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Digitization

Apps for the entrepreneur - make running a business easier

June 15, 2022
8
reading minutes

Running a business requires not only commitment, but also good organization. Developers of web applications and solutions know this. Thanks to them, every business owner has at his or her disposal tools to support daily business processes: communication, task management, customer relations or, finally, accounting, finance and workflow.

Running a business requires not only commitment, but also good organization. Developers of web applications and solutions know this. Thanks to them, every business owner has at his or her disposal tools to support daily business processes: communication, task management, customer relations or, finally, accounting, finance and workflow. 

  1. Communications applications.

They allow you to quickly and easily contact your team or contractors. Especially useful in teams whose members work remotely.

  • Slack - a messenger designed for real-time messaging. Particularly convenient for small and medium-sized companies. It has both the function of chatting only with one other person and group chats. In addition, it allows you to create different channels, for example, corresponding to separate projects, so it is convenient to manage them. Using the application, users can also transfer files or documents. Slack can be used free of charge, but the free version has some limited functionality.
  • Rocket Chat - is an alternative to Slack. An open source tool (that is, developed by the user community). Rocket Chat also allows you to chat with a person of your choice and create a conversation that only employees with an invitation can join. Users, as with Slack, have the ability to share files. Rocket Chat has both free and paid versions.

https://rocket.chat/

  1. Task management applications.

They enable projects to be conducted in an organized manner and also allow monitoring the progress of individual team members.

  • Asana - is the most popular application for managing group tasks and projects. The basic version is free and allows you to plan with a team of up to 15 people. With Asana you can create projects, assign them to specific people and give them a deadline to complete the task. In each project you can also create subtasks or add comments. What's more - you can also preview ongoing projects - which will help you optimize your teams' work.

  • Trello - allows task management by creating virtual boards. On each of them, users can add lists and, in turn, cards. At the same time, specific teams are assigned to each board. In the free version, you can

create 10 boards.

  • monday.com - a system that, like Trello, uses virtual whiteboards. However, unlike the above-described application, it is only available for free during a 2-week trial period. Tasks are displayed in the form of tables so the view is clear. The option to switch between views will allow you to have a view for several projects at the same time - tracking their costs and completion over time.

  1. Customer Relationship Management Applications.

With their help you can effectively manage contact data. In addition, they support sales activities and enable their analysis. 

  • Livespace - a sales management system aimed at small and medium-sized companies. The application will allow you to store data about customers and sales that your company makes. This will allow you to analyze what results your sales team's activities are bringing. Livespace offers 14 days to test the system for free, then you will have to decide on one of the payment plans.

  • Bitrix24 - is a platform that is primarily used for customer relationship management. The system allows you to document email correspondence and phone calls with them. Bitrix24 will also remind you of scheduled meetings and allow you to generate various reports. In its basic version, it is available for free.

  1. Banqup - an accounting, financial and workflow management application.

It optimizes financial management and streamlines business operations. It also facilitates cooperation with the accounting office. It is aligned with current legislation, which enables the correct preparation of documents (especially for structured invoices and KSeF). In addition, it allows the digitization of administrative processes in the company, since all documents are stored in the system.

  • Banqup - is a platform aimed primarily at entrepreneurs. It allows you to easily and comprehensively manage administrative processes in your company and issue invoices. The tool can also be used by accounting offices, as it allows convenient handling of accounting processes and customer billing. Banqup stands out among its competitors with a solution that is revolutionary on the Polish market - it gives users the ability to plug in any European bank account or set up their own payment account (with a Polish IBAN number) for company settlements at the platform level.

Start using Banqup

Start using Banqup