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.
via QuickBooks Marketplace
Already using Capsule? Set up integration
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
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
Create a sales pipeline that suits your business
Always follow-up on your leads and deals
Easily progress deals from open to close
Know your top performing team members
Know why you’re losing out
Build an accountable, transparent business culture
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
Ready to get started?
via QuickBooks Marketplace