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
    24 Reviews
    5 star
    (63%)
    4 star
    (17%)
    3 star
    (8%)
    2 star
    (4%)
    1 star
    (8%)
    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.
    JC
    Josh Cox
    Posted
    I have been using Capsule and Xero for quite some time now and found it to be very reliable. The integration is a breeze to set up.
    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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