Business management software is a set of tools that companies use to automate and support their primary processes. This includes project management, storage and administration of documents, accounting, bookkeeping, sales and customer relationship. These tools are primarily developed for small to medium-sized enterprises, but some have features that can also be used by larger enterprises.
There comes a time in the life of every startup when spreadsheets and paper documents don’t work. Manually tracking projects, billable times and client invoices can result in a mess of information that can result in delayed deadlines and inefficient work. That’s when a comprehensive company management solution becomes critical to achieving success.
ClickUp is a platform for productivity that can be utilized by teams of any size. It centralizes all your company’s policies and processes as templates, which everyone can use, track, and collaborate on. It also offers task-related scheduling, automated emails, one-onone and group chat, digital training, surveys and more to ensure your team stays focused on the tasks that matter most.
It is crucial to know the workflows, goals and needs before choosing the right business management software. It’s important to note that some business management tools are deployed on-premise, requiring you to manage your own servers as well as perform maintenance and updates to them. Some are cloud-based, and are accessible via the internet. Depending on the method you choose to deploy you may wish to think about how the application will integrate with other software as well as existing applications you already have in place.