Small business management software should allow you to follow any project from start to finish with an overview of every aspect along the way. It should encourage you to set deadlines, create project templates, share progress with employees and clients and integrate your CRM (Customer Relationship Management) with your billing and expenses. If it does not include all of these attributes you will find that you must have multiple software packages and repeat entries.
Next to CRM, project management is the most important snapshot of where you are in any project – and where you are going. Look for the following project platform features when you are ready to start your business or upgrade your business software.
Finally, find business project management software that allows you to integrate your entire business with one single web application to give you the confidence necessary to comprehensively manage all the details and put your business in the right perspective.
Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.
WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.
Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.
If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.
Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.
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