Solutions for your business
The biggest challenges of running a business - getting customers, controlling cash flow, showing up on Google, using AI, automating, and growing - and how ERP Instfy, with CRM, automation, and artificial intelligence, helps you solve each one.
Each topic below gathers the most common day-to-day questions and shows, in practice, which ERP Instfy features solve the problem. Use it as a starting point and follow the links to the step-by-step for each module.
Strategy
Planning, priorities, and decisions driven by your business numbers.
Growth
Scale the team, expand the offering, and open new fronts with control.
More customers & leads
Lead generation, sales pipeline, conversion, and customer acquisition.
Cash flow
Accounts receivable, unpaid invoices, margin, and working capital.
Digital marketing
Local SEO, Google, ads, email marketing, and website conversion.
Artificial intelligence
AI for sales, customer service, CRM, and business productivity.
Automation
Automate invoices, scheduling, support, CRM, and emails.
Employees
Hiring, payroll, onboarding, scheduling, and retention.
Operations
SOPs, processes, inventory, and project management.
Finance
Bookkeeping, taxes, and financial organization.
Technology
ERP, CRM, POS, documents, and security in one place.
Customer service
Support, chat, scheduling, and customer portal.
Reputation
Google reviews, feedback, and reputation management.
Compliance
Licenses, insurance, and business obligations.
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Not sure where to start? If your biggest pain today is selling more, start with More customers & leads. If it is cash in the bank, go to Cash flow.