Xero CRM Add-On

Capsule works great with Xero

Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. Combine with Xero's online accounting solution to complete the view across your invoice and accounting activities. If you don't already have an account then you can sign up to Xero right here.

Add customers and suppliers directly to Xero

Use Capsule to easily add customers and suppliers directly to Xero as they progress from initial enquiry through to a sale.

Keep customer and supplier records in sync

Capsule automatically keeps customer and supplier records in Xero up-to-date with Capsule so that you only need to change them in one place.

View invoice history and overdues

Capsule includes a summary of invoices and overdue amounts right inside the customer's page in Capsule to give you the full picture when you speak to them.

For more details about how to setup the integration you can check out our support article.