Capsule CRM partner · implementation · managed support
A Capsule CRM partner for businesses that need clarity without CRM complexity.
Official partner profile
CRM made operational
Capsule + Transpond
Managed after launch
b10 is a Capsule CRM partner
What does a Capsule CRM partner actually change?
The work can cover contacts, organisations, opportunities, pipelines, tasks, Tracks, projects, permissions, workflow automation, AI, reporting, integrations, data migration, onboarding, training and ongoing governance.
b10 also works with Transpond, Capsule’s email marketing product. Where it fits, we connect CRM segments and lifecycle status to targeted campaigns, automations and customer communication—without treating marketing consent or customer data as an afterthought.
Choose your starting point
One platform.
Five different commercial needs.
Capsule CRM setup.
Move to Capsule.
Fix an existing account.
Capsule + Transpond.
Managed CRM support.
The relationship building CRM
Keep the CRM simple. Connect the commercial work around it.
This is how a straightforward CRM becomes useful across the commercial lifecycle without being forced to do everything.
Signals entering Capsule.
Website and enquiries.
Referrals and relationships.
Email and meetings
Marketing response.
Capsule CRM
People and organisations.
Opportunities and pipelines.
Tasks, Tracks and projects.
Reporting and governance.
Actions leaving Capsule.
Transpond marketing.
Proposals and agreements.
Delivery and service.
Finance and insight.
Close CRM implementation services
Simple software still needs deliberate implementation.
b10 combines Capsule configuration with commercial-process design, integration, adoption and managed improvement.
CRM discovery and fit.
Contact and lead architecture.
Pipeline and qualification.
Tasks, Tracks and projects.
Migration and data quality.
Integration and automation.
Reporting and controls.
Onboarding and support.
Rethink Commercial.
Trusted by Forward-Thinking Companies and Partners
Capsule and Transpond partner
One customer record.
Two distinct operating layers.
b10 partners with both products. We can implement either separately or design the connected system across sales, marketing and customer growth.
System of customer record
Capsule CRM.
Sales.
Relationships.
Work.
Control.
Marketing and communication layer
Transpond.
Audience.
Journey.
Experience.
Learning.
Capture.
Structure.
Sell.
Communicate.
Deliver and grow.
Capsule CRM use cases
When customer context matters and administration must stay proportionate.
The correct fit depends on process complexity, team structure, reporting, permissions, automation and the surrounding stack—not company size alone.
Professional services.
Consultancies and agencies.
Founder-led businesses.
Growing B2B teams.
Relationship-led sales.
Sales, lifecycle marketing.
Capsule CRM migration
Move the relationship history. Repair the structure first.
b10 can support migration from spreadsheets, databases and established CRMs. The source inventory and required historical depth determine the safest route.
Inventory.
Clean.
Design.
Map.
Test.
Cut over.
Stabilise.
Capsule CRM automation and integrations
Connect the customer lifecycle—not a collection of logos.
Every integration should define the system of record, trigger, mapping, duplicate rules, failure handling, exception owner and reporting requirement.
Native integrations.
Make or Zapier.
API and custom logic.
Capsule AI and MCP
Practical AI only works when the CRM record can be trusted.
These capabilities can reduce admin and speed up access to context. They cannot repair weak qualification, inconsistent stages, poor ownership or unreliable customer data.
AI should assist the operating model—not invent it.
Trusted context.
Access control.
Human review.
Measure usefulness.
Capsule Fit and selection
Capsule is deliberately focused. That is either the advantage or the limitation.
Capsule CRM is likely to fit when…
Capsule CRM may not be right when…
Capsule CRM comparison
Capsule, Pipedrive, HubSpot and monday CRM solve different versions of the problem.
| Decision | Capsule CRM | Pipedrive | HubSpot | monday CRM |
|---|---|---|---|---|
| Natural centre | Relationships and accessible CRM | Pipeline and sales activities | Marketing, sales and service platform | Flexible revenue workflows |
| Strong fit | Growing relationship-led businesses | Sales-first SMB teams | Inbound and multi-hub lifecycle | CRM connected to monday work |
| Marketing route | Native Transpond connection | Campaigns or integrations | Native Marketing Hub | Integrations and connected tools |
| Key decision | Can the CRM stay simple as needs grow? | Is deal progression the priority? | Is broader platform depth required? | Is workflow flexibility essential? |
Verified Capsule partnership
Capability confirmed at the source.
