Xero

From capturing that first lead, right through to creating invoices and taking payments, finding the right combination of CRM system and accounting solution is critical. Integrating Xero with Capsule CRM creates the perfect foundation to run and grow your business as efficiently as possible.

The Xero integration for Capsule is an easy-to-use and convenient solution to keep your customer data in sync. It gives you instant access to an overview of payment due dates, whether an invoice has been paid and any estimates provided. All of this is shown for your contacts without ever needing to leave Capsule.

The integration allows you to work from Capsule and add customers directly to Xero, following them from the initial enquiry right the way through to a sale. You also have the option to add your suppliers if you need to do so.

Because Capsule is treated as the source for your contact data, it automatically keeps customer and supplier records up-to-date and syncs it to Xero. That means that you only have to update records in one place, minimizing the risk of mis-keying data and saving you valuable time.

You can access a summary of invoices and overdue amounts from within Capsule, right next to your customer records. This means you can prioritise your workload and have a complete picture available when you speak to them.