From an Underused CRM to a Single Source of Truth: The Mondrem Group’s Capsule CRM Journey
How a phased Capsule CRM audit and roll-out gave a growing social-impact software group one place to run its sales pipeline, projects and customer data
“You’ve saved me hours upon hours of work through automated processes and this has had a dramatic effect on how I now work. If I calculated the hours of repeated tasks I had to complete, the investment into Capsule has paid itself back… and more. Your training and insight into the Capsule CRM system is outstanding and you went above and beyond to ensure it had all of the features I needed in my life. It was an absolute pleasure working with you to organise my mess. From the bottom of my heart, thank you.”
Lliam GreenOwner and Founder of The Shopify Guy
“An important part of our road map was to have a CRM system in place and via BNI we were introduced to Veronica Kitton of VK Business Consulting. After an initial conversation with Veronica and a demonstration of the CAPSULE CRM software system it was clear that she knew her stuff, quickly grasping our business needs. Measure Well now has the ability to manage contacts, we have visibility of our sales pipeline, workflow, projects, tasks are automated and reminders given, emails can be integrated. We would highly recommend Veronica Kitton from VK Business Consulting to any business that is looking to be more efficient and productive.”
Dr Nicola BroughFounder & Director of Measure Well Ltd
“Having set up ‘My Mortgage Wizards’ in the summer of 2022 with only myself and one other staff member, we started using a host of excel spreadsheets to track the process from new client to mortgage completion. I had no idea where things were at ‘at a glance’. We then took on another wonderful team member and it became apparent, very quickly, that we all needed to know at any given time where we were all up to on each case. Since the implementation of Capsule CRM, we all work towards the same goal. We each have our own roles and tasks are allocated accordingly. We have been able to streamline our business and ensure that any one of us can pick up a client file and move it forward with confidence. I cannot thank Veronica enough. She has taken our business a new level of organisation, consistency and calm. The team members are happy and know what is expected of them and clients receive a consistent service which includes regular updates.”
Caroline BruntOwner and Founder - My Mortgage Wizards
“Over the past month Veronica and I have been working together to implement our very first CRM. Veronica has made the whole process seamless. From our inital conversation, through the customer journey and setting up our bespoke system, Veronica has completely understood our business and how we work. The guidance Veronica has given us to ensure we understand how to use the CRM and style it to our needs has meant that we have instantly been able to use the system and start seeing the advantages of it right from the start. I would not hesitate to recommend Veronica to anyone who is thinking about getting a CRM.”
Julie LaveryDirector at ORB Rope Access
“I had been wanting a CRM for some time to better keep track of referrals given and received within my networking groups, and also for tracking my own leads and prospects and measuring conversion. The support Veronica has provided to me however has been so much more than a bespoke, already indispensable, CRM. Veronica has helped me map my customer journey, implement other software and processes (which will enhance the client experience) articulate my values and those of the clients I most love working. She has given me easy but invaluable time and diary management tips and possibly the greatest takeaway, the insistence that I include in my diary an afternoon off for myself. I would highly recommend Veronica”
Karen ColemanEmployment Solicitor at Excello Law
“I recently had the pleasure of working with Veronica to bring me up to speed on exactly what I should be doing with my CRM. I had sourced a system and been diligent with the initial setup but wasn’t using it to its maximum potential. After completing a power hour with Veronica, I now have a renewed focus and can confidently move forward. Wouldn’t hesitate in recommending her to my network.”
Rachel SaundersHR Consultant SunStone HR
“As a Driver Risk Management Consultant, I have a responsibility to my clients who entrust their driver safety requirements to me. Onboarding clients consists of several tasks and milestones. I realised that to manage sales pipelines and track my clients through the onboarding process, I needed a CRM system. I had almost given up until I met Veronica Kitton from VK Business Assist. Veronica took me through a customer journey workshop where she got to know me, my vision, processes and through this, not only did I discover a new way of working, Veronica was able to set up a CRM system that exactly met my requirements. I’ve just gone through my CRM system handover where Veronica took time to show me the system and explain how it will work to streamline what I do and in a far more efficient way than is current. Having experienced Veronica’s attention to detail and the fact that she is a thoroughly lovely person, I have no hesitation in recommending her.”
