Case Study: YFM achieves better customer data visibility with Capsule CRM

How YFM Equity Partners made easy work of their CRM switch with Capsule

YFM Equity Partners, a firm that supports small businesses and entrepreneurs, required complete visibility of its customer data. This was a significant challenge as the company is split across five different offices, making it difficult to maintain an up-to-date and centralized customer database.

Capsule provided an all-in-one CRM solution to replace their previous systems. The implementation included a tailored contact database, sales opportunity tracking, and reporting capabilities, along with an Outlook add-in that streamlined the process of importing contacts. This gave YFM access to consistent data and significantly boosted efficiency across the business.

YFM

Viktoria Harrison

Marketing and Business Support Manager