The bookkeeping is usually an annoying evil for craftsmen, which costs a lot of time and nerves. And time is something that handymen always have too little. Small craft businesses in particular usually have to plan very precisely what they use the valuable resource time for.
This applies not only to large craft businesses with an accounting obligation, but also to craftsmen who are not required to keep accounts. Experience shows, it pays off, even for a small company, to purchase software that automates these tasks to a large extent. In order to create a well-organized basis between customers, employees and entrepreneurs in the long term, more and more companies are relying on intelligent software programs. Small craft businesses in particular benefit from the professional software, which above all saves costs.
Bookkeeping and customer management with CRM software
The CRM software is an administration program for companies of all sizes. It serves the management of customer-oriented organizations and, depending on the implementation, marketing, service and sales. The CRM handyman software is available in a wide variety of versions.
The aim is to expand customer contacts with little effort, generate sales and find industry-specific solutions in a wide variety of areas. For example, customer loyalty programs are integrated, market and competitor or trend analyzes are possible and direct marketing is available. Depending on the desired area, with the CRM software you will receive a computer program that brings you specifically to your goals in order to offer your company an improved and simplified structure that allows you to remain competitive in the long term.
Manage your data
The software enables you, especially as a small business, to find a perfect solution for the time and money-saving administration and organization of customer data. All you have to do is enter the master data of your customers and use them to activate a wide variety of functions. Process invoicing or order processes, monitor incoming payments or outstanding debts or quickly create cost estimates.
The electronic dispatch of receipts saves additional time and money. Material can be entered as inventory with price and article numbers, where you can access it at any time and integrate it into any form with just one click. Entries via suppliers with contact addresses and special features enable quick contact and control of your orders. Particularly noteworthy is the billing process that can be carried out using the software.
Wage payments, construction work invoices, credits, legally compliant three-step dunning including calculation of interest on arrears or collective invoices are only part of the services that good software offers you. Inventory as well as incoming and outgoing goods facilitate the annual inventory, which CRM software also offers as a comprehensive program. Updates ensure regular adjustments also to the respective changes in the law, in particular changes to sales tax and value added tax.
A clever solution for craft businesses
Numerous functions enable you as a do-it-yourselfer or small craft business to make your work enormously easier. Detailed information about suppliers, customers, orders and payments provide an optimal basis for professional administration and organization. With the CRM software for handicraft businesses you create your way to more success. Tips and further information on the introduction of CRM software in the company and which risks should be avoided can be found on https://fieldcomplete.com/.