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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.

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

4.6 out of 5 stars
63 Reviews
5 star(79%)
4 star(13%)
3 star(3%)
2 star(2%)
1 star(3%)
LD
Lyn Dobson
Posted
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
ER
Emma Rundle
Posted
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.
One person found this review helpful.
LB
Lucy Bloom
Posted
5 out of 5 stars

The best!

I recommend CapsuleCRM to all the organisations I work with. It has everything you need and nothing you don't for a CRM that tracks sales leads and communication. It's customisable but not so darn tricky you need a tech on speed dial. I love it.
One person found this review helpful.

Additional info

App details

Added in 2010

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@capsulecrm.com

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.