1. USU
  2.  ›› 
  3. Programs for business automation
  4.  ›› 
  5. Terms of Reference in CRM
Rating: 4.9. Number of organizations: 445
rating
Countries: All
Operating system: Windows, Android, macOS
Group of programs: USU Software
Purpose: Business automation

Terms of Reference in CRM

  • Copyright protects the unique methods of business automation that are used in our programs.
    Copyright

    Copyright
  • We are a verified software publisher. This is displayed in the operating system when running our programs and demo-versions.
    Verified publisher

    Verified publisher
  • We work with organizations around the world from small businesses to large ones. Our company is included in the international register of companies and has an electronic trust mark.
    Sign of trust

    Sign of trust


Quick transition.
What do you want to do now?



Terms of Reference in CRM - Program screenshot

The terms of reference in the CRM system is the main document when planning work, with a full description of the purpose and purpose, requirements for work, functionality and access rights, etc. The main task of the terms of reference is the requirements for the functionality of the CRM system. Our automated program "Universal Accounting System" provides an unlimited range of possibilities, with various modules and flexible configuration settings. The low cost of the utility for conducting work in the CRM system with the terms of reference provides efficiency and automation, reducing costs and increasing the status and profit, the quality of work and all production processes. Our program is characterized by mobility in the implementation of processes, the minimum requirement for implementation to technical devices, versatility, multi-user mode and multitasking.

The software is fully automated and licensed, does not carry any risks, reliably protecting data, reliably protecting it on a remote server, for many years. You can get the necessary materials for technical specifications, data, clients without difficulty, optimizing working time using a contextual search engine. All data is conveniently classified in tables and journals, documents, automatically entering materials, importing from various devices and media. in the terms of reference of the program, there is a function for tracking and comparing prices of competitors, controlling and displaying statistical data on income and expenses, taking into account integration with the 1C system. Also, the formation of reports (statistical, analytical, accounting and tax) will simplify the work of employees. The commercial department can maintain a relationship with customers on an ongoing basis, having data on counterparties, maintaining a single CRM database. You can send mass or selective messages via SMS, MMS or e-mail.

The mobile application is not inferior in terms of technical equipment and performance of tasks to similar applications, on the contrary, there are privileges, taking into account the absence of the need to be tied to a specific workplace. All data, logs and CRM databases will be at hand. All employees can easily master the principles of work according to the terms of reference, and the software does not require special training, it is enough to familiarize yourself with a brief video review available on our website. Also, on the site you can find additional technical modules and price list. For additional questions, our specialists will be happy to advise you.

Development from the USU company, fully meets all the technical requirements of the CRM system.

The best management software on the market.

With the help of high-tech development, you will be able to track the labor activity of employees, managing all departments in a one-time mode, maintaining a single database for all at once.

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

The low cost of the utility will pleasantly please, with an equally pleasant bonus, in the form of the absence of a monthly fee.

The task planner allows you to timely complete various tasks in a technical plan, tracking the status of their implementation.

The mobile version will be convenient for remote management, accounting and analysis of the organization.

Accounting for working hours, with complete data on hours worked, quality of work and wages paid.

A single CRM database provides complete information on counterparties.

Selective or mass mailing of messages is made by means of SMS, MMS or e-mail, all over the world.


When starting the program, you can select the language.

Choose language

Payment for services and goods can be made in cash or non-cash form.

Through the program, you can control an unlimited number of warehouses, branches, shops and other objects.

Automatic generation of documents and reports.

Maintaining various tables, journals, taking into account the use of all types of formats.

The development is adapted to any loyalty programs.

Contextual search engine provides complete data on your request, optimizing working time.

  • order

Terms of Reference in CRM

A demo version is available for your own assessment of the quality and effectiveness of the application.

A convenient and simplified interface will be available to every employee, without any special skills.

In a single CRM system, an unlimited number of employees can work at the same time.

On the server, you can store unlimited amounts of materials.

You can get customer rating.

Formation of documents and reports, through the use of templates and samples of documents.

There is a large selection of themes and templates for the desktop screensaver.