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Try Capsule CRM Free for 30 Days

Streamline your business, manage leads, and stay organized — all with one easy-to-use platform. Start your no-risk trial today!

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Frequently Asked Questions

Capsule CRM Implementation FAQs

We offer three flexible service options to meet your specific needs:

Full-Service Implementation: Our hands-on, done-for-you approach where we complete the entire setup and remain actively involved throughout implementation.

Guided Implementation: A structured approach with regular guidance sessions where you complete specific tasks between our meetings.

Capsule CRM Power Hours: One or two focused sessions for businesses who need help getting started or troubleshooting specific issues in their existing setup.

A typical Capsule CRM implementation takes approximately 3-6 months. The timeline can vary based on your business complexity, the service tier you choose, and how quickly your team can adapt to the new system.

Capsule CRM is ideal for growing businesses thanks to its scalable structure with multiple price plans that enable more features as your business expands. The affordable price point has no hidden costs, making it accessible for small businesses. It seamlessly integrates with everyday business applications like Outlook and various accounting software, allowing you to maintain your existing workflow while enhancing your customer relationship management. Read more here

Yes, comprehensive team training is included as part of our full-service implementation package. We ensure your team understands how to effectively use Capsule CRM to maximise your investment and drive adoption across your organisation.

Yes, Capsule CRM integrates seamlessly with Microsoft and Gmail platforms. It also integrates directly with many other business tools without requiring a third-party integration platform. You can view the complete list of integrations here.

After the initial implementation, we offer a monthly optimisation plan to ensure continued CRM adoption and optimisation. This includes a monthly hour-long session driven by reports from your CRM, helping you identify improvement opportunities and maximise the value of your Capsule CRM investment over time.

Yes, we can help you migrate your data to Capsule CRM. Capsule offers a new feature that enables straightforward migration from other CRM systems by allowing you to map fields from your old system directly to Capsule. We’ll guide you through this process to ensure your valuable data transfers correctly. This is also a golden opportunity to clean up your existing data. 

Capsule CRM is highly customisable across many business models. You can tailor the system using tags and custom fields to track information specific to your business. The sales pipeline is fully customisable to match your unique sales process, and the project board feature can be configured to align with your service delivery. Capsule also offers “tracks” (workflows) that enable you to capture repeatable tasks at key points of the customer journey, ensuring consistent follow-up and service delivery.

Free Resources

Choosing the right CRM for your business- What is a CRM?

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You have probably heard of a CRM system in your network, on Linkedin or in small business forums, but what is a CRM?

Read more

Customer Journey mapping for small business owners

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Do your customers have an inconsistent experience? Is the journey that your customers take through your business different every time? It’s important to understand what works well and what doesn’t work so well to ensure you are providing the very best experience to your customers.

Read more

“You’ve saved me hours upon hours of work through automated processes and this has had a dramatic effect on how I now work. If I calculated the hours of repeated tasks I had to complete, the investment into Capsule has paid itself back… and more. Your training and insight into the Capsule CRM system is outstanding and you went above and beyond to ensure it had all of the features I needed in my life. It was an absolute pleasure working with you to organise my mess. From the bottom of my heart, thank you.”

“An important part of our road map was to have a CRM system in place and via BNI we were introduced to Veronica Kitton of VK Business Consulting. After an initial conversation with Veronica and a demonstration of the CAPSULE CRM software system it was clear that she knew her stuff, quickly grasping our business needs. Measure Well now has the ability to manage contacts, we have visibility of our sales pipeline, workflow, projects, tasks are automated and reminders given, emails can be integrated. We would highly recommend Veronica Kitton from VK Business Consulting to any business that is looking to be more efficient and productive.”

“Having set up ‘My Mortgage Wizards’ in the summer of 2022 with only myself and one other staff member, we started using a host of excel spreadsheets to track the process from new client to mortgage completion. I had no idea where things were at ‘at a glance’. We then took on another wonderful team member and it became apparent, very quickly, that we all needed to know at any given time where we were all up to on each case. Since the implementation of Capsule CRM, we all work towards the same goal. We each have our own roles and tasks are allocated accordingly. We have been able to streamline our business and ensure that any one of us can pick up a client file and move it forward with confidence. I cannot thank Veronica enough. She has taken our business a new level of organisation, consistency and calm. The team members are happy and know what is expected of them and clients receive a consistent service which includes regular updates.” 

