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  5. CRM for tasks control
Rating: 4.9. Number of organizations: 98
rating
Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

CRM for tasks control

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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.



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!

CRM for tasks control - Program screenshot

Entrepreneurial activity will be successful only if each of its mechanisms works in accordance with the current regulations of the company, but in practice various external factors intervene that affect the quality and timing of the provision of services, so CRM for task control can become a lifeline. At the same time, the wider the staff, the more difficult it is for management to track the correctness of their work, the timeliness of the provision of contracts, offers and direct interaction with customers, and the status of the company and further prospects for expansion depend on this. Ideally, the manager must complete the tasks given by the authorities within the strict deadlines, competently representing the interests of the employer, with the parallel execution of related documentation, not forgetting to conduct several transactions at once. In fact, the influence of the human factor is not canceled, which manifests itself in inattention, neglect of official duties, and increased workload, an increase in information flows at some point cease to be subject to the employee. In addition to monitoring the activities of the staff, the manager has many important tasks, and in order to provide an effective mechanism for controlling specialists, they seek to attract additional tools, such as CRM and automation using specialized programs. Literally a few years ago, when it came to the introduction of software, many businessmen refused such an undertaking, citing the complexity and high cost of the event, not understanding the prospects for its use. But time does not stand still, and more and more competent managers have appreciated the possibilities of using electronic algorithms, and those who are faithful to conservative management methods are now unable to catch up with the previous competitive level. The realities of modern life and the economy leave no choice how to keep up with the times, meet the requirements of business and the needs of counterparties. If you are reading this article, then welcome to the ranks of successful businessmen who are on the right track in selecting software.

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:
2024-11-23

Of course, you can take the first application that comes across and try to get used to it, rebuild already configured working mechanisms, or spend months choosing the one that suits you in all respects, but in any case, this threatens to waste time and money. Our company USU strives for the rational use of any resources, therefore it offers to use the "Universal Accounting System", which is able to offer the best solution in a short time, using CRM technologies. We do not have a ready-made solution, since we understand that the needs of different organizations, even in the same area, can vary significantly, therefore the main principle of development is to create an individual program. In addition to the stated goals of automation, during the analysis of the company, additional needs are determined, which are prescribed in the terms of reference and are agreed with the customer. After that, you can start creating an automation project, followed by implementation on the company's computers, setting up algorithms for which processes will be controlled. The presence of a CRM mechanism involves the formation of a mechanism for active communication between departments, branches or certain specialists in order to exclude time for intermediate coordination of moments. You choose which features to pay for, because the system is affordable, even small organizations or just starting out can afford the basic version. A wide range of options is combined with a simple menu construction, the purpose of the modules is clear on an intuitive level, and the similarity of the internal structure will ensure the prompt execution of all items on tasks. In order to use the USU software configuration, you do not need to have special skills and knowledge, even basic knowledge of using a PC will be quite enough. Unlike most complex software, where mastering involves a long passage of training courses, in our case, this stage will pass in just a couple of hours. Each pre-registered user is given a separate login and password to enter personal accounts, they will serve as an electronic space for performing work duties, here you can change the settings to your liking.

When starting the program, you can select the language.

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.



The use of CRM technologies in the USU program makes it possible to differentiate the rights to use data and functions for employees, based on their position and authority. Control over the use of confidential information is achieved by limiting the circle of persons allowed to access it. The manager will be able to independently create tasks, determine the deadlines for their completion in the electronic calendar, appoint responsible specialists, and they, in turn, will receive them in the prescribed form. As soon as the manager started the transaction, his actions are controlled by the application with the provision of reports to the authorities. To avoid lengthy coordination on common work issues between different departments, the CRM configuration provided an internal communication module, which is designed in the form of messages popping up in the corner of the screen. This will reduce the time for preparation and implementation of projects, which means it will increase productivity and help increase revenues. The CRM program for task control will become the right hand for business owners in matters of monitoring subordinates and managing departments, as well as a reliable assistant to each employee, as it will take on some monotonous, routine tasks. The possibility of conducting an audit will help in assessing the quality of ongoing projects, both for branches and for certain employees. Task management will be carried out according to the principle of openness, predictability of results, which will positively affect the reputation of the company, because each stage is monitored, there are no shadow operations, and the trust in the performer increases. By means of sending messages using different communication channels, it will be possible to speed up informing customers, establish an effective feedback, and maintain interest in services or products. On order, you can create a telegram bot that is in demand in many areas, which will automatically answer popular questions, and redirect those that are not within its competence to managers, depending on the direction and topic. A wide range of control tools and the connection of CRM technologies will allow you to bring the company to a new, unattainable level of development, expand its capabilities.



Order a cRM for tasks control

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 tasks control

By itself, the procedure for creating, implementing and configuring the application will take place with minimal participation of future users, they will only need to find time for training and provide access to computers. The main condition for the implementation of the platform is that electronic devices are in good working order, which means that you do not have to purchase new PCs and incur additional financial expenses. Support for the CRM format will become the basis for building an effective mechanism for the organization's work, monitoring the fulfillment of tasks, while increasing the personal motivation of employees. The ability to manage at a distance will help to adhere to the chosen strategy or correct it in case of significant deviations found during the analysis and study of reports. If there is a need to improve the functionality, the upgrade can be carried out at any time, upon additional request. If you still have questions about the functioning of the software or have certain wishes, then all this can be discussed during a personal or remote consultation.