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Capstone Outreach

capstoneoutreach.com

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Spec sheet

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.Read 8 Oct 2026 · capstoneoutreach.com
Audience
The product is described as built for fundraisers, recruiters, business development and partnerships professionals, advisors, consultants, and founders raising money.Read 8 Oct 2026 · capstoneoutreach.com
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.Read 8 Oct 2026 · capstoneoutreach.com
Privacy
The company says it does not sell personal information or use email contents or contact records to train AI models.Read 8 Oct 2026 · capstoneoutreach.com
Support
Capstone says a real person reads support messages and usually replies within one business day.Read 8 Oct 2026 · capstoneoutreach.com
Headquarters
United StatesRead 23 Sep 2026 · capstoneoutreach.com
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.Read 8 Oct 2026 · capstoneoutreach.com
Calendar integrations
It integrates with Google Calendar, Outlook Calendar, and Calendly, and includes a booking link that reads the user's calendar.Read 8 Oct 2026 · capstoneoutreach.com
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.Read 8 Oct 2026 · capstoneoutreach.com
Contact capture
Users can add contacts by scanning business cards, QR or digital cards, importing phone contacts, and importing WhatsApp chats.Read 8 Oct 2026 · capstoneoutreach.com
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.Read 8 Oct 2026 · capstoneoutreach.com
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.Read 8 Oct 2026 · capstoneoutreach.com
Notetaker limit
The pricing page lists 20 AI notetaker recordings per month for Starter; only meeting recordings are metered on the plans.Read 8 Oct 2026 · capstoneoutreach.com
Relationship history
The CRM keeps emails, texts, calls, and meetings on one contact timeline and supports tags, lead tiers, and search.Read 8 Oct 2026 · capstoneoutreach.com

Plans and prices

Global $9 a month $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 Read 8 Oct 2026 · capstoneoutreach.com
Starter $25 a month $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 Read 8 Oct 2026 · capstoneoutreach.com

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