Case Study: Cheshire Surveys centralizes data and streamlines project tracking with Capsule CRM

Cheshire Surveys centralizes operations in a 12-month rollout with Capsule

Cheshire Surveys Limited, a land surveying and setting out engineering firm, faced operational risks with its customer and project data scattered across accounting software, spreadsheets, and memory. This lack of a central system created bottlenecks and hindered scaling. Director Louise Hilder sought a solution to formally track sales and manage projects without sacrificing their personalized service, ultimately choosing Capsule CRM.

Capsule, implemented with guidance from partner VK Business Consulting, provided a structured, phased solution over 12 months. They consolidated all client data, built formal sales pipelines, and implemented project management tools to track jobs from allocation to invoicing. This gave the entire team transparent access to information, eliminating bottlenecks and improving efficiency while maintaining the company's high level of customer service.

Cheshire Surveys Limited