Capstone Outreach

6.7easy start · #16 of 41
in Sales Follow-Up Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $9/mo.

Capstone Outreach is ranked #16 of 41 in sales follow-up software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $9/mo.

Capstone Outreach plans and pricing

All plans

Global $9/mo $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 capstoneoutreach.com · 8 Oct 2026

Starter $25/mo $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 capstoneoutreach.com · 8 Oct 2026

Compared on sales follow-up software

Free plan: No
Recurring follow-ups: Yes
Task sequences: Yes
Calendar sync: Yes
Follow-up channels: multichannel

Best Capstone Outreach alternatives

See all 20

Fellow 0 of 4 in the starter kit Lesson 18.1 JOEY 0 of 4 in the starter kit Lesson 27.9 FollowUpThen 0 of 4 in the starter kit Lesson 37.6 CloseFlow 0 of 4 in the starter kit Lesson 47.5 Oc8via 0 of 4 in the starter kit Lesson 57.5 Scurry 0 of 4 in the starter kit Lesson 67.5

The record

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.
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.
Relationship history: The CRM keeps emails, texts, calls, and meetings on one contact timeline and supports tags, lead tiers, and search.
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.
Calendar integrations: It integrates with Google Calendar, Outlook Calendar, and Calendly, and includes a booking link that reads the user's calendar.
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.
Contact capture: Users can add contacts by scanning business cards, QR or digital cards, importing phone contacts, and importing WhatsApp chats.
Notetaker limit: The pricing page lists 20 AI notetaker recordings per month for Starter; only meeting recordings are metered on the plans.
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.
Privacy: The company says it does not sell personal information or use email contents or contact records to train AI models.
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.
Support: Capstone says a real person reads support messages and usually replies within one business day.
Audience: The product is described as built for fundraisers, recruiters, business development and partnerships professionals, advisors, consultants, and founders raising money.
Headquarters: United States
Price from: $9/mo

Where it ranks on The Geeks Club

Best Sales Follow-Up Software in 2026#16 of 41

Is Capstone Outreach yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote Capstone Outreach

Sources

capstoneoutreach.com· checked 8 Oct 2026
capstoneoutreach.com/integrations· checked 8 Oct 2026
capstoneoutreach.com/pricing· checked 8 Oct 2026
capstoneoutreach.com/privacy· checked 8 Oct 2026
capstoneoutreach.com/contact· checked 8 Oct 2026