Business Manager 365

Man I spent a long time looking at CRMs.  I became convinced that my system wasn’t working because neither the boss nor the employees were getting into the Quickbooks, but that is where all the info is.  Now we do keep a lot of files in a shared dropbox, but again, I can’t get him to access it.  Yes, I put these apps on his phone. To no avail. Business Manager has a thing called employee permissions, so the guys in the field see the info they need to complete the job.  Hopefully this will allow a real time electronic trail of who did what when, making billing and payroll easier.  I get a login for my clients to make ticket requests, proposal to invoice capability and syncing with quickbooks is not too far off.  Plus, they’ll customize the look at feel of our schedules. Are you thinking of getting a CRM? 

Laura Connor

I'm a communications professional! As office manager for Win-Sum Inc, I take care of HR, payroll, billing and marketing. As a real estate agent I help clients who List it with Laura! sell their property at a great price. As a buyer's representative, I help buyers find the right property for them and write the offer that gets the keys. As Property Manager with Mt. Icculus Property Management I help tenants understand their lease and get maintenance needs met, while I help landlords get the best tenants and have great accounting for their properties!

Leave a Reply