Connect Wave and Capsule CRM to bring your invoicing and customer management together. See invoice history directly on contact records, keep contacts in sync across both tools, and spend less time on admin so you have more time to run your business.
Wave is accounting software built for small business owners in the US and Canada. It covers invoicing, payments, payroll, and bookkeeping in one straightforward platform.
In fact, Wave's whole raison d'être is to help small and growing businesses thrive. Their tools are designed to make financial admin feel less like a chore and more like something you can actually stay on top of. Kinda feels like we’re looking in a mirror…
What are the benefits of connecting Wave and Capsule CRM?
-
Invoice data, right where you need it: See a customer's outstanding and paid invoices directly on their contact record in Capsule. Ditch tab-switching; call off the hunt for endless spreadsheets. Get the lowdown on each customer in one place.
-
Automatic contact sync: When you add or update a customer in Wave, Capsule CRM stays in step. No need for copy-pasting, manual imports, or donning the deerstalker to work out which platform is actually up to date.
-
Smarter conversations with customers: Enter every call or email knowing exactly where things stand financially. Whether someone's overdue or up to date, you'll have the context before you even say, “I think you’re still on mute.”
-
Less admin, more momentum: Connecting your CRM and accounting tools cuts out the repetitive work that slows you down. Refocus your brilliant and overbrimming brain on closing deals and delivering your signature sterling service.
How do I connect Wave and Capsule CRM?
There are a few different ways you can connect your CRM with Wave. If you’ve already set up an account with Capsule CRM or Wave, you’ll find the most suitable way to connect below. Or if you’re new to both apps, follow the steps below, and we’ll get you up and running in no time.
Please note that you must be an Administrator in both Capsule CRM and Wave to set up the integration.
Set up your Wave-Capsule CRM connection
Sounds like you’re already halfway there – nice! Next, let’s get you set up with Wave.
Head over to Wave’s website to create your account. Once it’s set up, log back into Capsule, click your name in the top right-hand side, followed by ‘Integrations’ in the dropdown menu.
Select Wave, and click ‘Enable integration’. Once you’ve configured record assignment settings, you’ll be taken back to Wave to sign in and select the relevant account you’d like to link with your CRM. And that’s it, they’re connected; you’re primed for smooth customer management with fuss-free finances to boot.
For more support, follow our step-by-step guide to connecting Wave and Capsule CRM.
Firstly, a big, warm welcome to Capsule CRM! To set up your Capsule CRM account, head to this page we made especially for Wave users with a unique discount.
Simply follow the instructions to set up your Capsule CRM account and then follow instructions to enabling the Wave-Capsule integration here.
New around here? No worries, we'll try to keep this sign-up business as easy as possible.
First, head to Wave's website to create your account. And once that's done, return to Capsule CRM to sign up.
With both accounts ready, log into Capsule, click your name in the top right-hand corner, and select 'Integrations' from the dropdown menu. Choose Wave, click 'Enable integration', and once you've configured your record assignment settings, you'll be taken back to Wave to sign in and link up your account.
And that's it, you're all set for straightforward customer management with accessible accounting. Welcome to Wave and Capsule!
Frequently asked questions
Wave is an accounting tool built for solopreneurs and small businesses. It combines invoicing, payments, and bookkeeping in one place, helping you track income, expenses, and cash flow with ease. Its simple interface and free core features make it a popular choice for freelancers and growing businesses.
The native integration between Wave and Capsule CRM requires the Wave Pro plan and any Capsule CRM plan.
With this integration, your Wave customer details, invoices, and payment statuses are brought into Capsule CRM. They’re displayed on the corresponding contact records, so you can see financial activity alongside your notes, emails, and sales interactions in one place.
Linking your CRM with your accounting software gives you a more complete understanding of each customer, from communications and tasks to billing and payments.
It cuts down on manual work, reduces the risk of errors, and supports better decision-making across sales, operations, and cash flow.
Capsule CRM complements Wave by adding relationship management to your financial data. The integration is straightforward to set up, keeps everything aligned, and helps you build a clearer picture of each customer.
It’s a great option for SMBs looking for tools that are both simple and effective together.
Small and medium-sized businesses in the United States and Canada can take advantage of Capsule CRM’s native integration with Wave.