Capsule
23 Case Studies
A Capsule Case Study
Red Circle Network helps global brands expand into China but faces the challenges of a culturally different market, distributed teams across New Zealand, Australia, the US and the need to research, track and nurture long‑term relationships. To solve this they adopted Capsule as their CRM (since 2012) to centralize contact records, research, and workflows so every team member can see a complete customer overview before meetings.
Using Capsule’s custom fields, automated workflows and integrations (via PieSync, WeChat, Microsoft Exchange and MailChimp), Red Circle Network can identify, rank and prioritize channel partners, assign referral reach and dollar values, and keep contacts automatically up to date. Capsule enabled the team to onboard data in a single remote session, extended their reach to over 1 million US businesses seeking help with China, and turned staff moves into new opportunities—streamlining global collaboration and accelerating lead‑to‑sales processes.
Simon Young
Director of Global Operations