Software Necessities for Running Your Business
Partnered Software Options offered through Certum Solutions
At Certum Solutions, we believe in using the best tools to enhance business operations, and we want to share these valuable resources with you. Below, you'll find a selection of software solutions that we not only recommend but also use ourselves. Whether you're looking to streamline your sales process, craft a winning business plan, or manage customer relationships, these tools are designed to help you succeed. If you're interested in learning more or need help with setup, we're here to assist you every step of the way. Make sure to use our codes for a discount and contact us for a free demo.
LivePlan
Simplify Your Business Planning
Creating a solid business plan is crucial for success, whether you're just starting out or looking to expand. LivePlan is an intuitive tool that simplifies the process of crafting, revising, and presenting your business plan. With its step-by-step guidance and powerful forecasting tools, LivePlan helps you set clear goals, attract investors, and keep your business on track. As a partner, we can help you get started with LivePlan, ensuring you have everything you need to create a professional and effective business plan.
Key Features:
Easy-to-use business plan templates
Real-time financial forecasting
Collaboration tools for team planning
Progress tracking and goal setting
*Integrates with Intuit QuickBooks and Xero
Nutshell
Master Your CRM and Sales Process
Managing customer relationships and tracking sales leads is vital to growing your business. NutShell is a powerful CRM and sales automation platform that helps you stay organized, analyze data, and ensure that your team is always aligned. With NutShell, you can efficiently manage your sales pipeline, understand customer behavior, and make data-driven decisions that drive growth. We're proud to use NutShell ourselves, and we're ready to help you integrate it into your operations for maximum impact. nutshell crm
Key Features:
Comprehensive CRM tools for tracking customers and leads
Sales pipeline management and automation
Data analytics and reporting for informed decision-making
Seamless integration with your existing tools
CorpNet
Simplifying Business Compliance and Formation
Certum Solutions partners with CorpNet to help businesses streamline their entity formation and compliance needs. Whether you're starting a new venture or managing an existing business, CorpNet offers services you’ll need! With CorpNet’s intuitive platform and dedicated support, entrepreneurs can focus on growing their businesses while staying compliant with local, state, and federal requirements. Let Certum Solutions guide you through the process with the right tools and expert advice from CorpNet.
Key Features:
LLC Formation
Corporate Filings
Registered Agent Services
Ongoing Compliance Monitoring
