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Capsule was launched in 2009 following the founders' frustration with existing CRM services that were either overly simplistic or far too complex for most businesses. They believe the value of a modern CRM lies in the ability to help businesses stay organized, know more about their customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. They built Capsule to deliver on these values and today Capsule is used by thousands of businesses of all sizes all over the world.
“This led to difficulty meeting client expectations, creating follow-up activities, and in general, led to us not delivering the highest quality service we demand of ourselves.”
“We were doing well, but we couldn’t track everything effectively, That made it hard to spot opportunities or ensure we were investing our time and budget in the right areas.”
"If accountants want to survive in the online environment, they have to change from the model of providing a service based on referrals to one where they're providing a solution …
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