StackShareStackShare
Follow on
StackShare

Discover and share technology stacks from companies around the world.

Follow on

© 2025 StackShare. All rights reserved.

Product

  • Stacks
  • Tools
  • Feed

Company

  • About
  • Contact

Legal

  • Privacy Policy
  • Terms of Service
  1. Stackups
  2. Business Tools
  3. CRM
  4. CRM
  5. AI Practice Management Software for Accountants vs Capsule CRM

AI Practice Management Software for Accountants vs Capsule CRM

OverviewComparisonAlternatives

Overview

Capsule CRM
Capsule CRM
Stacks21
Followers15
Votes1
AI Practice Management Software for Accountants
AI Practice Management Software for Accountants
Stacks0
Followers1
Votes1

Share your Stack

Help developers discover the tools you use. Get visibility for your team's tech choices and contribute to the community's knowledge.

View Docs
CLI (Node.js)
or
Manual

Detailed Comparison

Capsule CRM
Capsule CRM
AI Practice Management Software for Accountants
AI Practice Management Software for Accountants

Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

All-in-one AI practice management software for accountants and bookkeepers. Manage tasks, clients, workflows, and teams efficiently with automation and real-time visibility.

The contact page gives you a birds eye view of everything you know about a contact so that you can keep track of the people, companies and other organizations that you do business with.;Use Capsule to track bids, deals, proposals and other opportunities.;Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.;Create custom categories using tags such as vendor, lead, customer.;Manage groups of contacts with lists
Task Management - Client Management - Analytics & Dashboard - Services & Workflow - Team & Communication - Unlimited Users - Leads Management - Proposals & Engagements - Email Sync & Advanced Communication - Client Portal - AI Features
Statistics
Stacks
21
Stacks
0
Followers
15
Followers
1
Votes
1
Votes
1
Pros & Cons
Pros
  • 1
    Easy and clean user interface
No community feedback yet
Integrations
Mailchimp
Mailchimp
G Suite
G Suite
Zapier
Zapier
Mad Mimi
Mad Mimi
Zendesk
Zendesk
Xero
Xero
mailparser.io
mailparser.io
Wufoo
Wufoo
Formstack
Formstack
Geckoboard
Geckoboard
No integrations available

What are some alternatives to Capsule CRM, AI Practice Management Software for Accountants?

Airflow

Airflow

Use Airflow to author workflows as directed acyclic graphs (DAGs) of tasks. The Airflow scheduler executes your tasks on an array of workers while following the specified dependencies. Rich command lines utilities makes performing complex surgeries on DAGs a snap. The rich user interface makes it easy to visualize pipelines running in production, monitor progress and troubleshoot issues when needed.

Salesforce Sales Cloud

Salesforce Sales Cloud

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

Pipedrive

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

GitHub Actions

GitHub Actions

It makes it easy to automate all your software workflows, now with world-class CI/CD. Build, test, and deploy your code right from GitHub. Make code reviews, branch management, and issue triaging work the way you want.

Evernote

Evernote

Take notes to a new level with Evernote, the productivity app that keeps your projects, ideas, and inspiration handy across all your digital devices. It helps you capture and prioritize ideas, projects, and to-do lists, so nothing falls through the cracks.

Streak

Streak

Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

Apache Beam

Apache Beam

It implements batch and streaming data processing jobs that run on any execution engine. It executes pipelines on multiple execution environments.

OnePageCRM

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Zenaton

Zenaton

Developer framework to orchestrate multiple services and APIs into your software application using logic triggered by events and time. Build ETL processes, A/B testing, real-time alerts and personalized user experiences with custom logic.

Luigi

Luigi

It is a Python module that helps you build complex pipelines of batch jobs. It handles dependency resolution, workflow management, visualization etc. It also comes with Hadoop support built in.

Related Comparisons

HipChat
Slack

HipChat vs Mattermost vs Slack

Litmus
Email on Acid

Email on Acid vs Litmus

InVision
Proto.io

InVision vs Marvel vs Proto.io

Webex
Microsoft Teams

Microsoft Teams vs Webex

Slack
RocketChat

Mattermost vs RocketChat vs Slack