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Capsule

Capsule CRM app integrates with FreshBooks to allow you to build stronger customer relationships, make more sales and save time.

FreshBooks Tested

Integration by

About Capsule

Capsule is a web based CRM that helps you manage your business relationships. Add your leads as s and track the progress of opportunities as they are presented to you. The dashboard view helps you estimate incoming sales revenue, and the calendar view helps you manage your milestones. Capsule helps you stay on top of your business relationships!

How To Get Started

The FreshBooks integration in Capsule allows you to keep your customers in sync and gives you an instant overview of what invoices you have for a without ever leaving their record in Capsule. It also makes it super simple to add new s from Capsule to FreshBooks when you want to start invoicing them.

Steps to connect:

  1. Create a Capsule account by visiting .
  2. Login to your Capsule account and go to your Settings > Integrations > click ‘Configure’ next to FreshBooks.
  3. Enter your FreshBooks URL where instructed.
  4. Click the button to ‘Connect to FreshBooks’.
  5. You’ll then be taken to your FreshBooks account to authenticate the integration by entering your login details.
  6. When that’s done you’ll be redirected back to your Capsule account and you’re all done.

Details

Availability

International

Pricing

Need Help?

Contact Capsule for help at these links:

Tagged

customer relationship management

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