Adrian HideOwner, Adrian Hide Consultancy
‘I can’t recommend Veronica highly enough. I booked a CRM power hour with her to help me to make the most of my Capsule CRM features. Veronica took me through all the features and explained how they would support my business. She didn’t over complicate things and went at my (slow)! pace to ensure I understood what I was doing. Thank you so much.”
Sally SmithConsultant/partnership work to deliver care excellence at Independent Carers Ltd
“Veronica has recently helped me set up a new CRM system using Capsule. Vernonica’s approach to the project is excellent, implementing a well managed plan and offering support, advice and insight throughout the process. I’d recommend that anyone wishing to implement a new CRM system, or wants to get the most out of their current system, should reach out to Veronica.”
Jeff Whitcombe Director at BCF Wessex Limited
“J-Lau Associates would both like to thank and highly recommend Veronica Kitton for our new CRM System. Veronica went out of her way to explain and teach us about Capsule. She also populated the system for us and discussed in length our customer journey. Going forward we now have a system we can rely on and will keep us more organised and will help us with our process efficiently and effectively. We will definitely be using her again for her services in the future.”
Jill Ashton J-Lau Associates
“I knew when we met it would be more than implementing Capsule CRM system for my business, but I didn’t know quite just how it would change my business like it has. The focus on the customer journey made a significant impact on my thinking about my business as a whole. I feel clearer in the direction I want to go and the niche I want to go for.”
Kathryn SlackCempta Consulting
“Veronica recently helped the business step by step to create a sales process/customer journey from enquiry/prospecting and covering all the steps to conversion then money, onboarding and upselling. Great tips shared to cover the flow, questions to ask, tech to use and much more. Such a useful service and to get an outsider looking in perspective to help grow and nurture my business and leads. The next step would be to implement a CRM. Recommended for businesses using a CRM for the first time or to document their sales processes, Thanks Veronica”
Nicole MartinPinpoint Marketing
“You’ve saved me hours upon hours of work through automated processes and this has had a dramatic effect on how I now work. If I calculated the hours of repeated tasks I had to complete, the investment into Capsule has paid itself back… and more. Your training and insight into the Capsule CRM system is outstanding and you went above and beyond to ensure it had all of the features I needed in my life. It was an absolute pleasure working with you to organise my mess. From the bottom of my heart, thank you.”
Lliam GreenOwner and Founder of The Shopify Guy
“Over the past month Veronica and I have been working together to implement our very first CRM. Veronica has made the whole process seamless. From our inital conversation, through the customer journey and setting up our bespoke system, Veronica has completely understood our business and how we work. The guidance Veronica has given us to ensure we understand how to use the CRM and style it to our needs has meant that we have instantly been able to use the system and start seeing the advantages of it right from the start. I would not hesitate to recommend Veronica to anyone who is thinking about getting a CRM.”
Julie LaveryDirector at ORB Rope Access
“Having set up ‘My Mortgage Wizards’ in the summer of 2022 with only myself and one other staff member, we started using a host of excel spreadsheets to track the process from new client to mortgage completion. I had no idea where things were at ‘at a glance’. We then took on another wonderful team member and it became apparent, very quickly, that we all needed to know at any given time where we were all up to on each case. Since the implementation of Capsule CRM, we all work towards the same goal. We each have our own roles and tasks are allocated accordingly. We have been able to streamline our business and ensure that any one of us can pick up a client file and move it forward with confidence. I cannot thank Veronica enough. She has taken our business a new level of organisation, consistency and calm. The team members are happy and know what is expected of them and clients receive a consistent service which includes regular updates.”
Caroline BruntOwner and Founder - My Mortgage Wizards
“I had been wanting a CRM for some time to better keep track of referrals given and received within my networking groups, and also for tracking my own leads and prospects and measuring conversion. The support Veronica has provided to me however has been so much more than a bespoke, already indispensable, CRM. Veronica has helped me map my customer journey, implement other software and processes (which will enhance the client experience) articulate my values and those of the clients I most love working. She has given me easy but invaluable time and diary management tips and possibly the greatest takeaway, the insistence that I include in my diary an afternoon off for myself. I would highly recommend Veronica”
Karen ColemanEmployment Solicitor at Excello Law
“I recently had the pleasure of working with Veronica to bring me up to speed on exactly what I should be doing with my CRM. I had sourced a system and been diligent with the initial setup but wasn’t using it to its maximum potential. After completing a power hour with Veronica, I now have a renewed focus and can confidently move forward. Wouldn’t hesitate in recommending her to my network.”
