Operating system: Windows, Android, macOS
Group of programs: Business automation
Simple software for accounting clients
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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.
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Who is the developer?
Program screenshot
A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.
If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!
Simple software for client accounting is a specialized type of software designed specifically for high-quality and efficient database maintenance and accounting of clients, contracts concluded with them, as well as control of the processes of selling goods and providing services. Simple, and easy-to-use software means a universal program that is completely necessary when working on such equipment as a computer, laptop, or mobile phone and designed to serve as a convenience when using it. When using simple software for accounting clients, you not only get yourself more clients and increase the number of transactions made with them but also automate your production processes, which greatly simplifies the work of your employees. Thanks to simple software for accounting clients, you’ll be able to identify in advance your priority areas of activity, which, ultimately, leads to the conclusion of the desired transactions with clients.
Working with simple software, you’ll always be able to recognize clients by their phone number, receive all the necessary information on all transactions made with them and, if necessary, update the contact information database for them. Taking into account buyers, you can not only transparently see the number of transactions being processed and at the stages of additional requests for information and commercial offers, but also have complete information on all processes of negotiations and conclusion of contracts with clients.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-24
Video of simple software for accounting clients
Simple software for consumer accounting helps you not only create the necessary contract or define specific goals for your employees, but also archive all financial reporting documents, namely payments, contracts, invoices, and documentation for the shipment of goods. Using simple software, you’ll have a directory of your clients with the ability to check, configure and sort columns by them, as well as filter all data by specified parameters with their upload and download from the program. Working with simple software provides you with search filters, by using which you can adjust the specifics of your search activities yourself, which shows you the number and percentage of contractors at each production stage of sales and services, as well as the number of orders at each stage of their processing. The consumer accounting software itself forms lists of planned tasks and allows you to view the tasks of your subordinates, which creates a convenient and prompt system for setting goals and the necessary periodic reminders.
The program not only allows you to integrate with other services by e-mail and SMS but also provides detailed reports on shipments and financial money transfers in the company. Simple software for consumer accounting is not only a way to optimize the work of your organization and make it much more efficient, but also the ability to use a huge number of additional functions that help and facilitate the production stages in the enterprise. With the help of simple software for accounting of buyers, you’ll fully handle your assigned tasks, clearly control and competently manage your personnel, as well as significantly increase the number of transactions, and thereby raise the level of income in your enterprise.
Download demo version
When starting the program, you can select the language.
You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.
Who is the translator?
Khoilo Roman
Chief programmer who took part in the translation of this software into different languages.
Instruction manual
The program provides a complete set of tools for client accounting and sales process management.
Creation of an extensive database of clients, with their contacts and stories on concluded contracts and stages of their execution. Automation of production processes of employees when servicing clients and concluding contracts with them. Our program provides the ability to integrate simple software with an online store and a virtual telephone exchange, as well as the ability to analyze completed transactions and commercial offers, as well as work with invoices and the sales catalog.
Order a simple software for accounting clients
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?
Send details for the contract
We enter into an agreement with each client. The contract is your guarantee that you will receive exactly what you require. Therefore, first you need to send us the details of a legal entity or individual. This usually takes no more than 5 minutes
Make an advance payment
After sending you scanned copies of the contract and invoice for payment, an advance payment is required. Please note that before installing the CRM system, it is enough to pay not the full amount, but only a part. Various payment methods are supported. Approximately 15 minutes
The program will be installed
After this, a specific installation date and time will be agreed upon with you. This usually happens on the same or the next day after the paperwork is completed. Immediately after installing the CRM system, you can ask for training for your employee. If the program is purchased for 1 user, it will take no more than 1 hour
Enjoy the result
Enjoy the result endlessly :) What is especially pleasing is not only the quality with which the software has been developed to automate everyday work, but also the lack of dependency in the form of a monthly subscription fee. After all, you will only pay once for the program.
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!
Simple software for accounting clients
Automatic registration of a transaction with a buyer with the definition of the term, amount, and product from the catalog. Formation of commercial offers for consumers by sending by e-mail and further tracking their status. Automatic tracking of the entire sales chain, from calling clients to invoicing. Automatic assessment of the efficiency and productivity of employees of the company, with the calculation of the volume of transactions concluded by them. Full software management of the client base, catalogs of goods and services, concluded contracts, and invoices. Automatic recording of all the stories of communication with clients, including calls, letters, and meetings with them.
Restriction of access rights to simple software and control over the work of employees, depending on the scope of their official powers. Filling out the cards of customers, including their contact persons and data, the history of cooperation, and the responsible manager at the conclusion of the agreement.
Setting up custom fields in simple software, with auto-filling of details and printing of financial documents. The presence of a function for grouping and dividing by segments all information data by customers. Availability of filters on the productivity of employees and the average time spent on the stage. Ensuring the required level of security due to the use of a password of a high degree of complexity. Possibility of making changes and additions to simple software, at the request of buyers. Try out the USU Software for free today by downloading a trial version of the application from our official website!