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.

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via QuickBooks Marketplace

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