Capsule in a Digital Agency, Evoluted

Jo White posted in customer stories March 1, 2019

We always love hearing how Capsule helps our customers and sharing best practice. Here’s what a busy digital agency, Evoluted says about our CRM.

Author: Sean Potter, Content Manager, Evoluted

We’re a busy digital agency committed to making a difference to our clients’ businesses. We’re always on the lookout for new tech to improve internal business processes - that’s how we found Capsule.

We genuinely care about the results we achieve; which we deliver through our transparent approach and outstanding implementation, so it’s important all our software helps us get there.

The great thing about Capsule is it’s reliable, it’s also efficient, saves the team time and improves internal communication. Integrations are good too - particularly with Xero, our online accounting software, as we can easily bill clients and keep track of all the outstanding invoices.

Everyone here uses Capsule very differently depending on their role - here’s what they have to say…

Capsule for building relationships

“Thanks to Capsule’s clean interface, it’s incredibly easy to use. Very little training is required, we can easily track client communications, our sales pipeline and the Xero integration makes billing clients seamless too.”
Ash Young, Managing Director

Ash co-established Evoluted in 2006 and believes building long-term relationships brings shared success. His passion for the digital world and obsession with client satisfaction has grown the business to 28 employees.

Capsule for sales

“Capsule is easy to use and quick to add new contacts/organisations.”
James Hodson, Sales

James is focused on growing the business so naturally uses Capsule every day. He’s integrated the G Suite so all his email conversations are in one place and he’s a big user of the sales pipeline to keep track of sales. Capsule helps him:

  • organise his activity - record sales opportunities, set tasks, log calls
  • manage his pipeline of sales opportunities for website quotes, digital marketing and other services
  • set up invoicing details when he wins the work

Capsule for Project Management

“The whole system is really clear and useful - Capsule fits in nicely with the other tools I use.”
Becky Shaw, Project Management

Becky manages several high-pressure projects so tracking her work is vital. She uses Capsule’s pipeline to track quotes until they’re won or lost. Once work is won, Becky project manages the client’s future work in Capsule and when it’s ready to bill, the finance team picks it up for invoicing.

Capsule for Marketing

“Capsule excels in terms of usability. Everything is easy to find and I can complete any tasks quickly and effectively.”
Sean Potter: Digital Marketing

Sean manages important client accounts as well as internal marketing. He uses Capsule to keep up to date on client’s work, to see if they’ve been billed and update internal marketing lists with relevant contacts (without having to bother the directors).

Overall, Capsule helps Evoluted work more efficiently, take care of clients, generate new business and track all work is billed. It’s a simple CRM that supports the key areas of our business.

If you’d like to share how you use Capsule, we’d love to hear from you get in touch with us.

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