An easy-to-use CRM
for QuickBooks

Seamlessly sync Capsule’s flexible CRM with QuickBooks Online accounting solution to give you the full view of your business from that very first outreach right through to invoicing.

Already using Capsule? Set up integration

"Capsule keeps us organized and on top of what is happening"

Rated 5.0 on QuickBooks Marketplace

"The QuickBooks and Capsule integration is perfect."

Rated 5.0 on QuickBooks Marketplace

"I highly recommend Capsule. I couldn't live without it!"

Rated 5.0 on QuickBooks Marketplace

Sync your QuickBooks data with your CRM

Start nurturing existing customers straight away
Get the benefits of both systems but only enter data once
View estimates, invoices, overdues and customer value inside Capsule
Easily create estimates and invoices as a lead moves through your sales process

Get the complete picture with Capsule

Record and track every client interaction including calls, meetings and emails
Empower team members with the knowledge to deliver a more personalized, service
Drive action by easily adding, completing and following up on tasks

Sell like a pro

Create a sales pipeline that suits your business
Always follow-up on your leads and deals
Easily progress deals from open to close

Understand your business performance

Know your top performing team members
Know why you’re losing out
Build an accountable, transparent business culture

Make Capsule work the way your business works

Make more happen by connecting to tools you already use
Create task templates to ensure business processes are followed consistently
Easy to customize: add your own data fields, tags, custom activities and more

Run your business with Capsule and QuickBooks

Try Capsule for free

via QuickBooks Marketplace

Already using Capsule?

Set up integration

Organize your team

Enterprise

What is a CRM: What it does and what it can do for your business