What benefits does the Capsule and Xero integration deliver?

At Capsule we understand how establishing the right blend of solutions to run your business is critical to your success. It means you can achieve a lot more with your time, and pursue every opportunity to grow.

Your accounting solution is one of the most important things to consider, and if you can combine it with a powerful CRM platform like Capsule it can create a very powerful workflow for you to run your business with.

We recently spoke to Marc Hornby of Caviar and Chips about how he has benefitted from the integration between Capsule and Xero. He explains how:

  • The integration is easy to set up.
  • He can connect his client records to invoices and track progress.
  • It allows him to measure against targets, and identify gaps and bottlenecks in his pipeline.

Our Xero integration page has more information about how Capsule and Xero work together.

Our dedicated Xero support documentation outlines how you can get started with the integration if you’re already using Capsule. If you need any help please contact our Support Team.

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