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Rating: 4.9. Number of organizations: 829
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Operating system: Windows, Android, macOS
Group of programs: Business automation

CRM for receipts

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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.



CRM for receipts - Program screenshot

Payment of utility bills concerns both individuals and legal entities, every month various kinds of payments come in, which are not always easy to deal with, from the point of view of the housing and communal services sector, in order to maintain a competitive advantage, using the services of a certain company requires automation and the use of CRM technologies for receipts. It is becoming more and more difficult to maintain the position of an enterprise manager when using outdated methods of calculating and accepting payments, so managers who think ahead seek to optimize their activities by introducing additional tools. Residents, in turn, prefer those home service organizations that can guarantee the accuracy, timeliness of the provision of documentation and various forms of payment acceptance, when they do not have to stand in lines for several hours. At the same time, it is necessary to strive for complex automation, then computer algorithms will not only produce calculations, but also systematize the receipt of testimony, the formation of accounts with minimal human participation. But, a greater effect can be achieved when setting up a mechanism for interaction between employees and customers, when processing applications, it is the CRM format that will come in handy here. A single platform for all houses, residents, a center for preparing receipts for various purposes, with automatic calculations according to current tariffs, personal accounts of payers, will help to put things in order, facilitating the work of staff. In terms of financial issues, automation becomes a long-term investment, minimizing contentious, conflict situations, increasing the overall level of loyalty. A rational approach to the management of housing and communal services will contribute to savings, and it is also possible to receive income from additional sources. There is no doubt that the introduction of software is becoming a necessity, but you can count on a good result only in the case of a competent selection of a tool that supports the CRM mode. When searching, we recommend paying attention to the description, real reviews, the experience of the developer company, and not to bright advertising promises.

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:
2024-04-25

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

Our company USU has existed in the information technology market for more than one year, during which time it has been able to prove itself from the best side, as can be seen from the numerous reviews of our customers. At the heart of our development is a flexible platform that can be rebuilt as you like, depending on customer requests and the nuances of activity, which allows you to apply an individual approach to automation. Extensive experience and knowledge make it possible to put things in order, including in the management companies of the housing and communal services sector, with the maintenance of extended databases on houses, residents, receipts, management objects, and to correctly issue additional paid services. For each task, certain algorithms of actions are created in the settings, from which users will not be able to deviate, and therefore make a mistake or forget to enter information. The system will record every action, so checking the source of the recording or the person in charge will be a matter of a couple of seconds. Using the advantages of CRM technologies will help bring the organization to effective interaction of all divisions, departments, contractors, where everyone will complete their tasks on time, according to job descriptions. Receipts will be generated according to templates that have been standardized, based on the readings received, taking into account tariffs, the presence of special accrual conditions, for example, if the subscriber belongs to privileged categories or has a subsidy for utility bills. Remarkably, employees will not have any difficulties with the transition to a new format of work, since when creating the project we tried to focus it on users of different levels, to minimize the amount of professional terminology. Even if the employee only knows a little about the computer, then this is quite enough to take a short training course and begin practical familiarization, transferring work responsibilities to another platform. We take care of all the implementation procedures, however, as well as the subsequent setup and support, so there will be no difficulties with the transition to complex automation.


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

In the CRM configuration for the USU receipt, certain scenarios are prescribed, which are based on an understanding of the work, the mechanism for building the activities of management, housing companies. So, to connect to the base of a new house, which used to take a lot of effort and time, including the organization of a meeting of owners, from now on it will be much faster due to automated implementation of all stages of the processes. Specialists will appreciate the ability to quickly resolve issues on complaints received from residents, as an important part of the work of the institution. The software will automatically distribute the appeals received in electronic form by their types, appointing responsible persons for their solution, depending on the specifics of the direction. If a company offers additional services, such as replacing meters, repairing, connecting equipment, then their sale will be carried out in accordance with all requirements, providing additional comfort to both parties to the transaction. The moment of receipt of testimony, preparation of a receipt, sending it to the subscriber and subsequent control of receipt of payment implies the use of certain algorithms, formulas and samples of documentation that comply with industry standards. So, if a person has registered on the website of a service provider, then he will receive payment documents through his personal account, here you can also make a complaint and follow the start of its processing and decision. Employees, thanks to CRM, will simplify the performance of their tasks, since the platform will transfer some of them to automation mode, remind them of important processes, and provide the necessary templates with partial filling. The management will be able to remotely monitor the implementation of assigned tasks, how subordinates cope with their duties, and receive different types of reporting. The electronic format allows you to maintain an unlimited number of databases on objects, owners, personal accounts, attach images, scanned copies of documents, save an archive of transactions performed. The program provides for the differentiation of access rights for employees, so no outsider will be able to use confidential data.



Order a cRM for receipts

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!




CRM for receipts

Specialists will appreciate the ability to quickly find any information using the contextual search menu for this, where it is enough to enter just a couple of characters to get the result, additionally using the filtering, sorting or grouping options. Another advantage of the CRM platform will be the ability to notify customers by mailing, email, sms or viber. This tool can be used for both mass and individual informing with a selection of recipients, as well as receiving notifications of receipt. Specialized reports will help you check the receipt or payment of electronic receipts; in the absence of receipts, you can set up an automatic reminder via a convenient communication channel. The application will help in controlling the working time of the staff, payroll, develop a motivational, bonus policy. Whatever functional content you choose for the CRM platform for receipts, it can significantly simplify management and reduce the burden on employees, improving the quality of services provided.