Capsule CRM - b10 - CRM Implementation Consultants

Transform Your Business with Capsule CRM

Experience a CRM that adapts to your unique processes, not the other way around.
From contact management to sales analytics, Capsule CRM gives you a crystal-clear view of every opportunity.
As a result, you spend less time juggling tools and more time closing deals.

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Ready to Implement Capsule CRM?

Discover how Capsule CRM can supercharge your operations.

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Win more. Do more. Grow fast.

Capsule CRM Capabilities

Effortless, end-to-end CRM functionality.

From capturing leads to automating follow-ups, Capsule CRM’s modular features give you the flexibility you need without the complexity.

Contact Management

Build Unbreakable Customer Relationships

Every conversation, note, and document lives in one place—so you never miss a follow-up.

See complete contact histories at a glance

Tag, segment, and filter to surface your hottest leads

Sync email, phone, and social interactions automatically

Email Marketing & Tools

Turn Prospects into Promoters

Design, send, and track campaigns without leaving Capsule.

Automate welcome sequences and nurture campaigns

Board and dashboard redesign

Personalise messages with dynamic contact fields

Tasks & Calendar

Stay Focused, Stay Productive

Organise daily priorities, delegate tasks, and never drop the ball.

Set task reminders and due dates—right in your calendar

Assign activities to team members in one click

Automate follow-up tasks based on deal milestones

Sales Pipeline

Close More Deals, Faster

Grab control of your pipeline, forecast with confidence, and accelerate revenue.

Drag-and-drop opportunities between stages

Calculate weighted forecasts instantly

Identify stagnating deals with automated alerts

Project Management

Deliver On Time, Every Time

Move from won opportunity to happy customer without missing a beat.

Create Kanban boards tailored to your workflow

Collaborate with clients and internal teams in one space

Track deliverables, deadlines, and dependencies

Sales Analytics

Insights That Drive Growth

Surface the metrics that matter—so you can optimise, every single week.

Prebuilt dashboards for win/loss analysis

Custom report builder for revenue by owner, team, or region

Automated report scheduling and delivery

Take the Next Step

See Capsule CRM in action—tailored to your business needs.

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b10 is an extension of your team.

Your Partner in Capsule CRM Success

We don’t just implement software.

We embed best practices, deliver ongoing support, and build revenue-boosting automations.
As a result, Capsule CRM becomes a profit centre, not just a tool.
We guide you through strategic setup, we manage the heavy lifting, and we never stop optimising for ROI.

Custom Implementation

Tailored CRM Setup That Fits Your Workflow

From day one, we configure Capsule CRM to mirror your exact processes—no more forcing your team to adapt to generic templates.

Map every field, pipeline stage, and user role to your business

Eliminate workarounds via bespoke tags, views, and layouts

Hands-on training so your team hits the ground running

Proactive Managed Services

Dedicated Support, Zero Downtime

Our experts monitor and maintain your CRM environment around the clock, so you stay focused on growth—not system upkeep.

Regular health checks and performance audits

Automatic feature roll-outs and security updates

Guaranteed SLA response times from our support team

Bespoke Integrations

Seamless Toolchain Connectivity

We link Capsule CRM to your entire tech stack—so data flows freely and you never switch contexts.

Native connectors for QuickBooks, Slack, Gmail, and more

Custom API and Zapier/Make workflows for niche use cases

Bi-directional sync ensuring data accuracy across platforms

Data Migration & Onboarding

Smooth Transition, Full Adoption

We migrate your legacy data with zero downtime and equip your users with the know-how to maximise Capsule CRM from day one.

Cleanse and map your existing contacts, companies, and deals

Import in one seamless process—no lost records or overlaps

Role-based onboarding sessions tailored to each team

A diverse team of professionals collaborating and discussing work in a modern office setting.

Analytical Reporting & Insights

Actionable Metrics, Clear Decisions

Turn raw data into a growth engine with dashboards and reports that highlight exactly where to focus next.

Pre-built win/loss and pipeline health dashboards

Custom reports on revenue by owner, team, or milestone

Automated scheduling and delivery to stakeholder inboxes

Overhead view of a diverse team collaborating on a project in a modern office setting.

