|
|
Feature List
|
Benefits
|
|
|
|
|
|
Manage your business when it suits you - even on the go!
|
|
|
With Smartboss keep up to date with your business anywhere! Check on your finances, customers and prospects from home, the office or even on holiday - all you need is a computer and Internet access at hand.
|
|
|
|
|
Check your business finances on the go.
|
|
|
Even if you have to go away for a few days you can still login and check unpaid invoices, bank balances and what you owe your suppliers.
|
|
|
|
|
Improve your business relationships while abroad.
|
|
|
No matter where you are Smartboss can be used to keep in touch with your customers and prospects and help you to build a productive relationship with them.
|
|
|
|
|
Email your Invoices
|
|
|
Smartboss allows you to email each invoice directly to your customer. This will save you in both time and money as many small businesses admit to taking too long to get the invoices printed which can often hang around for a while before they are posted. When this happens it takes much much longer for you to get paid.
|
|
|
|
|
Email your statements
|
|
|
Email monthly statements to customers to remind them of how much they owe you and if payment is due or overdue.
|
|
|
|
|
Email marketing material
|
|
|
With Smartboss you can send E - Shots to current and potential customers. You can use this feature to attach a brochure to help raise the profile of your business. All E-Mails are personlised so even if you send the same email to 50 people the email will be made personal to each individual
|
|
|
|
|
Improve your customer knowledge.
|
|
|
See who your top 5 customers are by sales value at a glance. Discover what segments your business is coming from.
|
|
|
|
|
Learn where to promote your business.
|
|
|
With Smartboss you can see how your customers have heard about you. This will help to ensure money for marketing is invested wisely.
|
|
|
|
|
Contacts List.
|
|
|
This allows you to store all of your contacts in one place to help keep you in touch with those who can help your business survive and grow.
|
|
|
|
|
Build up a history file.
|
|
|
Keep a record of transactions and communications with your customers to help you understand them better.
|
|
|
|
|
Improve your prospects knowledge.
|
|
|
The more you know about your prospects the more likely you can meet their needs and ensure they become customers in the future.
|
|
|
|
|
SMART Goals.
|
|
|
If you don't where you want to be you will never get there. Setting SMART Goals will help keep you focused and increase your chances of being successful.
|
|
|
|
|
To Do List.
|
|
|
The To Do List will help you keep on top of your business and ensure you don't forget any important tasks or meetings.
|
|
|
|
|
Multi-Currency Accounts.
|
|
|
Sterling? Euro?With Smartboss's dual currency system you can easily raise invoices in either currency and mark the payments into your corresponding bank accounts.
|
|
|
|
|
Mentored Support
|
|
|
Smartboss offers you the option to have one-to-one mentored support. A qualified business adviser will send you a report on your business once a month. Using Instant Messaging your mentor will provide finnancial and general business advice.
|
|
|
|
|
Accountant or Bookkeeping Partner.
|
|
|
Smartboss can set up a special login for your nominated adviser so they can monitor your accounts and provide advice or make changes.
|
|
|
|
|
Easy Entries.
|
|
|
Smartboss is laid out very clearly so you can see exactly where you want to go. Simple navigation will help you to enter information easily.
|
|
|
|
|
Dashboards and Summaries.
|
|
|
Check the 'Financial" and "Management" dashboards to give you up-to-date business information at a glance. Each section such as Customers and Suppliers have a summary page with key information which you can act on to keep your business running on target.
|
|
|
|
|
Local Enterprise Agencies.
|
|
|
As we work in partnership with the Local Enterprise Agency network in Northern Ireland and with the County Enterprise Boards in the Republic of Ireland, Smartboss can keep you up-to-date with support, training and services available to small businesses in each area.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
Setup Instructions |
 |
 |
- Now that you have entered your email address and password you are ready to use Smartboss.
- Enter or change your company details on the "My Settings" page and click on "Submit" to update.
- Click on the Smartboss Logo above to start using the system.
- The 1st time you use Smartboss set up your financial categories. We have sent an easy to follow guide telling you how to your email address.
- In the system use the "Help" tab at the top right of the screen to contact our help desk or to view training videos on how to use Smartboss.
- Click on "Log Out" at the top right of the screen when you want to exit Smartboss.
- Click here to view the easy to follow training videos on using Smartboss.
|
|
|
|
|
|
|
|
|
 |
Client Testimonials |
 |
|
“The simplest bookkeeping you can imagine and great support from the Smartboss team.”
Andrew Quinn Electrical
|
|
|
|
|
|
