Which business software combines CRM, accounting and invoicing?
Integrated business software, also called ERP, does this. Centura uses ERPNext: the contact from the CRM becomes the customer on the quotation, the invoice posts to accounting, and nobody types anything twice.
When does one shared system pay off?
It pays off once several people work with the same data. Typical signs are:
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Entering data twice
Customers, items or hours are typed into several programs.
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Excel as the glue
Lists connect what the programs do not, and only one person understands them.
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Late figures
You only know how the company is doing after the month-end close.
When does it not pay off?
If your programs work well together and only a few people use them, switching brings little. A very small business is usually better off with a simple subscription program for accounting and invoicing: the entry level at Centura starts at CHF 15'000 for implementation.
What must business software do in Switzerland?
It has to create and read QR-bills, deliver the VAT return and work with your bank. If payroll is included, it needs the Swiss social insurances and the salary certificate. Also check where the data is stored.
How do you move from several programs to one?
In stages. First we assess your processes, then we quote each work package at a fixed price. We take over master data and open items from your existing programs. Go-live takes 2 to 8 months, depending on scope.