Software Products

Business Software by Concierge Business Solutions®

At Concierge Business Solutions®, we provide advanced business software solutions designed to give you the tools needed to stay competitive in today’s evolving marketplace. Essential Elements™ is our comprehensive data collection system for business automation of administrative tasks, saving time and increasing efficiency. We also offer specialized Essential Elements™ programs tailored to lifestyle management businesses and companies offering personal concierge services.

Our Software Products and Programs

Essential Elements™

Essential Elements™ automates administrative work early in your journey, you can focus on what truly matters—expanding your business and increasing profits.

Essential Elements™ | The Exceptional Method

Set yourself up for success in your lifestyle management business or concierge service. This step-by-step 12-week program is the product of nearly four decades of business expertise. The course provides live training in business management targeted to lifestyle management and concierge professionals. Access resources for policy and procedure documents and automate key processes with our data collection system, Essential Elements.™

Essential Elements™ | The Deluxe Method

Build a strong foundation for your lifestyle management business or concierge service. This step-by-step program is the product of nearly four decades of business expertise. The course provides live training in business management targeted to lifestyle management and concierge professionals. Access resources for policy and procedure documents and automate key processes with our data collection system, Essential Elements.™

Key Features

  • Cloud-based
  • Customized with your logo and colors for a seamless client experience
  • Automated client communication
  • Clients can view task completions, time logs, and account status
  • Timely and accurate invoicing
  • Task management and time tracking
  • Quote control and vendor management
  • Calendar integration

Key Features

  • 6 weeks of live training @ 1.5 h per week
  • Review of business processes
  • Business document resources
  • Database training
  • Mentoring for an additional 12 weeks, 30 min per month
  • Essential Elements data collection system*
  • Six months’ free membership to the Center for Concierge Business Education
  • networking group

* Monthly maintenance fee required.

Key Features

  • 12 weeks of live training @ 1h15 min per week
  • Instruction includes 8 weeks of business strategy and decision-making training
  • Business document resources
  • Database training
  • Mentoring for an additional 12 weeks, 30 min per month
  • Essential Elements data collection system*
  • One year free membership to the Center for Concierge Business Education networking group

* Monthly maintenance fee required.

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