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, […]
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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 […]
Why NOW is the perfect time to get ready for Spring growth!
Why NOW is the perfect time to prune your data and train your pipeline, ready for Spring growth! If you’ve experienced any degree of business growth recently, you’ll know that more clients and higher turnover also bring more admin and greater effort needed to keep track of what you are delivering. This, of course, is […]