Being a startup isn’t easy; there’s an insurmountable list of challenges to overcome just in the first year. From managing capital outflow to cultivating sustainable, long-term client or customer lists, you need to be on top of issues the moment they occur in order to succeed.
If you’re already feeling overwhelmed or suffering from organizational problems, you aren’t alone. The vast majority of businesses fail due to issues just like these in the first year alone. That number increases in the second and third year; if you make it to the fourth, you can consider yourself a sustainable business.
But getting to the point of sustainability? That isn’t always easy. It takes the right tools and a significant amount of organization to make it happen. That’s where our innovative startup CRM systems come in.
Like many startups, you may be experiencing an increased amount of growth in a short period of time. While all businesses have growing pains, you can lessen the blow by planning ahead for growth. This means making sure that you have the right technology to sustain expansion.
With growth comes other logistical challenges, like expanding warehouses, hiring an HR department, or outsourcing work. Our startup CRM systems make it easy to determine where you are, where you’re going, and where you need to be, all while creating forward-thinking solutions to customer relationship concerns. Track every aspect of your business to gather valuable data for potential investors, clients, or shareholders.
Overwhelmed? We can help.
Startups aren’t like established businesses; they have unique needs and specialized demands that don’t always translate out well to large-scale, cookie-cutter enterprise software solutions. It takes a dedicated software developer with a unique understanding of startup challenges to create solutions that work.
Defined Ventures’s startup CRM systems consider your startup’s needs from wherever you are right now. Whether you haven’t even yet opened for business or you already have a full year of success under your belt, we dig deep to identify what you really need.
Here’s where the magic starts: first, we sit down with you one-on-one to talk about what you see as your biggest challenges. Then, we ask pertinent questions to help narrow down concepts. What features are needed for your industry? We’ll research, interview, collect, and analyze to determine the best setup for your startup.
The road to getting your business organized begins with filling out our contact form. If you are unsure about any of the fields, that’s okay! We just want to get a general idea of your business’ wants and needs.
In our onboarding call, we’ll show you a demo of our base template, plus additional integrations and add-on features. This is where we can assess your business needs and customize your CRM to fit.
It only takes us five business days to connect your customized system. We’ll meet again to make sure it’s exactly to your specifications. We then turn it over to you and your team for bug test and approval.
Every decision you make at every step of the game has the ability to influence your long-term success. When you make an investment, you want to be sure it pays off. When it comes time to process accounts payable, you need to feel confident that everything going out is correct.
Managing money in a startup environment can be especially difficult, especially if you’re dealing with money from multiple sources. Capital investments, loans, credit cards, accounts, and bills – these all need to be managed separately while maintaining an understanding of how they fit together. Our startup CRM systems come with next-level expense reporting features to help you reach your accounting goals.
Track ALL expenses – employees, utilities, product, distribution, marketing – in one place. Organize data and limit manual data entry with automated, detailed expense reports. Integrate your accounting software, like QuickBooks, to create custom reports to track your accounts billable and receivable. You can also integrate data visualization software, like Tableau or ChartMogul, to monitor trends, employees productivity, and much more.
Part of managing your business’s budget is managing your inventory. Whether you sell services or real-world items that ship, our startup CRM systems can help you manage your inventory so you can adhere to deadlines, impress your clients, and stay ahead of potential growth spurts.
Browse the built-in database to find whether a product is available. Or, use our integrated tools to create inventory reports to help you forecast and plan. It’s all easier with great features just like these:
No matter what your industry, track every detail of your product with inventory tracking and reporting. By automating administrative tasks, like customer status emails and purchase orders, you can free up valuable manhours for planning ahead.