Tracks

Using Capsule's Tracks feature to manage repeatable project workflows.

← All insights

Project Management

How to use Capsule CRM to manage client projects: a practical walkthrough

A practical guide to Capsule's Tracks feature: what it does, how to build templates that work, and the common mistakes.

Read moreProject Management

CRM with project management: running client work and sales from one place

Why most service businesses end up with split sales and delivery systems, and what a CRM that handles both should do well. Written by a UK CRM specialist.

Read more