CAPSULE CRM & WAVE
Running a business is messy. Surf the waves with Capsule.Feeling in over your head? Connect Wave and Capsule CRM to bring your customers, sales, and financial info into one calm, collected space. Turn choppy seas into smooth sailing.
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Already using Capsule? Connect to Wave
WAVE x CAPSULE CRM
Sell and get paid in one place
- You’ve won the work, now manage it with ease in one simple system - Capsule CRM.
- Minimize admin: Wave and Capsule instantly sync contact data so you’ll never have to copy-paste updates again.
- Stay centralized: Spend less time scouring spreadsheets and sticky notes; find everything you need organized in one place.
CLARITY & CONTROL
See your business in one place
- Get a complete view of each contact, with emails, notes, and customer interactions. All saved in one neat space.
- Onboard new customers and deliver your services directly from Capsule CRM's Projects
- Pinpoint your successes (and failures) with reporting dashboards. Pull insights from your activity and sales with simple-to-advanced analytics.
FOCUS ON CUSTOMERS, NOT ADMIN
Less admin, more impact
- Set up repeating processes that queue your next tasks - you'll never let a lead go cold again.
- Sync your inbox with Capsule so your communications live in one place
- Pull in data from other systems like Wave, Gmail and marketing tools so you can spend more time doing and less time searching.
THE CRM THAT FLEXES AROUND YOU
Customize your CRM and see business flow
- Create custom fields and tags to save meaningful data for contacts and organizations.
- Build your sales pipeline the way your business actually runs with customizable stages and bespoke stale opportunity markers.
- Organize your customer work in tailored project boards so your work's never lost in the deep.
Centralize your workday in a straightforward CRM
Stop drowning in a sea of spreadsheets, emails, and notes-to-self: Choose Capsule CRM to simplify each sale, enhance customer relationships, and deliver great work.
Frequently Asked Questions
A CRM (Customer Relationship Management system) is a tool that helps you keep track of the people and organisations you work with. It neatly stores contact details, conversations, tasks, and sales information in one place. This means you'll always have a clear view of your relationships and what needs to happen next.
Capsule brings order to the day-to-day running of your business. It organises your contacts, tracks sales opportunities, supports project delivery, and automates everyday admin. Instead of jumping between tools or losing track of follow-ups, you get one simple place to manage the work that grows your business.
Capsule is designed for small-to-medium-sized businesses that want clarity without complexity. It's simple to set up, easy to customize, and gives you powerful features without the steep learning curve. You get a CRM that feels designed for the way you already work—not something you need to wrestle with.
Connecting Wave to Capsule takes just a few minutes. From your Capsule account, head to the accounting integrations section and choose Wave. Follow the prompts to sign in and approve access. You'll soon see your customers and invoice data appear automatically.
The integration pulls in your Wave customers, invoices, and payment status. This information appears on the relevant Capsule contact records, giving you a complete view of financial activity alongside your notes, emails, and sales activity.
Combining your CRM and accounting systems gives you a full picture of every customer: from their conversations and open tasks to their invoices and payment history. It reduces admin, minimizes on human error, and helps you make better-informed decisions about your sales, work, and cashflow.
Capsule brings the relationship-side of your business together with Wave's financial clarity. The integration is easy to set up, keeps data in sync, and helps you see the complete story behind every customer. It's a natural fit for SMBs that want simple, powerful tools that work well together.
Any small or medium-sized business that wants more control and organization can use Capsule. While Capsule is available worldwide, Wave currently supports businesses operating in the United States and Canada.