CRM for Accountants
Stop working your ass(ets) offKeep your client notes, work, and tasks in one, easy-to-use tool. Also, Capsule CRM integrates with tools like Xero, QuickBooks, and more.
You can count on Capsule CRM
Capsule CRM helps accountants organize their data, schedule their day, and handles the admin. Get back to balancing the books — we’ve got this.
Turn prospects into profit
Easily follow up on every prospect, see what's stalling, and who's ready to buy with visual sales pipelines. It's a numbers game, not a minefield.
Balance books, not brain fog
Capsule CRM keeps contact data clean and organized, while automated workflows schedule your daily tasks. You'll never have to rely on your busy brain again.
On time, on point, on budget
Progress your client work swiftly and accurately in neat project boards. Simple automations keep you consistent and customers happy.
CRM on the go
Your clients, leads, and projects—always at hand. Stay in control wherever you are with the Capsule mobile app.
Get started quickly
Scrabbling through spreadsheets? Import everything you need in a few steps. Or switch CRMs with our one-click migration tool.
A team on your side
Any plan, any time you need us: we don't limit our customer care. Always knowledgeable, speedy, human-led support.
Realize immediate ROI with Capsule CRM
It’s quick to get up and running with our CRM, and here are some of the things you’ll benefit from when you do:
Your working day in one place
Find everything in the Capsule CRM calendar. Sync your Outlook or Gmail calendar, join calls, and schedule tasks. Crush deadlines before they crush you.
All contact data in one place
Contracted services, payment history, even your client's coffee order. Capsule CRM organizes all your customer details in neat, accessible records.
Smart forecasts, happy ledgers
Instant insights, zero guesswork. See what's performing, where revenue's rolling in, and where to focus next. Consider it your crystal ball.
Keep your business in the black
Is selling an uphill battle? Straightforward pipelines level the playing field. See what's progressing and who needs follow-up.
Connects with all your top tools
Whether it's Xero, DocuSign, or Osano, we integrate with them. Have a look at our marketplace.
Browse marketplaceMake Capsule CRM yours
Get the best of Capsule CRM with our tips and tricks to have us fit around your business – and never the other way around.
Customize Capsule for your business
How to customize Capsule CRM for your unique business model
Discover how to tailor Capsule CRM to fit your business, whether you're in recruitment, bookkeeping, investment advisory, or another niche industry. Learn to use Custom Fields, Pipelines, Tags, and Projects to create a system that works around you.
Reporting dashboards overview
Make more data-driven decisions with Reporting Dashboards
Introducing advanced reporting dashboards in Capsule CRM. Analyze pipeline performance, track conversions, monitor task management, and gain insights to make smarter business decisions—all in one place.
AI accounting guide
AI in accounting: how-to guide
AI is revolutionizing accounting, and this guide is your cheat sheet. Ditch the dusty spreadsheets and discover how to automate tasks, predict trends, and future-proof your career with AI-powered tools.
At a price point you’ll like
Find all the tools you need without a steep learning curve. No hidden fees; no surprise price hikes.
Perfect to try Capsule and see how it works.
Free Forever.
For small businesses with one to five employees.
Billed Annually.
Got a small sales team? This is the plan for you.
Billed Annually.
For big sales teams and fast-growing small businesses.
Billed Annually.
CRM for Accountants Frequently Asked Questions
When connected, CRM and accounting platforms reinforce one another. Accountants can check payment history and correspondence in seconds and coordinate work between partners with less confusion. Capsule CRM's link with QuickBooks makes this process direct so that accounting firms can manage both numbers and relationships as part of a single workflow.
