1. USU
  2.  ›› 
  3. Programs for business automation
  4.  ›› 
  5. CRM for the exchange office
Rating: 4.9. Number of organizations: 636
rating
Countries: All
Operating system: Windows, Android, macOS
Group of programs: USU Software
Purpose: Business automation

CRM for the exchange office

  • 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?



CRM for the exchange office - Program screenshot

Each exchange office works with many monetary units, carries out hundreds of exchange operations per day, and all this must be considered, as well as CRM. Our interchange point program which is used in Kazakhstan, Russia, Ukraine, Belarus, and other countries makes it possible to customize it to solve any problems, which greatly simplifies and facilitates the management of the exchange office and CRM and reduces the risk of errors. The application has a basic configuration, and our specialists may also automate various additional business processes and take them into account when installing the application. The procedure of opening and working of exchange offices was initially programmed in accordance with the current legislation, which provides the strict implementation of its points and articles.

Of course, in the age of advanced Internet users, you may enter a phrase into a search line, such as ‘download a program of an exchange office’, and it seems that everything is decided. But this is a big misconception that may lead to a negative experience of communication with representatives of government agencies. Do not forget that running an interchange point, having your business implies great responsibility, excellent knowledge of your business, courage, and ingenuity in actions, managing an exchange office, and keeping CRM at a high level requires maximum effort and time from you. Here our company will help you to be at your best, provide services of the highest quality and successfully control the interchange point and CRM by offering a program of complex accounting and CRM control.

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

Automation of the exchange office begins with filling out the program currencies directory. In the application, you may work with different monetary units: American dollars, euros, Russian rubles, Kazakhstani tenge, Ukrainian hryvnia, Swiss franc, and many other values. The accounting in exchange offices displays each transaction in the form of an international three-digit code according to ISO 4217 classification like USD, EUR, RUB, KZT, UAH.

After setting up this directory, the interchange point system allows you to create a list of cash registers and departments. If there is a network of departments, the accounting of the exchange office may be kept in a single system by uniting all branches. At the same time, each individual point in the system sees only its data, other information, which is not relevant at this point, simply is not available to view, nor to correct or control. And only the manager or owner, using the exchange office management program, can generate reports, see the full data of their network and control the interchange point and CRM.


When starting the program, you can select the language.

Choose language

Automation of exchange offices in the Republic of Kazakhstan, Russia, and other CIS countries makes it possible to carry out every exchange transaction in the program be it a purchase or a sale. Each such transaction is called a financial transaction. The application of the exchange office for each transaction provides an opportunity to indicate which currency is being sold and which is being bought, when it was done, who was at the checkout, who was a visitor, all information is reflected, up to the exact time of the action. In other words, with it, you exercise total control of the exchange office, its CRM, which is necessary always and everywhere, regardless of the size of the company.

The organization of the work of the exchanger in a real-time mode allows you to withdraw the balances of funds in the system of each division and currency. Also, with the application, it is possible to view the total turnover of the purchase and sale of each currency. The exchange office management can display both summary data in the generated report and describe in detail any completed operation.

  • order

CRM for the exchange office

If necessary, the CRM accounting program in the exchange office prints a receipt, which reflects information about the date and time of the exchange operation, the cashier's name, the amount of money sold or bought, and there is no need for your employees to control the exchange office and CRM. After all, as everyone knows, the human factor is very unreliable in its essence.

The program of an exchange office in Kazakhstan, Russia, Ukraine, and other CIS countries, allows you to design an interface in a single corporate style. The accounting system of the exchanger in the header displays the name of the organization, company, point of sale. There are no difficulties in choosing the font, colour scheme, placing the logo on the main screen. The automation of the exchange office independently offers you interface design options. It only remains to decide what you want in the design, which pleases the eye. Also, with the help of our control of the exchange office, it is possible to display a logo in the centre of the main window. Again, you only need to decide how it looks. In turn, the procedure of organizing the work of the exchanger gives you many other advantages over your competitors, and the CRM of the exchange office becomes easy and understandable.

If you want to develop your exchange office and make the work of the employees much easier, then get USU Software to facilitate the CRM system and gain more profit. First, try out the demo version, which can be found on our official website. Here, you will also see information about the installation process and opportunities to order other software products.