Rating: 4.9. Number of organizations: 943

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

Software USU

Managing a small firm with CRM

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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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  View a screenshot of 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

A small CRM company is managed according to established configuration principles. The developers took into account the possibility of using this system in large and small enterprises. It has no restrictions on the number of employees and branches. When managing, you first need to develop a plan of action for all departments. A small firm may have several departments, sometimes even just one. CRM involves full control over the execution of operations. The high speed of information processing allows owners to quickly obtain accurate information about production and productivity.

"Universal Accounting System" is a specialized application that is used in trade, manufacturing and advertising. It calculates taxes and fees, forms a balance sheet, fills in books of purchases and sales. CRM is intended for a wide range of legal entities and individuals. The legal form of the company does not matter, it is only important to set the parameters correctly and enter the initial balances on the accounts. Wages are calculated on a piece-rate or time-based basis. Material consumption is calculated using the FIFO, quantity, or unit cost method. These settings must be selected immediately. This may affect the final financial result.

Large firms often hire managers who will provide all the reporting. So they are in control. Small organizations are self-managed. However, some are not ready to shift the responsibility of management onto someone else's shoulders. Nowadays, there are businesses run by entire families. This is how a family business turns out. Small firms can also be made up of friends and relatives initially. This helps to reduce payroll costs when the company still has a low income. Management must be systematic and continuous. It is necessary to be guided by the regulatory legal acts of the legislative bodies.

"Universal accounting system" expands the capabilities of enterprises. In a single CRM, you can control all areas without purchasing additional programs. It contains built-in forms of various forms and contracts. This reduces time costs. Management is best to start with the basic elements. Managers provide their employees with job descriptions. Thus, employees can understand the scope of their duties. In this application, an advertising account is formed, which contains the results of the effectiveness of the advertising used. The next time, workers are already developing layouts based on previous experience. It is also possible to conduct a comparative analysis of the use of finance for several periods, which will increase the likelihood of rational financing of activities.

Any organization is created for systematic profit. Entrepreneurs focus on a specific segment of consumers. Smaller companies have a less expanded spectrum. For example, these are organizations that provide one type of service: hairdressers, dentists, pawnshops, a fitness center. Each business entity can use USU in their activities. In CRM, you can create separate item groups, specialized form templates, and standard accounting entries. There are no restrictions here. At the request of the owner, developers can make a separate block to work according to unique characteristics.

Managing the balance of materials in warehouses.

Accounts receivable and accounts payable.

Evaluation of the quality of personnel work.

Management of small firms.

Trend analysis.

Cost calculations.

Identification of expired raw materials.

Conducting inventory and audits.

Posting surplus.

Off-balance accounts.

Who is the developer?

Determination of profitability of sales.

Statement of fixed assets on the balance sheet of the enterprise.

Commissioning of new equipment.

Use in private and public institutions.

Book of purchases.

Payment orders and checks.

Financial management.

Control over the movement of cars and trucks.

Connecting additional equipment.

Feedback.

TZR distribution.

FIFO.

Electronic map with routes.

Unified register of counterparties.

Acts of reconciliation with partners.

Download demo version

When starting the program, you can select the language.

Who is the translator?

Video surveillance on request.

Choice of desktop design.

Site integration.

Fuel consumption analysis.

Calculator and calendar.

Unlimited number of warehouses and divisions.

Regulation of labor.

Tasks for leaders.

Various graphs and charts.

Reference books and classifiers.

Division of large processes into stages.

Free trial.

Explanatory note.

Built-in assistant.

Chess sheet.

Order a managing a small firm with CRM

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!

Managing a small firm with CRM