendars.
Verdict
Capstone Outreach brings relationship history, reminders, meeting notes, and multichannel follow-ups into one CRM. Its approval requirement and plan-specific notetaker allowance should shape how teams use its automation.
Plans and prices
From Capstone Outreach's own pricing page, checked 8 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Global | $9 a month | Available in India, the Philippines, Malaysia, the UAE, South Africa, and Nigeria · 20 cold-lead lookups/month · unlimited business-card scans · $9/month after a 14-day free trial; card required at checkout |
| Starter | $25 a month | 20 AI notetaker recordings/month · unlimited business-card scans · unlimited AI-personalized follow-ups · 100 cold-lead lookups/month · $25/month after a 14-day free trial |
The facts
Each one read from Capstone Outreach's own pages, with the date it was checked.
What it does
- 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.checked 8 Oct 2001
- Audience
- The product is described as built for fundraisers, recruiters, business development and partnerships professionals, advisors, consultants, and founders raising money.checked 8 Oct 2001
- Calendar integrations
- It integrates with Google Calendar, Outlook Calendar, and Calendly, and includes a booking link that reads the user's calendar.checked 8 Oct 2001
- 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.checked 8 Oct 2001
- Contact capture
- Users can add contacts by scanning business cards, QR or digital cards, importing phone contacts, and importing WhatsApp chats.checked 8 Oct 2001
- 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.checked 8 Oct 2001
- 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.checked 8 Oct 2001
- Notetaker limit
- The pricing page lists 20 AI notetaker recordings per month for Starter; only meeting recordings are metered on the plans.checked 8 Oct 2001
- Privacy
- The company says it does not sell personal information or use email contents or contact records to train AI models.checked 8 Oct 2001
- 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.checked 8 Oct 2001
- Relationship history
- The CRM keeps emails, texts, calls, and meetings on one contact timeline and supports tags, lead tiers, and search.checked 8 Oct 2001
- 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.checked 8 Oct 2001
- Support
- Capstone says a real person reads support messages and usually replies within one business day.checked 8 Oct 2001
The company
- Headquarters
- United Stateschecked 23 Sep 2001
Alternatives to Capstone Outreach
- 1
Avoma
Free planAndroidiOSWebAPI8.4From $19 a month - 2
Fellow
Free planAndroidiOSWebAPI8.3From $7 a month - 3
Claap
Free planAndroidiOSWebAPI8.2From €29 a month - 4
FollowUpThen
Free planAndroidiOSWebLinux8.1From $4 a month - 5
JOEY
Free planAndroidiOSWebExtension7.4From $150 a month - 6
TrackerSuite Sales Tracker
Free planAndroidiOSWeb7.3From 45.41 DKK a month