SMB-in-a-box
Solution byOne solution to manage all of the daily operations of your small business, including sales, project management, account management, support, finance, and HR.
Contact partner- 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
mutherboard.com is a monday.com dedicated company focusing on monday.com implementation, support, training, solution development and integrations. We specialise in helping organisations run their entire business from monday.com.
Contact information
Address: 12 Station Parade, Harrogate, HG1 1UE
Phone: +441423609002
Email: callum@mutherboard.com
Website: http://www.mutherboard.com