Never miss a hot lead again.
You sent the proposal. Now what? Capsole automatically follows up on your behalf - the right email, at the right time, until the client responds or signs.
Intelligent Sequences
Build a follow-up library that works while you sleep. Write your emails once, set the delay intervals, and attach them to any proposal in a single click.
Personalized Scale
Use {{client_name}} and {{value}} to make every automated touchpoint feel human.
Smart Skip
The moment a client signs, all pending follow-ups are permanently cancelled. No awkward "just checking in" emails after the deal is done.
The Pipeline Dashboard.
From first draft to delivered project - track every proposal through its full lifecycle. Know exactly where every deal stands.
| Client / Project | Status | Value | Sequence | Activity |
|---|---|---|---|---|
Nexus Labs AI Dashboard | SIGNED | $45,000 | D0 D2 D5 | Viewed 12m ago |
Solaris Co E-comm Revamp | FINALIZED | $12,500 | D0 D2 D5 | Sent 2h ago |
Aether Flow API Integration | DRAFT | $8,200 | No sequence | Edited 1d ago |
A Library for every lead.
Don't write the same follow-up twice. Build sequences for different deal sizes, industries, or urgency levels.
Hi {{client_name}},
Checking in on the proposal for {{project_name}}.
I noticed you viewed the {{tier}} tier yesterday. Do you have any questions about the technical requirements for that phase?
View proposal: {{proposal_link}}
Architect Your Drip
Define multi-step engagement flows with custom delays and conditional triggers based on proposal interaction.
Direct Engagement
Send one-off follow-ups or share direct links to specific tiers and modules without leaving the dashboard.
Full Lifecycle Control
Monitor your entire sequence library. Track conversion metrics per sequence and optimize your outreach based on real-world signature data.
Finalize Gate
Ensures you never send a proposal without the required client contact data and billing terms.
Interaction Tracking
See exactly when a client opens your proposal and how many times they've reviewed it.
KPI Suite
Track win rates, cycle times, and average deal value across your entire agency.
From discovery to close, on one platform.
Scope with your team, export projects and tasks, share client-ready proposals, collect e-signatures, and invoice in one workflow.