Using Centrallo as a Small Business Owner – 5 Ways

As a small business owner, it can be hard to keep track of every aspect of your company.

Between managing employees, accounting, marketing, development, and everything in between, running a business can be overwhelming. If you’re looking to improve your work flow and make your business run smoother, Centrallo is the perfect app for you! Here are 5 ways in which you can use Centrallo to help grow your company.

Watch this video for ways Centrallo can help your business.

1) Keep Organized Notes About Your Clients

Customer service is especially important for small businesses. Centrallo allows you to keep detailed notes about your customers, which can help you maintain a great relationship. We recommend adding notes after meetings or calls with important clients. You can add a checklist to make sure you get everything done that was discussed.

2) Jot Down Your Business Ideas, Wherever You Are!

Chances are, you are always within a short distance of your phone, computer or tablet. We recommend creating a list called ‘Business Ideas’. The next time you have a light bulb moment, add it to the list! Centrallo makes its easy to share your notes with your colleagues so you can get the ball rolling.


3) Collaborate With Your Team

Small business owners have a lot on their plate, which can make communicating with the team difficult. With Centrallo, you can easily share notes, lists and checklists with your colleagues. You can share lists publicly or privately, if you would like to share some notes with only specific co-workers. If you have confidential business information in your notes, don’t worry! We offer password protection to keep your data secure.

4) Manage Your Time More Efficiently

Time management is one of the most valuable skills when it comes to running a small business. With so many things to do in a day, it’s necessary to set priorities. You can easily make any note or list a priority, which automatically moves it over to the Priorities tab. If you check in with Centrallo daily, you’ll never miss anything important. Centrallo also makes it easy to set reminders, which sync to your calendar, so you’re sure to never forget a task.

5) Make The Most Out of Business Trips and Conferences

Attending a trade show or conference? Make sure to take Centrallo notes! You can review them at the end of each session, and instantly share what you’ve learned with your team. You can also set reminders so you can keep track of speakers and when they are presenting. For more information on how Centrallo can be used at a conference, check out this video.

Watch this video for ways Centrallo can help your business.

It may feel like there are endless tasks coming your way, but managing your time wisely and organizing your notes can help you succeed as a small business owner.