As a small business owner, you’re probably juggling multiple tasks at once. You need to manage your finances, keep track of inventory, handle customer inquiries, and much more. The good news is that there’s a solution to streamline your business operations – Business Management Elevated.
Business Management Elevated is an online CRM that’s fully customizable to any business type. It offers various features like workspaces, entities, statuses, and customizable reports to help you manage your business operations efficiently. In this blog post, we’ll discuss how Business Management Elevated can help you streamline your business operations.
- Workspaces
Workspaces are a place where you can manage a specific entity. You can customize your workspace to focus on a workflow around that entity. Workspaces can be arranged in many different views like list view, board view, and calendar view. With workspaces, you can manage your tasks, track progress, and collaborate with your team in real-time.
- Entities
Entities are the foundation of Business Management Elevated. You can structure entities to mimic the individual needs of your business. For instance, you can create entities like leads, opportunities, sales, and much more. With entities, you can manage your customer interactions, track sales progress, and forecast revenue.
- Statuses
Statuses help you track the progress of your entities. The goal of the user working the workspace is to progress the entity down the status chain. You can customize statuses to fit your business needs. For instance, you can create statuses like “new,” “in progress,” and “closed-won” to track the progress of your sales.
- Customizable Reports
Business Management Elevated offers fully customizable reports that can be access driven. You can customize reports to fit your business needs, and access can be restricted to specific user roles. With reports, you can analyze your sales data, forecast revenue, and make informed business decisions.
In conclusion, Business Management Elevated is a powerful tool that can help you streamline your business operations. It offers various features like workspaces, entities, statuses, and customizable reports to help you manage your business operations efficiently. If you’re looking to simplify your business operations, request a demo of Business Management Elevated today.