Starting with one module
Most SMEs begin with CRM or accounting, depending on which pain point is more urgent right now.
Industries
Industries / SMEs
Cost-Effective Software and Automation Solutions for SMEs
Start with what you need today, and add modules as you grow.
Small and mid-sized businesses often juggle a separate tool for every task, rely heavily on spreadsheets, and don't have an in-house IT team to manage it all. Lucerna offers a modular starting point with Luci CRM, Luci Accounting and Luci HR, so you can begin with what you need now.
The realities SMEs face
Small and mid-sized businesses run into a consistent set of constraints.
- A separate tool for every task, none of them connected to each other.
- Heavy reliance on spreadsheets for tracking customers, quotes and finances.
- No dedicated IT team to manage software selection or setup.
- Budget constraints that make large enterprise software packages impractical.
- Uncertainty about which processes to digitize first.
How Lucerna addresses it
We start with the module that matters most to your business today — usually CRM or accounting — and add others only as the need becomes clear.
- Luci CRM for customer and sales tracking without a long implementation
- Luci Accounting for bank, cash and card movements in one panel
- Luci HR for basic staffing and workforce tracking
- Business process automation for the manual tasks eating up staff time
- A phased approach that adds modules only when a real need appears
How SMEs use this in practice
Growing into more modules
As the business grows, HR or automation modules are added rather than replacing what already works.
Reducing spreadsheet dependency
Customer and financial data move out of scattered spreadsheets into a system the whole team can see.
No dedicated IT required
Setup and support are designed for teams without an in-house IT department.
Getting started
- 1
A short needs conversation
We talk through your current tools and which process is causing the most friction today.
- 2
Choosing the starting module
We recommend where to start based on your priority — usually CRM or accounting.
- 3
Migrating existing data
Spreadsheets and existing records are consolidated into the chosen module.
- 4
Go-live and gradual expansion
You start using the first module, and additional ones are added as your needs become clearer.
Related products and services
SMEs typically start with these:
Frequently asked questions
- Do we need to buy everything at once?
- No. We recommend starting with one module and adding others only once a real need appears.
- We don't have an IT team — is that a problem?
- No, setup and support are designed to work without a dedicated in-house IT department.
- Can we migrate our existing spreadsheets?
- Yes, customer, financial or staffing data can be consolidated into the relevant module during setup.
- How is pricing structured for a small business?
- Pricing is based on the modules and number of users you actually need, not a fixed enterprise package.
- Which module should we start with?
- It depends on your biggest pain point today — most SMEs start with either CRM or accounting.
Find the right starting point for your business
Tell us about your current tools and we'll recommend where to start.