Part of our service offering is to develop systems that help owners of multiple businesses run their businesses from a central dashboard. Keeping all communication in one place with custom permissions for each business and department, ensures that nothing gets missed when managing more than one company.
Get in touch to discuss how to streamline your businesses, find software and apply systems across multiple businesses.
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
There’s ol’ school advice to move towards working “on” your business rather than working “in” your business. It is true but it often met by the thousand reasons why there will never be enough time in the world to move away from doing your boatload of daily tasks. For any hope at moving towards, perhaps, …
Have been looking at digital signage software options that are simple to use and don’t cost the earth. Before checking out the options, I thought that some simple options might be free with a reasonable upgrade cost being around $10 – $20 per screen per month or perhaps a once-off cost of under $200. Let’s …
Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
Need a system for running multiple businesses?
Part of our service offering is to develop systems that help owners of multiple businesses run their businesses from a central dashboard. Keeping all communication in one place with custom permissions for each business and department, ensures that nothing gets missed when managing more than one company.
Get in touch to discuss how to streamline your businesses, find software and apply systems across multiple businesses.
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The unique needs of a financial planning CRM
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
Perspective: Above & slightly to the left
There’s ol’ school advice to move towards working “on” your business rather than working “in” your business. It is true but it often met by the thousand reasons why there will never be enough time in the world to move away from doing your boatload of daily tasks. For any hope at moving towards, perhaps, …
Software for display screens & digital signage in your office
Have been looking at digital signage software options that are simple to use and don’t cost the earth. Before checking out the options, I thought that some simple options might be free with a reasonable upgrade cost being around $10 – $20 per screen per month or perhaps a once-off cost of under $200. Let’s …
What software should I use to build an online property development database?
Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …