How to drive business efficiency using ERP, CRM, and Accounting systems 

In today’s competitive business environment, company owners and management teams are always looking for an advantage. One of the best ways to be productive is to invest in the right software management tools. There are companies that specialize in developing these types of applications and it can make your job much less stressful. Traditional ERP, CRM and other business management tools have been marketed to medium to large businesses due to the higher subscription cost.  In However, now ERP Systems are available for small businesses to run their entire business at a more affordable price.

    • ERP – Enterprise Resource Planning
  • CRM – Customer Relationship Management  
  • Accounting Solution System – Business financial management

One of the best ways to improve your company’s performance is to have a strategy that can make things more efficient. To do that, you must have the right software at your disposal. Fortunately, it does exist, you just need to find the right ones. Let’s first learn what is available and how they can help you and your business. 

Once you understand how each of these systems work, you will be able to realize the impact it can make. 

What is ERP? 

ERP is a powerful enterprise resource planning application that has been used mainly by large corporations to manage its day-to-day operations. The ERP software integrates several different modules into one application. This allows all the functions that it takes to efficiently run a business to be handled by a single interface. This includes CRM, accounting, invoicing, projects, and inventory. By integrating all the systems into one streamlined program, you can more efficiently manage the whole operation. 

Benefits of using the ERP System

  • Integrates all aspects of the business into one software package
  • Helps to increase efficiency across the board
  • Helps to collect data, analyze, and creates powerful reports 
  • Saves time and money 
  • Fairly easy for a business to implement

What is CRM?

CRM is a software program that is designed to help a company manage its connections with its prospects, customers, and vendors. CRM acts as a central place where businesses can store prospect and customer data and track all their activity and interactions. With its powerful database, you can gather data that aids the sales process with insights allowing you to make smart decisions backed by data and reports. This information helps businesses to save time, improve customer retention, acquisition, and manage expectations. 

It also includes tracking marketing campaign to bring leads from email campaigns and social media marketing into the CRM to nurture and convert the leads to sales.

What is Accounting Solution System?

Accounting Solution is an integrated software program that collects data and tracks the financial processes of a business. It combines a module for managing customers, sales, and invoicing. By processing orders, and tracking payments helps to streamline the accounting process. This helps to make everything run much more efficiently to save time and money.

Let’s now dive deeper on the user friendly small business software like KiBiz Systems that can help to tailor a solution with its robust software built on the award winning Claris FileMaker platform.  

Getting a handle on all your business process

KiBiz ERP System is a powerful business solution that is designed to be all in one system. 

Instead of having a hodgepodge of different software packages that are only made to handle a single task.  With KiBiz you can be more efficient by stopping double entering data and navigating through many workarounds. 

With KiBiz software, here are some of apps you can eliminate: 

  • Spreadsheets 
  • Contact Managers 
  • Accounting Programs 
  • Shipper Programs 
  • Calendar Apps 
  • Scheduling Apps 
  • Invoicing Apps 
  • Check writing Apps 
  • Credit Card Processing Apps 
  • Barcode Label App and more. 

ERP, CRM, POS software is not just for the big players

Many small business owners are forced to cut corners when it comes to using a business software to run their operations. Due to high cost, they end up using multiple pieces of software with hopes of synchronizing them to function together, but it only makes things more complex.  KiBiz is very affordable compared to common enterprise ERP software. KiBiz markets its solutions to small businesses that are often priced out of this type of software. It also saves plenty of time and money to customize, deploy and maintain it. 

KiBiz Systems built a powerful software program that helps small businesses enjoy the benefits of a powerful ERP system. 

Here are some of the integrations offered in KiBiz Software.

  • Contact Management 
  • CRM for Lead Management 
  • Inventory Management 
  • POS for Retail Sales
  • Sales Management 
  • Purchase Management 
  • Fulfillment 
  • Shipping Management 
  • Production Management 
  • Equipment Rental Management 
  • Invoicing and Payment Processing 
  • eCommerce 
  • Accounts Receivable 
  • Accounts Payable 
  • Banking Accounting 
  • Staff Organizer 
  • Human Resource Management

The KiBiz Accounting System is a double-entry accounting system that is fully integrated into the front-end Ki Business system. It is user-friendly, flexible, and customizable. The advantages of having the entire system reside in FileMaker is that it gives the user greater flexibility, better data accuracy, and can save time and energy. It helps manage accounts payables, accounts receivables, checks and journal entries to optimize your financial picture.

Who can benefit from Business Management Software?

An all-in-one software package like KiBiz ERP can be scaled up or down to fit any size operation. You could also choose to use KiBiz CRM or Accounting Systems to bolster your current set of software solutions. No matter what features you need, KiBiz software can be easily customized to suit your business requirements. 

The Bottom line

Since time is money, a business must be able to function in the most efficient manner possible. With so many different tasks to keep control of, having the best possible business management system in place is the answer. 

Fortunately, there is a very powerful, yet easy-to-operate business management system available on the market. It combines several different pieces, CRM and accounting management, and ERP all under a single umbrella. 

KiBiz Software is a Claris FileMaker based application. Millions of customers for over 30 years have used Apple owned FileMaker to create custom apps to run their business processes. It allows you to eliminate paper processes, scattered sources of information, and significant manual data entry- freeing your full attention for business-critical, strategic projects. 

So, if you are looking for an effective ERP/CRM or considering a cost-effective platform for your business, you have come to the right place. Schedule an appointment with to learn more about KiBiz software and how it can help your business run more productively and grow. You can also download KiBiz software and take it for a spin- KiBiz Demo. Just take the time to look through it all and decide what’s best for your business. 

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