“We had no active CRM. Everything had been dumped into Excel spreadsheets, but we had no unified way to track our project pipeline, our clients, or our people. That became a major blocker.
(We implemented Capsule and) Karen was the driving force. She had been using Capsule in her work and immediately saw how well it could be applied to our setup, even with the complexities of our associate model.
Karen made it easy. She was our in-house Capsule expert and got everything working quickly. Everyone engaged with it because it just worked.
We use Capsule every week in our leadership meetings. It helps us track progress, chase leads, and keep everyone accountable. It’s now an essential part of how we run the business."