Capsule CRM Database Workshop

We offer Zoom training workshops for anyone who wishes to learn about Capsule CRM. 

Dive into Capsule CRM learning how to set up and train how to effectively use this system.

Capsule CRM is a simple to use, online database for your customers and prospects. It is a great way to track your sales pipeline with some really impressive features.

You will no longer have endless business cards and attendee sheets from network meetings cluttering up your desk as you will be able to add them into your CRM system, tagging where you met them, what industry they’re in, whether you’ve connected on LinkedIn, whether they’ve opted into your mailing list, plus many more amazing features.

The workshop will consist of a training session carried out via Zoom (link to be issued 24 hours before the training) and can be given as a group or 1-2-1 training, whichever suits you. You will also have access to a useful training guide which is available upon completion of the training.

Do you work better in a group mentality? 

We run monthly group training on the first Thursday of the month at 10am lasting an hour and a half. It costs £25pp. 

The Zoom training will last for up to 1 ½ hours (to be paid prior to training).

Please email us to book your seat.

Why CRM?

Read our blog

How can you manage all of your sales, marketing and client data? 

Want a 1-2-1 instead?