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  5. Managing a small firm with CRM
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Managing a small firm with 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!

Managing a small firm with CRM - Program screenshot

A small CRM company is managed according to established configuration principles. The developers took into account the possibility of using this system in large and small enterprises. It has no restrictions on the number of employees and branches. When managing, you first need to develop a plan of action for all departments. A small firm may have several departments, sometimes even just one. CRM involves full control over the execution of operations. The high speed of information processing allows owners to quickly obtain accurate information about production and productivity.

"Universal Accounting System" is a specialized application that is used in trade, manufacturing and advertising. It calculates taxes and fees, forms a balance sheet, fills in books of purchases and sales. CRM is intended for a wide range of legal entities and individuals. The legal form of the company does not matter, it is only important to set the parameters correctly and enter the initial balances on the accounts. Wages are calculated on a piece-rate or time-based basis. Material consumption is calculated using the FIFO, quantity, or unit cost method. These settings must be selected immediately. This may affect the final financial result.

Large firms often hire managers who will provide all the reporting. So they are in control. Small organizations are self-managed. However, some are not ready to shift the responsibility of management onto someone else's shoulders. Nowadays, there are businesses run by entire families. This is how a family business turns out. Small firms can also be made up of friends and relatives initially. This helps to reduce payroll costs when the company still has a low income. Management must be systematic and continuous. It is necessary to be guided by the regulatory legal acts of the legislative bodies.

"Universal accounting system" expands the capabilities of enterprises. In a single CRM, you can control all areas without purchasing additional programs. It contains built-in forms of various forms and contracts. This reduces time costs. Management is best to start with the basic elements. Managers provide their employees with job descriptions. Thus, employees can understand the scope of their duties. In this application, an advertising account is formed, which contains the results of the effectiveness of the advertising used. The next time, workers are already developing layouts based on previous experience. It is also possible to conduct a comparative analysis of the use of finance for several periods, which will increase the likelihood of rational financing of activities.

Any organization is created for systematic profit. Entrepreneurs focus on a specific segment of consumers. Smaller companies have a less expanded spectrum. For example, these are organizations that provide one type of service: hairdressers, dentists, pawnshops, a fitness center. Each business entity can use USU in their activities. In CRM, you can create separate item groups, specialized form templates, and standard accounting entries. There are no restrictions here. At the request of the owner, developers can make a separate block to work according to unique characteristics.

Managing the balance of materials in warehouses.

Accounts receivable and accounts payable.

Evaluation of the quality of personnel work.

Management of small firms.

Trend analysis.

Cost calculations.

Identification of expired raw materials.

Conducting inventory and audits.

Posting surplus.

Off-balance accounts.

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

Determination of profitability of sales.

Statement of fixed assets on the balance sheet of the enterprise.

Commissioning of new equipment.

Use in private and public institutions.

Book of purchases.

Payment orders and checks.

Financial management.

Control over the movement of cars and trucks.

Connecting additional equipment.

Feedback.

TZR distribution.

FIFO.

Electronic map with routes.

Unified register of counterparties.

Acts of reconciliation with partners.

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.



Video surveillance on request.

Choice of desktop design.

Site integration.

Fuel consumption analysis.

Calculator and calendar.

Unlimited number of warehouses and divisions.

Regulation of labor.

Tasks for leaders.

Various graphs and charts.

Reference books and classifiers.

Division of large processes into stages.

Free trial.

Explanatory note.

Built-in assistant.

Chess sheet.



Order a managing a small firm with 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!




Managing a small firm with CRM

Requirements-waybills and waybills.

Expense reports.

Database.

Easy control.

Systematization of informatization.

Consolidation and informatization of reporting.

Income statement.

Salary and personnel.

Determining the amount of depreciation.

Payment through payment terminals.

Electronic document management.

Advanced accounting analytics.

Debt management.

Modern methods of control.

Transferring a configuration from another program.