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.
Start free trial
via QuickBooks Marketplace
Already using Capsule? Set up integration
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