Case Study: Family Wise saves thousands by avoiding missed opportunities with Capsule CRM

How Capsule CRM helped Family Wise save thousands of pounds by avoiding missed opportunities

Family Wise, a genealogy and probate research firm, faced challenges managing a growing volume of cases and client communications. Relying on spreadsheets and memory was becoming inefficient and risked costly missed follow-ups. They needed a user-friendly and scalable customer relationship management (CRM) solution to streamline their operations and support their expanding team.

By implementing Capsule CRM, the company gained a highly customizable system with automated task management and call integration. This solution prevented missed opportunities, saving an estimated five to ten thousand pounds per potential oversight, while also boosting overall productivity and improving client relationships. Capsule provided an intuitive platform that supported the firm's seamless growth.

FamilyWise

David Walsh

Case Management and Training Support Lead