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Capsule CRM

By Zestia Ltd.
4.64 out of 5 stars
 64 reviews
Free 14 day trial available
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A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers.
Rated
4.6
out of 5
Reviewed by
64
Xero users
Try this app
Free 14 day
trial available
Listed for
14 years
August 2010

Capsule CRM can help your business

  • Manage operations

    • Manage customer or client contracts
    • Manage customer or client queries
    • Manage customer or client relationships
    • Maintain client contact details

  • Help and advice for business

    • Forecasting

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.

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.

Getting started

Connect Capsule and Xero in minutes

1. Make sure you have a professional Capsule account and a Xero account

2. In Capsule, go to Account Settings click on Integrations. There you will find the Xero integration, click on Configure then click Connect to Xero

3. You will then be asked to log in to your Xero account to give Capsule access to your Xero account. Once you've done this you will be brought back to Capsule

4. All your Xero contacts that have at least one non-draft invoice will be synced with Capsule. We'll link matching contacts to their records in Capsule, and for new contacts,we'll create a record for them.

Screenshot 1 for app Capsule CRM

Reviews & ratings

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4.6 out of 5 stars
64 Reviews

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Most recent reviews

SB
Stephen Barrett
Posted 26 Mar 2025
5 out of 5 stars

Off to a great start!

I am about to launch my engineering consulting practice and have found Capsule to be perfect for my initial CRM needs. Highly recommend it!
LD
Lyn Dobson
Posted 30 Mar 2022
4 out of 5 stars

Buttons

As a CRM programme, Capsule is a good one, it has many great functions and is easy to use. However, there are too many clitches with Xero and Capsule - for example if you change a delivery address in Capsule it doesn't always change in Xero. Personally, as a keyboard user, I find Capsule requires you point the mouse & Click rather than tabbing or scrolling. My other gripe with Capsule is that the Task options are not all useful and should coloured. For instance there is no "important" or "urgent" option
10 people found this review helpful.
ER
Emma Rundle
Posted 29 Mar 2022
5 out of 5 stars

Makes life quicker and easier

I love the ease with which I can switch from managing my client workload to managing their finances and billing. It's all literally at the touch of a button.
3 people found this review helpful.
View all reviews

Additional info

Shared data

Xero
Capsule CRM
Contactsshared from Xero to Capsule CRM and from Capsule CRM to Xero
Quotesshared from Xero to Capsule CRM
Invoicesshared from Xero to Capsule CRM

Functions

CRM

Industries

Professional servicesConstruction and tradesAccounting

App details

By Zestia Ltd.
Added in 2010

Countries

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

Languages

English, French, Portuguese (Brazil), Spanish

Support

Setup walkthroughContact supportsupport@capsulecrm.com

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14 day free trial available

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