CASE STUDY
A CRM for Web Designers
Learn how integrating QuickBooks with Capsule can help your business. See what Hywel Thomas, owner of Zigger Web Design has to say.
Small service businesses thrive on client relationships, clear workflows, and streamlined administration. For Zigger Web Design, a respected web agency in Surrey, UK, achieving that meant finding a way to connect customer management with invoicing and accounting. The result was a powerful setup using Capsule CRM connected to QuickBooks Online, a combination that transformed how the team works every day.
Who is Zigger Web Design?
Zigger Web Design is a local agency specialising in bespoke websites for small businesses and community organisations from schools to professional practices such as dentists. With more than a decade in the industry and a portfolio of over 300 sites, Zigger has built a reputation for reliability, personalised service, and clear communication.
As the business grew, so did the complexity of managing client details, project progress, and invoices. Like many small agencies, Zigger found itself switching between systems juggling client contacts in one place and financial records in another and that encouraged a rethink of their internal tools.
The Challenge
Zigger wanted:
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A clearer, single view of client activity from first contact to final invoice.
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Less manual data entry between systems.
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Better insight into what work had been billed and paid.
The team needed a way to bring customer relationship management and financials together — without adding complexity or losing flexibility.
The Solution: Capsule + QuickBooks Online
The business chose Capsule CRM for managing contacts, communication, and workflow. QuickBooks Online remained the core accounting tool. The key was enabling the native integration between the two so that both systems could speak to each other automatically.
The integration synchronises customer data and shows key financial details inside Capsule, including invoice status, payment due dates, terms, and overdues, without needing to leave the CRM. This lets the team see both relationship and financial context in one place.
Suggested Reading – Capsule Integrations
Simple Setup, Immediate Benefits
Setting up the integration was straightforward. Once connected, Capsule and QuickBooks began syncing customer records and invoices automatically. Zigger’s staff no longer needed to duplicate entries or hunt across systems for information.
Key benefits the business sees every day:
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No duplicate data entry — saving time and reducing errors.
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Workflow clarity — team members can instantly see where a client’s project and billing status stand.
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Better financial control — paid, overdue, and upcoming invoices are visible alongside client records.
This joined-up view has made it easier to focus on client work rather than admin.
Business Impact
For Zigger Web Design, the combination of Capsule and QuickBooks helps simplify the business’s daily rhythm. With financial context embedded into the CRM, the team responds faster to client questions, keeps projects moving, and ensures that billing aligns with delivery.
The setup has also given the owner more confidence in forecasting cash flow and tracking client value over time — all without complicated customisations or manual processes.
Suggested Reading – Learn more about Capsule + QuickBooks integration.
The Bigger Picture
Many small agencies and service businesses face the same challenges juggling tools, data, and client expectations. Bringing CRM and accounting closer together helps teams stay organised, save time, and deliver consistently great service.
If your business is juggling multiple tools and needs a smarter way to manage customer relationships and finances, connecting your CRM to your accounting software could be the next step forward.
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