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Capys is the CRM where many developers follow their leads and sales funnel. Once you connect Capys, you ask in plain language (“how many leads are in the Visita stage?”) and Morada OS queries Capys with your login and answers in the chat. Morada OS only reads Capys. No query changes anything in the system.

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What you can ask

How many and which

How many leads are in a stage, which leads are yours, how many came in during a period. Filter by stage, broker, team, source, status or due date. The total comes first.

A specific lead

Find it by lead number, email, CPF or phone and open the record or the interaction history, from the most recent to the oldest.

The names in your Capys

The funnel stages, the brokers, the teams, the lead sources and the projects.
Examples to start with:
Want better results? Read How to ask well: a three-minute read that improves every request you make.

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Before you connect

Each person connects with their own Capys login. The connection asks for three details:
  • E-mail (Email) and Senha (Password): the same ones you use to sign in to Capys.
  • ID da organização (Organization ID): your company’s identifier in Capys. The login does not work without it.
The right login is the Capys CRMV2 one, which signs in with an email at crmv2.capys.com.br. The old CRM Vendas login (a username with no email) cannot be used to connect.

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Where to find the organization ID

1

Open the list of organizations

Open the Capys list of organizations and pick your company.
2

Copy the code from the address

On the page that opens, copy the code that comes after id= in the address. It is 36 characters long, in the format 3f2504e0-4f89-41d3-9a0c-0305e82c3301.
If you cannot find it, ask your company’s Capys administrator for the ID.

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The Sales module

Lead and funnel queries depend on Capys’s Vendas (Sales) module. If your account has no access to it, Morada OS warns you and says whom to ask. To check, ask “which Capys modules do I have?”.

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How to connect

1

Open Capys in Connectors

In the Morada OS side menu, click Conectores, search for Capys and click Conectar (Connect).
2

Fill in the three fields

Fill in E-mail, Senha and ID da organização and click Conectar. Morada OS checks the details with Capys right away.
3

Ready to ask

Capys moves to Conectados por você (Connected by you). Open a chat and ask.

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Usage cautions

Capys does not answer a query about the whole database. Before searching, Morada OS asks for a stage, a broker, a registration period or a lead. The date of the last interaction and the lead’s name only help refine a search that already has one of these cuts.
A very wide query can take too long, and Capys cancels it. In that case, ask for one stage at a time or narrow it down by broker.
Use your leads’ data in the chat only to find the record in Capys. The CPF is used to find the lead and does not come back in the answer. Do not copy phone numbers and emails out of Morada OS or into conversations with people who do not need them.

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Limitations

  • No link to Capys. Capys does not offer a link that opens a record, so Morada OS gives you the lead number to look up in Capys.
  • Project and days without interaction appear in the results, but cannot be used as filters yet.
  • Paged lists. Morada OS brings 30 leads at a time and up to 50 interactions from a lead’s history.
  • Read-only. Morada OS does not create leads, move stages or record interactions in Capys.

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Common problems

Capys gives the same answer for a wrong email, password or organization ID.
  1. Check the email and password by signing in to Capys’s own login screen.
  2. Check the organization ID, as shown in Where to find the organization ID.
Then, in Conectores → Capys, connect again.
Your Capys account has no access to that module, usually Vendas. Ask the Capys administrator to enable the module on your account.
The cut was too wide. Ask for one stage at a time, or narrow it down by broker or by a single lead.
Capys accepts a limited number of queries at a time. Wait a minute and ask again.

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How to disconnect

In Conectores, open Capys and click Desvincular (Unlink). Morada OS deletes the stored email, password and ID and stops querying Capys right away.