Work · SaaS CRM
Capsule: Reinvent a complex CRM without losing its users.
By Rickey Singh, AI transformation strategist. 20+ years helping businesses grow through technology.
A simple, flexible CRM for individuals, small businesses and sales teams to manage contacts, history, pipeline and tasks.
- 580,359
- Google Workspace users, rated 4.5 / 5
- 4.5 / 5
- App Store rating
- 10,000+
- Android installs, rated 4.0 / 5
The challenge
Capsule wanted to completely reimagine its CRM and stand out in the market. Existing users had to move across without friction, and new users had to be able to use it without extensive training.
The approach
- Re-think. Interviews with existing users to map workflows and pain points, then key tasks and scenarios for each primary persona.
- Ideation and wireframes. Two to three primary flows explored on the whiteboard, then in Sketch, and turned into InVision prototypes.
- Test and iterate. A fully functional prototype tested with users, with solutions presented to Capsule twice a week.
- Simple and advanced. A simplified interface for new users, plus an advanced mode that reveals more tools for existing power users.
The result
A unified, cross-platform CRM for contacts and history, file sharing, searchable tags and filters, calendar meetings assigned to staff, and links to clients’ social media.
Services
UI/UX design and technology consultancy, usability testing, wireframe and user interface design sprints, clickable prototype, style guide, full-stack, iOS and Android engineering.
Platforms and tools: Sketch, InVision, Web, iOS, Android, Google Workspace, Full-stack