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  5. Accounting for clients in CRM
Rating: 4.9. Number of organizations: 253
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: USU software
Purpose: Business automation

Accounting for clients in CRM

  • Copyright protects the unique methods of business automation that are used in our programs.
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    Copyright
  • We are a verified software publisher. This is displayed in the operating system when running our programs and demo-versions.
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  • We work with organizations around the world from small businesses to large ones. Our company is included in the international register of companies and has an electronic trust mark.
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Accounting for clients in CRM
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Premium-class program at an affordable price

1. Compare Configurations

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2. Choose a currency

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3. Calculate the cost of the program

4. If necessary, order a virtual server rental

In order for all your employees to work in the same database, you need a local network between computers (wired or Wi-Fi). But you can also order the installation of the program in the cloud if:

  • You have more than one user, but there is no local network between computers.
    No local area network

    No local area network
  • Some employees are required to work from home.
    Work from home

    Work from home
  • You have several branches.
    There are branches

    There are branches
  • You want to be in control of your business even while on vacation.
    Control from vacation

    Control from vacation
  • It is necessary to work in the program at any time of the day.
    Work at any time

    Work at any time
  • You want a powerful server without the big expense.
    Powerful server

    Powerful server


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You pay only once for the program itself. And for the cloud payment is made every month.

5. Sign contract

Send the details of the organization or just your passport to conclude an agreement. The contract is your guarantee that you will get what you need. Contract

The signed contract will need to be sent to us as a scanned copy or as a photograph. We send the original contract only to those who need a paper version.

6. Pay with a card or other method

Your card may be in a currency that is no in the list. It's not a problem. You can calculate the cost of the program in US dollars and pay in your native currency at the current rate. To pay by card, use the website or mobile application of your bank.

Possible payment methods

  • Bank transfer
    Bank

    Bank transfer
  • Payment by card
    Card

    Payment by card
  • Pay via PayPal
    PayPal

    Pay via PayPal
  • International transfer Western Union or any other
    Western Union

    Western Union
  • Automation from our organization is a complete investment for your business!
  • These prices are valid for the first purchase only
  • We use only advanced foreign technologies, and our prices are available to everyone

Compare configurations of the program

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Multi-user operation mode when purchasing more than one license Watch the video arrow down exists exists exists
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Support of hardware: barcode scanners, receipt printers, label printers Watch the video arrow down exists exists exists
Using modern methods of mailing: Email, SMS, Viber, voice automatic dialing Watch the video arrow down exists exists exists
Ability to configure automatic filling of documents in Microsoft Word format Watch the video arrow down exists exists exists
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Choosing a program design Watch the video arrow down exists exists
Ability to customize data import into tables Watch the video arrow down exists exists
Copying of the current row Watch the video arrow down exists exists
Filtering data in a table Watch the video arrow down exists exists
Support for grouping mode of rows Watch the video arrow down exists exists
Assigning images for more visual presentation of information Watch the video arrow down exists exists
Augmented reality for even more visibility Watch the video arrow down exists exists
Temporarily hiding certain columns by each user for himself Watch the video arrow down exists exists
Permanently hiding specific columns or tables for all users of a specific role Watch the video arrow down exists
Setting rights for roles to be able to add, edit and delete information Watch the video arrow down exists
Selecting fields to search for Watch the video arrow down exists
Configuring for different roles the availability of reports and actions Watch the video arrow down exists
Export data from tables or reports to various formats Watch the video arrow down exists
Possibility to use the Data Collection Terminal Watch the video arrow down exists
Possibility to customize a professional backup your database Watch the video arrow down exists
Audit of user actions Watch the video arrow down exists

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Rent of a virtual server. Price

When do you need a cloud server?

Rent of a virtual server is available both for buyers of "Universal Accounting System" as an additional option, and as a separate service. The price does not change. You can order a cloud server rental if:

  • You have more than one user, but there is no local network between computers.
  • Some employees are required to work from home.
  • You have several branches.
  • You want to be in control of your business even while on vacation.
  • It is necessary to work in the program at any time of the day.
  • You want a powerful server without the big expense.

