Customer Relationship Management

Running a business means juggling relationships — not just with customers, but also vendors, freelancers, agencies, and different partners. Each one has its own set of communications, agreements, follow-ups, payments, and tasks. It becomes overwhelming to keep everything organized, especially when it’s spread across emails, messages, spreadsheets, and sticky notes. I need one central place where I can manage every business connection — track deals, tasks, payments, and conversations — so I can focus more on growing the business and less on chasing information.

As an Incorporation / Consultant:

As a consultant running an incorporated business, I deal with multiple clients, each with unique requirements. I need to send professional quotations, generate invoices, and keep track of payments — who’s paid, who hasn’t, and when follow-ups are needed. I also have to track HST collected and submitted for taxes, which becomes stressful during tax season if I’m not organized. I want a system that helps me manage all of this in one place — so I can focus on delivering great work, while staying compliant and financially on top of everything.

Frequent Business Travel

I travel a lot for work, and with each trip come multiple expenses — flights, hotels, meals, transportation, and client meetings. Managing and submitting all these receipts for reimbursement becomes a huge task if they're not properly tracked. Sometimes I lose receipts or forget details, which delays my reimbursements. I really need a system where I can log expenses as they happen, categorize them, attach receipts, and generate clean reports to submit — all in one place. It would save time, reduce stress, and make business travel a lot smoother.

More on Business side,...

As a Small Business Owner

Running a small business means wearing many hats — from handling purchases and sales to managing customer quotations, sales orders, and invoices. I need to track what’s been ordered, what’s been delivered, and what’s been paid. On top of that, managing inventory, stock levels, and supplier relationships takes daily attention. I also want to keep an eye on my Chart of Accounts (CoA), monitor profit and loss, and understand where the business stands financially. But using expensive, complicated tools doesn’t work for small setups like mine. I need one smart, simple system to manage all this — so I can grow my business with clarity and control.

Managing My Collaborations

I collaborate across many roles — with businesses, as a student, and even as a social media influencer. Each role comes with its own set of projects, expenses, deliverables, and deadlines. Sometimes it's campaign content, sometimes it's a school assignment, or a business proposal — and it all overlaps. I need a simple way to track everything: which project belongs to which collaboration, what expenses are linked, what deadlines are coming up, and what’s already done. Right now, it’s scattered and hard to manage. I really need one organized space to bring all my collaborations together and keep my multitasking life on track.