Add the objects you actually track — partners, investors, advisors, clients — name the stages your work actually has, and reshape the model by asking. Capable assumes nothing about how you build relationships. The sales funnel is just one shape it can take, not the one it forces on you.
We track investors now — add them as their own object.
Done. I added an Investor object with the stages you described. You can start filing conversations to it right away.
Reshape the schema by conversation — new objects, new stages, the same secure path.
Most CRMs are a sales funnel wearing a costume. They assume your world is companies, deals, and stages marching toward a close — and the moment your work doesn't look like that, you're bending your reality to fit their schema. But an investor isn't a lead, a partner isn't a deal, and the people in your network were never strangers to push down a pipeline. The relationships that matter most are exactly the ones a funnel can't hold. The tool should take the shape of your relationships, not flatten them into a sale.
Investors, partners, advisors, clients, community — add the objects your relationships are actually made of, with the fields that matter to you. Just describe them.
Rename, reorder, and add the stages your relationships really move through — or drop stages entirely for the ties you simply keep warm. The logic follows the meaning you assign, not a hardcoded sales script.
When the way you work evolves, you don't re-buy the CRM or hire a consultant. You tell Claude what changed and the schema bends to match — that day.
See your own data running in Capable inside a week. No migration project, no data-entry tax — just a record you can trust.