SideOffice

SideOffice is a modern, secure, cloud-based CRM and Business Management System which we can customise to your company's specific requirements.

"SideOffice is keeping my contractors' purchase orders under control."
"We're smoothing our process flow with SideOffice."
"I know my client base inside out. Now I get clients to change their contact details for me and I get notified of any updates."
"Juggling spreadsheets was driving us all mad. Now we have a central resource for all our asset and stock tracking. It's brilliant."
"We run training courses all over the world. Now we know who and what to send where and how. And we have an excellent record-keeping system so we never miss a piece of supporting equipment or an expense claim."

Dashboard view of all the data that is important to you - start the day knowing what is outstanding.
Allow any user to log in and only see what they should. Let your clients keep their records up to date. Track all changes to records.
Notifications for any event or process, to any of your users, internal or external. BCC or forward e-mail to SideOffice to store a copy against a client record.
Solve all those niggling office data problems - export to Excel, record stock, products, track inventory, integrate with other databases.
Store files against any record - retain your letters of engagement, contracts. List files created by other systems.
Set up printable views of records which leave off sensitive data. Allow different users to see and edit different parts of a record.

Southampton University Executive Education delivery and administration

A bespoke CRM rolled out like a turn-key system
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AJW Limited Purchase Order Management for a large-scale landscaping contractor

Bringing together, suppliers, contractors and management
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Web4Law CRM and regulatory record-keeping

Organising and maintaining a list of all client activity
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ProfitAbility Business Simulations Managing training courses all over the world

Customised Experiential Learning
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