A good Customer Relationship Management system not only keeps all your customer information consistent and in one place, it tracks and stores all interactions with your prospects and customers, improves communication across your organisation and builds your relationships with your customers.
Laptop screen with data


We will streamline your processes and help you scale and grow your business by giving you the tools you need to manage your contacts effectively. We will help you choose the CRM system most suited to your requirements, taking into account your business processes and objectives. We will then set up your system and import your contacts.



To free you up to focus on running your business, we can integrate your CRM system with your accounting system and ecommerce store. All systems work automatically and seamlessly together, eliminating duplication of effort and saving you time and money.
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To upskill you and your staff, we can provide as much or as little training as necessary, to enable you to use your CRM system as effectively as possible. Training is usually carried out remotely, but can also be conducted on site.
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To give you peace of mind, we offer 24/7 telephone and email support for your CRM system. The support is designed for ‘how do I?’ questions and issues with the system to help meet your daily user requirements. We have a dedicated support portal and ticketing system, so that we can report on the status of your query at all times.


Project, Management System for Research Company, Image of Children

Reaching New Heights: A New CRM & Project Management System for Swiss Peaks

SwissPeaks, based in Cannock, works with research agencies and end clients alike to deliver research projects (predominantly multi-country and internationally focused) using a combination of technology, excellent data management practices, creativity and innovation. They’ve worked hard to position themselves at the forefront of what they do and work with some big name clients, including the BBC World Service. However, their own project management system was in need of an overhaul to match their lofty status and ambitions, and so they got in touch with us…

Andy Madeley


For information about CRM platforms, see below


All the Basics
from £ 197
+ VAT p/m*
  • Setup of your Customer Relationship Management system
  • Consultation on the right system to meet your needs
  • System setup that is tailored to your needs
  • Training
  • 1 hour demo/walkthrough


Our Most Popular Plan
from £ 275
+ VAT p/m*
  • Setup of your Customer Relationship Management system
  • As per Essentials package
  • Training
  • As per Essentials package
  • Support
  • 24/7 telephone and email support for your CRM system

Premium Plus

Complete Care
from £ 375
+ VAT p/m*
  • Setup of your Customer Relationship Management system
  • As per Premium package
  • Training
  • Half/full-day on-site/remote bespoke training (depending on requirements)
  • Reporting and Consultation
  • Monthly report bringing all your key stats together for opportunity maximisation
  • Highlighting possible integrations with other systems
  • New system features
  • Integration with your other systems
  • Integration of your CRM system with your other systems, for example, with your cloud accounting system, your ecommerce store, your MailChimp account
  • Support
  • 24/7 telephone and email support for your CRM system and integration issues

* Terms and conditions apply and all monthly packages are subject to a minimum period. Prices based on Capsule CRM with all services delivered remotely. Please contact us so that we can better understand your requirements.



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Trello is an online collaboration tool and provides a simple system for organising and monitoring projects at a glance. Find out how we use Trello to keep client projects on track.

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