Keep your client notes, work, and tasks in one, easy-to-use tool. Also, Capsule CRM integrates with tools like Xero, QuickBooks, and more.
Capsule CRM helps accountants organize their data, schedule their day, and handles the admin. Get back to balancing the books - we’ve got this.
Easily follow up on every prospect, see what's stalling, and who's ready to buy with visual sales pipelines. It's a numbers game, not a minefield.
Capsule CRM keeps contact data clean and organized, while automated workflows schedule your daily tasks. You'll never have to rely on your busy brain again.
Progress your client work swiftly and accurately in neat project boards. Simple automations keep you consistent and customers happy.
Your clients, leads, and projects - always at hand. Stay in control wherever you are with the Capsule mobile app.
Scrabbling through spreadsheets? Import everything you need in a few steps. Or switch CRMs with our one-click migration tool.
Any plan, any time you need us: we don't limit our customer care. Always knowledgeable, speedy, human-led support.
It’s quick to get up and running with our CRM, and here are some of the things you’ll benefit from when you do:
Find everything in the Capsule CRM calendar. Sync your Outlook or Gmail calendar, join calls, and schedule tasks. Crush deadlines before they crush you.
Contracted services, payment history, even your client's coffee order. Capsule CRM organizes all your customer details in neat, accessible records.
Instant insights, zero guesswork. See what's performing, where revenue's rolling in, and where to focus next. Consider it your crystal ball.
Is selling an uphill battle? Straightforward pipelines level the playing field. See what's progressing and who needs follow-up.
Whether it's Xero, DocuSign, or Osano, we integrate with them. Have a look at our marketplace.
Browse marketplaceGet the best of Capsule CRM with our tips and tricks to have us fit around your business – and never the other way around.
Discover how to tailor Capsule CRM to your business with Custom Fields, Pipelines, Tags, and Projects - a system that works around you, not the other way around.
Introducing reporting dashboards in Capsule CRM. Analyze pipeline performance, track conversions, and make smarter decisions for your firm - all in one place.
This guide is your cheat sheet to AI accounting. Ditch the dusty spreadsheets and discover how to automate tasks, predict trends, and future-proof your career.
Find all the tools you need without a steep learning curve. No hidden fees; no surprise price hikes.
Perfect to try Capsule and see how it works.
For small businesses with one to five employees.
Got a small sales team? This is the plan for you.
For big sales teams and fast-growing small businesses.
In accounting, a CRM works as a central space for managing relationships and ongoing work. It helps firms keep track of client communication and recurring tasks in one organized system. Capsule CRM makes it easy to see what's been discussed and what still needs action, giving accountants a dependable overview that supports accuracy and accountability.
Accountants use different systems depending on their workload, but many prefer those that combine communication tracking with job management. Capsule CRM fits that profile. It brings together client details and updates in a simple layout that feels natural to use, helping firms maintain steady service as their client base expands.
Yes. Capsule CRM integrates directly with QuickBooks so accountants can link financial data to client records. Invoices, payments, and account notes stay connected, giving firms a more complete view of each relationship. The two systems complement one another and remove the friction of switching between separate tools.
Integration cuts down on repeated data entry and keeps financial information consistent across both systems. It also links client communication with billing details, so accountants can review the story behind every invoice. The result is fewer errors and a clearer sense of each client's position.
When connected, CRM and accounting platforms reinforce one another. Accountants can check payment history and correspondence in seconds and coordinate work between partners with less confusion. Capsule CRM's link with QuickBooks makes this process direct so that accounting firms can manage both numbers and relationships as part of a single workflow.
