1. Discover
  2. CRM

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

4.2
25 Reviews
5 star
(64%)
4 star
(16%)
3 star
(8%)
2 star
(4%)
1 star
(8%)
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.
CD
Cecilia Danielsson
Posted
Having Capsule and Xero working together to create invoices for my Legal Consultancy takes the burn of attention needed for stringent accountancy practise, usually gathered over years of painstaking reading through acccountancy guidelines. The two packages work in unison to make tasks such as Reconciliation painless and easy to both enact and understand.
JC
June Cory
Posted
Capsule and Xero is a great marriage, we've been using both for over four years....excellent business software and great customer service.
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

Follow

TwitterFacebook
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.