Business Consulting and Software Services for Small and Medium Businesses

Picture of Terrill Christians Owner of Success By Design

Service Improvement

We will find the software that will make your business processes run smoothly. We excel at VALUE CREATION. We will find, set up and train you and your team on the system that make back office processes run smoothly.

Increase Productivity

We look at your current process, see how we can help increase productivity, by streamlining your processes and introducing SOFTWARE so that we can increase PRODUCTIVITY and DECREASE STRESS LEVELS

Goal and TASK Management

Are you creating tasks or goals and then forgetting or missing them Well no more.. Allow us to help you track goals and tasks so that you achieve your goals

Some of the Software Services we offer:

  • Perfex is a powerful, modular, and customizable customer relationship management (CRM) and Project Management tool.
  • It is designed to help small businesses manage their customer interactions and streamline processes in a variety of areas including sales, marketing, support, and invoicing.
  • Perfex includes a range of features such as lead and opportunity management, task and project management, calendar and scheduling, invoicing and estimates, and a customer portal.
  • It also offers integration with various third-party applications such as email marketing platforms, payment gateways, and project management tools.
  • We are proud to provide Perfex as a CRM to our Small Business Customers. Book your Demo TODAY- HERE
Candidate FinderğŸŽ¯ a recruitment management system for recruiters, features include:
  • Job Board with unique features
  • Interactive Dashboard
  • Team/Users with roles and permissions
  • Multi-language with ten language translations included
  • Interviews creation, assignment and conduct with pdf feature
  • Quiz designer with concept of re-usability
  • Interview designer (similar as quiz designer)
  • Traits management
  • Quiz Wizard feature for candidates
  • Multiple resume builder for candidates
  • News & Announcements via blog
  • Gmail and Linkedin login (apis)
  • Front end features for home page and footer
  • Jobs management
  • Companies & Departments management for jobs
  • Settings for system management
  • Responsive design for both admin and candidate area
  • See an overview of Candidate Finder NOW
  • LearnDash is a WordPress learning management system (LMS) trusted by companies, universities, training organizations, and entrepreneurs worldwide for creating (and selling) their online courses. … Quizzes can be assigned to a Course, Lesson, or Topic
  • Freshsales is a full sales automation solution for sales teams. It gives a salesperson everything they need to find good leads, has relevant conversations, close deals with AI-powered insights, and stay in touch with customers.
  • Freshsales gives sales teams more time to sell by automating the sales process and making their daily chores more efficient and effective. It does this by having email, phone, chat, and audio already built in. With Freddy AI, sellers can find out what the best deals are and how to go about getting them. They can also guess how much money they will make based on how well their sales go. With Freshsales, a business can take the next step towards strong queue control.
  • Freshsales Suite is a good option if you want your marketing teams to be able to keep track of information about customers, personalise and organise email campaigns, and find the best sales opportunities. It has everything that the marketing and sales teams need. It gives you one choice for sales force automation, marketing automation, chat, and phone calls to help you reach your goals. Start Freshsales for FREE today.Click HERE
  • Teamwork is a project management software that lets you work the way you want and deliver the outcomes that matter. Great for smaller companies (under 50 people), allows for portfolio management. When I worked at an IT company, I used this for project and portfolio management. It integrates with most major SaaS products like Dev Ops, Jira, Trello, etc…
  • Flowlu A solid, one-stop solution that takes care of your projects, CRM, invoicing, team collaboration and knowledge. Organize your entire workflow and grow your business in ways that it couldn’t before. FREE Option available
  • Perfex is a powerful, modular, and customizable customer relationship management (CRM) and Project Management tool. It is designed to help small businesses manage their customer interactions and streamline processes in a variety of areas including sales, marketing, support, and invoicing. Perfex includes a range of features such as lead and opportunity management, task and project management, calendar and scheduling, invoicing and estimates, and a customer portal. It also offers integration with various third-party applications such as email marketing platforms, payment gateways, and project management tools. We are proud to provide Perfex as a CRM to our Small Business Customers.
  • Monday. Monday is a cloud-based Work Operating System (Work OS) that helps teams organize, prioritize, and execute their work. With Monday, teams can create custom workflows, automate tasks, store customer contact information and collaborate in real time. Monday is used by teams of all sizes, in a variety of industries, to help them work more efficiently and effectively. Here are some of the benefits of using MondayCustomizable workflows: Monday allows teams to create custom workflows that fit their specific needs. This means that teams can tailor Monday to their own unique processes, rather than having to conform to a one-size-fits-all solution. Automated tasks: Monday can automate repetitive tasks, freeing up team members to focus on more strategic work. This can save teams time and money, and it can also help to improve accuracy and consistency. Real-time collaboration: Monday makes it easy for teams to collaborate in real time. This means that team members can share ideas, work on documents, and track progress together, even if they are not in the same location.
  • Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what’s being worked on, who’s working on what, and where something is in a process. Imagine a whiteboard, filled with lists of sticky notes, with each note as a task for you and your team. It has a free option and it well used in many different types of teams to manage tasks, communicate, stay in connect and deliver great products and services to many happy customers. 
  • Jira is a software is used for bug tracking, issue tracking, and project management. The name “JIRA” is actually inherited from the Japanese word “Gojira” which means “Godzilla”. The basic use of this tool is to track issues and bugs related to your software and Mobile apps. It is also used for project management. I personally used Jira when managing the development of software for financial services when I worked in corporate businesses.
  • Success By Design Chatbots, the only employee that works 24/7, doesn’t take breaks and manages multiple clients at the same time. Chatbots are way more than simple conversational agents. They can be connected to various APIs which will for example enable them to deal with a wider range of customers’ requests. They can also automate repetitive and tedious tasks like emailing prospects and customers, answering FAQs and many more. Would you like to know more, contact info@successbydesign.co.za
  • Take bookings with on your site? Need an app that integrates with your website, or even just a link you can email people? Maybe you need to take payments as well. Try Calendly or TidyCal by Appsumo
  • Appsumo released Tidycal in Jan 2021 and if you hurry you can still catch the lifetime deal for $19. Normally, I would never endorse an app just released however its developed by AppSumo so we know it is going to be good

What Our Customers Say

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Affiliate Disclosure:  We have affiliate agreements in place with some of these vendors. If you use a service, we may receive a share of the revenue from the sale.  This does not drive our decision as to whether or not a product is featured or recommended. 

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