Get Started

Author: Zestia
Website: http://www.capsulecrm.com
Support: Email .(JavaScript must be enabled to view this email address)

Capsule

CRM, Web Application

A simple way to do business

Connecting FreshBooks to your Capsule account lets you access your invoicing history alongside your sales projects. There’s no need to go back and forth between FreshBooks and Capsule while you’re on sales calls or updating your client profiles. All of the information you need is readily available in one simple view in Capsule.

How it works

Connecting FreshBooks to your Capsule account lets you bring your FreshBooks clients into Capsule, as well as take leads from Capsule, and turn them into clients in FreshBooks. You will then be able to view outstanding invoices and payment history within each client profile in capsule. This gives you instant insight into how much your clients owe you.

Capsule - summed up

Capsule is a web based CRM that helps you manage your business relationships. Add your leads as contacts 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!

What other FreshBooks add-ons does it connect to?

Capsule also integrates with Xero and MailChimp.

Getting Started

Click on the Get Started button at the top of this page to sign up for a Capsule account. You'll need to sign up for a paid account to access the integration, but there's a free 30 day trial! Once you've got your Capsule account, you can activate the integration by taking the following steps:

Login to your Capsule account.
Click on the Settings tab in the top menu.
Click on the Integrations Settings link.
Click on the Configure button beside FreshBooks.
Enter your FreshBooks sub-domain, Authentication Token, and click the Save button.

Your FreshBooks contacts should now be synced into your Capsule account.

Where can I view the invoices for my contacts?
How do I import my Capsule contacts into FreshBooks?

Reviews of Capsule

Average Rating Based on 2 Reviews

Dianne
October 10, 2009

Easy to set-up and use; great to see how much has been invoiced and how much is outstanding right on a customers record. What a time saver!

@Culpitt there's a 30 day free trial on the professional edition to try out FreshBooks integration.

Culpitt
October 9, 2009

Rubbish - freshbooks integration is only available on the Professional Plan, which costs £8 per user per month. No chance to test out the integration. A Waste of time