Case Study: 360 Wealth Management triples business with Capsule CRM

Capsule powered growth: How 360 Wealth Management tripled their business with Capsule

360 Wealth Management, founded by Sean Kernan in Dallas, provides financial advisory services including retirement planning, insurance solutions, and long-term care planning. As the firm grew, Sean was left with years of client notes and data scattered in Microsoft Outlook, making it difficult to organize information, manage relationships, and keep his team aligned without spending time on software training.

Capsule CRM gave 360 Wealth Management a simple, intuitive, and customizable central hub for client data, tasks, and project history, making it easy to roll out quickly across the team. With Capsule, Sean improved collaboration, prevented tasks from falling through the cracks, and gained peace of mind with better continuity and planning; the business says it has tripled in size since adopting Capsule, with no major changes to how it operates.

360 Wealth Management

Sean Kerna

Founder