Never drop a lead again.
Turn any meeting or business card into a personal follow-up in about three clicks, grounded in what you actually talked about and sent from your own Gmail or Outlook.
Start with a 3-day free trial.
Watch it work
Scan a card, send a personal follow-up
Snap a business card with your phone. Capstone reads the name, title, company, email, and phone, then writes outreach personalized to that person.
Card to a ready-to-review follow-up in about four taps, grounded in the contact's role and industry. Nothing sends until you approve.
Good meetings go cold when the follow-up never comes.
You take the call. It goes well. "Let's keep talking." Then the next call starts, the day fills up, and the follow-up you meant to write never gets written. Same with the stack of cards from the event. The leads weren't bad. The follow-up just never happened, and the person who reached out first got the meeting. The follow-up is the whole game, and it's the easiest thing to drop.
From conversation to sent follow-up, without writing it yourself
Have the conversation
Take a meeting or scan a card. Connect your calendar and Capstone sees who you met and when; snap a photo and it reads the name, email, title, and company off the card. Either way, the contact is captured for you.
Get a draft that knows the context
AI writes a follow-up grounded in what actually happened: your meeting notes, the Zoom transcript, the person's role and company. It reads like something you'd write. Add notes, paste a doc, or dictate to steer it.
Approve, and it sends from your inbox
Glance at the draft, hit approve. It goes from your real Gmail or Outlook, replies land in your normal inbox, and the sequence stops the moment someone writes back. Nothing routes through a third party.
Walk out of the call. The follow-up is three clicks away.
Connect Google Calendar, Outlook, or Calendly once. After that, the follow-up for any meeting is right there waiting, already drafted from what you discussed. Open it, glance, approve. No blank page, and no "I'll do it tonight" that never happens.
Open the meeting
Your meetings are listed and ready. Whoever you met is matched to a contact (or created as one) for you, so you're not copying names and emails around.
Hit "Draft follow-up"
One click writes a personal follow-up grounded in your notes (and, if you connect Zoom, the call transcript), so it references what was actually said instead of a generic "great to connect."
Approve, and it sends
Skim it, tweak a line if you want, approve. It goes from your own inbox, and the sequence stops the moment they reply. Nothing sends without you.
When the person you need to reach isn't in your contacts yet
You know the profile. The VP of engineering at a healthcare SaaS company. The head of procurement at a firm you've been trying to break into. Find them by title, industry, seniority, and location. Save the ones that fit. Send the same kind of personal follow-up you'd have sent if they'd handed you a card.
Pick who you're looking for
Filter by title, industry, seniority, and location. Narrow to the roles, sectors, and regions you actually sell into. The search returns verified contacts with work emails, not guessed addresses.
Save the ones that fit
Add the contacts that match your list with one click. They land in your database alongside your scanned cards, tagged and organized by company and industry so you can pull them into a campaign later.
Send from your real inbox
The same AI writes a personal opener based on who they are and what their company does. The email sends through your Gmail or Outlook, so replies come back to the same place you read the rest of your mail.
Every contact in one place, filtered the way you actually work
Scanned cards and searched contacts live in the same database. Filter by company, industry, source, or role to pull the exact slice you want. Enroll a single segment into a campaign, or work through a specific account without scrolling past everyone else. Every email sent, every reply received, and every touchpoint sits on one timeline per contact.
The tools that matter for someone doing this alone
Follow-ups from your meetings
Connect Google Calendar, Outlook, or Calendly. Each meeting is matched to a contact and one click drafts the follow-up, grounded in your notes and, with Zoom connected, the call transcript.
An AI notetaker that joins your calls
Send our notetaker into any Zoom, Google Meet, Teams, or Webex meeting, or turn on auto-record and it joins your scheduled calls for you. It records, transcribes, and drafts a follow-up for every attendee, grounded in what was actually said. Nothing sends until you approve.
