Small Business Solution

Run the whole business from one login

CRM, HRM, payroll, and accounting that actually talk to each other — everything a growing business runs on, in one affordable system instead of five subscriptions.

  • CRM, HR, payroll and books together
  • One login instead of five
  • Accountant-scoped access
A product team reviewing a build together at a shared desk
Small Business Solution · overview

Five subscriptions that don't talk to each other

Manager presenting site performance figures to a back-office team

The standard software stack for a growing business assembles itself by accident. A CRM gets adopted when the pipeline outgrows a spreadsheet, invoicing arrives with the first accountant, payroll comes next, and something for expenses turns up after that. Each was a sensible decision on its own day. Together they are five subscriptions, five logins, five exports, and a set of numbers that only agree after someone makes them.

The cost is rarely the subscriptions, though those add up. It is that the customer who owes you money, the staff member who served them, the payroll cost of that hour, and the margin on the job are facts held in four different systems — so any question that spans two of them becomes a manual exercise, and questions that would need three simply never get asked.

This puts contacts and pipeline, quoting and invoicing, employee records and attendance, payroll, expenses, and financial reporting in one system where those facts reconcile against each other by default. A quote becomes an invoice becomes a payment against the same customer record; hours worked become payroll become a cost line on the job.

It is deliberately positioned for businesses that have outgrown spreadsheets but are nowhere near needing enterprise software — the range where the alternative is either five tools or one system priced for a company ten times the size. Role-based access means staff and your accountant each see their part, and it runs standalone or alongside Pacific POS where you also have a counter.

What changes

The day-to-day, before and after Small Business Solution

Three frictions this replaces — described in the terms you'd recognise from your own week.

Today

Customer history in one tool, invoices in another

With Small Business Solution

Contacts, pipeline, quotes, and payment status live in the same record, so nothing gets re-keyed between systems.

Today

Payroll rebuilt by hand from attendance spreadsheets each cycle

With Small Business Solution

Attendance feeds payroll directly — salaries, deductions, and payslips are computed every cycle without re-entering a timesheet.

Today

Five subscriptions, five logins, five bills to reconcile

With Small Business Solution

CRM, HRM, payroll, and accounting run from one login, with role-based access for staff and your accountant.

In practice

Where it earns its keep

Customer history, staff records, payroll, and books live in one system, so they reconcile against each other instead of against four separate exports.

Connected business systems running from one cloud platform
What it does

Inside Small Business Solution

CRM

Leads, pipeline, follow-ups, and full customer history in one view.

HRM

Attendance, leave, and people ops sized for small teams.

Payroll

Salaries, deductions, and payslips computed automatically every cycle.

Accounting

Invoices, expenses, and reports without the spreadsheet maze.

Built for

Who's in it every day

The three seats Small Business Solution is designed around.

Owner

Opens one dashboard to see pipeline, cash position, and payroll for the cycle without asking three people for exports.

Office manager

Raises quotes and invoices, tracks who has paid, files expenses for approval, and keeps employee records current.

Accountant

Signs in with their own role to work the books, reconcile payments, and pull financial reports and tax summaries.

Two consultants going through a client's systems side by side on a laptop
Getting started

How we get you live

  1. Map what you run

    We go through your current tools and list every customer record, staff file, and open invoice that has to move.

  2. Import your records

    Contacts, pipeline, employee records, and opening balances load in, so the system starts with your real history.

  3. Set roles and rules

    Pay structures, leave policies, approval chains, and role-based access for staff and your accountant get configured.

  4. Switch the team over

    Staff move onto one login for CRM, HR, payroll, and books — connected to Pacific POS if you run it.

Everything included

Capabilities at a glance

  • Contact and pipeline management
  • Quotes, invoicing, and payment tracking
  • Employee records and attendance
  • Automated payroll with payslips
  • Expense tracking and approvals
  • Financial reports and tax summaries
  • Role-based access for staff and accountants
  • Works standalone or with Pacific POS

Works with your stack

Small Business Solution connects to the systems and hardware you already run — tell us what you use and we’ll confirm the fit before you commit.

  • Pacific POS
  • Customer Contact Records
  • Quotes & Invoices
  • Payment Tracking
  • Attendance Records
  • Expense Approvals
  • Accountant Access Roles
  • Tax Summary Reports
FAQ

Small Business Solution, answered

The questions we get asked before a demo.

Merilsoft team answering a customer's question

Not seeing your question?

Tell us how you run today and we'll answer specifically.

CRM, HRM, payroll, and accounting are parts of one system rather than separate purchases, so you can put your team on the modules you need first and switch the others on as you grow. Because they share the same records, adding payroll later does not mean re-entering the employee data already in the system.

See Small Business Solution in action

Book a demo and we'll walk through your workflow — or ask us anything first.

Or call us: 1-225-573-9244