Crunch is the accountant on your team, taking care of all the financial admin that usually makes your eyes spin. Invoices, taxes, payroll, bank reconciliation, and more – it's all taken care of with Crunch.
Built with small and medium-sized businesses in mind, Crunch provides expert accounting advice alongside an easy-to-use platform.
What are the benefits of connecting Crunch and Capsule CRM?
One-click invoicing: Just landed a new sale? Export your new customer into Crunch with a click to instantly set up invoicing and reduce manual input errors. All you need to do is press 'issue'.
Stress-free accounting: Made for busy business brains with little-to-no accounting know-how, Crunch offers free, straightforward tools alongside expert advice from chartered accountants.
No more tab-switching: From latest activity to upcoming tasks, and customer invoices to client work: find it all in one place. Less time spent rifling through notes; more time getting things done.
Invoices inside customer records: Find each client's invoice history alongside their customer records. So you can quickly check in on payments before you chase up.
Continuous customer sync: Once you've set up repeating invoices in Crunch, any changes made in Capsule (say, the main billing contact) are reflected back in Crunch. One less thing to think about.
In a nutshell, you can cut out manual tasks, reduce mental load, and keep Capsule as your main source of truth.
What accounting features does Crunch offer?
Crunch is so much more than invoices in your CRM. Find straightforward tools to manage:
- Bank reconciliation
- Open Banking
- Payroll
- Snap App
- Getting your invoices paid faster
All this plus expert advice and fast, friendly customer support.
Visit our support doc to learn how to set up the Crunch-Capsule integration.
Frequently Asked Questions
Absolutely. Once you've set up an account with Crunch and enabled the integration in Capsule, your existing customer data will appear inside the CRM. You can check it by heading to the People & Organisations tab in Capsule and applying the filter "Recently added by Crunch".
Yes, and it only takes a few clicks. Simply head to your chosen contact record, open Crunch along the sidebar, and click 'Export to Crunch'. We'll even pre-populate data like first name, organisation name, and email address in Crunch.
You don't need to manually export contact details each time something changes. This native integration enables a continuous contact sync. So if there are any changes made in Capsule – like the main billing contact – they'll be reflected in your Crunch account too.
You'll be able to view customer invoices directly in your contact records in Capsule CRM. Once you've enabled the Crunch integration, you'll find the Crunch logo in the right-hand sidebar. Here, you'll see all draft and issued invoices as well as paid and outstanding amounts.
Absolutely. Security is a top priority at Crunch. They use bank-grade encryption to keep your data safe and compliant. They're also fully FCA-regulated as an Account Information Service Provider (AISP), ensuring adherence to stringent data protection standards. An extra layer of security is provided through two-factor authentication for accessing accounts.
Crunch Free is professional accounting software that allows you to send unlimited invoices, track expenses, and manage your finances securely—without hidden fees or limits. You can try out Crunch, free for 14 days.
You can securely invite your accountant to collaborate within your Crunch account, streamlining communication and paperwork.
Crunch is your go-to for all your financial needs, offering payroll, invoicing, year-end accounts, bookkeeping, VAT submission, Ask an Accountant, and much more.
Make accounting anxiety ancient history: connect Crunch and Capsule CRM today.