Operating system: Windows, Android, macOS
Group of programs: USU Software
Purpose: Business automation
CRM database
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The CRM database is a necessary tool that contains full contact information on counterparties and additional information on work, deliveries, settlement transactions and other data that can be used to carry out a full-fledged search, with minimal time spent. Buyers, clients, contractors, guests are the counterparties and the basis of any business that provides services or goods. Therefore, it is so important to keep records of these persons, analyze statistical indicators, control over the quality and timeliness of work with them, to ensure productive activities and the development of partnerships, with an increase in profits. To automate the maintenance of the CRM database and control the automatic entry, registration of users, it is necessary to implement an automated program that can analyze and take timely actions to attract new customers and retain regular users. Based on the data from the database, the documents and accompanying reports are filled in, promptly and automatically entering all the information, being responsible for the accuracy and quality of the work performed. When working with the CRM database, it is enough to indicate the name of the counterparty or the name of the company, contact numbers, information received, history of relationships, delivery of goods, etc. Automatic generation of documentation is possible when making a transaction with counterparties, generating an accurate package of documents, in a timely manner, without delays and errors.
When managing an automated program, maintaining a CRM database, it is possible to maintain a scheduler for planned events, indicating planned operations, terms, customer data related to the event and other nuances about meetings, calls, sending messages, sending goods, generating documentation and other tasks. It is possible to quickly set up the execution of certain tasks, with the division of work responsibilities.
A multi-tasking system that allows you to perform automatic calculation, issue invoices and control settlement transactions, track the status of delivery and payments made in any currency, by prior arrangement with counterparties. A single multi-user database allows simultaneous login to all employees of the enterprise, using a personal login and password with delegated use rights when logging in. The manager can control all production processes, tracking the status of work for each subordinate, analyzing action plans for pre-formed tasks, keeping records of working time and payroll for everyone, taking into account overtime, shortcomings and other aspects of work activity. There is management accounting and control through remote access from mobile devices integrating over a local network and Internet providers.
By visiting our website, you can get acquainted with ready-made offers and additional features, for example, individually formed modules and design, as well as download the CRM system in a trial version, completely free of charge. For details, please contact our specialists.
Automated base, designed to automate production operations, various activities and reduce resources, to realize the increase in productivity of the organization and increase the sales ratings and company status.
The multi-user base provides general access to a single information base for all specialists, cooperating departments and branches into one system, providing prompt entry, receipt and exchange of materials.
All employees, simultaneously under personal use rights, login and password, can log into a single database.
General magazines with information data, contributes to the output of information on the requested counterparties, goods, enterprises, prices and calculation of transactions.
Users are presented with a variety of world languages, which can be used in several at the same time.
The CRM base can independently read user rights to work with documents, granting access or blocking entry.
Automation of data entry allows you to quickly use information data by transferring or entering them from various sources.
A single system with a common database of documents, can use Word and Excel formats.
The control of the CRM base, over the activities of subordinates, contributes to the calculation of real readings of hours worked, making accruals for work.
Event planning, in a separate journal, allows you not to forget about the timing and contractors, deliveries, meetings and settlement transactions.
The workflow will be top notch.
Backup, contributes to the auto-save of materials for many years, remaining unchanged.
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When starting the program, you can select the language.
Instruction manual
Working with the CRM database, it is possible to use high-tech devices.
Remote access allows you to enter the database from any corner of the globe.
Mobile devices provide the ability to remotely control the necessary tools.
Separation of user rights contributes to the accuracy and quality of document management.
At the request of users, the settings can be changed, supplemented with specially designed modules.
Due to the integration of users over the local network, communicative relationships with customers are also increasing.
Full management accounting and management control over all technical operations and specialists in general.
Accounting for working hours, calculated automatically, at a fixed rate.
Order a cRM database
CRM database
You can control financial movements, replenishment and customer debt in separate statements.
The use of templates and samples is envisaged.
Application of interaction with PBX telephony.
The system automatically reads personal rights and may block the system.
It is possible to use the base, at a remote distance, when integrating with Internet networks.
It is possible to purchase additional modules in agreement with our specialists, who will assess the situation and analyze it and help you consultatively.
Purchase a demo version, possibly in free mode.
Base reviews can be found on our website.