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.
Capsule CRM customers get 25% off Crunch for the first three months.
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 expert accountancy alongside free, straightforward tools.
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 does Crunch offer?
Crunch is so much more than invoices in your CRM. Alongside expert accountancy from chartered accountants, you’ll find straightforward tools to manage:
- Bank reconciliation
- Open Banking
- Payroll
- Snap App
- Getting your invoices paid faster
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.
Yes. Crunch Free gives you invoicing and expense tracking at no cost, so you can get to know the software first. When you’re ready for expert accountancy, Capsule CRM customers get 25% off Crunch for the first three months.
Yes. If you already work with an accountant or bookkeeper, you can securely invite them into your Crunch account to collaborate. Depending on your plan, you’ll also have access to Crunch’s own team of chartered accountants.
Crunch combines expert accountancy with easy-to-use software. Depending on your plan, that covers year-end accounts, VAT submissions, Ask an Accountant support from chartered accountants, bookkeeping, payroll, invoicing, and more.
Capsule CRM customers get 25% off Crunch for the first three months.