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Rating: 4.9. Number of organizations: 28
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Operating system: Windows, Android, macOS
Group of programs: Business automation

CRM for microloans accounting

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Quick transition.
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.



CRM for microloans accounting - Program screenshot

Microloan documents are presented in the lending agreement and include up-to-date and detailed information on the terms of the microloan credit and its accounting. The presence of tables in the agreement is set by law in many countries, therefore, many microloan organizations use the documentation for providing information on the conditions for the provision of microloans. Each document contains such items as the amount of the microloan, the term of the agreement, the currency in which the microloan is provided, the interest rate, and a lot more. These criteria are the main data, if the microloan organization wishes, the documentation may contain various additional information as well. Such spreadsheets are needed, first, for clients. In a spreadsheet form, information is easier and to understand, therefore the legislation of many countries obliges the use of such documentation in microloans agreements.

Compiling documentation for each microloan is carried out individually, depending on the amount and terms of the loan. Formatting such documents is one of the processes for forming a loan agreement, the preparation of which takes a lot of time. Currently, the formation of such documents is automated by various CRM systems. Document flow automation is carried out using specialized CRM programs. The use of automation programs contributes to the regulation and improvement of documenting processes, the compilation of various tables and graphs, etc. Optimization of document flow has become the same necessity as regulation of accounting and management processes, and for microloan organizations, it is a big time-saving. Each document compiled in a CRM program can be automatically generated based on the client's request, providing a ready-made contract online, since many microfinance organizations carry out their activities by issuing online microloans.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-04-26

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

The USU Software is a CRM system with unique and special functionality, thanks to which you can optimize the work processes of your company or the work of employees in general. The program can be used in the activities of any company, our CRM system has no strict specialization in use according to the division according to the type criterion of activity. This development of the CRM system is carried out by determining the needs, preferences, and characteristics of the microloan company. All these factors are very important, based on them the accounting functionality is formed. The settings in the system can be changed or supplemented due to the flexibility of the software product. The implementation and installation of software are carried out in a short period without affecting the current work of the company.

Our accounting CRM system allows you to carry out the usual accounting operations in a timely and efficient manner; financial and management accounting, management of microloans, control over work processes, including tracking all stages of lending, managing microloans, maintaining a database with storing and sorting various kinds of information, making settlements, generating reports, organization of workflow with the ability to form ready-made tables for loan agreements, analysis, and audit, and much more.


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.

Choose language

Our company provides training according to the program, which guarantees simplicity and ease of adaptation of employees to the new format of work. The program can be used by any employee, regardless of their level of technical skills, the system is light and easy to understand. The use of the USU Software has a positive effect on the growth of the quality and speed of customer service, which contributes to the growth of sales. Our system has all the necessary options to optimize each workflow, including constant control over lending and issuance of microloans.

The organization of automated document flow will allow you to maintain, formalize and process documents of any kind. In addition, the CRM and accounting program allows generating tables for contracts automatically, guaranteeing the accuracy of calculations and the correctness of the documentation. Remote control mode makes it possible to control work and personnel, regardless of location, via the Internet. Informing clients will help to remind them in time of the need to repay microloans thanks to automated mailing. Formation of the database thanks to the use of CRM accounting, which will allow the systematic storage, processing, and transfer of an unlimited amount of information.



Order a cRM for microloans accounting

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?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



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 for microloans accounting

All microloans, customer information, tables, and contracts can be stored chronologically in a separate database, which will simplify the work of employees. Accounting, accounting operations, reporting, debt control, etc. Integration of the USU Software allows you to use the system more efficiently when using additional equipment. The use of our accounting CRM application has a positive effect on reducing manual work and reducing the impact of the human error factor, which contributes to the more efficient implementation of work tasks by employees, thereby increasing financial and work indicators.

Our accounting CRM program has all the necessary tools to open up the possibility of performing full financial analysis, audit, and accounting of any microloan company. An application of this kind will allow you to have correct and accurate data on the financial position of the company, contributing to the quality and effectiveness of accounting and management. Formation of reports of any type and complexity is also possible to be performed automatically.