An assistant that runs the whole thing
Just ask, in plain English: "draft follow-ups from my meetings today," "find leads that went cold and revive them," "import this list and start a 3-step sequence." The assistant does the work and drops drafts in your review queue, no menus required.
Grounded in your own notes
Paste your sales notes, upload a PDF or doc, or just dictate. The AI weaves the real specifics (names, numbers, what they asked for) into the sequence instead of guessing.
Mobile-first by design
Built to run from your phone. Every workflow (scan, draft, send, reply) works one-handed in a browser tab, not a stripped-down "mobile view" of a desktop app. Card to saved contact in about four seconds. Reads handwriting, double-sided layouts, and the stylized QR cards on Popl, HiHello, and dot.cards.
AI drafts that sound personal
The draft uses the person's name, title, and what their company actually does. It reads like you wrote it. Edit or send as-is.
Sends from your real inbox
Connects to Gmail or Outlook through OAuth. Replies land in the inbox you already check, not a separate dashboard.
Text follow-ups from your real number
Two taps to send a personalized text from your phone right after the card is scanned. The recipient sees your actual carrier number, not a relay.
Find new leads
Search by title, industry, seniority, and location. Verified work emails come back. Add the ones you want and run the same campaign you'd run on a scanned card.
Follow-up sequences
Three or four touches over a couple of weeks, automatically. Spaced to look human and stay inside provider limits.
Stops when someone replies
The sequence cancels itself the moment a reply arrives. No awkward fourth nudge after they've already answered.
Your own digital card
Every account gets a shareable QR that loads your vCard on whoever you're meeting. Update your info once, the QR keeps working.
Full contact history
Every scan, every send, every reply. One searchable timeline per contact, scoped to your account.
People who need every lead to actually get contacted
Simple plans, no surprises
Start with a 3-day free trial on either plan. Card images, contacts, and CRM history come with both. Cancel anytime.
Starter
$25/month
Warm outreach + CRM. For founders working their existing pipeline.
- Meeting follow-ups from Google Calendar, Outlook & Calendly (with Zoom transcript context)
- AI assistant that runs the platform from chat
- AI notetaker for Zoom, Meet, Teams & Webex (auto-join optional) — 20 recordings per month
- Unlimited business card scans
- Unlimited AI-personalized follow-ups from your real Gmail or Outlook
- Full CRM: contacts, tags, segments, sequences, reply tracking
- Multi-step campaigns with reply-detection auto-stop
- Text follow-ups from your real number
- Your own digital business card (vCard QR)
- 100 cold-lead lookups per month
$25/month after the trial
Pro
$45/month
Everything in Starter, plus uncapped cold outreach for active prospecting.
- Everything in Starter
- Unlimited meeting recordings with the AI notetaker
- Unlimited cold-lead lookups: verified work emails by title, industry, seniority, and location
- Cross-company ICP discovery: surface decision-makers at companies hiring for the roles you sell into
- Priority support
$45/month after the trial
Common questions
What is Capstone Outreach?
Capstone Outreach is a B2B follow-up tool for founders and small teams. It turns any meeting, business card, or targeted search into a personal follow-up in about three clicks, grounded in your notes and sent from your own Gmail, Outlook, or phone number. You review every message, nothing sends until you approve, and a sequence stops the moment someone replies.
How does the meeting follow-up work?
Connect Google Calendar, Outlook, or Calendly once. Your meetings then show up inside Capstone, each matched to a contact. One click drafts a personal follow-up grounded in your notes (and, if you connect Zoom, the call transcript), so it references what you actually discussed. You review and approve, and it sends from your own inbox. Nothing sends without you.
Can I give the AI my notes or a document to work from?
Yes. Paste your sales notes, upload a PDF or Word doc, or dictate them out loud. The AI uses that as context so the follow-up names real specifics like the numbers you quoted, what they asked for, and the next step you agreed on, instead of writing something generic.
How does the AI notetaker work, and what about consent?
