You manage the numbers, we keep track of everything else
Built to help you deliver excellent client service without the admin overload. Capsule gives Bookkeepers everything they need to manage client relationships. Never miss a follow-up or reminder again. With smart reminders and streamlined workflows, you’ll save time, stay organized, and deliver a top-tier experience that keeps clients coming back.
Select a plan that suits you
Perfect for businesses with one to five employees. Finally, get clarity and control over your business relationships and work delivered.
Billed Annually.
Free 14-day trial. No card required.
Best for small businesses with sales teams. Give your organization the firepower to prospect, sell, and deliver work — fast.
Billed Annually.
Free 14-day trial. No card required.
For bigger sales teams, with more than one salesperson. Prospect faster, close quicker, and speed up growth.
Billed Annually.
Free 14-day trial. No card required.
Ideal for scaling teams with 5+ users. You'll get your own account manager and custom training. Sign up for a trial and our Sales team will be in touch.
Billed Annually.
Free 14-day trial. No card required.
A CRM built for bookkeepers
No more time-consuming client management
Client communications, document follow-ups, deadlines, and onboarding tasks -Capsule brings all the essential information into one place, so nothing slips through the cracks.
Everything clearly set out
Capsule is built to help you work smarter, not harder. No technical know-how needed. Just a clear, central hub where you can focus on the work that matters.
Balance your books - and your workload
Set reminders for client deadlines at specific times, like the month end. Assign team tasks and track every stage of a client job from quote to close.
Tailored to the ledger
Add custom fields like service type, recurring deadline dates, or client categories like bookkeeping, payroll, and year-end. Tag clients and build views that fit your workflow.
Save time with integrations
Capsule works seamlessly with the solutions you already use:
- Xero: Use the Capsule CRM integration for Xero and get one complete view of your business.
- QuickBooks Online: QuickBooks helps you streamline your accounting processes and stay on top of finances.
- FreshBooks: Effortlessly track time, invoice clients, and manage payments with FreshBooks.
FreeAgent: FreeAgent simplifies accounting – no more fighting with spreadsheets or clunky software hassles.
"I discovered Capsule in 2012 and haven't questioned switching since! It has kept me organized on a daily basis with tasks for my clients and tracking opportunities. Honestly, I love that it is super clean and easy to use. It sends daily emails of the tasks for the day, syncs my contacts with Google, and integrates great with my accounting software and MailChimp."
Nick. K
Get started today, for free.
Stay on top of every client detail, deadline, and communication - without adding to your workload. Whether you're juggling onboarding new clients, or just trying to keep your inbox under control, Capsule gives you the clarity and control to do your best work.