6 Great Reasons to Use an All-in-One Business Management System

An all-in-one business management system helps you optimize your client flow, run your business in one place, and grow your revenue.

Though it can take some up-front setup time, a full management system that takes care of your entire client flow can end up saving you, as an independent, hundreds of hours per month.

If you run an independent business, you fall into the types of businesses that would benefit greatly from an all-in-one business management system. You need a CRM for solopreneurs

These are the six reasons why it’s time to transition to an all-in-one system if you don’t have one yet.

1. Save time and money

Time is your most precious resource as an independent. Saving time on your operations means you can assign that effort to more important tasks that directly impact revenue.

First, you can stop switching back and forth between multiple tools. Everything should be in one place, making it faster and easier to access what you need. Furthermore, you should be able to automate or digitize nearly all of your work, such as payments, scheduling, contracts, project tracking, and more.

2. Offer a better client experience

The more you’re jumping around between platforms to send invoices, set up your client portal, and onboard clients, clients / customers are also having to do the same. Instead, they’ll appreciate a seamless process for paying you, signing contracts, checking on project status, and more.

3. Stay organized

Maintain files, email messages, calendars, project statuses, and more in one place. Organize it in the way that works best for you by creating folders for your templates and files.

You might be used to the processes you have now, but you should be able to easily set them up exactly how you need them. It’s all about making things more efficient.

4. Focus on the most important parts of your business

Once you’ve set up an all-in-one business system, you’re going to save time on back-end work and repetitive tasks.

If you’re the main point of contact for clients, you also get to prioritize more meaningful interactions with them. While your system takes care of client onboarding, managing inquiries, an online contract, and more, you should be spending your time on consultation calls, client meetings, and project work. You can also focus more on what brought you into business in the first place–your talent. So, go get back in the field to photograph more customers or take on more design work.

5. Scale your business with less work

No more vetting inquiries, onboarding clients, or remembering to send administrative emails (cos of course there should be a payment reminder). All of that will be working in the background within your system.

6. Manage your entire client flow

Instead of having client friction, you can rely on creating a cohesive client flow by using an all-in-one business management system. You’ll provide a seamless experience from beginning to end.

I write about the tools of crms to help other small businesses and freelancers who are getting started themselves or just want to gain more knowledge. I hope that the information I provide helps you grow your business!