Giving you a CRM that makes your business grow
What Capsule CRM does
1. Contact Management & Sales Pipeline
Capsule CRM is the key to making more sales. Keep track of what conversations you had with who, store information to build relationships quickly and have a clear overview of your sales pipeline. All to help your team sell more.
2. Task & Project Management
Know exactly where each project is at any given point and deliver an amazing service with a task management system that means you never miss a single thing.
3. Digital Storage Management
We’ve all had to try and find an email that’s been sent, and it always happens when the person that sent it isn’t in. The email tools within Capsule CRM allow you to automatically save emails to contacts and even send emails directly from the system. It also gives you the ability to build email templates for the whole team to use!
How we work
Our initial process is simple.
STEP 1 – Discovery call
We’ll jump on a call to see if Capsule CRM is a good fit for you. Book a call here.
STEP 2 – Custom Capsule CRM demo
If it is, we’ll do a demo of the system so you can see it’s capabilities for yourself and make sure you like the feel and aesthetic of it.
STEP 3 – Choose the package
If you decide it’s right for you will have a three options to choose from: Capsule Implementation, Capsule Implementation Lite or Capsule Consultation
Capsule Implementation
Total project fee £2025+VAT
Perfect if you don’t want the headache nor have the time to implement Capsule CRM. You just want to provide information and then have someone who can look after it all.
- Capsule subscription not included
What’s included:
Capsule Implementation Lite
Perfect if you want someone who can build and implement a sceleton setup for your Capsule CRM.
- Capsule subscription not included
What’s included:
Capsule Consultation
30 day rolling agreement. Minimum 3 months
Perfect option if you want to implement Capsule CRM yourself, but need guidance and have specific questions.
- Capsule subscription not included
What’s included:
Small print
- All our work is based on an Agreement and NDA which we will ask you to sign before the start of the work.
- All our work is carried out online via Teams call. We will require that all our clients are able to access a camera, mic and screen sharing facilities.
- We charge up front so we will send you the first invoice before we start the work.
- We use a password vault to store all passwords and will delete them all after we stop working together. We regularly clear browsing data on our browsers and none of the login data is logged automatically.
- Time Assist is fully insured and ICO registered.
- We use external IT consultants and their services to ensure that all of our business software and hardware is monitored and protected.