“Over the past month Veronica and I have been working together to implement our very first CRM. Veronica has made the whole process seamless. From our inital conversation, through the customer journey and setting up our bespoke system, Veronica has completely understood our business and how we work. The guidance Veronica has given us to ensure we understand how to use the CRM and style it to our needs has meant that we have instantly been able to use the system and start seeing the advantages of it right from the start. I would not hesitate to recommend Veronica to anyone who is thinking about getting a CRM.”

“I had been wanting a CRM for some time to better keep track of referrals given and received within my networking groups, and also for tracking my own leads and prospects and measuring conversion. The support Veronica has provided to me however has been so much more than a bespoke, already indispensable, CRM. Veronica has helped me map my customer journey, implement other software and processes (which will enhance the client experience) articulate my values and those of the clients I most love working. She has given me easy but invaluable time and diary management tips and possibly the greatest takeaway, the insistence that I include in my diary an afternoon off for myself. I would highly recommend Veronica”

“I recently had the pleasure of working with Veronica to bring me up to speed on exactly what I should be doing with my CRM. I had sourced a system and been diligent with the initial setup but wasn’t using it to its maximum potential. After completing a power hour with Veronica, I now have a renewed focus and can confidently move forward. Wouldn’t hesitate in recommending her to my network.”

“As a Driver Risk Management Consultant, I have a responsibility to my clients who entrust their driver safety requirements to me. Onboarding clients consists of several tasks and milestones. I realised that to manage sales pipelines and track my clients through the onboarding process, I needed a CRM system. I had almost given up until I met Veronica Kitton from VK Business Assist. Veronica took me through a customer journey workshop where she got to know me, my vision, processes and through this, not only did I discover a new way of working, Veronica was able to set up a CRM system that exactly met my requirements. I’ve just gone through my CRM system handover where Veronica took time to show me the system and explain how it will work to streamline what I do and in a far more efficient way than is current. Having experienced Veronica’s attention to detail and the fact that she is a thoroughly lovely person, I have no hesitation in recommending her.”

‘I can’t recommend Veronica highly enough. I booked a CRM power hour with her to help me to make the most of my Capsule CRM features. Veronica took me through all the features and explained how they would support my business. She didn’t over complicate things and went at my (slow)! pace to ensure I understood what I was doing. Thank you so much.”

“Veronica has recently helped me set up a new CRM system using Capsule. Vernonica’s approach to the project is excellent, implementing a well managed plan and offering support, advice and insight throughout the process. I’d recommend that anyone wishing to implement a new CRM system, or wants to get the most out of their current system, should reach out to Veronica.”

“J-Lau Associates would both like to thank and highly recommend Veronica Kitton for our new CRM System. Veronica went out of her way to explain and teach us about Capsule. She also populated the system for us and discussed in length our customer journey. Going forward we now have a system we can rely on and will keep us more organised and will help us with our process efficiently and effectively. We will definitely be using her again for her services in the future.”

“I knew when we met it would be more than implementing Capsule CRM system for my business, but I didn’t know quite just how it would change my business like it has. The focus on the customer journey made a significant impact on my thinking about my business as a whole. I feel clearer in the direction I want to go and the niche I want to go for.”

“Veronica recently helped the business step by step to create a sales process/customer journey from enquiry/prospecting and covering all the steps to conversion then money, onboarding and upselling. Great tips shared to cover the flow, questions to ask, tech to use and much more. Such a useful service and to get an outsider looking in perspective to help grow and nurture my business and leads. The next step would be to implement a CRM. Recommended for businesses using a CRM for the first time or to document their sales processes, Thanks Veronica”

“You’ve saved me hours upon hours of work through automated processes and this has had a dramatic effect on how I now work. If I calculated the hours of repeated tasks I had to complete, the investment into Capsule has paid itself back… and more. Your training and insight into the Capsule CRM system is outstanding and you went above and beyond to ensure it had all of the features I needed in my life. It was an absolute pleasure working with you to organise my mess. From the bottom of my heart, thank you.”

“Over the past month Veronica and I have been working together to implement our very first CRM. Veronica has made the whole process seamless. From our inital conversation, through the customer journey and setting up our bespoke system, Veronica has completely understood our business and how we work. The guidance Veronica has given us to ensure we understand how to use the CRM and style it to our needs has meant that we have instantly been able to use the system and start seeing the advantages of it right from the start. I would not hesitate to recommend Veronica to anyone who is thinking about getting a CRM.”