If you are hardware savvy

If you are hardware savvy, then you can select the required specifications for the hardware. You will immediately be calculated the price for renting a virtual server of the specified configuration.

If you don't know anything about hardware

If you are not technically savvy, then just below:

  • In paragraph number 1, indicate the number of people who will work in your cloud server.
  • Next decide what is more important to you:
    • If it's more important to rent the cheapest cloud server, then don't change anything else. Scroll down this page, there you will see the calculated cost for renting a server in the cloud.
    • If the cost is very affordable for your organization, then you can improve performance. In step #4, change the server performance to high.

Hardware configuration

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For automation and accuracy, each user service and provisioning enterprise maintains customer records in the CRM system, because the old ways of managing and documenting data are no longer relevant. A computerized CRM program for customer accounting provides users with complete data that can be supplemented or changed at any time, to any extent. It's no secret that free CRM for customer accounting can only be in test form. If you want to save money, you can pay attention to the cost of the utility and other expenses. For example, our automated CRM program for customer accounting has a low cost and completely does not provide for a subscription fee, i.e. free, like other expenses. Due to the multifunctionality and the presence of a large selection of modules, the work of the enterprise will become not only easier, but faster, better and more efficient.

The convenient and beautiful interface of the CRM program for accounting customers in CRM also has versatility, operational business management, document management, full control over production processes, employee activities, the quality of customer processing, as well as their growth and an increase in the profit of the enterprise, for one or another period time. All transactions will be visible in the system, because they are automatically stored in a single database. It is possible to quickly obtain various information by using a contextual search engine that optimizes the working time of employees, as well as reliably and long-term saving all materials and documents, and completely free of charge. The use of templates and sample documents also provides efficiency, and automatic data entry and import provides accurate and high-quality information. Materials can be used in any format and from any kind of sources.

In CRM tables for customer accounting, you can enter different information, supplementing with attached pictures, documents, scans and invoices. Also, for greater convenience, cells can be highlighted and marked with different colors in a free form. For selected clients, mass or personal messages can be sent via SMS, MMS or e-mail. Also, you can track the status of processing applications and accepting payments, excluding debts, charging late fees or providing a discount.

The multitasking of the client accounting program in the CRM system can be described for a very long time, but it is much more productive to install a demo version and test the utility on your own business, and it’s completely free. Also, you can get answers to the remaining questions from our consultants.

The utility for accounting for clients in the CRM system provides full automation and optimization of working hours.

The accuracy and quality of input, speed, is ensured by automatic data entry or import from various sources.

Support for various document formats.

Multi-user mode, provides a single access for all employees.

Mutual exchange and materials and documents support for users on the local network or via the Internet.

In a single program, an unlimited number of branches and branches can be fixed.

For clients, various information can be entered, ranging from details to attached images, payments, documents, etc.

Marking certain data and cells with different colors for greater convenience.

You can store an unlimited amount of data, given the capabilities of the operating system.

Receive materials, available quickly and without straining, through the use of a contextual search engine.

The backup copy is automatically saved on a remote server, you just need to enter the dates for its implementation.

Mass or personal mailing of messages to the client is carried out via SMS, MMS or e-mail.

Acceptance of payments, in any form, in cash and non-cash, with free acceptance of commission.

All types of foreign currency are accepted, subject to the use of a converter.

Accounting for working hours, fixes the exact amount of time worked, on the basis of which wages are made.

Accounting, control, analysis, is carried out on the basis of integration with video cameras, with additional tools and applications, with warehouse devices.

Low cost, with nice bonuses, in the form of a free monthly fee.

You can additionally develop modules, personally for your business.

Accounting in magazines and tables is carried out quickly and efficiently.

Formation of reports, taking into account which, you can see the profitability of the organization, is completely free.