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 […]
Client Success Stories Revisited
Kate Cooper – Client Success Story Revisited
The Original Challenge We designed and implemented a bespoke, multi-user Capsule CRM solution for Kate and her business, Absolute Architecture, in July 2021. She had experienced rapid growth and needed a robust system to help her capture leads, get good pipeline visibility, and enable her team of eight to access consistent information. Business Boost / […]
Emma Rundle – Client Success Story Revisited
The Original Challenge We first worked with Emma Rundle, a content writer who runs Melting Pot Creations, just as her business started to grow. She needed better pipeline visibility and the peace of mind that she wouldn’t lose track of opportunities or deliverables. Our bespoke Capsule solution replaced an off-the-shelf CRM she’d been using but […]
Ally Ilott – Client Success Story Revisited
The Original Challenge When we first worked with Ally Ilott from will writing firm Heritage Estate Planning, she was using spreadsheets to manage her growing business. Her main challenges, perhaps unsurprisingly, were tasks, including prospective clients, falling between the cracks. We designed and implemented a bespoke Capsule CRM solution and, this week, we revisited Ally […]