FreshBooks CRM Integration

Manage and track customer invoices and payments directly from Capsule with the FreshBooks CRM integration.

Combine Capsule with FreshBooks to complete the customer view across your business from enquiries and sales right through to invoice and accounting activities.

  • Add customers and suppliers directly to FreshBooks

    Use Capsule to easily add contacts directly to FreshBooks 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 FreshBooks 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.

Connect Capsule to FreshBooks to start syncing your contacts and invoice information.

Requires a FreshBooks account. Sign up for FreshBooks