Customer relationship management software helps companies to collect and organize information about clientage (name, email address, phone number, location, order history, and other), to track and record every interaction with the customer (call, email, message, chart, and other) and to nurture leads. With CRM software system, the small business owner will always know when he/she contacts the particular client the first and last time, whether it was by the phone or email, what products the customer bought, how often visit your website and makes orders, which pages he/she looked at, which marketing emails he/she opened and whether clicked on the links and more.
Accounting and invoicing software solutions make simpler such processes like payments, control of financial operations, processing, and communication of financial information. Accounting and invoicing software systems may differ by provided functionality, but most of them (specially designed for small business) accounts receivable, accounts payable, banking for making direct payments, billing and invoicing, payment processing, and cash management. Some systems enable setting up auto-reminders for anyone who has not paid for a definite period, adding tracked time and expenses to invoices, reconciliation of bank accounts, and other operations.
Selling both online and in stores requires tracking purchase and sales orders. Order management software gives a real-time view of the customer order and the preferred time of its delivery; helps to determine the intelligent pricing and discounting; enables tracking the order process and shipping from the most efficient place, and more.
Every company selling goods needs a tool that can help to manage inventory. Inventory management software enables controlling inventory levels in stock, tracking inventory movement, collecting all warehouse information. Some systems provide such helpful features as reorder alerts - notifications when a stock is low; barcode scanning, and reporting about the value of current inventory, how much goods sold the last week, month, quarter, year; which products are most profitable and more.
An email is an important tool in the arsenal of selling, especially for e-commerce. A tool that enables tracking the recipients’ behavior (when your message is opened and whether links are clicked), gives sales companies very useful data. Some email tools let to schedule reminders and when your email goes out.