This blog post was updated on 10 March 2022.
In 2009, when Capsule was called Javelin, we created two integrations with the accounting services Xero and Kashflow that helped make it easier for businesses to manage their customers. These two integrations are still widely used by our customers today.
CRM and accounting are both important functions for most businesseses. CRM provides the tools to manage relationships with prospective and existing customers, and accounting systems provide the tools to manage your financial success.
Typically these systems were separate, so when updating a customer in your CRM you would have to duplicate that change in the accounting system. Of course, in practise time is tight and the these systems often drift out of date. Equally important, you want to see everything you know about a customer in one place. The CRM provides the customer dashboard, so why would you want to switch to the accounting system to see what's been invoiced and what's overdue?
By integrating Capsule with these accounting systems we fixed the problem.
Now all information including invoicing and overdues is available from customer view in Capsule, and updates to customers are automatically applied to the accounting system so you only need update the customer in one place. This is a big step forward for businesses in getting better value out of CRM and accounting.
To find out more about Xero and to sign-up for a free 14 day trial, visit www.xero.com
To find out more about KashFlow and to sign-up for a free 14-day trial, visit www.kashflow.com.