“Having set up ‘My Mortgage Wizards’ in the summer of 2022 with only myself and one other staff member, we started using a host of excel spreadsheets to track the process from new client to mortgage completion. I had no idea where things were at ‘at a glance’. We then took on another wonderful team member and it became apparent, very quickly, that we all needed to know at any given time where we were all up to on each case. Since the implementation of Capsule CRM, we all work towards the same goal. We each have our own roles and tasks are allocated accordingly. We have been able to streamline our business and ensure that any one of us can pick up a client file and move it forward with confidence. I cannot thank Veronica enough. She has taken our business a new level of organisation, consistency and calm. The team members are happy and know what is expected of them and clients receive a consistent service which includes regular updates.”

“I had been wanting a CRM for some time to better keep track of referrals given and received within my networking groups, and also for tracking my own leads and prospects and measuring conversion. The support Veronica has provided to me however has been so much more than a bespoke, already indispensable, CRM. Veronica has helped me map my customer journey, implement other software and processes (which will enhance the client experience) articulate my values and those of the clients I most love working. She has given me easy but invaluable time and diary management tips and possibly the greatest takeaway, the insistence that I include in my diary an afternoon off for myself. I would highly recommend Veronica”

“I recently had the pleasure of working with Veronica to bring me up to speed on exactly what I should be doing with my CRM. I had sourced a system and been diligent with the initial setup but wasn’t using it to its maximum potential. After completing a power hour with Veronica, I now have a renewed focus and can confidently move forward. Wouldn’t hesitate in recommending her to my network.”

“As a Driver Risk Management Consultant, I have a responsibility to my clients who entrust their driver safety requirements to me. Onboarding clients consists of several tasks and milestones. I realised that to manage sales pipelines and track my clients through the onboarding process, I needed a CRM system. I had almost given up until I met Veronica Kitton from VK Business Assist. Veronica took me through a customer journey workshop where she got to know me, my vision, processes and through this, not only did I discover a new way of working, Veronica was able to set up a CRM system that exactly met my requirements. I’ve just gone through my CRM system handover where Veronica took time to show me the system and explain how it will work to streamline what I do and in a far more efficient way than is current. Having experienced Veronica’s attention to detail and the fact that she is a thoroughly lovely person, I have no hesitation in recommending her.”

‘I can’t recommend Veronica highly enough. I booked a CRM power hour with her to help me to make the most of my Capsule CRM features. Veronica took me through all the features and explained how they would support my business. She didn’t over complicate things and went at my (slow)! pace to ensure I understood what I was doing. Thank you so much.”

“An important part of our road map was to have a CRM system in place and via BNI we were introduced to Veronica Kitton of VK Business Consulting. After an initial conversation with Veronica and a demonstration of the CAPSULE CRM software system it was clear that she knew her stuff, quickly grasping our business needs. Measure Well now has the ability to manage contacts, we have visibility of our sales pipeline, workflow, projects, tasks are automated and reminders given, emails can be integrated. We would highly recommend Veronica Kitton from VK Business Consulting to any business that is looking to be more efficient and productive.”

“I’ve recommended Veronica’s services to a number of my clients and they’ve all reported back positively on her knowledge, ability to understand their requirements and willingness to help, not only with identifying the right CRM for them but also in clarifying their customer journey. And she’s also a great person to work with; very personable and very professional. Highly recommended. ”

“J-Lau Associates would both like to thank and highly recommend Veronica Kitton for our new CRM System. Veronica went out of her way to explain and teach us about Capsule. She also populated the system for us and discussed in length our customer journey. Going forward we now have a system we can rely on and will keep us more organised and will help us with our process efficiently and effectively. We will definitely be using her again for her services in the future.”

“We commissioned Veronica from VK Business Assist to analyse a considerable amount of prospective client data that we had purchased, with a view to providing a more usable database of information, which we could then use for marketing and sales processes. She completed this task in a timely and effective way, allowing us to build the data into our plans for the future. We would recommend her for any similar administrative and analysis task and find her to be a very professional, approachable and likable individual!”

“From our very first meeting, through the proposal stage and working together Veronica has been incredibly professional, thought ‘outside the box’ and brought a passion and energy to the role of helping my charity. She is thorough, considerate and makes my life 100% easier. In just two weeks I’ve seen a fantastic ROI and my charity wouldn’t be having the exposure and success it is without Veronica’s services. 5 stars ⭐️ from me!”

“Veronica has recently helped me set up a new CRM system using Capsule. Vernonica’s approach to the project is excellent, implementing a well managed plan and offering support, advice and insight throughout the process. I’d recommend that anyone wishing to implement a new CRM system, or wants to get the most out of their current system, should reach out to Veronica.”

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