If you own a small business, you likely have a small team responsible for juggling multiple responsibilities. From managing client communication and scheduling appointments to sending follow-ups for past-due invoices, there are numerous small tasks your team needs to keep up with. If you’re still relying on old-school ways to manage mundane tasks, these responsibilities may be taking up a lot of your team’s time. That’s where a business management platform comes in.
Client management software for small businesses is designed to help automate workplace tasks and improve productivity. With the right tools, your team will no longer need to make time for tedious, time-consuming tasks. Instead, your team will have more time to focus on growing relationships with partners or being more strategic in their day-to-day.
Not convinced it’s a must-have? Here’s why every small business needs a small business management platform:
What is a Small Business Management Platform?
A business management platform is an innovative software designed to be integrated into your business operations. Most popular platforms provide features such as a cloud-based CRM, invoice tracking, and workflow automation tools. There are also tools and features to help with project management, team collaboration, and marketing campaigns.
When exploring different client management software for small businesses, consider your unique business needs. Every platform is different and has various tools and features that will help you operate your business in 2025 and beyond.
Small Business Management Platform Features to Look For
Business management platforms, like Townsquare Interactive’s, help business owners manage their day-to-day tasks. These are an innovative must-have for businesses of every size and can help you scale your business more effectively.
Here’s a quick overview of what aspects of your business operations can help with:
Open Invoices and Receive Payments
Many business management platforms feature built-in tools you can use to create and open invoices. Some can also accept credit card payments, so you don’t need to invest in a third-party payment processor. This eliminates the need for additional accounting software, making it easier to track who has paid what. Your sales team can also send timely follow-ups to clients with past due invoices and track the communication in real-time.
Finding a business management platform that has accounting tools will also help improve collaboration and communication among departments. Your accounting, marketing, and sales team will always be on the same page, so you never need to worry about excessive follow-ups to clients.
Email and SMS Marketing Campaigns
Email and SMS marketing campaigns can help you nurture leads into paying customers. These marketing channels can also help you re-engage past clients, upsell your current customers, or send timely communication about business changes. With automation tools and workflows, you can also set your marketing campaigns to work in the background of your workweek.
You can get as creative as you want with the marketing communication. If you don’t know what to send or need inspiration, business management platforms like Townsquare Interactive’s also have built-in email templates you can use.
Cloud-Based CRM
A cloud-based CRM is a centralized database that contains all information on current, past, and potential clients. A CRM is designed to track all client information and communication in one place. It makes it easier to nurture leads, follow up with invoices, and schedule appointments. With a CRM, you can scale your business quickly and more efficiently. You can also improve communication with potential customers and prospects. If you don’t currently have a CRM, consider growing your business in 2025 and beyond.
Professional Email Management
Business management platforms like Townsquare Interactive can also help you create custom email addresses and professional email accounts. With these tools, you can maintain a consistent brand image that complements your online presence. This will improve the customer experience and help you build rapport with your target audience.
Review Marketing Performance
After you develop a marketing campaign or send a specific email to a segmented list of prospects in your CRM, you’ll want to assess the effectiveness. Many business management platforms have a suite of data tools you can use to better understand your marketing tactics. This data provides key insight into what works and what doesn’t, so you can continue to develop campaigns that work best for your business.
Appointment Scheduling
If you’re still relying on phone calls and appointment books to schedule appointments, you’ll start losing your customers to your competitors. Phone calls and appointment books are a dated approach for scheduling and rescheduling appointments. With a business management platform, you can automate your scheduling process, giving your customers more control.
Integrated Inbox
Are you constantly forgetting to follow-up with leads, estimates, or customer inquiries? With an integrated inbox, you never need to miss another client touchpoint. This tool provides a centralized location where you can review, reply, and manage inquiries all in one place. Your team will receive real-time notifications when an email or inquiry comes in. You can also review past conversations and follow-ups in one place to improve your client communication.
Townsquare Interactive has an appointment scheduling software that integrates with your website. Your clients can easily schedule and reschedule appointments themselves, which will eliminate no-shows and late cancellations. It also helps you visualize your team’s schedule, so you can make adjustments accordingly.
A Small Business Management Platform You Can Rely On
A business management platform is a must-have in 2025. Whether you own a salon or an HVAC business, there are many ways you can use this platform to your benefit.
When you choose Townsquare Interactive as your business management company of choice, you’re getting more than just a high-end piece of software. You’re getting an expert marketing partner you can rely on to help with web design, SEO, social media, and more. We’re here to help you grow your online presence and provide you with expert guidance every step of the way.