The simplest means of business automation can be considered the program Microsoft Excel, also the free online service Google Spreadsheet will do. With their help, you can set up algorithms for calculating indicators that have a numerical expression. Also, the use of these tools allows you to effectively work with the client base, keep track of payments, plan income.
Now let's move on to specialized business automation tools.
Project management systems
"Trello", "Jira", "Asana" are 99 acres database popular software products that allow you to distribute tasks to employees and assign those responsible for their implementation. The author of the goal must clearly formulate what result of the work must be obtained, and the performer carries out the work necessary to achieve the specified result, notes in the card that the task is completed. The author can approve the result or send the material for revision. The project manager must monitor the observance of deadlines by all performers and the quality of execution.
In CRM systems, after work on a task has begun, it is moved to the appropriate section, where all project participants can see it. There is no need to specify separately when the performer will begin work.
Accounting systems
"1C", "Kontur" allow you to automate the management of finances, raw material and product stocks, the preparation of accounting documents, help keep records of salaries, taxes, cash receipts from suppliers, etc.
Systems for monitoring working hours and maintaining labor discipline
"Bamboohr", "Hurma" allow you to control working hours, keep track of days worked and days off, and make vacation applications. Based on the data received from these programs on the number of work shifts, the accounting department then calculates the amount of wages for each employee. Many such systems are able to control whether a specialist is actually at work, and even take screenshots of the workplace at a specified frequency.
"Hurma" automatically calculates how many vacation days an employee has left in the current year. Without this system, the relevant data must be clarified with the HR department or the manager.
Customer Management Systems (CRM)
"AmoCRM", "Terrasoft", "Bitrix24" are popular systems for building communication with clients. A separate card is created for each counterparty, which contains information about all activities and actions performed by the manager, the stage of the transaction, messages sent, etc.
A responsible manager is assigned to the client, who must control the progress of the transaction and communicate with the counterparty. If the employee quits and a new specialist takes his place, the CRM will help the latter to continue communication with the client from the appropriate stage, rather than starting all over again.