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