Risper CRM
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SOP Library
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SOP Library

Free

Ready-made step-by-step operating procedures for your industry — free

Knowledge & Training
Overview

<p>Most teams know <strong>what</strong> to do but lose money on <strong>how</strong> and <strong>when</strong>. The SOP Library ships three battle-tested, beginner-friendly Standard Operating Procedures mapped step by step onto your CRM:</p><ul><li><strong>Accounting &amp; Auditing Firm</strong> — from first enquiry to filed returns, with every government deadline tracked.</li><li><strong>Business Setup / PRO Services</strong> — enquiry to trade licence to automatic renewal business.</li><li><strong>Business Center</strong> — units, leases, post-dated cheques, mail, bookings and tenant services.</li></ul><p>Every step shows what to do, the exact menu path to click, a real example and a pro tip — simple enough for a first-day employee. Admins can customize any guide to the company's own workflow (or reset to standard), and every guide is print-ready for training packs. Free, forever.</p>

📈 Proof of Impact Projected — based on typical results for teams like yours.
0%
Team efficiency growth
0 hrs/week
Time saved across your team
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+0%
Revenue uplift · /yr
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+0%
Client retention
+0%
Client score
👉 Drag to match your team — see your results Team size: 10 people
Who benefits: New hiresYour teamClients
Features
  • Three full industry SOPs: Accounting & Auditing, Business Setup / PRO, Business Center
  • Every step: plain-language explainer, actions, CRM menu path, real example, pro tip
  • Simple enough for a brand-new hire to follow on day one
  • Customize any guide per company — edit, add, remove, reorder steps
  • One-click reset to the standard version
  • Print-ready — export any SOP to PDF
  • Standard guides auto-update with new CRM features
How It Works
1
Install the add-on — the SOP Library appears in the sidebar for everyone.
2
Open your industry's guide and read it step by step.
3
Each step shows what to do, where to click, and a real example.
4
Admins click Customize to adapt the guide to the company's own process.
5
Print any guide to PDF for training packs or client handovers.
Benefits
Train new staff in hours, not weeks
A new hire follows the SOP step by step — with the exact menu path for every action.
Nothing falls through the cracks
Deadlines, cheques, renewals and follow-ups are all baked into the procedure.
Make it your own
Customize any guide to your company's workflow; reset to standard any time.
Free, forever
Included at no cost — our way of helping your team get full value from the CRM.
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