Implementation method.
Ongoing ownership.
b10’s listed by Capsule.
Consulting.
Implementation.
Integrations.
Migration + training.
Capsule audit and recovery
Repair the CRM before assuming it needs replaced.
A focused audit distinguishes what should be retained, simplified, rebuilt, connected or retired.
Sales Process and pipeline.
CRM Data and relationships.
Automation and connections.
Sales Reports and CRM adoption.
the b10 ACE implementation framework
From CRM decision to managed commercial improvement.
Diagnose.
Design.
Build.
Connect.
Automate.
Manage.
Optimise.
Discuss Capsule CRM
Tell us what needs to change.
We review your requirement.
We confirm fit and next step.
You receive a defined route.
Capsule CRM FAQs
Questions buyers ask before implementation.
Yes. Capsule lists b10 in its official partner directory for consulting, implementation, integrations, migration and training.
Scope can include discovery, process design, contacts, organisations, tags, DataTags, custom fields, opportunities, pipelines, tasks, Tracks, projects, permissions, workflows, AI, reporting, integrations, migration, testing, onboarding, training and governance.
Capsule is commonly suited to small and growing businesses that value ease of use, relationship context, sales visibility and proportionate CRM administration. Fit still depends on process, reporting, permissions, automation and integration requirements.
Capsule emphasises accessible relationship and sales management. Pipedrive is strongly pipeline-led. HubSpot provides a broader multi-hub platform across marketing, sales and service. The best choice depends on the operating model and required system depth.
Yes. b10 can support migration from spreadsheets and platforms such as HubSpot, Pipedrive, Salesforce, Zoho, monday CRM and Close, subject to source access, data quality and agreed historical scope.
Yes. A Capsule audit can assess process, pipeline, tasks, projects, data, reporting, automation, integrations, Transpond sync, adoption and governance before recommending targeted repair or redesign.
Capsule includes project boards and repeatable task structures that can support straightforward post-sale and customer work. Organisations with deeper delivery requirements may still need a connected specialist work-management platform.
Capsule (managed by the Zestia group) originally acquired a successful email marketing software named MPZMail in 2021. Following the acquisition, the platform was given a fresh visual identity and officially renamed Transpond to sit alongside its sister CRM brand. Following UI/UX development throughout early 2022, Capsule launched its deep, native sidebar integration with Transpond in July 2022, turning it into Capsule’s built-in email marketing and automation companion.
No. Capsule is intentionally simple, which is why adoption rates are typically high when implemented correctly.
Yes. b10 works through the Capsule and Transpond partner route and can design, implement and manage the CRM, email marketing platform or the connected system across both.
No. Capsule can operate as the CRM without Transpond. Transpond is relevant when the organisation needs connected email marketing, segmentation, nurture, lifecycle communication or reactivation using Capsule data.
Capsule publishes integrations across finance, email and productivity tools, including Xero, QuickBooks, Microsoft 365 and Google Workspace. Exact workflow fit and current feature availability should be confirmed during design.
Yes. Automation platforms can connect Capsule with wider commercial systems. b10 can design the system-of-record logic, triggers, mappings, exception handling, monitoring and ownership around those workflows.
Capsule currently presents AI summaries, meeting preparation, email assistance, pipeline generation and business/contact enrichment. Capsule MCP is in beta for connecting CRM data to compatible AI tools.
Capsule’s AI Pipeline Generator can create a starting structure. b10 still recommends validating stages against the real buying journey, qualification, entry and exit criteria, required actions, forecast logic and reporting decisions.
Yes. Training can be role-based and grounded in live workflows, covering daily use, data standards, tasks, opportunities, projects, reporting, administration and exception handling.
Yes. Managed support can cover administration, user changes, data quality, workflow improvements, Transpond, integrations, automation, reporting, adoption and evolving commercial requirements.
Implementation cost depends on users, processes, pipelines, data sources, migration history, integrations, Transpond, automation, reporting, training and governance. A scoped recommendation follows discovery rather than a blanket package price.
Timing depends on scope and readiness. A focused new setup can move faster than a multi-source migration with data cleaning, Transpond, integrations and several teams. b10 confirms phases and dependencies after discovery.
We begin with a relationship and workflow review to ensure Capsule is configured to support how your business actually operates.
Get in touch here to arrange a date and time. You can also start a free trial with Capsule CRM here.
Rethink Commercial.
Trusted by Forward-Thinking Companies and Partners