FreeAgent CRM Integration

Capsule keeps track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. Use our FreeAgent CRM integration to combine this with FreeAgent's online accounting & invoicing solution to complete the view across your invoice and accounting activities.

• Add customers and suppliers directly to FreeAgent

  Use Capsule to easily add contacts directly to FreeAgent as they progress from initial enquiry through to a sale.

• Keep customer and supplier records in sync

  Capsule automatically keeps customer and supplier records in FreeAgent up to date with Capsule so that you only need to change them in one place.

• View invoice history and overdues

  Capsule includes a summary of invoices and overdue amounts right inside the customer's page in Capsule to give you the full picture when you speak to them.