Permanent Wealth Partners: Scaling personalized financial advice with all the right processes

We recently moved over to a new CRM software, Capsule, and email marketing platform, Transpond, to increase the efficiency of our workflow, enhance our client journey and communications, and track our data more effectively. This was a significant shift in terms of data migration and implementation of our previous workflow onto the new software and in order to achieve this we reached out to Julia Blake, a consultant and specialist in Capsule, to help with the move. Working with Julia, we developed a deeply customised version of Capsule that mirrored our client structure.

We couldn’t recommend Julia more for any businesses looking to change CRM systems and Capsule has been brilliant for everything we needed. Our Marketing Executive Frank Page recently spoke to the team at Capsule to outline our experience migrating to and using the software and how Julia was instrumental in making this happen:

Click here for the full article on the Capsule website

You can also find it here on Julia’s Website