Nowadays, with the amount of information and data that companies need to process and analyze, it's difficult to keep track of everything at all times. It is in this sense that online management tools and services can assist managers in their challenges in the pursuit of efficient administration of the resources and processes that are part of their company.
Considering today's competitive market, we know that companies need to seek greater efficiency and productivity to stay ahead of their competitors. Therefore, extracting maximum results from all sectors and processes of your company is fundamental.
There are robust management solutions like ERPs, which are quite complex and require high investment, so they may not be the best option for small and medium-sized enterprises.
For SMEs, the best alternative is to use services focused on meeting specific sectors and needs of their business, such as finance, sales, task management, customer service, file storage, and technology and internet resources.
Using specialized solutions is a way to optimize task execution and maximize results in all areas of your business. To assist in your analysis, we have listed alternative online tools specialized in different areas and sectors of your company, which can help you achieve efficient and results-oriented management in your business.
Let's look at the service options for each of the areas:
Financial management
ContaAzul
ContaAzul , you can control your financial transactions, sales, inventory, and issue electronic invoices easily and at a fair price. In addition, it offers excellent customer service and support via phone, email, and chat, included in your subscription.
Nibo
For financial management, you can also rely on Nibo , software synonymous with simplicity. Available for both businesses and accountants, it boasts over 50,000 clients, offering peace of mind through features such as: invoice issuance, bank slip issuance, cash flow management, bank reconciliation, and accounting integration. The investment is slightly lower than ContaAzul , depending on the chosen plan.
QuickBooks ZeroPaper
Initially known simply as ZeroPaper , QuickBooks is a tool for those seeking a practical and affordable solution, as it offers a strong competitive advantage in terms of price without compromising on available features. If you're looking for a lower-investment solution without the need for complex features, it's certainly an excellent alternative.
Controller
Controlle is the business version of the personal finance manager Organizze . It's another tool that stands out for its simplicity, with prices falling between ZeroPaper and Nibo /ContaAzul .
There are numerous financial management service options available; ideally, you should fully understand your needs and then evaluate the benefits and the best return on investment among the available alternatives.
Project and task management:
Runrun.it
Runrun.it , and workflows, allowing you to track the time spent by your team on each task and view management reports that provide a complete overview of the progress of activities. It offers a 14-day trial period for evaluation; after this period, a paid plan is required.
Trello
Trello possibly the most widely used tool in the world for companies to manage processes and tasks, due to its simplicity and practicality. The service is based on work boards where you simply define the flow of processes and tasks to be performed, organizing each task by responsible party and related area. The free version offers good control with the available features; advanced features are available in the paid versions.
Accelerated Projects
This is a tool developed by Bluesoft that allows for complete project management and task distribution among teams, as well as reports on the progress of activities. It only offers a 15-day trial option, without a free plan, and the investment is similar to other alternatives, always with prices based on the number of users.
For project management, we have even more options available, to suit all tastes and needs. Again, evaluate the benefits and choose the one that best fits your needs. Generally, simple solutions are the best option for those who are starting out.
Document and file management
Cloud file storage is already a reality for many companies, given its numerous benefits, such as eliminating the need to invest in file servers and backups, for example. It also offers the convenience of having files available from any location or device.
Dropbox
With Dropboxbox You can save files to the cloud and access them from anywhere. The service is a secure way to store and share files. And to make it easier to use, you can install an application that can be installed on computers or mobile devices. There is a free option with limited storage space and paid plans according to the storage capacity needed.
Google Drive
Google Drive Google 's storage solution , so it needs no introduction . Besides its ease of use and practicality, a major advantage is the ability to create and edit documents, spreadsheets, and presentations online, in a shared and collaborative way among multiple users. It integrates with your Google and allows access via an app. The free plan has a 5GB storage limit; beyond that, there are different options depending on the space needed.
Sales Management
CRM ( Customer Relationship Management) tool to manage the sales funnel and sales team activities, consider making it a priority!
Pipedrive
Pipedrive one of the leading CRMs available on the market, with over 50,000 clients worldwide. Its main feature is the ease with which the platform allows for managing sales flow and tasks to be performed by salespeople, combined with comprehensive management resources. It also has an app for tracking sales on mobile devices. The prices and plans available are accessible, considering the benefits and compared to other alternatives.
