What is a case in Capsule CRM?

In Capsule, a "case" has been renamed to a "project." A project in Capsule refers to a structured and organized way to manage and track specific work or tasks associated with a customer or client. It's a feature designed to help users efficiently manage and document their projects, related tasks, and interactions related to individual customers or clients. With the renaming of "case" to "project," it reflects a more common and intuitive terminology that aligns with how businesses typically manage and categorize their work. Essentially, a project in Capsule allows you to centralize and monitor all relevant work and information associated with a specific customer or client, making it easier to stay organized, deliver work and provide excellent service.