Below are some critical challenges businesses face in their daily operations:
Leads and Quote Generation: Tracking leads, quickly generating quotes, and communicating with clients can be tedious.
Project Management: Completing projects in a timely manner; properly managing workflow; tracking project tasks; and, receiving progress updates about changes in schedule, resources, and expected deadlines.
Document Management: Managing inconsistencies in documentation, quickly finding project related documents, and tracking and storing digital documents in a centralized repository.
Billing and Collections: Receiving timely payments for services rendered.
Accounting: Managing customer relationships, offering appropriate business management reporting services, creating user-friendly products, and customizing accounting software by using ineffective accounting CRM tools.
Resource Planning: Tracking your resources accurately, managing project milestones, measuring key performance indicators, and collaborating efficiently.