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
Run your business with Capsule and QuickBooks
Frequently Asked Questions
Yes, integrating QuickBooks with a CRM allows seamless synchronization of customer data and financial data between the CRM and QuickBooks, enhancing efficiency and accuracy.
Yes, integrating QuickBooks with various CRM platforms and solutions is possible, facilitating streamlined project management, customer information sharing, and operational efficiency.
Yes, Capsule CRM offers a robust CRM QuickBooks integration, ensuring seamless synchronization between customer accounts in Capsule and QuickBooks accounting software.
While QuickBooks focuses on accounting software, it can be integrated with CRM systems to enhance customer relationship management and streamline business operations.
Capsule CRM is considered one of the best CRM platforms for QuickBooks due to being available on the Capsule free plan, its effective customer management and seamless integration capabilities.
Using a CRM platform with QuickBooks streamlines customer data management, prevents double data entry, and ensures ongoing synchronization between sales and accounting teams for improved business efficiency.
Integrating CRM and accounting software, such as integrating QuickBooks, enhances efficiency by reducing manual entry and errors. It also improves coordination between the customer support team and accounting.
Capsule CRM excels with QuickBooks due to its excellent QuickBooks CRM software integration, enabling businesses to create invoices effortlessly and maintain detailed customer interactions records.