Operating system: Windows, Android, macOS
Group of programs: Business automation
CRM tasks
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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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How to buy the program?
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Interactive instructions for the program and for the demo version
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Who is the developer?
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CRM tasks are of priority importance for many companies specializing in various areas of the market economy. In accordance with modern theories and management practices, the focus of almost any commercial organization is customer relations. Thanks to the competent management of such relationships, customer loyalty is maintained, new customers are attracted, and a positive image of the company is created. The use of a specialized computer system for automating daily activities - CRM for tasks in the company - will provide the company with optimal conditions for work.
The Universal Accounting System, perfectly realizing the importance of competently building a customer relationship management system, offers all interested companies their own software development, created by qualified specialists. CRM is distinguished by a well-thought-out and balanced set of functions, stability and stability of internal relations, excellent user properties and an optimal ratio of price and quality indicators. Within the framework of this CRM, management of the tasks of finding and attracting customers, studying their preferences, providing quality products and services, receiving feedback, etc. are solved in an optimal way. The program allows you to form and constantly replenish the database of the company's counterparties, containing complete information about each partner, including the history of business relations, correspondence, contact and personal data. Company managers can plan work for each client, fixing the dates of meetings, receiving and sending orders, payments, and other key tasks. It is also possible to form general plans for structural divisions, thanks to which each employee in the department will know exactly what and when he must do, and the manager will have a complete understanding of the distribution of the load and will be able to control the timing of the tasks assigned. The program can be integrated with 1C, which provides accurate accounting and control of warehouse, trade, accounting processes in the company. The tasks solved within the framework of CRM 1C provide resource savings due to the fact that the need to enter the same data into different accounting programs disappears, and the number of associated errors arising from the carelessness or negligence of operators is reduced. The system provides a function of reminding about all important tasks, the solution of which you have planned for the reporting period of time. The range of products subject to accounting and the range of services managed in CRM are not limited by the number of items and types. Integration of all types of commercial and warehouse equipment (data collection terminals, barcode scanners, cash registers, etc.) is provided. The program includes an automated SMS messaging module that sends mass notifications at a specified time, as well as individual messages for specific clients or partners of the company. CRM provides for the maintenance of full-fledged financial accounting and management of incoming and outgoing cash flows, accounts payable and receivable, planning income and expenses for reporting periods, monitoring the dynamics of the cost of products and services, determining the profitability of the project.
The execution control program provides for tracking the% of execution, which allows you to control the processes of the system.
The work log stores information about actions and operations performed in the system.
The accounting of the work performed is carried out using reports in which the work performed is shown with an indication of the result.
The organizer program can work not only on a PC, but also on mobile phones.
Planning software will help you get the important parts of your job done on time.
Work automation systems have a convenient search engine that allows you to quickly find orders by various parameters.
Accounting for employees' work can be configured in the program settings.
In the program for tracking the operating time, you can see information in a graphical or tabular form.
In the program, planning and accounting is carried out through setting up a business process with the help of which further work will be done.
The application for cases can be useful not only for companies, but also for individuals.
Through the work accounting schedule, it will become easy to calculate and evaluate the work of employees.
The execution control program is a simple tool for registering and monitoring the execution of orders issued.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-05-12
Automation of work makes it easier to conduct any kind of activity.
The work accounting program allows you to plan cases without leaving the system.
The work plan program accompanies the employee to carry out the configured business process.
Programs for organizing work can be useful not only for employees, but also for management because of the whole block of analytics on the system.
Accounting of the organization's affairs can take into account warehouse and cash accounting.
The program for tasks allows you to create tasks for employees and execute them.
Accounting is easy to learn due to the easy and intuitive interface.
The program visually shows the work schedule and, if necessary, notifies about the upcoming work or its implementation.
A to-do program can store documentation and files.
Performance accounting contains functions of notification or reminders about the completion or creation of a new job.
The work organization accounting provides assistance in the distribution and execution of work.
A scheduling program can be an indispensable assistant in the management of planned cases.
The work program also has a mobile version for mobile activities.
The program for performing tasks is capable of working not only on one computer, but also over the network in multi-user mode.
Download demo version
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.
Instruction manual
In the program, the log of the work performed is stored for a long time and can be used in the future for analysis.
The case log includes: a filing cabinet of employees and clients; invoices for goods; information about applications.
In the program, case planning is the basis for making the right decisions.
From the site you can download the planning program, which is already configured and has data for testing the functionality.
The program for tasks has a different kind of search function.
The program for reminders contains a report on the employee's work in which the system can calculate the salary at the configured rates.
The free scheduling program has basic functions for keeping track of cases.
The work accounting can be downloaded for a test period for use and review.
Enterprise automation helps to facilitate accounting at any level.
The assignment app guides workflows that can be controlled through multi-user mode and sorting.
One of the important factors for high efficiency is task accounting.
Work progress accounting can be configured and issued to the person in charge to confirm the work data.
In the program, the accounting of tasks will become clearer for performers through a graphical display of data.
The work execution program has a CRM system with which the execution of tasks is carried out more efficiently.
Order a crm tasks
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?
The program will be installed
If the program is purchased for 1 user, it will take no more than 1 hour
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!
CRM tasks
Within the framework of CRM, the management of tasks aimed at achieving the long-term and short-term goals of the company is carried out in the most optimal way.
The USU program is distinguished by its high quality of execution and an extremely favorable price.
In the process of implementation, the settings can be adjusted taking into account the features of the control system and the wishes of the customer.
Integration with 1C ensures the creation of a unified accounting database in the company, saving time for employees and reducing the number of errors.
The USU can work in any language of the user's choice, as well as combine several languages, which is especially convenient for companies with extensive international connections.
The range of products and services provided by the company is not limited.
The system has an integrated web-camera that allows you to create an image of each product, save it in the database and use it in the sale process, paperwork, accounting, etc.
CRM provides a solution to problems related to management and accounting, for any number of structural units (warehouses, retail and industrial premises).
The initial data can be entered into the program manually or imported from other office applications (1C, Word, Excel, etc.).
Commercial and warehouse equipment integrated into CRM (barcode scanners, data collection terminals, cash registers, etc.) significantly increases the level of service, the speed of processing information flows, performing current tasks and serving customers.
Returns are quick and easy, and data is automatically posted to all linked accounts and databases.
CRM provides a deferred sale option: the goods are booked for the buyer for a certain period of time and the deal is executed after the client finally makes a purchase decision.
In the system, you can set the critical values of key parameters (stocks of goods in the warehouse, lead times, the amount of accounts receivable, etc.), upon exceeding which CRM sends targeted warnings to responsible employees.
Thanks to the management automation program, carrying out inventories does not cause any difficulties for warehouse and accounting employees, since revisions can be performed at any time, for all groups of goods or selectively.
A single database of counterparties contains a complete history of relationships with all partners (buyers, suppliers, service companies, etc.), including personal and contact information of the management.
CRM contains built-in marketing tools that allow you to develop and implement loyalty programs using discount and bonus cards.