Post by account_disabled on Oct 20, 2023 23:33:37 GMT -5
Capsule CRM allows freer use and adapts to my way of working, while for classic CRMs I have to adapt to them. Another excellent and simple tool recommended by many is Highrise . Manage suppliers For a small company this is a marginal activity: I simply have a Google spreadsheet where I write down the dates and descriptions of recurring expenses. This way I can: decide which services or products to cancel before the deadline keep an eye on expenses To write this article, for example, I'm keeping that sheet of paper next to me, so I have a list of all the software and tools I use.
When possible, I use automatic systems for payments that don't force me to remember to pay. For suppliers who don't have one, or for those with whom I can't or don't want to do it, I simply have a binder: "invoices to pay" where photo editor I put the printed invoices, and I have a "pay" label in gmail for the invoices that they reach me via email. After paying them: if they are made of paper, I stamp them "paid" and move them to the "paid invoices" folder.
If I'm on email, I change the label to "paid" and archive the email. Manage billing My advice is to use online software. Cheap, simple and always up to date. I have been using Zoho Invoice since Nexnova existed. It manages personal data, invoicing, email sending with attached invoice, payments with PayPal and credit card, creates reports, all for or euros per month depending on the plan. If you want an Italian solution, I know that many are happy with invoices in cloud, but since I am happy with Zoho where I have all my data and everything configured perfectly, I continue with this tool.
When possible, I use automatic systems for payments that don't force me to remember to pay. For suppliers who don't have one, or for those with whom I can't or don't want to do it, I simply have a binder: "invoices to pay" where photo editor I put the printed invoices, and I have a "pay" label in gmail for the invoices that they reach me via email. After paying them: if they are made of paper, I stamp them "paid" and move them to the "paid invoices" folder.
If I'm on email, I change the label to "paid" and archive the email. Manage billing My advice is to use online software. Cheap, simple and always up to date. I have been using Zoho Invoice since Nexnova existed. It manages personal data, invoicing, email sending with attached invoice, payments with PayPal and credit card, creates reports, all for or euros per month depending on the plan. If you want an Italian solution, I know that many are happy with invoices in cloud, but since I am happy with Zoho where I have all my data and everything configured perfectly, I continue with this tool.