Rating: 4.9. Number of organizations: 541

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Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

Functions of a CRM system

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Today, the modern functions of the CRM system can be varied, to solve the problems of increasing demand for products, attracting customers and setting up mutually beneficial relationships, automating production processes and organizing marketing events, analyzing and forecasting growth, increasing sales and profits, respectively. Each organization, from small businesses to large ones, must independently choose an automated CRM system that can provide the necessary package of tools and modules, capabilities, to achieve their goals. When choosing in the first place, you will face a difficult choice, given the large number of different CRM systems, but while monitoring each, it is also necessary to analyze and test with a trial version. As a rule, it can take quite a lot of time to find the right program, and in any case, the search will lead to the best CRM system, today the Universal Accounting System. Our universal CRM utility allows, at minimal financial cost, to be armed with a full-scale program, with a large range of modules available for work in any field of activity. Also, the program has advanced configuration settings, an active search engine (providing instant provision of the requested materials), an intuitive interface and other features that you can see for yourself right now, for this you need to install a completely free demo version.

A multi-tasking interface allows users from all departments and branches to log in in a single mode and planned activities to achieve success, into a single multi-user CRM system, under a personal login and password. The differentiation of user rights is used for reliable protection of information data. Also, in order to perform various operations productively and not experience discomfort and other difficulties with foreign clients, there is an expanded selection of world languages. Modules, magazines and tables are selected and developed personally for you. Desktop customization will also not go unnoticed, given the available themes.

Customers, source of income and how and at what level we provide customers with services or products, this equals our profit and retention. The customer accounting function implies the presence and ability to maintain customers in a single CRM database, providing complete information on contacts, on work on loading and unloading operations, on settlement operations, debts, conveniently classifying data when using list filtering and segmentation according to various criteria.

The document management function allows you to automate all processes. Taking into account automatic filling, importing and exporting of materials from a different plan of sources. It is possible to generate any report or document in a couple of minutes using the available templates and sample documents. Issuing invoices for payment is carried out when integrating with the 1C system, maintained by a database of customers, nomenclature and price list (general and personally formed, for each client). Acceptance of payments is carried out in any foreign currency, in any convenient way (cash and non-cash), automatically fixing the payment in the journals, writing off the debt. With each transaction, the materials are tied to a specific counterparty, storing all the information on a remote server, without worrying about the storage time, given the amount of information.

The remote access function, when integrated with mobile devices, can perform tasks scheduled in the scheduler in the normal mode. The use of materials from video surveillance allows you to realistically assess the situation, the performance of users and other data.

Ask our consultants questions, make sure of the efficiency and quality of development, functions and endless possibilities. With the help of our CRM system, you will achieve the desired results in a short time.

An automated CRM system, with full automation of production and technical operations, with the presence of functions and a wide range of modules, optimizes the working time of employees and allows the organization to bypass competitors and occupy a certain niche in the market.

Implementation of tasks in the scheduler, due to the functions of the CRM system.

Who is the developer?

The function of the electronic CRM system, you can use the possibilities of maintaining spreadsheets and journals, as you wish.

Management of a single journal of CRM counterparties, with all contact and personal information, ensures accuracy and constant updating of correct information.

In multi-user mode, employees from all departments and branches can simultaneously access the CRM system to use the functions of exchanging, maintaining and receiving information data.

The output of the necessary search parameters is performed using a contextual search engine, which provides significant savings in time and effort.

Automatic insertion and filling of materials, optimizes work functions and resources.

The duration and reliability of saving information data and documentation is carried out through backup.

With a one-time connection and use of working moments, the CRM system automatically blocks access to prevent errors.

Functions for the differentiation of user rights are performed taking into account the work activities of employees.

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When starting the program, you can select the language.

Who is the translator?

A screen lock is made to guarantee the quality of your documents.

When importing and exporting materials, the work is faster and better.

With the context search function, you can no longer worry about lengthy searches for the necessary materials, they are in electronic form, they will be provided in a couple of minutes, in full, for work, transfer or printout.

Documentation design, in any format (Word and Excel) and volume.

All work is distributed among all employees evenly.

Management has to constantly monitor, delegate, keep records and analyze the activities of the enterprise and employees.

The remote control function transmits video materials over a local network or the Internet.

With the function of employee working time, the CRM system calculates the exact amount of time worked, the quality of work performed and performs payroll.

Order a functions of a CRM system

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!

Functions of a CRM system