Small Business Edition

Get the jump on your competitors while increasing your bottom line.

 

The ActionStep Small Business Edition captures business knowledge into a step-by-step process to ensure consistency and efficiency across all areas. Whether it be your workflow processes, accounting activities or payroll requirements - it is all simplified by automatic document generation, templates and 'best practice' application configuration.

 

The Small Business Edition combines the Marketing & Sales Module and Workflow Module with the integrated Accounting Module to deliver a powerful end-to-end solution including:

 

  • Prospect Management

    Capture, manage and qualify your prospects; assign call-back times; move to sales workflow for closure.

  • Workflow Processes
    Streamline your business processes, manage your sales through to conversion.

  • Customer Relationship Management
    Build your customer knowledge base and tailor the customer's experience to win repeat business.
  • Sales Force Automation
    Simplify and improve your sales process for increase conversion ratios.
  • Marketing Management
    Manage campaigns, know your ROI on marketing spend, make informed decisions based on campaign profitability reports.
  • Document Generation & Management
    Heighten efficiency and accessibility and increase your branding and customer communication activities.
  • Automatic Messaging
    (Email/Alerts/SMS) - Increase productivity through technology.
  • Shared Calendar
    Manage resources more effectively.
  • Time Tracking / Billing
    Record employee time for billed or unbilled jobs and track job profitability, resource allocation or feed straight through to the billing system.
  • Reporting
    Use the transparency of the application and the power of the reporting to build clarity and vision.
  • Company Intranet
    Store your up-to-date policies and procedures, training videos or links in a central repository that is accessible to all.
  • Job Costing
    One step process from quote to order to invoice.
  • Accounting
    Everything you need from a regular accounting application and more!

 

The Payroll Module is also available as an add-on to the Small Business Edition.

 

Contact: Janine Newman | +64 9 379 3939 | janine.newman@actionstep.com