Capsule CRM Starter

Your session

A fixed-scope Capsule CRM setup for small businesses This service includes a 30-minute setup call, followed by up to 5 hours of hands-on Capsule setup, tailored to how your business actually works. The call is an interactive way to walk through how you currently track contacts, deals, sales pipelines and follow-ups, and see how Capsule could replace spreadsheets, inboxes or work that lives in people’s heads. We’ll talk through how Capsule works in real terms, what it would take off your plate and what you’ll be ready to use once the setup is complete. If Capsule is a good fit, we’ll use the setup time to get everything in place so you can start using it straight away. The setup includes: # A clear dashboard so you can see what’s going on at a glance # One sales pipeline or workflow built around how you actually work # Clean, organised contacts without duplicates # One Project Board to manage delivery of work based on your workflows # Familiarisation session to you're ready to go. This isn’t about squeezing every feature out of Capsule. It’s about creating a tech solution that supports the way you want to market, sell and support your clients. You’ll come away with a CRM that works the way you do, giving you a clear, central view of sales and follow-ups so everyone knows where things are at.