Utilize a customer management system.
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It is difficult to track transactions manually. This is something that nobody wants to do. It gets too cumbersome as the business grows. If you want to scale quickly, you should consider a system for managing customers. There are many options. But, it really depends on your line of work. SalesForce is an online software application is always a viable option.
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Quickbooks can assist you with your accounting. InfusionSoft provides support for sales and marketing. There are a variety of CMS systems available, and most integrate with cloud-based solutions. Find the one that is most suitable for you and then use it.
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