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
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.
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.
I absolutely love Capsule and the way it flawlessly integrates with all my other systems, especially Xero. This means that my assistant can automatically tell if invoices are paid or outstanding before chasing or sending follow-ups, and I can easily create quotes and invoices by clicking a button and transferring client details directly from Capsule. This is a huge time-saver and organisational help in my small business.
We've been using Capsule and Xero together for over 5 years now and love the easy integration it provides. We appreciate the way it enables the whole team to see relevant client financials without having access to the accounting system.
Love Capsule + Xero - great help for my busienss
I have been a long-time user of Capsule and was a fan before the Xero integration was available - but this has just made things better!