What is a System?

This term, systems, gets used so often that it leads to confusion for some if you have never utilized a system. Systems are online platforms and tools to operate your business or SAAS (software as a service).

Business management software has provided companies a variety of ways to store, engage, manage and scale customer relationships.

Type of Systems

• Customer Relations

• Operations

• Accounting

• Sales Funnels

• and more…

Why You Need a System in Place

• Setting up an all-in-one business management tool will save business owners time and energy. Whether you are a freelancer or a seasoned business, especially those running a creative business, you can literally send proposals, quotes, contracts, and invoices all from one system.

• If you have ever found yourself lost in the endless piles of to-do lists and management you will find that systems alleviate a lot of manual work.

• For business owners who don’t have time to set up these systems there are skilled professionals, like us here at The PM Suite, that help organize and manage the workload.

List of Systems

• Here are a few key systems you should know:

  • Mailchimp

  • Monday

  • Quickbooks

  • ConvertKit

  • Planoly

  • SalesForce

  • Asana

  • Dubsado

  • PayPal

  • Kartra

  • Click Funnels

Ready to set-up your systems and plan for your next launch? ☎️ Let’s chat!