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.
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 helps you streamline your accounting processes and stay on top of finances.
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.
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.
Paired with accounting and invoicing apps like Xero and Quickbooks, a CRM can help store and manage financial data in a centralized location. Financial data can be viewed in one location, together with customer data and interactions. This provides employees with greater visibility and improves collaboration.
A CRM provides workflow automation capabilities, allowing financial advisors to create predefined workflows for various processes like onboarding new clients, account opening and transfers, and performance reporting. This reduces manual effort, directing financial advisors to focus more on client-facing activities that require expertise.
In the financial industry, it is crucial for companies to maintain compliance with various regulatory requirements. Given this, a CRM system can be a valuable tool in achieving this goal as it can store customer data in a secure and centralized location. Financial advisors can also ensure that all customer data is stored securely and accessed only by authorized personnel.
Through integrations, a CRM system can provide financial advisors with easily accessible analytics and reporting tools. Financial advisors can access key metrics relating to contacts and then use tools like accounting integrations to ensure every part of their process can be reported on.
A CRM is one of the best tools for financial advisors and businesses of all sizes and industries as it allows companies to better understand their customers, personalize their interactions, and ultimately increase revenue. A CRM expands based on what's required, so it fits any role in a business. Here are other roles where a CRM powered with integrations for improving financial performance can be useful:
CRM for sales representatives:
A finance CRM can greatly enhance the productivity and sales performance of a sales team. It can ensure that all team members are aligned, equipped with the necessary data, and able to communicate seamlessly both within and outside the team. Sales reps can track their activities and monitor progress, get insights into their performance and areas for improvement, view their sales pipeline, prioritize tasks, and set reminders for follow-ups.
CRM for sales managers:
Sales managers face a range of challenges when it comes to overseeing and managing their sales team's activities. One of the biggest challenges is tracking and analyzing sales data to gain insights into team performance and plan for future sales campaigns. This is where financial CRM software can be an invaluable tool.
With a finance CRM system, sales managers can access real-time data on the performance of their sales team. They can see which sales representatives are performing well and which may need additional support, allowing them to identify any areas where they need to focus their attention.
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.
Another benefit of a mobile finance CRM system is that it can help to improve customer service. Teams in the field can quickly respond to customer inquiries or concerns, even outside the office. This can help to build stronger relationships with clients and improve customer satisfaction.
The Capsule mobile app offers a convenient feature that allows team members to synchronize any changes they make to customer data, even when offline. This is particularly useful for teams who need to access customer data on the go, even when Internet access is limited or not reliable in certain locations.
Capsule's mobile CRM app provides a seamless way to gather data, making it easier for teams to keep track of interactions with customers. With this app, any calls made are automatically logged, and an activity record is created. Teams can then have a comprehensive record of all interactions with customers and other team members, making it easier to track progress and identify areas for improvement.
Our app has convenient features that make it easier for teams to stay connected with clients and colleagues on the go. You can start calls, text messages, or emails directly from a contact's profile, eliminating the need to switch between different apps or screens to find contact information. This saves time and streamlines the communication process, allowing you to quickly initiate conversations.
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.