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.

    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

    26 Reviews
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    Ian Whitehead

    Capsule's Xero Integration

    By integrating Xero with Capsule CRM, our company has been able to save valuable time by providing an efficient and, more importantly, accurate connection between our finance and sales departments. The summary of invoices and account status notifications provide accurate information to both departments.
    Simon Lever

    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.
    Cecilia Danielsson
    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.
    Additional info

    App details

    Added in 2010


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




    Setup walkthroughIntegration walkthrough


    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.