Rachel SaundersHR Consultant SunStone HR
“As a Driver Risk Management Consultant, I have a responsibility to my clients who entrust their driver safety requirements to me. Onboarding clients consists of several tasks and milestones. I realised that to manage sales pipelines and track my clients through the onboarding process, I needed a CRM system. I had almost given up until I met Veronica Kitton from VK Business Assist. Veronica took me through a customer journey workshop where she got to know me, my vision, processes and through this, not only did I discover a new way of working, Veronica was able to set up a CRM system that exactly met my requirements. I’ve just gone through my CRM system handover where Veronica took time to show me the system and explain how it will work to streamline what I do and in a far more efficient way than is current. Having experienced Veronica’s attention to detail and the fact that she is a thoroughly lovely person, I have no hesitation in recommending her.”
Adrian HideOwner, Adrian Hide Consultancy
‘I can’t recommend Veronica highly enough. I booked a CRM power hour with her to help me to make the most of my Capsule CRM features. Veronica took me through all the features and explained how they would support my business. She didn’t over complicate things and went at my (slow)! pace to ensure I understood what I was doing. Thank you so much.”
Sally SmithConsultant/partnership work to deliver care excellence at Independent Carers Ltd
“An important part of our road map was to have a CRM system in place and via BNI we were introduced to Veronica Kitton of VK Business Consulting. After an initial conversation with Veronica and a demonstration of the CAPSULE CRM software system it was clear that she knew her stuff, quickly grasping our business needs. Measure Well now has the ability to manage contacts, we have visibility of our sales pipeline, workflow, projects, tasks are automated and reminders given, emails can be integrated. We would highly recommend Veronica Kitton from VK Business Consulting to any business that is looking to be more efficient and productive.”
Dr Nicola BroughFounder & Director of Measure Well Ltd.
“I’ve recommended Veronica’s services to a number of my clients and they’ve all reported back positively on her knowledge, ability to understand their requirements and willingness to help, not only with identifying the right CRM for them but also in clarifying their customer journey. And she’s also a great person to work with; very personable and very professional. Highly recommended. ”
Paul RaisbeckBURENSE LTD
“J-Lau Associates would both like to thank and highly recommend Veronica Kitton for our new CRM System. Veronica went out of her way to explain and teach us about Capsule. She also populated the system for us and discussed in length our customer journey. Going forward we now have a system we can rely on and will keep us more organised and will help us with our process efficiently and effectively. We will definitely be using her again for her services in the future.”
Jill Ashton J-Lau Associates
“We commissioned Veronica from VK Business Assist to analyse a considerable amount of prospective client data that we had purchased, with a view to providing a more usable database of information, which we could then use for marketing and sales processes. She completed this task in a timely and effective way, allowing us to build the data into our plans for the future. We would recommend her for any similar administrative and analysis task and find her to be a very professional, approachable and likable individual!”
Simon Groom Founder of Phoenix Consult
“From our very first meeting, through the proposal stage and working together Veronica has been incredibly professional, thought ‘outside the box’ and brought a passion and energy to the role of helping my charity. She is thorough, considerate and makes my life 100% easier. In just two weeks I’ve seen a fantastic ROI and my charity wouldn’t be having the exposure and success it is without Veronica’s services. 5 stars ⭐️ from me!”
Charlie BeswickCharlieBeswick.com
“Veronica has recently helped me set up a new CRM system using Capsule. Vernonica’s approach to the project is excellent, implementing a well managed plan and offering support, advice and insight throughout the process. I’d recommend that anyone wishing to implement a new CRM system, or wants to get the most out of their current system, should reach out to Veronica.”
Jeff Whitcombe Director at BCF Wessex Limited
