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# How to Run a Whole SME Operation in One Place
- URL: https://blog.jestor.com/run-sme-operation-one-place/
- Published: 2026-09-17T22:30:12.000Z
- Updated: 2026-09-17T22:30:12.000Z
- Author: Bruno Bannach

To **run an SME operation in one place**, the processes that usually live in separate tools — finance, **CRM**, recruitment, purchasing, projects, requests — need to share the same underlying data.

## Why small companies end up with the most tools

Larger companies buy platforms. Smaller ones accumulate whatever solved the problem that week.

- A different tool for each process, none of them connected
- Data re-entered between systems by hand
- No single view of how the company is actually doing
- Subscription costs growing faster than the team

## What a connected SME system covers

- **Finance** — payables and receivables, showing only what is still open
- **CRM** — deal value by stage, for forecasting
- **Recruitment** — candidates by stage
- **Purchasing** — requests by stage, in volume
- **Projects** — distributed by date, so no week is overloaded
- **Requests** — internal service in the same place

## How to configure it in Jestor

1. Install or build the **SME** template in **Jestor** covering these areas.
2. Review the dashboard: payables, receivables, and proportional charts for sales, purchasing, and candidates by stage.
3. Use the projects-by-date view to spread work across weeks rather than clustering it.
4. Organize projects by complexity so a heavy one is not scheduled beside three others.
5. Set a monthly spending target and track progress against it.

## Why choose Jestor as an AI tool for operations teams in SMEs?

**Jestor** brings automation, data, and **AI** into one place, which is what lets an SME run without stitching several disconnected tools together — and without a platform team to maintain them.

Because everything shares the same tables, a closed deal, its invoice, and the project that follows are connected rather than re-entered three times.

## Frequently Asked Questions

### Does the finance view show everything?

It shows what is still open — unpaid and unreceived. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can I organize projects by complexity?

Yes, and redistribute them across weeks.

### Is this a single system or several?

One system, with the processes sharing the same data.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.