Capsule CRM

    A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers.
    Overview

    Capsule is an easy-to-use online CRM suitable for small to medium-sized businesses - its capabilities grow as your business does. Store and manage your contacts and their history, add notes, emails or custom information that’s crucial to your business. Assign tasks to team members or create consistent work processes they must follow ensuring you make the most out of your leads.

    Explore all features of Capsule CRM

    Capsule CRM + Xero

    Capsule and Xero integrate seamlessly to provide additional accounting and invoicing activities to Capsule’s already powerful CRM solution, giving you everything you need to know about your customers on one page. Keep customer and supplier information in sync - update your contacts in Capsule and they're automatically updated in Xero too. You can even view a summary of invoices and overdue amounts right inside the customer’s contact page, giving you a complete overview of their account. Less time switching between apps, more time growing your customer relationships.

    Reviews & ratings

    4.3
    27 Reviews
    5 star
    (67%)
    4 star
    (15%)
    3 star
    (7%)
    2 star
    (4%)
    1 star
    (7%)
    JD
    John Dean
    Posted

    So simple and effective

    Having been very disappointed with HubSpot, we have found Capsule to be very effective
    IW
    Ian Whitehead
    Posted

    Capsule's Xero Integration

    By integrating Xero with Capsule CRM, our company has been able to save valuable time by providing an efficient and, more importantly, accurate connection between our finance and sales departments. The summary of invoices and account status notifications provide accurate information to both departments.
    SL
    Simon Lever
    Posted

    Capsule is my way in to Xero

    I start all my queries and linked reports in Capsule, the two combined are so much better together, and then click into Xero from Capsule as and when.
    Additional info

    App details

    Added in 2010

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

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