CRM for Accountants
Get one complete view of your clients, understand their needs and build closer relationships.
CRM is effortless for accountants, giving you get back more time to spend with your clients.
Build client relationships like never before
Store everything you know about your clients in one central place.
Record personal information, such as the name of your client’s partner, children or the date of their next funding round. The more you know about your client, the easier it will be to engage with them and build close relationships.
A first-class experience for every client
Easily manage your sales opportunities in a clear and simple sales pipeline which reminds you to keep in touch with your prospects to stay top of mind.
Quickly spot trends and gain deep insights to create new tailored solutions for your clients.
If accountants want to survive in the online environment, they have to change from the model of providing a service based on referrals to one where they're providing a solution to businesses. When you start selling a solution, your base widens, you can sell nationally. That's when you need a sales funnel and a CRM like Capsule to track all your opportunities.
Save time on admin, gain more with clients
Feel more organized by pulling all your client information from spreadsheets or apps into one place and reduce manual entry.
Connecting to accounting apps like Xero and QuickBooks Online is a breeze. When you connect these with other popular business tools like Gmail, Capsule gives you one complete view of your client.
Never miss a deadline
Rest easy using our task management tools, ensuring you and your team will never miss a deadline.
Capsule tracks work back from or towards a set date. Simply create a list of tasks and get an email to remind you when the next step is due.
Ultimate focus on your clients
Partners can be safe in the knowledge their clients' data is only accessible to them, as access levels are easily set for each member of the team.
Focus teams by only displaying the customers they're responsible for, making it easier for them to keep the data clean and fresh.
Integrate tools to do even more
Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.
QuickBooks Online
Xero
FreshBooks
