As a business expands, the transition from individual responsibility to teamwork often results in the lack of a structured system. In such instances, a comprehensive Contact Relationship Management (CRM) system like Capsule proves invaluable. Capsule is well-placed to facilitate a smooth and transparent way of working. This functionality is particularly beneficial for small, closely-knit teams, […]
Case Studies
Darren Ricketts – Client Success Story
When it comes to CRMs, it’s important that you choose one that is a good fit for your business. Capsule has many advantages, not least that it can grow as your business does but one thing many people say is that it is intuitive to use. When we worked with Darren Ricketts from Engage Accountancy, […]
Mari Milsom – Client Success Story
By far the best approach to using a CRM system is to implement it at an early stage in your business growth journey. Often, we let our data become unwieldy or our leads get lost before we realise we need a process to capture everything. Capsule is excellent at providing a safe pair of hands […]
Carolyne Wahlen – Client Success Story Revisited
The Original Challenge We first worked with Carolyne Wahlen at GapHR in 2015 to help her move away from her existing PC-based CRM system and implement Capsule in a way that was designed specifically to support what she needed to achieve. We streamlined her processes, built them into the CRM to automate them and in […]
Emma Ewing Client Success Story
If your business is growing, there are certain ways to ensure you can deliver a consistently good service to your clients and having reliable, repeatable systems and processes is one of them. Looking back, Emma Ewing was at an early stage in her growth but she’s convinced she’d never have achieved what she has without […]