SYSTEMS
Running the business
shouldn't be the hard bit.
Tools and systems that make the day-to-day easier.
Show me the messspreadsheets are allowed.
47 spreadsheets might be pushing it.
Overview
Open enquiries
4
Quotes out
2
Tasks today
3
Follow-ups due
1
Fictional business. Example data.
The mess.
surely these can talk to each other.
What could replace it?
possibilities, not products.
- CRM
- Dashboard
- Customer portal
- Quoting system
- Internal tool
- Workflow
- Order management
- Reporting
- Integration
Before and after.
that's better.
Before
- New enquiry
- Copy details
- Spreadsheet
- Message someone
- Create quote manually
- Forget follow-up
After
- New enquiry
- Customer created
- Quote generated
- Follow-up scheduled
- Status tracked
A proper system.
click the sidebar.
Overview
Open enquiries
4
Quotes out
2
Tasks today
3
Follow-ups due
1
Fictional business. Example data.