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MADCRM Business Processes & SOPs

Record repeatable work once, then reuse it.

Create visual step-by-step procedures with browser or Windows recording tools so onboarding, support and delivery become consistent.

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Business Processes & SOPs for small businesses

Create visual step-by-step procedures with browser or Windows recording tools so onboarding, support and delivery become consistent. It is designed for busy owners, managers and teams who need simple, joined-up software without unnecessary complexity.

  • Record browser actions and screenshots into SOP drafts.
  • Publish shareable process guides for customers or internal teams.
  • Reduce training time and make repeatable work consistent.
  • Keep procedures connected to CRM operations.

Use business processes & sops to simplify operations, improve customer relationships and keep important work moving from one platform.

Connected business processes & sops software

Business Processes & SOPs without another disconnected subscription.

MADCRM keeps business processes & sops connected to the same customer, company, task and reporting records used by the rest of the team, reducing duplicated updates and lost context.

1

Bring work in

Capture or create each business processes & sops record using the channels and integrations your team already uses.

2

Assign ownership

Give every business processes & sops follow-up, approval and next action a clear owner and due date.

3

Keep context

See the customer, company, conversation, files and business processes & sops activity without searching separate apps.

4

Measure results

Use shared dashboards and reporting to understand business processes & sops progress and spot work needing attention.

What can my team do with business processes & sops?

Start with the business processes & sops workflows listed above, connect them to live customer work, and add structure gradually without a complicated rollout.

Does business processes & sops work with the rest of MADCRM?

Yes. Business Processes & SOPs sits alongside leads, customers, projects, tasks, support, marketing and reporting so records can move through the business with their context intact.

More MADCRM tools

Explore more tools that connect with business processes & sops.

All features

Lead Management

Turn website forms, WordPress enquiries, Facebook Lead Ads, Google Ads and imports into organised CRM records your team can actually follow up.

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CRM & Customer Management

Store contacts, companies, notes, meetings, deals, documents and customer history so your team can give a joined-up service.

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Sales Pipeline

Manage projects and deals across companies, contacts, stages, values, owners and linked task lists.

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Task & Team Management

Assign tasks, deadlines, departments, reminders, comments and attachments so follow-ups move without inbox chasing.

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Ready to run your business from one platform?

Start your free trial today. No setup fees, no long-term contracts, just one connected platform built to help your business grow.

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