Case Study: Bay Tree VA streamlines client communications with Capsule CRM

How Bay Tree VA streamlined communications with Capsule CRM

Bay Tree VA, a fully remote outsourced operational support business, needed a better way to manage communications, client relationships, and internal handovers as it grew. Its mix of spreadsheets and Outlook threads wasn’t sustainable for a distributed team, and many CRMs didn’t fit its self-employed associate model or its preferred terminology. Capsule CRM was chosen because it was intuitive, flexible, and easy to tailor to the business.

With Capsule, Bay Tree VA uses Tracks to standardize multi-step processes like onboarding and client management, Custom Fields to capture key client details, and the mobile app to update records immediately after meetings. The result is clearer collaboration, more consistent processes, and faster information sharing across the team. Capsule has helped Bay Tree VA stay organized and responsive as it scales, with responsive support and plans to explore deeper integration with Microsoft Teams.

Bay Tree VA

Jane Cattermole

Founder and Director