SMB-in-a-box

Solution by

One solution to manage all of the daily operations of your small business, including sales, project management, account management, support, finance, and HR.

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Use case: FinanceHROperationsProject managementSales
Industry: Cross-industry
Region: Global

The SMB-in-a-box solution delivers all the workspaces needed for an SMB to streamline its daily operations. It includes the following workspaces: Sales CRM, Client Projects, Account Management & Support, Finance, and Human Resources.

The solution also includes a custom automation to create groups, and various integrations such as Docugen, Tracket, Aircall, Calendly, and Outlook/Gmail.

Key features

Sales CRM: Manage leads through to opportunities | Automatically generate quotes
Client Projects: When an opportunity is "won" a new client project is automatically created | Management overview of all projects via the Motherboard
Account Management & Support: Automatically move projects/clients into account management once the project is complete | Form for customers to submit support tickets and manage these to completion
Finance: Suppliers / contractors can submit a form to automatically generate an invoice | Invoices and collections managed and automated based on opportunity marked as won | Can be integrated with Xero, Sage (online only), Freeagent
Human Resources: | Recruitment | Onboarding & Training |Employee Directory | Holiday & Leave Management | Employee performance tracking and management

Services

Implementation: 3 hours installation and setup time included
Training: Solution specific training
User guide: Easy set up guide for customers
Support: Additional hours can be purchased for further customization if needed
Integrations: via make.com to provide deep integrations at an additional cost

About the partner

We specialize in expert monday.com implementation, integrations, training and consulting. Get tailored solutions and dedicated support that ensures a seamless monday.com experience. We can help empower your team with streamlined workflows, enhanced collaboration, and boosted productivity.

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