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Capybase CRM Features

24 things it does,
and none of them cost extra.

The sidebar has four sections and that is the whole application. Everything on this page is in the £25 — there is no higher plan, no per-user charge, and no add-on you find out about in month three.

Ask for a demo login Then a free month on your own round.
The Capybase CRM capybara, working at a laptop
Work · 7

From the phone ringing to the job done.

Book it once and the round keeps itself. The rest of this group is what happens either side of that: who the client is, what they are owed, what you promised.

Clients

Every client with their service, frequency, next visit and what they have paid you since day one.

The round

Book a visit once and it repeats. Month, week and day views, with money per day.

Quotes

Enquiry through to won, with quotes that have gone quiet flagged before you forget them.

Inbox

Client email and WhatsApp in one place, with templates for the messages you send every week.

Photos

Before-and-afters against the job, ready to put on Facebook or into a quote.

Waiting list

People who want a slot you have not got yet, so nobody is lost when one comes free.

Services & prices

Your services and your prices in one list, so a quote or an invoice prices itself.

Money · 6

From a finished visit to money in the bank.

A visit you have ticked off is already most of an invoice. This group is the rest of the way, plus the paperwork the taxman asks for at the end of it.

Invoices

Completed visits become draft invoices on their own. Send them, chase them, mark them paid.

Card payments

Clients pay by card on a page in your own colours and logo. Stripe handles the card, you get the money.

Expenses

Receipts, bank statement imports, and ten categories your accountant already recognises.

Mileage

Logged from the round automatically at the HMRC rate, with the claim worked out for you.

The tax year

Corporation tax, the P&L, the VAT threshold and the CT600 boxes, without a spreadsheet.

Monthly summaries

Every month totalled up: what came in, what went out, and what is actually left.

Team · 5

Who is where, and Friday dealt with.

For anyone who has ever worked out four people's wages off a notebook on a Friday night. The hours come off the same calendar the work does.

Who is out

Live: on the clock, on site, on leave. Shifts come off the calendar and price themselves.

Friday pay run

Everything owed in one place. Approve what needs it, pay everyone, print the payslips.

Crew app

Your staff sign in on their phones and see only their own jobs, route and pay. How the crew app works →

Holiday and hours

Balances tracked as leave is taken, so December is not a surprise.

Sage export

If you use a payroll bureau, the shifts come out in a format they can take.

Business · 6

The parts that keep it standing up.

Not the work itself, but the things you are glad of later: where the certificate went, who has not left a review, what the mower cost.

Local outreach

Track local businesses from a letter to a signed client, with a nudge when one goes quiet.

Google reviews

Your rating, and which clients finished a job this week and have not been asked yet.

Files

Contracts, certificates and paperwork, filed and searchable instead of in the van.

Printed paperwork

Quotes, care plans, run sheets and statements on your own letterhead.

Backups

Nightly, with an offsite copy. Your data is a file you can take with you.

Equipment

Your kit, what each piece cost and when it was last serviced.

And the twenty-fifth thing, if your trade needs one.

Most trades have one job the off-the-shelf lot will not do — a certificate that has to look a certain way, a price list nobody else works to, a report your accountant actually wants. Tell me what it is and I will quote it before I start, build it into your Capybase and keep it working as the rest of the product moves. It goes on your monthly and it stops when you stop. Nothing above ever moves behind that quote.

Easier to judge with a week of work in it.

Ask for a demo login and have a look at the lot. When you want the real thing, the first month is free and there is no card to put in until it ends.