I want to tell you about the fabulous CRM system that I use, it’s called Capsule CRM and it makes my business so easy to manage.
When I first started up as a Virtual Assistant I put all of my contact information into a spreadsheet. I didn’t think I needed anything else, I thought I only needed to record names and addresses, but I was so wrong. As my business grew, I was adding more and more contacts but I couldn’t remember who they all were, where I’d met them or what we had talked about.
Realising that something needed to change I first tried to create an Access database, it was a bit better but still not what I needed. Then I did a bit of research and realised that a basic database wasn’t enough and I needed a CRM – Customer Relationship Manager.
I worked with one for a while, but was never totally happy with it, but then I was recommended to try Capsule CRM
It changed my business!
I couldn’t believe how easy it was to keep all customer information in one place. Not just their names and addresses, but notes about what we had discussed and tasks for my to-do list, and it’s possible to save emails and documents too. It also integrated with other packages I was using, so I could access client invoices and update my mailing list all from within Capsule.
Tracking sales opportunities, running projects and labelling each contact with identity tags that allow me to create lists of contacts based on similar data is what really makes Capsule CRM more than a database.
After a while I found that the way that I use Capsule has changed the way that I gather and use information for my business.
If you are looking for a CRM to keep your data then I recommend Capsule and if you need some help setting up please let me know. Click the image below to visit the Capsule website.
This is an affiliate link which means that if you choose to sign up to Capsule CRM I will receive a small amount of commission. I have been using Capsule CRM for years, and would never recommend a product that I wouldn't use myself.
Jamie has spent many years working in administrative roles, she has also spent time as a stay at home mum and now loves the flexibility of working from her home office and being available for her family whenever they need her.