B2B: business to business
Example: ABC Technologies can have a Website Project, Annual Maintenance and Mobile App as separate Deals. Keep the Company and its contact people once, then track each opportunity separately.
Business Growth Academy
Understand what type of business you have, what to organize first, and how CRM, Free Tools, business documents and Invoice AWebMaster can fit into a sensible workflow.
Start with your business type
Tell us what type of business you run and discover a recommended CRM, documents and invoicing workflow.
Popular business types
Choose a popular type or select a guide above to see a practical workflow for your business.
A simple business journey
This is a recommended way to think about the work. CRM records and Free Tools are available in AWebMaster; quotation, invoice, payment and receipt steps may be manual or belong to the separate Invoice product.
Choose the right relationship model
Example: ABC Technologies can have a Website Project, Annual Maintenance and Mobile App as separate Deals. Keep the Company and its contact people once, then track each opportunity separately.
Example: Rahul Sharma can have a Personal Website Package Deal. The person is the direct customer, so a separate Company record is not required for this relationship.
How the products fit together
Customer relationships, business tools and learning
External invoicing and supported billing workflows
Organize before you scale
These are practical benefits organized records can support. They are not guarantees of revenue, growth or customer retention.