how Woosabi works for business

Woosabi is designed to work hard for you. Constantly monitoring your business critical processes so you don't have to, alerting you by text or email if urgent, leaving you free to concentrate on the part of your business that's important to you. It's able to automate invoice creation, track quotes, integrate with your accountant, email your customer newsletters, check how recently you've talked to your customers and help find new leads. And that's just for starters!

What support do you provide?

Woosabi provides each business with a dedicated Service Level Agreement (SLA) that is specifically designed to meet the service requirements of the business. We don't believe all businesses are the same so we don't apply a one size fits all approach to them. We're sure you think your business should be treated differently and so do we! Drop our service support team an email to find out more: support@Woosabi.com

Can Woosabi work for my business?

Woosabi is designed for individuals and teams who are launching a new venture, or simply looking to get organised with an existing business. Woosabi is an excellent choice for contractors, engineers, tradespeople, builders, plumbers, carpenters, gardeners, painters and decorators, studio teams, partners, architects, designers, photographers, videographers, freelancers, consultants, reps, journalists, and more. Basically, if you need to run a business, and would like a simple to use, and affordable solution to help get you organised and keep your business on track, Woosabi can work for you.

How would Woosabi monitor my business?

Woosabi operates on the administrative policy of Management by Exception (MBE) whereby only the information that indicates a significant deviation of actual results from the planned results is brought to the management's (you) notice. The idea is that management (you) should focus on vital activity and strategic tasks (your business). Woosabi allows you to offload the management of all those business essentials you'd otherwise need to remember. Reporting to you only when your attention or action is required.

Ok, but how does it measure all of this?

Business Measures are customisable parameters within your system, that rule how Woosabi will monitor your business. From a menu of preferences you can deactivate measures that do not relate to your business, and/or activate and set the values for fixed intervals. Measures are administered as business wide rules, however measures can be defined on a per company / individual level by simply defining values unique to them on their Contact Record Card (CRC).

For example, your business may want to contact existing customers every six weeks as a business wide rule, but also need to check-in with a handful of VIP customers every couple of weeks. Your business wide measure for contacting would be set to 6 weeks (42 days) while the CRC of each VIP would be set to 2 weeks (14 days) to override the business wide rule. The result would be your system reminding you to call/email general contacts 6 weeks after your last confirmed contact with each, while this would be repeated every 2 weeks from confirmed contact with your VIPs.

Contact Record Card (CRC)?

Woosabi Contacts, is a centralised resource that allows you and your co-workers to share contact info, communications history and track which lead said ‘what’, and which customers asked for ‘that’ and when to follow-up.

When you import or create a new contact within your Woosabi system, each one is assigned their very own Contact Record Card (CRC). It may help you to think of each CRC as a folder or folio which Woosabi automatically populates and updates with exactly how and when you and your colleagues interact with that contact. Each CRC is filed neatly within the system for you, forming a centrally accessible 'Live' Contact Database, which is so much more than a static little black book of names, addresses and telephone numbers.

When you create a new contact, a unique Contact Record Card (CRC) is assigned to that contact. All activity and interaction you or your co-workers have with that contact are recorded in that CRC. All jobs, invoices, expenses, marketing and emails managed on your system are automatically archived in the respective contacts CRC.

So this will help me manage my Customer Relationships (CRM)?

The Business Objectives section of the What’s On page is your hub for contact relationship management activity. The 'Business Measures' you define enable Woosabi to automatically schedule, track and notify you and your co-workers when business critical items need attention. Each item is listed as a business objective that you can quickly click to schedule, action or complete and record. For example:

• If you wish to regularly call or meet all or individual contacts as part of your business, then simply activate the options from the ‘Details’ tab of the contacts CRC, and scheduled reminders will appear in your business objectives. Define the number of days between each meeting by accessing the What’s On settings menu.

• Business Objective reminders that notify you if completed jobs have not been invoiced, completed invoices have not been sent or if customer payments are overdue.

• Phone call, meeting, customer service and new enquiry notes created by you or a co-worker that need to be dealt with are automatically highlighted in the Business Objectives section for all users. So even if the co-worker who created the note is unavailable, you can pick up right where they left off. Never forget a follow-up.

Can I download and install Woosabi?

Woosabi is an online hosted service (Cloud based), and is not available on disk or for download like traditional, old school software which you have to install and keep updated. Woosabi does have a downloadable application called 'Kimosabi', that can be installed on your PC or laptop. Each time you connect to the internet, Kimosabi will sync with your Woosabi account at set intervals and automatically keep an up-to-date copy of all your business critical data on your machine.

What's 'Kimosabi' all about?

Kimosabi is a downloadable companion included with Woosabi, that can be installed on your PC or laptop. Each time you connect to the internet, Kimosabi will sync with your Woosabi account at set intervals and automatically keep an up-to-date copy of all your business critical data on your machine. If for any reason you are offline or unable to connect to the internet, you can easily access the most recent sync version of your data directly on your local machine.

Kimosabi is ready when you are. And even when you're not, it takes care of everything. Automatically. In the background. You’ll never have to worry about backing up data or feeling stranded again when you can't jump on the web. Your Woosabi data is packaged as CSV (Comma Separated Value) files that can be opened with any spreadsheet program.

Is my business data secure with Woosabi?

We understand you can be storing very sensitive business information so be assured that your privacy and your security including your financial details and client data, are of critical importance to us.

All Woosabi accounts are hosted on dedicated high specification servers, that house nothing but Woosabi applications. We shield our suite of servers with industry standard physical firewalls, and monitor each machine 24/7 for any suspicious activity. All your data is securely archived automatically every 24 hours, and if you need the extra comfort of archiving your business critical data to your local machine, we've developed Kimosabi which does just that whenever you want.

Who has access?

Access to your data is protected via a username and encrypted password. The only people who can see or access data on your Woosabi system is you and any colleagues you assigned user accounts. As the account administrator you can always define, activate and deactivate access for any existing or new users you've previously setup.

Your security and your privacy are of the utmost importance to us. No member of the Woosabi team will access your account unless given clear instruction to investigate any suspicious activity. For more detail please view our Privacy policy.

Can I limit user privileges?

When managing existing or new user access to a Woosabi a user type must be defined. The basic type is 'User' which should be used for accounts which require limited privileges. By default a 'User' will be unable to mange other user accounts and any selection of modules can be made unavailable to them. (For example: Accounts can be hidden making Invoices and Expenses unavailable to the user)

The most basic setup for a 'User' would be limited to a 'What's On' page, with the exclusion of a 'Business Objectives' list. An 'Admin' user will have full privileges across the system, including the 'Business Objectives' list and the ability to manage other user preferences and accounts.