Transform Your Business with Capsule CRM

Q: Are You Public Sector Approved?

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

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.

Try Capsule

What Is Capsule CRM?

And Why Do Businesses Use It?

Capsule CRM is a simple, powerful customer relationship management system built for growing businesses. It helps you manage contacts, sales opportunities, tasks, and projects—all from a clean, user-friendly interface.

With Capsule CRM, you can track your pipeline, stay on top of your to-dos, automate routine follow-ups, and integrate with key tools like Gmail, Outlook, and Xero. It’s ideal for SMEs who need clarity and control without the complexity of bloated platforms.

let’s work together

Cheerful businesswoman in glasses working on a laptop, in a bright and modern office setting.

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

need a CRM?

capsule crm contact management with b10 crm consultancy

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

Integrate my CRM

capsule crm email marketing with b10 crm consultancy

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

Streamline my CRM

capsule crm tasks and calendar with b10 crm consultancy

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

Improve my CRM

capsule crm sales pipeline with b10 crm consultancy

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

Integrate my CRM

capsule crm project management with b10 crm consultancy

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

Analyse my CRM

capsule crm sales analytics with b10 crm consultancy

Take the Next Step

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

Try Capsule

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 CRM 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

Implement my CRM

custom crm implementation with b10 crm consultancy

Proactive CRM 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

Manage my CRM

crm managed services with b10 crm consultancy

Bespoke CRM 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 automated workflows for niche use cases
Bi-directional sync ensuring data accuracy across platforms

Integrate my CRM

bespoke crm integrations with b10 crm consultancy

CRM 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

Migrate my CRM

crm data migration with b10 crm consultancy

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

Analyse my CRM

crm analytical reporting and insights with b10 crm consultancy

Continuous CRM 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

Improve my CRM

continuous crm optimisation with b10 crm consultancy

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 bespoke automated 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 with Capsule CRM?

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.

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 Constellia, 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.

How long does implementation take?

Most organisations go live within 2–6 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.

Try Capsule

contact b10 for capsule crm implementation