Join me from 10:00 to 13:00 in Blake House in York City Centre.
The workshop is aimed at people who do not use Capsule CRM, but who would like to start using a contact relationship management system. Suitable for sole traders, small business owners and larger companies with sales teams.
Try Before You Buy
If you want to have a look at Capsule CRM and how it works before signing up to the workshop, sign up for free here. You will only get charged when you have over 250 contacts on the system.
This is a practical course where you will learn:
- How to set up a Capsule CRM account
- How to import your contacts
- How to make the most of tags, data-tags and custom fields
- How to use lists
- How to record everything for 1 client in 1 place
- How to manage your tasks and processes
- How to track leads and projects
For the last 8 years I have used Capsule CRM to follow up my leads. It has transformed my business from working part-time from home to it becoming a partnership with a City Centre office. I have already shared my experience of using Capsule CRM with a number of clients on a one to one basis. I have now put this together into a more general workshop, to which you are cordially invited.
I am a long standing affiliate of Capsule CRM and a s such I receive a small payment each time a new paid for account is opened via my affiliate link. I only recommend Capsule CRM as I have tried and tested it for myself over several years.