Financial ServicesSourced
Case Study: How 360 Wealth Management tripled its business with Capsule CRM
360 Wealth Management Case StudySourced & dated by Case Study Desk
Key results
The challenge
Founded in 2009, 360 Wealth Management is a Dallas-based firm offering money and retirement planning and insurance solutions. Years of client notes and data were scattered across Microsoft Outlook, making it hard to organize and act on client information.
The solution
Founder Sean Kernan adopted Capsule CRM after a free trial, using it to centralize contact and client data with an intuitive setup that was quick to roll out across the team.
“My business has tripled in size since I started using Capsule, without us making any major changes to the way our business operates.”
SKSean KernanFounder, 360 Wealth Management
The results, in context
Kernan reports that his business has tripled in size since adopting Capsule, without major changes to how the firm operates, growing both revenue and its customer base.
Products used
Capsule CRM Capsule CRM