Add-ons & Integrations

Connect your favorite tools with Capsule.

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Contacts

Google Contacts

Sync your Capsule contacts to your Google account to keep them up to date and available on all your devices.

Contacts

PieSync

Seamless two-way contact sync for Google Contacts, MailChimp, Outlook, Campaign Monitor, iCloud, Hubspot and more.

Contacts

Contracts & proposals

NiftyQuoter

Easily create beautiful modern proposals for your Capsule contacts.

Contracts & proposals

WebMerge

Easily generate PDF, Word, Excel, or PowerPoint using your Capsule data and deliver them via Email, Cloud, or E-Signature.

Contracts & proposals

Quotient

Incredibly simple online quoting software. Lookup your Capsule contacts when creating quotes, have new and accepted quote emails automatically added to Capsule.

Contracts & proposals

Better Proposals

The simplest and fastest way to send beautiful proposals that make you stand out and win business. Live search your Capsule contacts from Better Proposals.

Contracts & proposals

TidyBuild

TidyBuild is a cloud-based project management software tailored for the construction industry. Use TidyBuild for all your construction projects.

Contracts & proposals

Signable

Get documents signed online, quickly and easily. Send all kinds of documents to your customers including contracts, T&C's and NDA's and link your Signable account to make things even easier!

Contracts & proposals

Customer Success

Akita

Akita is a full-featured Customer Success Management Platform that helps you reduce churn and increase revenue from your existing customers. Keep your customers on track to success with health scores, playbooks, reviews, and more.

Customer Success

Dashboards

UnifiedVU

Combine data and features from all your web tools to help maximize the life time value of your contacts.

Dashboards

Email list marketing

Google integrations

G Suite

Access Capsule directly from Google Mail. Link your Capsule contacts and tasks to your G Suite account.

Google integrations

Google Data Studio (Teams)

Create interactive reports and extend your analytical capabilities even further. Google Data Studio opens a new avenue of exploring your Capsule Data. Connect now and see what's possible.

Google integrations

Help desk

Zendesk

Zendesk is software for better customer service. Connect Zendesk to Capsule during your 30 day risk-free trial.

Help desk

Help Scout

Help Scout is the ideal small businesses help desk that scales with your business while keeping every customer interaction personalized.

Help desk

SupportBee

SupportBee is the easiest way to manage customer support emails. Link your Capsule account and see information about contacts on the tickets page and push ticket information back to Capsule automatically.

Help desk

Enchant

Enchant is a great way to scale personalized customer service. It's simple to use, flexes to your workflow and integrates with Capsule out of the box.

Help desk

Integration platforms

Zapier

Zapier makes it easy to link Capsule with your favorite web apps.

Integration platforms

Microsoft Flow

Reach new heights of business productivity by automating repetitive, time-consuming tasks with Microsoft Power Automate.

Integration platforms

Flow XO

Build automated sales and marketing workflows on top of your existing cloud apps.

Integration platforms

Cyclr

Create & publish integrations with Capsule in your SaaS application, with Cyclr's low code iPaaS solution.

Integration platforms

Integromat

Integromat is the glue of the internet. Move your data between Capsule CRM to hundreds of other apps to completely connect your work!

Integration platforms

LeadsBridge

Connect in real-time Facebook and all your lead generation sources with Capsule

Integration platforms

Automate.io

Connect Capsule CRM with 100+ apps like Facebook Lead Ads, Mailchimp, Typeform and set up an automation that always keeps your contact changes in sync.

Integration platforms

Zoho Flow

Automate tasks and increase your productivity by effortlessly connecting Capsule to any of the 350+ business apps in the Zoho Flow gallery.

Integration platforms

Flow.ly

With Flow.ly by 500apps, maximize productivity by seamlessly connecting your favorite apps and services to create powerful workflows and automate your work.

Integration platforms

Inventory management

Cin7

Cin7 allows you to manage all your sales channels, inventory, point of sale and supply chain in one central, cloud-based software.

Inventory management

DEAR Systems

DEAR gives you real-time sync of inventory, product management and seamless integration with your CRM as well as your accounting system.

Inventory management

Invoicing & accounting

QuickBooks Online

QuickBooks Online is a cloud accounting software used to track expenses, create and send invoices, run reports and more

Invoicing & accounting

Xero

Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.

Invoicing & accounting

FreshBooks

The fastest way to track time and invoice your clients. Send, track and collect payments quickly. Great for teams, freelancers and service providers.

Invoicing & accounting

FreeAgent

Forget fighting with spreadsheets or clunky software. FreeAgent is an easy to use accounting system that works for you, not against you.

Invoicing & accounting

KashFlow

KashFlow is an easy to use, and easy to understand, web-based accounting application designed for small business owners with no accountancy training.

Invoicing & accounting

Sage Business Cloud Accounting (UK)

Sage One takes care of your finances, so you can focus on the business you love.

Invoicing & accounting

Job & time tracking

Toggl

Track time spent on specific cases and opportunities in Capsule using the Toggl time tracking extension for Chrome or Firefox.

Job & time tracking

Clockify

Clockify Chrome extension for Capsule enables you to track time spent on each task and project. Later, you can run time reports in the Clockify app.

Job & time tracking

TidyWork

TidyWork allows you to handle complex projects, allocate resources to different projects, keep track of resource spending, have real-time information on project stages, and instant access to real project info to create quotes.

Job & time tracking

Migration services

Data2CRM

An automated CRM data migration service designed for smooth, accurate and secure record switching between various CRM platforms. Migrate to Capsule with ease!

Migration services

Project Management

TidyEnterprise

TidyEnterprise combines all the features of TidyWork and TidyStock and more into one cloud-based system to help you manage your business processes from quotes through to invoices.

Project Management

Telephone & VoIP

CircleLoop

CircleLoop is a cloud-based phone system. Get business numbers, unlimited UK calls and great calling features which integrate with Capsule for contacts, click-to-call and automatic call activity logging.

Telephone & VoIP

Kixie

Level-up your sales process with one-click dialing, automatic call logging and intuitive sales metrics. Start making local or international calls in under 3 minutes.

Telephone & VoIP

Invoco

Automatically create contacts whenever a call takes place. Handy call detail notes will be added including clickable links to call recordings. Create Tasks for missed incoming calls in order to ensure you don't miss out on new enquiries.

Telephone & VoIP

Yay.com

Enjoy instant click-to-dial, auto activity logging, call recording and contact integration. Get activated in seconds and benefit from unlimited calls, phone numbers and a host of powerful call features via the Yay.com business phone system.

Telephone & VoIP

Website chat

Userlike

Userlike is live chat software for websites. Integrate Userlike with your Capsule account to effectively follow up on leads generated over the chat.

Website chat

REVE Chat

Engage your customers across multiple platforms with live chat, voice & video chat and co-browsing and store your transcripts directly in your Capsule account.

Website chat

Website forms

Wufoo Forms

Submit new contacts and leads directly into Capsule using a form on your website.

Website forms

Ninjaforms

Create a new contact, opportunity, and task automatically from your 'contact us' form.

Website forms

Gravity Forms

Use Gravity Forms to create and update your contacts in Capsule when a form is submitted on your site. Integrate Capsule with only the forms you select, or integrate with them all.

Website forms

Want to develop your own integration?

Capsule's RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.

Find out more