Explained…… Opportunities, Tracks and Cases in Capsule CRM

By Peter Lyth / July 3, 2018 /

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…

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How to…… Set up tracks in Capsule CRM

By Peter Lyth / June 20, 2018 /

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)…

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Capsule CRM How to guide

How to…… Set up Opportunities in Capsule CRM

By Samantha Lyth / April 30, 2018 /

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…

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Join us for a brew and find out what we do!

By Samantha Lyth / October 25, 2017 /

Any one who has met us at networking events over the last few weeks will have been given a postcard with a Free Office Health Check. Now we are offering…

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Capsule CRM How to guide

How to…… Upload emails to Capsule CRM

By Samantha Lyth / September 19, 2017 /

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…

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6 Ways to Clear Your Inbox

By Samantha Lyth / September 7, 2017 /

I am feeling very proud of myself. After seven years of Red Kite Services I have finally been through and cleared out my inbox and this is what my inbox…

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Capsule CRM How to guide

How to………Add Tasks to Capsule CRM

By Samantha Lyth / August 18, 2017 /

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…

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Halnaby Hall Stables Website Update

By Samantha Lyth / August 9, 2017 /

A couple of months ago we were recommended to Rosie Lister, the owner of Halnaby Hall Stables Bed and Breakfast near Darlington. The person who had built and been maintaining…

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Time Saving Tips

Time Saving Tips Part 4 – Using Email Templates

By Samantha Lyth / July 21, 2017 /

I often send out emails to people that have pretty much the same wording each time. Things like “It was lovely to meet you at the networking event today. If…

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Capsule CRM How to guide

How to……. Upload Contacts to Capsule CRM

By Samantha Lyth / May 5, 2017 /

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…

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