Salesforce
Salesforce a benchmark among sales management tools, as it is a pioneer in many sales management concepts and develops innovative management applications. Being a more complete and robust tool, it is geared towards companies that require more functionalities and have larger budgets available.
Agendor
Agendor used tools worldwide, such as Pipedrive . It stands out for its simplicity and comprehensive functionality, as well as offering access via a mobile app. Its prices are very competitive, making it a good alternative to consider. It also has a free version for up to 2 users.
Other alternatives that can be evaluated are Sugar CRM , Zoho CRM , and HubSpot CRM , which is free.
We also have dozens of solutions available on the market, so analyze the pros and cons of each option and choose the one that best suits your needs.
Internal communication management:
For communication between teams and employees, there are many ways to address this need, from traditional email to online chat tools or corporate intranets. The important thing is to allow and encourage this communication, and especially the exchange of knowledge among employees.
Slack
It's worth highlighting Slack as a tool for team communication. The service allows for message exchange based on teams and channels of interest, as well as direct conversation between team members. It also allows for file sharing, message history searches, and integration with numerous other online services. Each user can be part of multiple teams, and access is available via website, desktop application, or mobile app. Best of all, your company can use all of this at no cost; charges are only necessary for advanced features and larger teams.
This needs no introduction, as it is used by the vast majority of internet users. If used as a communication tool between colleagues, proper guidance is important to prevent it from becoming a channel for unnecessary and unrelated work conversations.
Another good option is Skype , which, in addition to allowing internal conversations, can be used for communication with clients and suppliers.
Customer service management
For customer service and support, we also have dozens of services available. If this service is a relevant activity for your business, it's important to evaluate solutions that have features that allow for good service, since a poorly served and dissatisfied customer is certainly one of the last things you want for your company.
Depending on the business, customer service may be provided via email and telephone. In this case, it's important to offer communication channels and respond to all contacts promptly. It's also necessary to store all interactions so that the manager can monitor the quality of service and correct any errors when needed.
Helpdesk solutions can also be great alternatives; some of the best-known and most widely used on the market are ZenDesk and Freshdesk .
Information management:
It's common to have ideas or find useful content throughout the day, and due to a lack of recording, end up forgetting everything. Evernote is excellent for solving this problem, as it allows you to save notes, internet addresses, audio, videos, images, and anything else that has relevant content for you and your company.
Marketing management:
We know that the concept of marketing is quite broad, as it encompasses all forms of communication that your company uses with the market and its customers. Therefore, we will list some alternatives for some of the forms and channels used today on the internet for business promotion:
Social media
Email marketing
Digital Marketing
When it comes to marketing, each advertising channel has different management methods. To achieve good results, it's recommended to prioritize certain channels and tools to maximize their potential for your business.
Internet management:
Equally important is managing internet usage within your company, considering the relevance of this resource to the team's work and the functioning of the company's systems. Controlling internet browsing also prevents loss of focus and wasted time for employees.
Lumiun Tecnologia is an excellent option for making internet use safer and more productive in your company. It's a service that's easy to install, has simplified management, and requires low investment, unlike other solutions on the market that demand high investment in server acquisition and maintenance, as well as highly specialized technical professionals.
In conclusion, we can say that there are excellent online service options that allow you to optimize the management of your company, across all sectors.
As previously mentioned, efficiency and productivity are key differentiators for companies today, and good results are achieved through dedication, intelligence, and the use of tools that can facilitate business management. Therefore, for every area or need your company has, consider using online services to improve your management, analyze the alternatives, evaluate the return on investment, and invest in the best option.
We hope you found this article helpful. If you use or recommend other tools for the areas covered in the article, please share them with us in the comments!
Thanks for mentioning Runrun.it, Cledison! Just one correction: it's free for up to 14 days, after which you need to purchase a paid plan.
Cheers!
Hi Laura! Okay, it's been corrected in the article, mentioning the trial option and the need for hiring.
Best regards!
Thank you! 🙂