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  5. Maintaining clients in CRM
Rating: 4.9. Number of organizations: 930
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Maintaining clients in CRM

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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!

Maintaining clients in CRM - Program screenshot

In recent years, customer management in CRM has been carried out through special automation programs that help to clearly build all aspects of interaction with the customer base, implement advertising and marketing strategies, promote services, and attract new consumers. The methodology of conducting depends entirely on the organization. She can focus on customer interaction, work to increase brand loyalty or awareness, engage in promotional mailing or call, prioritize social networks, etc.

Specialists of the Universal Accounting System (USA) try to work on maintaining support in a substantive manner and with the utmost diligence, so that customers in the first period of operation can easily use the extensive CRM tools and get the desired results. Do not forget about automated chains. Operations will become easier to the required level. With just one action, several processes are launched, incoming information is processed, information in registers is updated, and accompanying documents are automatically prepared.

The benefits of keeping records are clear. For each client, completely different CRM information, characteristics and documents are collected, which allows you to create target groups, study demand, analyze profit and loss indicators, and activate different channels of attraction. It's no secret that maintaining support also affects the issues of proper communication with suppliers, trading partners, counterparties. Users have access to transactions, rates, current agreements and volumes. All parameters can be analyzed.

SMS sending is considered to be the most demanded feature of the CRM program. At the same time, automatic mailing involves both personal and mass messages to customers. According to certain characteristics, you can create target groups in order to increase the effectiveness of advertising. This is not the only aspect of CRM that should be given attention. Add to this the maintenance of regulatory documents, analysis of customers and demand indicators, automatic calculations and forecasts, control over warehouse operations, preparation of financial and management reporting.

Modern technologies allow you to take your business to a completely different level. Automation programs become a clear confirmation. They are productive, productive, focused on achieving the desired result in all possible ways from the extensive CRM toolkit. Contacts with clients and partners, regulated management reports, payroll for full-time specialists, paperwork, various studies and analysis, statistical calculations for certain positions and much more fall under control.

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

The platform regulates the main issues of working with clients, mailing and research, demand analysis, communication, CRM reporting on selected parameters.

Almost every aspect of the organization's activities is under the strict control of the digital platform. At the same time, a wide range of functional tools is available to users.

On the most important events in the life of the structure, information notifications are received at lightning speed.

Separate directories are devoted to contacts with suppliers, contractors and trading partners.

The nature of CRM communication depends entirely on the wishes of the structure. These can be personal and mass SMS messages, the formation of target groups, various studies and the collection of analytics.

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.



Maintaining support also affects relationships with business partners, where it is easy to open archives, study the history of operations, simply compare current rates and estimate costs.

If revenue volumes are rapidly falling, there has been an outflow of customers, then the dynamics will be reflected in the reporting.

The platform can become a single information center that unites points of sale, warehouses, and various branches.

The system monitors not only the operations of the CRM format, but also captures the other range of processes, purchases of goods, stock reserves, various services, planning and forecasting.

It makes no sense to manually create electronic cards for each client (or assortment products) when the corresponding list is at hand. An import option is provided.



Order a maintaining clients in CRM

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!




Maintaining clients in CRM

If the company is well disposed of warehouse devices (TSD), then any third-party equipment can be connected separately.

Monitoring allows you to quickly and accurately detect problems. Take immediate action to eliminate them.

With the help of programmatic reporting, it is easier to analyze customer acquisition channels, marketing campaigns and promotions, discounts and bonuses, and loyalty programs.

You can work with production indicators in detail, study reports, performance indicators of personnel, set tasks for the future, monitor their implementation.

For a trial period, you can not do without a demo version of the product. We offer free download.