Capsule CRM training

Capsule CRM training for individuals and teams, beginners to advanced.

Professional training can make all the difference to your results, when it comes to using a CRM and getting the best out of it.

Here is the standard agenda:

  • How to set everything up correctly
  • Finding your way around Capsule
  • Managing contacts, clients & prospects
  • How to setup and manage your sales pipeline
  • Managing & delegating to do items
  • How to setup sales processes within Capsule
  • How to lookup specific groups of contacts
  • Tips and ideas for getting better results
  • Management reporting within Capsule
  • Answering your questions

Sessions are delivered via Zoom.

The training includes live demonstrations and step-by-step ‘how to’ guidance.

For 1 or 2 attendees, you can choose a date here


For 3 to 5 attendees you can choose a date here

“Thank you for yesterday,  we all really enjoyed your Capsule CRM training. Everyone got something out of the workshop. It was really helpful to learn about the system and how we can make it work better for us.” ~ Caroline Chalmers, ABC Life Support

“Thank you, Nigel. I found the Capsule CRM training session to be very useful.” Database administrator. Central London firm of Chartered Surveyors

“Thank you very much for the Capsule CRM training session. It was very informative and helpful.” Managing Director, fire safety company

“Nigel is one of the best trainers you will find. I would highly recommend him. He has a seemingly unlimited depth of knowledge.” ~ Tom Evans, Shere Solutions

“Nigel has developed a reputation as one of our leading trainers. His sessions are well known to be of the highest standard. Year on year, he gets some of our best scores.” ~ Geoff Reason, The Chartered Institute of Marketing.

Questions / booking / ask for a quote

To find out more use the contact form below or email