CA
Sales & CRM Integration

Steerco + Capsule

Turn live CRM data into executive-ready presentations. Connect Capsule to Steerco and eliminate manual data entry from your executive presentations — forever.

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Why Connect Capsule to Steerco?

Stop copy-pasting data into slides. Let Steerco pull live Capsule data into every executive presentation automatically.

1

Live Deal & Pipeline Data

Opportunities, contacts, accounts, and pipeline metrics flow directly into your QBRs, EBRs, and board decks — no manual entry, no stale data.

2

Automated Account Narratives

Steerco's AI agents transform raw CRM records into strategic stories: what changed, why it matters, and what to do next.

3

Always Up-to-Date

Bi-directional sync means your presentations always reflect the latest deal stages, renewal dates, and customer health metrics.

How Capsule Connects to Steerco

1

Connect

Authenticate Capsule with OAuth. Steerco handles the handshake — no API keys, no engineering required.

2

Sync

Data flows bi-directionally on your schedule. Near real-time or nightly batch — you choose the cadence.

3

Present

Steerco's AI agents turn raw Capsule data into strategic, board-ready narratives — in minutes, not days.

Built for High-Stakes Presentations

Common use cases for Steerco + Capsule:

QBRs EBRs pipeline reviews and board decks with live CRM data

Ready to Connect Capsule?

See how Steerco eliminates the Presentation Tax with live data from Capsule and 600+ other integrations.

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