CRM for Finance

Build stronger relationships with your customers, streamline your sales and marketing processes and grow your business with Capsule's finance CRM. We make it easy for Finance businesses and professionals to offer an exceptional customer experience.

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User and growth-friendly

Capsule offers a user-friendly CRM system that has a straightforward and intuitive interface, requiring minimal training for new users. As your organization expands, Capsule can easily adapt to your growing needs, providing a wide range of features and customization options that can be tailored to your specific requirements.

It's easy to get started with Capsule and our Support team is on hand to help with any questions you may have.

CRM at the heart of your setup

Capsule integrates with a wide range of apps, spanning a broad range of categories from customer success, help desks, invoicing and accounting software, contracts and proposals, migration services, marketing, and more.

With Capsule's extensive integrations, you can easily connect Capsule CRM to the other tools you use daily to improve workflow and productivity. Our integrations are easy to set up and offer a seamless experience.

Organization for Financial management

Capsule users can bring all relevant information about contacts into a single central hub, improving efficiency by streamlining workflow and financial management. No more endless searches for information on emails, notes or spreadsheets — you can access all the information you need with just a few clicks.

Boost sales and conversions

Capsule helps you to manage your sales pipeline more effectively. You can quickly identify success and share sales conversion strategies with your team, enabling them to follow the same approach for new opportunities. This ensures consistency in your sales approach and helps your team work more efficiently.

Capsule's kanban style sales pipeline makes it easy for salespeople to identify how opportunities are progressing and when they need to contact a potential customer, ensuring that no opportunities are missed. The pipeline is also highly customizable, allowing you to add custom stages, set up automatic notifications, and create specific filters to suit your team's needs.

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software. Find out more about Capsule's wide range of integrations that you can use to find the perfect flow to suit you.

See all our integrations
QuickBooks Online

QuickBooks helps you streamline your accounting processes and stay on top of finances.

Better Proposals

Quickly and simply send beautiful proposals that make you stand out and win business.


Use the Capsule Zapier CRM integration and find more ways to automate CRM tasks.

Microsoft Single Sign On

Enable Capsule Single Sign-On for Microsoft 365 to simplify your login process and enhance security.

Why financial advisors should use a CRM

Financial advisors play a critical role in offering comprehensive guidance and expertise to individuals and organizations across a wide range of financial matters, such as investments, retirement planning, tax strategies, and risk management.

A CRM can act as one of the best tools to help financial advisors manage client relationships and perform their key duties at the same time.

Build a team with Capsule CRM mobile app

In today's fast-paced business environment, it's important for companies to have a finance CRM system that provides mobility and flexibility. Capsule's CRM app is designed for mobile devices and can be accessed remotely. Build your finance team outside the four walls of your office with Capsule.

Free finance CRM

If you're still in the process of exploring the various possibilities offered by a CRM, then Capsule is the ideal platform for you. Our free version is available for companies with up to 250 contacts. Capsule provides access to all the fundamental features of a finance CRM software, allowing you to enhance your client management process, automate administrative tasks, and begin adopting new technologies.

We also offer a free trial for all our paid plans, valid for 14 days. During this complimentary period, you can use both the website version and mobile app. If you decide to proceed with a plan, you can choose from our four paid plans: Starter, Growth, Advanced and Ultimate.

Try free for 14 days

Capsule CRM's name is synonymous with integrity, productivity, and functionality. That's why we're trusted by thousands of businesses and organizations with finance teams worldwide - by sales representatives, sales managers, financial advisors, and more.