Operating system: Windows, Android, macOS
Group of programs: Business automation
CRM task management
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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.
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How to buy the program?
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Interactive instructions for the program and for the demo version
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Who is the developer?
Program screenshot
CRM task management is a new software product developed by specialists of the Universal Accounting System as part of a project to create a line of programs such as CRM (Customer Relationship Management). This application is not sold in finished form, but is a kind of shell that our company's specialists adjust to the specifics of a particular customer's company, organizing CRM of an individual type of functioning in it.
In general, CRM systems for task management are individual customer management systems created at the enterprise, taking into account the type of activity, the features of the overall management system and the nuances associated with customer relationships. That is, this type of management systems is always very individual, so selling (and from the customer's point of view - buying) CRM systems for managing tasks of a general type, standardized, is extremely unreasonable. Management built using such standardized systems is likely to have a lot of inaccuracies and moments that will only slow down your business, not improve it. That is why USU's CRM Task Management is a program that is designed anew each time for each new client on the basis of a common software platform created by our specialists. This approach allows us to help build a truly high-quality CRM system in our clients' companies.
As part of the implementation of the functions of operational CRM, our automated system will register and configure online access to initial data on all events related to customer relationships and manage these relationships. This access will be configured for all employees or for individual responsible persons, selectively, depending on your individual requirements for CRM and client management tasks.
Being also an analytical CRM system, the program from USU will deal with the management of reporting and data analysis tasks from various angles.
As a collaborative CRM, the USU application will set up a certain level of customer interaction customization. Surveys and questionnaires of clients will be formed and conducted in order to find out their real needs and improve their work.
Task management in the implementation of the CRM system will be based on the principles of openness, planning and controllability. If the company is large and has several branches and divisions under its control, then the technology from USU will design the CRM system so that management within the framework of working with clients is carried out everywhere according to a single model and solves common tasks.
The more satisfied customers there are among the old consumers of your goods or services, the more new ones will appear!
Who is the developer?
2024-04-19
Video of cRM task management
This video can be viewed with subtitles in your own language.
The program solves all tasks related to direct contact with customers.
As part of solving this kind of tasks, the optimal means and methods of contact are determined: direct meetings, telephone conversations, communication through social networks, etc.
As in all other software systems from USU, in this application you will find an easy-to-use interface and wide functionality.
The construction of the sales funnel of your company is automated.
The program will manage the analysis of the results of various marketing activities.
In an automated mode, tasks related to the analysis of the effectiveness of sales of all products or services or their individual types will be solved.
All clients will be divided into segments and sectors for the convenience of organizing work with them.
Download demo version
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.
Instruction manual
A certain level of customization of interaction with clients will be established, which is necessary for you.
They will become an application from USU to form and conduct surveys and questionnaires of clients in order to find out their real needs and improve their work.
Control over the management of customer service and call centers of your organization is automated.
Management will be based on the principles of openness, planning, controllability.
The CRM system builds management within the framework of working with clients according to a single model in all branches of the company.
CRM system has convenient tools for management reminders and alerts.
Also in the CRM system there are automated tools for monitoring the implementation of work deadlines.
Order a cRM task management
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?
The program will be installed
If the program is purchased for 1 user, it will take no more than 1 hour
Buy a ready-made program
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 task management
Telephone conversations with clients will be auto-recorded and further analyzed.
The vertical and horizontal distribution of duties and powers between employees will improve.
Our application will allow you to create multi-level task lists, classify them, set notifications and reminders, etc.
USU will build a unique CRM.
All tasks will be as simple as possible for understanding.
This will allow each employee to clearly understand what exactly is expected of him.
For each type of tasks in the automated CRM system, a separate database will be maintained, each of which will contain: a task log, a schedule of task completion dates; a list of those responsible for solving tasks, a schedule for managing related procedures, etc.