Product
One orbit for pipeline, revenue documents, support and stock
Capra was designed backwards from the way B2B teams actually work: a quote is a promise, a ticket is a relationship, and stock is money. Every module shares one object model and one intelligence layer.
Intelligence hub
Command centre plus reports in one tab: live KPIs, pipeline coverage, ageing, ticket load and revenue trends — each with an AI briefing grounded in your records, never invented.
Deals & pipeline
Editable stages with weighted forecast, drag-and-drop board, inline stage switching, and a deterministic signal engine that recomputes risk the moment anything changes.
Accounts, people & associations
Companies, contacts, buying committees, lifecycle stages, owners as real operator properties, typed associations and configurable property cards per object.
Quotes, invoices & payments
Five templates, internal data stripped from anything a client sees, e-signature portal, partial payments with proof upload, and quote-to-invoice conversion that keeps branding.
Inbox, chats & ticket pipeline
Your own SMTP/IMAP mailbox threads into tickets, logged against real contacts, with a sender identity you control and a kanban board for support load.
Tasks & activity
Tasks, notes, calls and meetings on one timeline per record, with due-date digests and notifications for the operators who own the work.
Visual workflows
Build triggers, filters and multi-step actions on a canvas — assignment, stage moves, emails, webhooks and AI steps.
API & webhooks
A REST surface plus signed webhooks with retries, exponential backoff and idempotency headers, testable from inside the app.
Settings that mean something
Properties workbench, record cards, pipelines, branding, operators and permissions, notifications, retention and AI behaviour — all per orbit.
How the AI behaves
Grounded, deterministic, and honest about what it doesn't know
Scores come from rules over your data, not from a model guessing. Language models only summarise, draft and explain — and they cite the records they used.
The signal engine
- Health, risk and momentum recalculated on every record change
- Won and lost deals clear stale risk flags immediately
- Stockout and reorder forecasts from real movement history
- Every signal explains the inputs behind it
The model layer
- Choose a chat and reasoning model per orbit
- Context trimming and token caps tuned to the model you pick
- Optional write access, off by default
- Open weights, on your machines — no third-party AI vendor
Ready to run a CRM that thinks?
Start on the free orbit today. Bring your team when you're ready — no credit card, no data leaving your estate.