Capsule CRM

Connect Capsule CRM

Capsule is a light, uncluttered CRM where small businesses track their contacts and opportunities without overhead. That simplicity stops at your accounting: a won opportunity does not become an invoice there on its own. Schakel brings your organisations across as relations and your won opportunities across as invoices, so the simplicity of Capsule carries through to your ledger.

Systems · 180
From
To

Capsule CRM

What travels with Capsule CRM

  • Organisations as relations

    The organisation behind an opportunity becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.

  • Won opportunities as invoices

    An opportunity marked won can land as an invoice with amount and description in your books.

  • Value and ledger

    The opportunity value carries over and lands on the ledger you choose, so you see revenue per deal type.

Why connect Capsule CRM

  • The simplicity of Capsule carries through to your ledger.
  • Organisations and relations stay clean and free of duplicates.
  • Revenue per deal type stays recognisable.
  • Sales works in Capsule, your books keep up.

How it works

  1. 01

    Connect Capsule

    Connect Capsule to Schakel through its API. You add nothing inside Capsule itself.

  2. 02

    Choose which opportunities book

    Decide which pipeline or stage produces an invoice and on which ledger and VAT rate it lands.

  3. 03

    Won deals flow through

    Mark an opportunity won and the relation and invoice are ready in your books.

Capsule CRM, common questions

Can I connect Capsule CRM to my accounting?

Yes. Request this connector and get access; your organisations and won opportunities from Capsule are then placed in your accounting as relations and invoices.

Does every opportunity have to become an invoice?

No. You choose which opportunities book; the rest stays out of your accounting.

Which accounting can I connect to?

Capsule can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A Capsule CRM connection you do not see here?

Tell us which system Capsule CRM should connect to. Request it and you get access; you hear from us within 24 hours.