Capsule
30 Case Studies
A Capsule Case Study
Box Factura, an electronic invoice management provider in Mexico, was growing quickly but struggled to keep client communications, follow-ups, and sales tracking organized across paper records, Excel, and other disconnected systems. With hundreds of customers to manage and a sales cycle split across multiple people, the team needed a user-friendly, cost-effective CRM to improve visibility and control.
Box Factura implemented Capsule CRM to centralize sales pipeline management and task tracking, making it easier for the team to monitor lead status, assign follow-ups, and handle contracts more efficiently. With Capsule, Box Factura sped up operations, improved responsiveness, and exceeded its 2022 revenue growth target by more than 48%, while also gaining better forecasting and day-to-day productivity.
Rafael Soto
Chief Executive Officer