Capsule CRM

Our Pick

CRM

Simple, affordable CRM that helps accounting firms manage contacts and track leads.

Overview

Capsule CRM is a refreshingly simple CRM that does what most accounting firms actually need: manage contacts, track opportunities, and keep notes on client relationships. It does not try to be Salesforce, and that is precisely its appeal.

The integration with Xero is particularly useful, automatically syncing contacts and giving you visibility into the financial relationship alongside your CRM data. The pipeline management helps firms that are actively growing and need to track new business conversations.

For firms that have outgrown spreadsheets for contact management but do not need (or want) an enterprise CRM, Capsule hits the sweet spot.

Best for

Firms wanting a dedicated CRM without the complexity of enterprise solutions

Key Features

Contact management with custom fields

Sales pipeline and opportunity tracking

Task management and reminders

Email integration and tracking

Xero integration for contact syncing

Custom reporting and analytics

Mobile app for on-the-go access

Team collaboration and permissions

Pros & Cons

What We Like

Simple to set up and use immediately
Excellent Xero integration
Affordable pricing for small to mid-size firms
Clean interface without enterprise bloat
Good mobile app

Watch Out For

Limited automation compared to enterprise CRMs
Reporting is basic compared to Salesforce or HubSpot
May outgrow if your firm scales significantly
Marketing automation features are minimal

Our Verdict

Capsule CRM is our recommendation for accounting firms that need a proper CRM without the complexity. The Xero integration, sensible pricing, and clean interface make it the best fit for most practices. Start with the free tier to see if it works for you.

Try Capsule CRM

Need help choosing the right tools?

Book a free discovery call and we will recommend the best setup for your firm.

Book a Free Call →