Paste a meeting link to send the notetaker into a Zoom, Meet, Teams, or Webex call, or turn on auto-record so it joins your scheduled meetings automatically. It records, transcribes, and drafts a follow-up for every attendee, grounded in what was said. The bot shows up in the participant list as a notetaker so it's visible to everyone, and you confirm you'll disclose recording where it's required before turning on auto-record. Drafts wait in your review queue; nothing sends until you approve.
What can the AI assistant do?
It runs the platform from a chat box. Ask it to catch you up on what needs attention, draft follow-ups from today's meetings, import a list and start a sequence, find and revive leads that went cold, record a meeting, or pull your numbers, all in plain English. It chains the steps itself and leaves drafts for you to approve.
How is this different from Mailchimp or Instantly?
Those are built for cold email at volume. This is built for founders and small teams who want every lead to feel like a real conversation. The input is a meeting, a scanned card, or a targeted search, not a bulk CSV. The emails go from your real mailbox, not a shared sender.
Where do the new leads come from?
A licensed B2B contact database with verified work emails. You filter by title, industry, seniority, and location. Only the contacts you save end up in your account, and they sit alongside your scanned cards in the same workflow.
Can I filter and organize my contacts?
Yes. Filter by company, industry, source, or role. Enroll a single segment into a campaign without pulling in everyone else. Every contact has its own timeline with every email sent and every reply received.
Will emails go to spam?
Emails send through your actual Gmail or Outlook account. Your deliverability is the same as if you typed the email yourself.
Do I have to connect Gmail or Outlook?
Yes. That's how the emails come from your real address and replies show up in your real inbox.
Is my data safe?
Contacts are private to your account. Card images are in a private S3 bucket. OAuth tokens are encrypted. Nightly backups with 30-day retention.
Can I cancel anytime?
Yes. No contracts. Export your contacts whenever you want.
Can my team use it?
Yes. Each person connects their own mailbox. Campaigns send from the right person automatically.
How to follow up well
Practical guides on turning meetings, events, and business cards into replies.
- How to follow up after a networking event
- An app that scans a business card and writes the follow-up
- Capstone Outreach vs a spreadsheet for follow-ups
- How to turn a scanned business card into a follow-up
- Scan business cards straight into your CRM
- Meeting follow-up automation for Calendly, Zoom, and Outlook
- Zoom call follow-up: transcript to sent email
- Trade show lead follow-up that books meetings
- A follow-up tool for founders
- Field sales follow-up app
- Follow-up app for speakers and creators
- The best way to keep track of follow-ups
- How to follow up without being annoying
- How to write a follow-up email after a meeting
- Follow-up email after no response: timing and 8 templates
- The CRM for consultants and solopreneurs that sends the follow-up
- Sales follow-up email: 7 templates and the timing that closes
- Meeting notes template (plus the recap email)
- Personal CRM: how to keep up with the people who matter
- Calendly follow-up: automate the email after every booking
- The notetaker and follow-up layer for Calendly
- Google Meet follow-up: automate the email after the call
- Trade show and event follow-up: from a pocket of cards to sent emails
- Fathom alternative that writes the follow-up
- Otter AI alternative for follow-ups
- Granola app alternative that sends the follow-up
- Fireflies alternative for solo operators
- Plaud Note alternative that uses your phone
- Jamie AI notetaker alternative that sends the follow-up
- Read AI alternative for people who need the follow-up sent
Earn for every founder you send our way
If your audience is founders, sales coaches, or small teams running outreach themselves, Capstone Outreach pays a commission on every paid customer you refer. Tracking and payouts run on Rewardful, so there's no manual reconciliation and no spreadsheets.
- 30% recurring commission for 12 months on every paid subscription
- Cookie-based tracking, so visitors stay attributed to you across sessions
- Real-time dashboard for clicks, signups, and payouts
- Plain links you can drop in newsletters, posts, or DMs