To help small businesses and entrepreneurs unlock their growth, YFM needed complete visibility of their customer data.

Being split across five offices in five different locations made keeping customer data up to date difficult for the business to manage.

That's where Capsule came in. Replacing two pre-existing systems, Capsule provided an all-in-one solution that gave YFM access to a consistent contact database, sales opportunities and the ability to report.

Viktoria Harrison, Marketing and Business Support Manager at YFM, speaks about how despite not being a tech expert, she was able to easily set up a tailored CRM solution.

With time saving a must, Vikki set up the Outlook add-in to boost efficiency across the business. In just one click, the team could import contacts from Outlook to Capsule - streamlining their processes in an instant.

Watch the video with Viktoria to hear how, with Capsule, she made easy work of CRM.