Our Work

Case Studies

Real results from SMEs who've transformed their operations with the right software and someone to implement it properly.

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.

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