Capsule Now is a customer relationship management platform for managing contacts, sales pipelines and workflow automation, developed by Zestia and in operation since 2009. A practical starting path:
1. Define the job
One sentence: what does success look like in 30 days?
2. Start small
Begin with one workflow or one campaign, not a full migration.
3. Verify before scaling
Confirm it works on real data, then expand.
4. Review at two weeks
Off-track? See alternatives.
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