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Accounting for Capsule customers
Your accounting handled. Stress-free.
Managing customer relationships (and their bills) has never been easier. Capsule CRM connects with Crunch to keep your business ticking, from contacts to cash flow, you know you're covered.
Take the ‘agh!’ out of accounting; let Crunch take care of the numbers.
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Stress-free accounting
You’re busy with business. Accounting software, Crunch, is built for small business owners to manage their bookkeeping—no accounting experience needed.
All in one app
Since Crunch integrates directly into Capsule CRM, you’ll see client invoices in their records. Any changes in Crunch are immediately updated in your CRM. All-in-one screen. No faffing around.
Everything on one screen
Access a client’s billing history alongside past activities and engagements. Easily find your calls, emails, and even unpaid invoices.
Crunch packs a punch
Bank reconciliation
Manage your bank statements in line with your expenses, so you always know what’s going on.
Open Banking
Keep your banking records up to date with automatic daily syncs. Secure, smart, simplified.
Get paid, fast
CrunchPay adds a ‘Pay now’ button to your invoices so you can get paid 3x faster. The chase is over. Phew.
Scan expenses in the Snap App
Snap, save, sorted. Turn receipts into organised expenses in seconds. Easy peasy.
Frequently asked questions
Explore our FAQs for quick answers to your questions
Absolutely. Once you’ve set up an account with Crunch and enabled the integration in Capsule, your existing customer data will appear inside the CRM. You can check it’s by heading to the People & Organisations tab in Capsule and applying the filter “Recently added by Crunch”.
Once you’ve won a Sales Opportunity, simply head to the relevant contact record, open Crunch along the sidebar, and click ‘Export to Crunch’. We’ll even pre-populate data like first name, organisation name, and email address in Crunch.
You don’t need to manually export contact details each time something changes. This native integration enables a continuous contact sync. So if there are any changes made in Capsule – like the main billing contact – they’ll be reflected in your Crunch account too.
You’ll be able to view customer invoices directly in your contact records in Capsule CRM. Once you’ve enabled the Crunch integration, you’ll find the Crunch logo in the righthand sidebar. Here, you’ll say all draft and issues invoices as well as paid and outstanding amounts.
Whether you’re a limited company or a sole trader, Crunch’s accounting services make a great choice with expert advice from chartered accountants, straightforward service, and fast, friendly customer service.
Absolutely. Security is a top priority at Crunch. They use bank-grade encryption to keep your data safe and compliant. They’re also fully FCA-regulated as an Account Information Service Provider (AISP), ensuring adherence to stringent data protection standards. An extra layer of security is provided through two-factor authentication for accessing accounts.
Yes! Crunch Free is professional accounting software that allows you to send unlimited invoices, track expenses, and manage your finances securely—without hidden fees or limits. You can try out Crunch, free for 14-days.
Yes. You can securely invite your accountant to collaborate within your Crunch account, streamlining communication and paperwork.
Crunch is a UK-based organisation. Their head office is in the South of England.
Crunch is your go-to for all your financial needs, offering payroll, invoicing, year-end accounts, bookkeeping, VAT submission, Ask an Accountant, and much more.
Still have questions?
