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Rating: 4.9. Number of organizations: 398
Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Accounting in CRM

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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.

Accounting in CRM - Program screenshot

A specialized development from the company "Universal Accounting System", created in order to carry out accounting in CRM, analysis, control, manage and submit the necessary reports, with full maintenance and preservation of documentation. Our software is so versatile and automated that it differs significantly from similar applications, firstly, by a significant difference in cost and the complete absence of a subscription fee. Secondly, the presence of a variety of features and additionally developed modules, personally at your request, increase efficiency and efficiency by automating production processes.

Convenient and flexible configuration settings will be available for understanding and management, accounting and analysis by all employees, even explicit users. Multifunctional interface, adapts to each user, providing work activities and a convenient location of the necessary parameters on the desktop. To avoid confusion in the CRM accounting system, for each employee, personal access rights and codes are provided to activate access to the personal account. The CRM accounting program captures, records and automatically saves all information and documentation on a remote server for a long time. It will be possible to find the necessary documents or data quickly, without wasting too much time, taking into account the use of a contextual search engine. The results of the CRM accounting system will pleasantly surprise you, especially the multi-user mode, which provides all employees with access and work on the necessary materials at any time, without unnecessary difficulties. The differentiation of usage rights makes the utility even more reliable and of high quality, because in this way it is possible to avoid leakage of information data.

In the conduct of any business, document management is one of the first places, because. in contracts, reports, statistical and analytical materials, all information on the company's activities is stored, therefore the quality of input and correction must be treated with all responsibility. Fortunately, in our automated program, there is automatic input, data import from diverse sources, transfer of documents and information by e-mail or via SMS messages, both selectively and in bulk across the entire CRM table. In the CRM accounting system, various tables and journals can be automatically generated using templates and samples that are easy to format in the format you need, because the USU program supports all document formats. A convenient navigation system will prompt you for the necessary documents and their location. The task planner allows you not to worry about performing certain operations, because you and your employees will receive timely notification of meetings, negotiations, phone calls and other planned operations. Thus, you increase not only productivity, but also the status of the organization.

Also, various reports (statistical and analytical) are automatically generated in the CRM system, schemes can be designed and the construction of routes, schedules and other plans. Accounting for working time records not only the amount of time worked, but also the quality and efficiency of work activities, on the basis of which wages are paid.

USU software for CRM accounting is so diverse that it will take a lot of time to list all the possibilities, which is worth its weight in gold with you, it will be much more productive to analyze and test the system on your own business, using the test version, which is available for free on our website . For additional questions, our specialists will consult you.

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:

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

Keeping records through an automated CRM system from USU will be easy and efficient.

Automatic data entry makes it possible to achieve ideal and correct data for further work on accounting, as well as optimizing the working time of employees.

Multi-user mode provides general and simultaneous access to a single CRM database, providing unhindered accounting data and documentation.

The manager can monitor all work, quality and efficiency in all production operations, controlling the activities of employees and their quality, productivity and profitability of the enterprise.

Remote access, possible using a mobile application.

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

There is no subscription fee during the operation of our CRM accounting system.

The low cost of the utility is a distinctive feature of our accounting program.

The data is regularly updated to provide accurate and quality case management.

Operational data search is possible due to the contextual search engine.

Maintaining various tables, conveniently disposing information on customers, employees, services and goods, etc.

Order an accounting in CRM

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!

Accounting in CRM

Highlighting the necessary information parameters, in different colors.

Modules can be modified depending on your wishes and work needs.

In one program, it is possible to carry out accounting for several departments and branches, integrating over a local network.

Providing information to customers, possibly in bulk or personally via SMS, MMS and Email.

Integration with video cameras, with the 1C system, with storage devices, printers, etc.

Automatic saving of all data and documents on a remote server for many years, without distortion and deletion of information.