streamling processes

Streamlining Processes

We live in a world where technology really has simplified a lot of processes for small business owners.
We can assist you set up various cloud-based software programs to streamline your business processes.

 

Customer Relationship Management (CRM) Systems & Databases

  • Set up CRM systems and/or databases
  • Provide advice on how to utilise CRM software
  • Collate and import contacts
  • Integrate with other online software

 

Project Management Software

  • Set up project management software
  • Brand your software
  • Personalise the program to your specific needs
  • Integrate with other online software

 

Miscellaneous

  • Set up file sharing software
  • Electronic signature software
  • Microsoft Office 365/gmail integrations with other programs
  • Create and send electronic surveys
  • Use Zapier to integrate programs that don’t integrate directly

 

Book your 30-minute obligation-free consultation to discuss how we can streamline your business processes.