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  5. Management of client base
Rating: 4.9. Number of organizations: 660
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Management of client base

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Quick transition.
What do you want to do now?

If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.



Management of client base - Program screenshot

For any organization, it is important to perform management of a competent client base, since the reputation, the success of promoting goods and services depends on this, therefore, for this task it is worth attracting automated mechanisms that would simplify the maintenance of order. The list of clients involves not only storing contact information but also the entire archive of transactions, fixing the facts of interaction, including calls and meetings. With a full understanding of the picture of affairs, the management team should be able to continue to build effective contacts, withdraw from deals. With the manual format of management of such databases, situations arise with the loss of contacts or the untimely display of relevant data, and if a specialist goes on vacation, leaves, then communication with clients is almost completely lost. That is why it is necessary to build a mechanism for a single information space, with protection from unauthorized use and theft, software in this case becomes the most rational solution. Modern computer technologies can significantly facilitate the work of companies and not only in matters of client catalogs but also in monitoring the execution of related processes.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-05-01

This video can be viewed with subtitles in your own language.

USU Software is able to facilitate the selection of software by offering its clients individual development and selection of tools. Such opportunities are provided by the thoughtfulness and adaptability of the interface, the simplicity of the menu, and the platform's focus on a specific field of activity. The program changes the approach to managing a variety of tasks, reduce the workload on staff, while eliminating their negligence in their duties, the occurrence of errors in the preparation of reports and documentation. You decide how to build the algorithm and the appearance of the organization of the client directory, the rules for filling it out. The transition to automation takes place in comfortable conditions, since the preliminary preparation, configuration, and direct implementation on computers are taken over by specialists, you only need access to the device and allocate time for a short briefing. The cost of the project is determined after agreeing on the working nuances, a set of functions, therefore, the basic version is suitable even for a novice entrepreneur, and for larger clients, the creation of unique options is provided.


When starting the program, you can select the language.

Who is the translator?

Khoilo Roman

Chief programmer who took part in the translation of this software into different languages.

Choose language

A new approach to managing a client base, provided by means of implementing the software configuration of the USU Software, changes the structure of interaction, specialists are able to perform a larger volume of base tasks without losing sight of the details. Electronic client cards contain a maximum of information, including the transactions being made, amounts, contracts, dates, and results of calls and meetings, so any management team immediately becomes aware of the situation and won’t lose an important client. Registration of user actions will help the management to evaluate productivity and how the tasks were completed, and adjust plans in time. When management a digital database, it is assumed that base access rights are delimited; the management department can expand them if such a need arises. Data protection from outside interference is provided by several mechanisms at once, one of which requires entering a login, password to enter the software. To exclude the loss of important information and documents due to a breakdown of computers, the function of backup and saving on the server is made to order.



Order a management of client base

To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.



How to buy the program?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!




Management of client base

The uniqueness of the base platform lies in the ability to rebuild the interface for the needs of each client, increasing the efficiency of automation. Realizing that each company has its own nuances of organizing affairs and building processes, development is carried out on an individual basis. The scale of activity, a form of ownership, and other nuances will be reflected in the application settings. To maintain a uniform corporate style of the company, a logo can be placed on the main working screen, however, as well as on all forms. Thanks to a well-thought-out client base and its competent filling, control of actions, and protection from loss after an employee's dismissal, it ensures stability. Digital document management is carried out on the basis of prepared templates that are customized for the industry.

Our program’s base configuration is affordable for every businessman, even if he is just starting his own business and has a modest budget. The original set of functions will eventually cease to cover the entire range of needs, then you can upgrade. Users with certain access rights should be able to independently make adjustments to the existing settings of algorithms and formulas. It is convenient to work in the application not only over the local network, within the enterprise but also with a remote connection, via the Internet. Employees who are often on the road can order a mobile base of the platform to complete tasks via a tablet or smartphone. To maintain effective communications with contractors, managers will use messaging tools. There is a distribution not only by e-mail but also using the popular instant messengers, sending SMS to phone numbers. Support specialists will always be in touch and should be able to provide the necessary assistance in technical issues, answer questions about the operation. An additional bonus with the purchase of each license will be two hours of training or professional work of your choice.