How to set up and use
Capsule CRM training course


Is your life didcated by your inbox?

I know so many consultants who feel like they're constantly firefighting and juggling everything from their inbox which is messy, stressful, and unscalable


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This is why YOU NEED a CRM

We surveyed over 100 HR consultants and asked them why they wanted a CRM

Here's what they said...


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Helicopter view

At a glance, you want to be able to see top-level information and reports to help you run your consultancy
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Data Management

You want one safe and secure place to manage all prospect and client data that can easily be accessed
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Centralised Communication

You want one place to record all conversations that you and your team has with your clients
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Task Management

Across all client accounts, you want one place to see and manage all of your consultancy's tasks
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Marketing

You want to be able to segment your lists and send email marketing broadcasts and campaigns
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Sales

You want to manage and track your sales pipeline with intergenerations to software like Better Proposals
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After doing tonnes of research, I genuinely believe that Capsule is the best CRM out there to help you manage client delivery

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That's why I joined forces with one of Capsule CRM's TOP Implementation Partners, Jaanika Okk

A self-proclaimed 'CRM Geek', Jaanika only works with Capsule is one of their TOP 3 Implementation Parnters - working closely with the senior leadership and product team, helping to shape the platform's future. 

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Together, we've created a training course to help you set up and use Capsule 

Jaanika and I know how HR consultants need to use a CRM. We also know how other successful HR consultants are using Capsule to systemise their consultancy. We've combined our knowledge into this training course.
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In just 90 mins, you'll know exactly how to set up and use Capsule CRM

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ONLY 90 mins watching time

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Covers all 6 use cases

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Delivered via our project management software

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Saves you from HOURS of trial and error

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Fast-track way to start using Capsule CRM

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Learn from a Capsule EXPERT

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Learn from other successful HR consultants

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This Capsule training course will help you to systemise and take a step back from client delivery

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Sign up before 3pm Friday 16th and get 50 % OFF this course

PLUS, you'll also get £477.60 worth of FREE bonuses

3 month payment plan available to help with cash flow

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Sign up today and get this amazing introductory offer by completing the form

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ONLY 90 mins watching time

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Covers all 6 use cases

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Multi-media training programme

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Delivered via our project management software

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Saves you from HOURS of trial and error

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Fast-track way to start using Capsule CRM

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Learn from a Capsule EXPERT

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Learn from other successful HR consultants