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Heads down building? Don't let the warm lead from two weeks ago go cold.
Capstone remembers what you talked about, drafts the follow-up, and you review and send. No CRM to update.
Who it's for. A solo founder or first seller running 30 or more live conversations without a sales team. Customers, partners, investors, the person you met at a meetup last Tuesday.
Below that, a sheet works. Past it, you can't remember what you said, and good leads slip through the cracks while you ship.
On this page
Why founder follow-ups slip through the cracks
You have a good call. They say "send me more." Then you go heads down on the product for two weeks. By the time you look up, the warm lead has gone cold.
It isn't that you don't care. Follow-up competes with the real work. Updating a CRM after every call feels like a tax on the real work, so you skip it. And a reminder that just says "follow up" is no help if you can't remember what you talked about.
The deals don't die because the product was wrong. They die because the follow-up never went out.
No CRM to update
Capstone builds the record for you from the places your conversations already happen.
After a call. Send the notetaker into Zoom, Meet, Teams or Webex. When the call ends, you get one draft per outside attendee, written only from what was said. Or connect Google Calendar, Outlook or Calendly and draft from the meeting.
After an event. Scan a business card or a QR card. It becomes a contact and a drafted follow-up the same day.
It remembers. Who you met, where, and what was said stay on the contact.
You review and send. Approve the draft and it goes from your own Gmail or Outlook. Replies land in the inbox you already check.
When they don't reply, the next follow-up is already written. An email reply stops the sequence. An out-of-office reply pauses it until they're back.
Texts and WhatsApp too. Some people answer a text faster than an email. Capstone drafts it and queues it on your phone, and you send it from your own number or WhatsApp account.
What it doesn't cover: leads in LinkedIn or Instagram DMs. Capstone follows up by email, text and WhatsApp.
Investor follow-up: you approve every message
Founders are right not to put VCs in an automated sequence. An investor can tell a mail merge from a note you wrote.
That's why nothing in Capstone sends on its own. After a pitch meeting, each outside attendee gets their own draft, built from what they asked and what you said. You read it, fix what you want, and send it. If you never approve it, it never goes.
Spreadsheet, free HubSpot or Capstone
Most founders track follow-ups in a Google Sheet or free HubSpot. Both are reasonable places to start.
| Compared on | Spreadsheet | Free HubSpot | Capstone Outreach |
|---|---|---|---|
| Who writes up the call | You, by hand | You, by hand | Capstone, from the call, the card or the calendar |
| Drafts the follow-up | No | Email templates are included | Yes, from what you talked about |
| Follows up when they don't reply | No | No. Sequences need Sales Hub Professional or Enterprise. | Yes. The next one is already written. An email reply stops it. |
| Price | Free | $0 for up to 2 users | $25/month, one plan |
HubSpot facts checked October 2026 on hubspot.com/pricing/sales and HubSpot's knowledge base.
For the full side-by-side, see Capstone vs a spreadsheet or free HubSpot and the HubSpot alternative for solo founders.
One plan, $25, no tiers
Founders hate pricing pages with five tiers, where the one feature you need sits on the expensive plan. Capstone has one plan.
It's $25 a month on the web after a 14-day free trial ($24.99 in the iPhone app). That covers your contacts, card scans, drafted follow-ups, email, text and WhatsApp sequences, and the meeting notetaker (20 recordings a month). No seat math and no onboarding fee.
Already have a sheet? Upload it as a CSV and keep going.
Keep building. Capstone keeps the follow-up. It remembers what you talked about and drafts the follow-up. You review it and send it from your own Gmail, Outlook, phone or WhatsApp.
Start 14 days free, then $25/mo
A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.
$25 a month after the trial. Cancel anytime. You approve every message.
Frequently asked questions
Do I need a CRM as a solo founder?
Not one you have to keep updating. With a handful of conversations, a sheet works fine. Past about 30, you stop remembering what you said to whom.
Capstone keeps the person, what you talked about and the next follow-up in one place, and you don't type notes in after every call.
Will Capstone email an investor on its own?
No. Nothing sends until you approve it, and that matters most with investors.
You read each follow-up, change what you want, and send it from your own Gmail or Outlook.
What does it cost?
One plan, $25 a month on the web after a 14-day free trial. You add a card to start, and there is no charge for 14 days. In the iPhone app it is $24.99 a month.
There are no tiers to climb and no onboarding fee.
Can I bring my spreadsheet or my HubSpot contacts?
Yes. Save your sheet as a CSV and upload it. Capstone detects the columns. Excel files need to be saved as .csv first.
From HubSpot, export your contacts as a CSV and upload that file. There is no direct HubSpot sync.
Where to go next
- Compare to a spreadsheet: Capstone vs a spreadsheet or free HubSpot
- Leaving HubSpot: HubSpot alternative for solo founders
- After a call: Meeting follow-up
- As a personal CRM: Personal CRM
- More in this topic: Follow-up CRM
Start 14 days free, then $25/mo
A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.