Your Business With James Caan 2017 - 168
with many features that you would
expect, including the ability to
automate contact and project
management. The same plan
gives you access to an unlimited
number of users at no extra cost,
which is particularly important.
The cloud-supported mobile
version also impresses, and enjoys
the full functionality of the desktop
version. The ability to track projects
and analyse reports on the go is
remarkable considering this price
point. Overall, Insightly is a great
choice for microbusinesses looking
to learn the ropes of CRM software,
but if you're in a period of fast growth
then the investment in Salesforce is
well worth it.
All are reasonably priced and you'll get
a discount of between 30% and 50%
for the ﬁrst six months, depending
on the package you choose.
If your business has nine employees
or fewer, Wave Accounting oﬀers many
of the same features for free. Wave
also caters to those without much
time on their hands, as it syncs with
your bank, PayPal or other ﬁnancial
institution, removing the need to input
transactions manually. The dashboard
presents a clear, at-a-glance portrait
of your ﬁnances, including income,
expenses, payables and receivables.
However, the free version does
lack a payroll toolkit - this is only
available with the premium service.
While Wave Accounting is suitable
for companies that aren't expecting to
grow, Zoho Books is more appropriate
for those focused on rapid expansion.
Its Professional package costs £18 a
month, but compared with other
top-tier packages there are more
services available for the price. The
ability to automate invoices and
estimates is a great timesaver, and the
mobile app oﬀers full functionality,
unlike many of its rivals.
Customer relationship management
(CRM) software can help you ﬁnd
new customers, maintain existing
partnerships and close deals.
If your business
is increasing staﬀ
numbers, you need
to keep records in
an eﬃcient way
Salesforce Small Business Solutions
provides all of the above, as well as
detailed analytics on any potential
leads, sales forecasting and integration
with third-party business apps.
The customer support system is
as robust as the software itself, with
live support and helpful videos.
The accompanying app has cloud
connectivity keeping you up to date
on deals as they progress, so you can
give feedback wherever you are.
MyCRM stores and analyses
customer data, giving you insight into
your customers' behaviour, which
can help to facilitate marketing,
sales and service processes that are
speciﬁcally targeted to your audience.
If you're price-conscious, Insightly
is a reasonably priced piece of CRM
software. The basic plan comes
If your business is increasing staﬀ
numbers, you'll need to keep records
in an eﬃcient way rather than
relying on multiple spreadsheets.
BreatheHR streamlines your HR
processes, centralising employee
records, automating team appraisals
with storage for employee and
company documents. Namely is a
cloud-based system that streamlines
everything from payroll to beneﬁts
management. Another useful feature
is the social news feed, which makes a
good alternative to company intranets.
For companies with fewer than
50 members of staﬀ, Zeneﬁts oﬀers
much of the above but in a simpler
and more cost-eﬀective package (the
top Platinum plan costs around £10
a month). When new employees are
hired, HR professionals only need
to complete ﬁve online ﬁelds to
begin the onboarding process, and
employees sign all their agreements
online. Zeneﬁts also has a team of
in-house specialists who can provide
support over the phone or email.
If you want a system with good
mobile capabilities, Ascentis HR
allows managers and employees
access to data on the go. If your
business operates on a shift
basis, the Ascentis Time function
could come in handy - it's fully
automated and produces online
timesheets so you can keep track
of attendance and punctuality. □