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  • Bookkeeping4u

Looking for a CRM System for your business that links to Xero?

Here at Bookkeeping 4U we are always on the lookout for ways to streamline your regular tasks while developing and growing your business. One area that we have been looking at is Customer Relationship Management systems (CRM).

For sometime we have been using Capsule CRM for our clients and database and we are now looking forward to recommending this product to are clients and associates.

2020 witnessed a continued increase in demand for Capsule's simple and easy to use cloud based CRM offering and given that they have market leading integrations with cloud based accounting software packages such as Xero. They are #1 CRM on the Xero Appstore

Capsule, was established in 2009 and is based in Manchester, UK. It is a smart, simple online CRM that helps businesses to stay organized, know more about their customers, build strong relationships and make the most of sales opportunities.

Some of our core features include: contact management, task management, sales pipeline, opportunity management and sales analytics. Our mobile app is available on iOS and Android. Capsule integrates with dozens of applications including G Suite, Mailchimp, Xero, Quickbooks and many more.

Capsule CRM is simple and easy to use meaning it can benefit your business and your relationship with your clients. E.g.

  • Capsule is cloud-based, simple and very relevant now with remote working becoming much more prevalent.

  • It also integrates with Xero, Quickbooks, Sage and Kashflow (amongst many others)

  • Using a CRM is key to ensuring that businesses are organised, can capitalise on opportunities, and have a consistent range of metrics to manage growth/change.

  • If you run your businesses well, you can offer your customers/clients more services/advice long-term.

  • Getting started and uptake is easier - critical with any new platform.

If you would like to give Capsule CRM a try for FREE for 30 days then follow this LINK

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