Financial Services CRM & Marketing
Fixing email deliverability issues for a wealth management firm
How we restored a damaged email domain reputation, deployed a CRM-integrated marketing platform, and implemented compliant automated lead nurture workflows for a regulated financial services business.
Construction CRM
CRM implementation for a commercial fit-out contractor
How we replaced spreadsheets and inbox-based tracking with a structured CRM, giving a Cheshire-based commercial contractor clear pipeline visibility across quotes, tenders, and live jobs.
Travel & Tourism CRM
CRM and email marketing automation for a B2B travel and tourism operator
Centralised data, automated monthly newsletters, and multiple pipelines to improve partner programme tracking and sales visibility.
E-commerce CRM & Marketing
CRM and email marketing automation for a premium online wine retailer
How we consolidated customer data, automated monthly newsletters, and improved deliverability with list hygiene and conditional follow-up workflows.
Professional Services CRM
CRM and email marketing automation for a B2B HR consultancy
A practical system built around one source of truth, automated newsletter sign-ups, and proactive follow-up for warm and high-intent leads.
Professional Services CRM & Marketing
Cost-effective CRM migration and marketing automation for a B2B video marketing agency
How migrating from HubSpot to Capsule CRM reduced costs by 60%, preserved years of relationship history, and automated lead capture and follow-up with Transpond.
Professional Services CRM & Marketing
Centralising client data and automating email marketing for a luxury home design practice
How Capsule CRM and Transpond replaced disconnected tools, created a single source of truth, and enabled reliable newsletters with a complete communication history.
Education & Training CRM & Marketing
Transforming training operations with cloud-based CRM and automations
How an international training and e-learning organisation replaced spreadsheets and a legacy CRM with a scalable, cloud-based system built around Capsule CRM.
Travel & Tourism CRM
Centralising customer data in Capsule CRM for a luxury inbound European destination expert
How we consolidated leads and booking information into one CRM platform, using custom fields and tagging for visibility, with projects to support marketing planning.