We have covered Capsule CRM in several previous blogs because here at Red Kite Services we reckon that Capsule is a cracking bit of software which can make the labyrinthine world of small business management significantly less daunting. In previous blogs we’ve covered Opportunities, Tracks and Cases, useful functions of Capsule CRM that allow us…

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Capsule CRM is a fantastic business management tool that can save time, effort and tears. We have covered other aspects of this software in previous blogs (click here to see) so if any concepts or keywords are unclear in this tutorial don’t panic, simply glance over our earlier blogs and all shall become clear. In…

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Capsule CRM How to guide

Capsule makes the day-to-day running of a small business significantly easier, and many of its time saving features have been covered in previous blogs.  If any concepts or keywords are unclear in this tutorial don’t panic, simply glance over our earlier blogs and all shall become clear. In this, the fourth of the series, we’ll…

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Capsule CRM How to guide

One of the things that I have found most useful about Capsule CRM is the ease with which I can upload emails to the system. This means that I can keep all the electronic correspondence I have with somebody in one place. The email upload facility allows you to: Forward incoming emails to the contact’s…

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Capsule CRM How to guide

In this, the second of my Bite Size Guides to using Capsule CRM, I will take you through how to add tasks and other activities in Capsule CRM. Tasks are added to your Capsule calendar, making it an extremely easy way to manage and prioritise your time – for Capsule converts like me – if…

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Capsule CRM How to guide

We have been using Capsule CRM as our preferred contact management system for over 5 years and we recommend it to our clients too. There are many reason to love Capsule CRM and why it works for us as we reported in our blog At Least 10 Reasons why Capsule CRM is Good for Business. We…

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Pile of business cards

Everyone who has a business keeps contact details in some form or other. Often these contacts are a box of business cards, sometimes they are either handwritten or online data collection forms. For people who are really on the ball these contacts might have been added to a spreadsheet. As an administrator, I would usually…

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