Continuous Optimisation

Iterative Improvements for Growth

We don’t just set up and leave—you get quarterly reviews and ongoing tweaks that keep your CRM evolving with your business.

Performance assessments and optimisation roadmaps

A/B testing of workflows to boost efficiency and adoption

Regular feature training and best-practice updates

Capsule CRM Partners You Can Trust

Our Capsule CRM Consultancy Model

From Discovery to Delivery — A Process That Works

Our business consultancy approach is designed to meet you where you are and take you where you need to be. From diagnosis to design and execution, we guide your team through a proven framework that transforms challenges into commercial wins.

Define & Customise

Tailor Capsule CRM to Your World

We start by understanding your sales and service processes—then we configure Capsule CRM to match them exactly.

Map data fields, pipelines, and user roles

Design custom tags, segments, and contact views

Deliver hands-on training for immediate productivity

Integrate & Automate

Make Capsule Your Central Hub

We link Capsule CRM to your favourite apps and automate repetitive tasks—so you can focus on growth.

Connect email, accounting, and support tools via native integrations

Build Zapier/Make workflows for instant data sync

Automate task creation, reminders, and follow-ups

Manage & Optimise

Ensure Long-Term Success

Our managed services team handles updates, monitors usage, and continuously refines your CRM for maximum impact.

Proactive health checks and feature roll-outs

Monthly and quarterly performance reviews and optimisation roadmaps

24/5 support with guaranteed response times

Ready to Get Started?

No guesswork. No chaos. Just certified Capsule CRM Solution Providers with a proven process.

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Capsule CRM Questions?

Let’s Break It Down

What is Capsule CRM?

Capsule CRM is an all-in-one customer relationship management platform that centralises contacts, pipelines, tasks, and analytics in one place.

How does Capsule CRM improve sales efficiency?

By visualising your pipeline, automating follow-ups, and surfacing actionable insights, Capsule accelerates deal cycles and reduces manual work.

Can Capsule CRM integrate with my existing tools?

Absolutely. Capsule offers 70+ native integrations—including QuickBooks, Zapier, Slack, and more—and custom workflows via Make and Zapier.

Do you only work with tech or SaaS companies?

Not at all. While we do support SaaS and tech teams, we also help clients in construction, legal, e-commerce, professional services, public sector, and more.

Are You Public Sector Approved?

Yes. b10 is an approved supplier on both eTendersNI and Bloom/NEPRO frameworks. We work directly with government bodies or act as a subcontracted delivery partner, providing business advisory, transformation, and implementation services.

What data migration options does B10 provide?

We offer end-to-end data migration services: mapping, cleansing, and importing your legacy CRM or spreadsheet data into Capsule CRM with zero downtime.

Can we work with you via procurement frameworks?

Yes. We’re registered on frameworks like Bloom and eTendersNI – with more to come. This makes it faster and easier for eligible organisations to engage us with compliant procurement routes.

How long does implementation take?

Most organisations go live within 4–6 weeks. Our three-phase model ensures rapid yet thorough deployment so you start seeing ROI fast.

Is training included in B10’s managed services?

Yes. We provide comprehensive user training, on-demand refresher sessions, and easy-to-follow documentation to drive adoption.

How does B10 ensure ongoing support?

We deliver proactive managed services by embedding in your team providing regular system health checks, quarterly optimisation reviews, and a dedicated support channel.

Can I customise Capsule CRM’s reporting?

You can. Capsule CRM’s report builder lets you slice data by team, owner, milestone, and value—and schedule automated report deliveries.

What security measures does Capsule CRM offer?

Capsule CRM provides role-based permissions, two-factor authentication, and SOC-2 compliance to keep your data safe and private.

How do I get started with B10’s capsule CRM consultancy?

It’s simple, book a free call. We’ll assess your current setup (or your blank slate), show you quick wins, and map out a smarter way forward with Capsule CRM — tailored to your business, your goals, and your timeline.

Ready to Implement Capsule CRM?

No Fluff. No Guesswork. Just Smart Systems That Scale.

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