{
  "id": "capsule-crm--xero",
  "schema_version": "1.2",
  "app": {
    "slug": "capsule-crm",
    "name": "Capsule CRM",
    "vendor": "Zestia",
    "website": "https://capsulecrm.com",
    "categories": [
      "crm"
    ],
    "owned_by_platform": false
  },
  "ecosystem": "xero",
  "connection": {
    "built_by": "app-vendor",
    "method": "native-api",
    "marketplace_listing_url": "https://apps.xero.com/uk/app/capsule-crm",
    "setup_docs_url": "https://capsulecrm.com/support/xero-integration/",
    "certified_by_ecosystem": {
      "value": true,
      "src": [
        "s1"
      ]
    }
  },
  "sync": [
    {
      "object": "contacts",
      "direction": "two-way",
      "src": [
        "s1"
      ]
    },
    {
      "object": "quotes",
      "direction": "ecosystem-to-app",
      "src": [
        "s1"
      ]
    },
    {
      "object": "invoices",
      "direction": "ecosystem-to-app",
      "src": [
        "s1"
      ]
    }
  ],
  "pricing": {
    "model": "freemium",
    "free_trial_days": {
      "value": 14,
      "src": [
        "s1"
      ]
    },
    "plans": [
      {
        "name": "Starter",
        "billing": "monthly",
        "prices": {
          "USD": 18
        },
        "per": "per user per month, billed annually",
        "src": [
          "s2"
        ]
      }
    ]
  },
  "regions": {
    "supported": [
      "AU",
      "CA",
      "IE",
      "NZ",
      "SG",
      "ZA",
      "UK",
      "US"
    ],
    "basis": "stated",
    "regional_notes": {
      "GLOBAL": "The Xero App Store listing also names Hong Kong, Indonesia, Malaysia, the Philippines and a Global region"
    },
    "src": [
      "s1"
    ]
  },
  "requirements": {
    "ecosystem_plan_min": "unknown",
    "ecosystem_features_required": [],
    "src": [
      "s1"
    ]
  },
  "limitations": [
    {
      "summary": "The Xero integration needs a paid Capsule account; the listing says 'professional'",
      "severity": "minor",
      "src": [
        "s1"
      ]
    }
  ],
  "alternatives": [],
  "editorial": {
    "answer_summary": "Capsule CRM shows Xero quotes and invoices against each contact and keeps contacts in sync both ways. Paid plans start at $18 per user per month billed annually; the Xero integration needs a paid account.",
    "best_for": [
      "Small teams that want invoice history beside each customer in their CRM"
    ],
    "not_ideal_for": []
  },
  "profile": {
    "status": "listed"
  },
  "sources": [
    {
      "id": "s1",
      "url": "https://apps.xero.com/uk/app/capsule-crm",
      "title": "Capsule CRM on the Xero App Store (UK)",
      "type": "marketplace-listing",
      "retrieved_at": "2026-11-14T06:30:00Z"
    },
    {
      "id": "s2",
      "url": "https://capsulecrm.com/pricing/",
      "title": "Capsule CRM pricing",
      "type": "vendor-pricing",
      "retrieved_at": "2026-11-14T06:30:00Z"
    }
  ],
  "verification": {
    "status": "verified",
    "last_verified": "2026-11-14",
    "verified_by": [
      "research-agent",
      "verifier-agent"
    ],
    "open_flags": []
  },
  "publishing": {
    "state": "live",
    "batch": "2026-W46",
    "approved": "2026-11-14"
  },
  "changelog": [
    {
      "date": "2026-11-14",
      "change": "Record created from public sources (pilot batch)"
    }
  ],
  "vendor": {
    "id": "zestia",
    "name": "Zestia",
    "api": "https://trylode.io/api/vendors/zestia.json"
  },
  "url": "https://trylode.io/xero/capsule-crm/",
  "facts": [
    {
      "id": "sync-contacts",
      "topic": "sync",
      "statement": "Capsule CRM syncs contacts with Xero in both directions.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/capsule-crm/#sync-contacts"
    },
    {
      "id": "sync-quotes",
      "topic": "sync",
      "statement": "Capsule CRM pulls quotes from Xero.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/capsule-crm/#sync-quotes"
    },
    {
      "id": "sync-invoices",
      "topic": "sync",
      "statement": "Capsule CRM pulls invoices from Xero.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/capsule-crm/#sync-invoices"
    },
    {
      "id": "price-starter",
      "topic": "pricing",
      "statement": "Capsule CRM's Starter plan costs US$18 a month (per user per month, billed annually), excluding tax.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s2"
      ],
      "url": "https://trylode.io/xero/capsule-crm/#price-starter"
    },
    {
      "id": "price-trial",
      "topic": "pricing",
      "statement": "Capsule CRM offers a 14-day free trial.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/capsule-crm/#price-trial"
    },
    {
      "id": "regions",
      "topic": "regions",
      "statement": "Capsule CRM works with Xero in AU, CA, IE, NZ, SG, ZA, UK and US.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/capsule-crm/#regions"
    },
    {
      "id": "marketplace-listed",
      "topic": "trust",
      "statement": "Capsule CRM is listed in the official Xero marketplace.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/capsule-crm/#marketplace-listed"
    },
    {
      "id": "limitation-1",
      "topic": "limitation",
      "statement": "The Xero integration needs a paid Capsule account; the listing says 'professional'.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/capsule-crm/#limitation-1"
    }
  ],
  "cite_as": "Lode (trylode.io), Capsule CRM + Xero, verified 2026-11-14",
  "lode": {
    "publish_state": "live",
    "stale": false,
    "completeness": 0.7
  }
}