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  5. CRM for exchangers
Rating: 4.9. Number of organizations: 956
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

CRM for exchangers

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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 exchangers - Program screenshot

In order to achieve success, a competent organization of exchangers and their CRM are necessary, which accurately and clearly predetermines processes, the dynamics of the financial component, and considers the requirements of the National Bank. Organization of exchangers operation begins with the collection of the necessary package of documents of obtaining a license. A license alone is also not enough, because the main requirement for banks and exchangers is the use of automated software, which is designed for high-quality, automated, operation in exchange processes and efficient CRM, considering the maintenance of documentation and accompanying reports. Why it is so important? This is because of the high risk of mistakes when these tasks are performed manually as there is a certain probability of human factors and other possible sources of mistakes. Exchangers are working with financial resources and even at the international level. Therefore, to maintain the proper functioning of the currency exchange system, it is recommended to have an automated CRM system at your disposal.

It is worth noting that exchangers risk not only financially but also health risks, given the work in confined spaces or raids. It is necessary to control all production processes, not forgetting about the efficiency and quality of CRM. Among other things, a program which should keep records and organize foreign exchange operation is simply obliged to integrate with various devices such as a machine for counting banknotes, scanners of reading watermarks, and the authenticity of national and foreign currency, a cash register, video cameras, an alarm, a printer, and many other devices. They are needed to control the correctness and accuracy of each stage of financial transactions in the exchanger.

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:
2024-11-05

Today, the demand of automated development has grown, thus, the number of companies which provide their services has grown. Now, the difficulty lies in the right choice, without losses that can affect both the content of the documentation and costs. In order to select the software which meets all the requirements, it is necessary to carry out monitoring according to certain criteria, considering functionality, cost, modular equipment, and convenience. The only software development which has no analogues and meets the stated requirements, even of the harshest critics, is the USU Software, which has an affordable cost, a complete absence of additional costs, and with all the built-in innovations which bring exchangers to a new level of work, both with the client, with the currency, and improves CRM. It works continuously and does not need special requirements to introduce to the system of the exchanger. There are several facilities of this product but the most distinctive is the multitasking and high-quality functionality without any limitations, so you are able to perform every activity and fully manage CRM without any difficulties.

All processes of the organization are performed automatically, which minimizes the time spent, at the same time, entering the correct data, which is so important for this field of activity. You can set tasks of a different nature, and the software independently and simultaneously copes with them, without wasting time, potential, and opportunities, due to the computerized organization of the accounting system and control over the processes and CRM. There are different tools and one of them is an automatic reminder of exchange rate changes. As the rate of currencies is changing continuously, it is important to update them on time and perform correct money transactions. Workers can miss some updates, which can lead to the loss of money. This is no longer a problem as CRM for exchangers deals with this in a matter of seconds without labour intervention, which is really beneficial for the company.

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.



In a single database, you may work on several exchangers and banks at once, which makes it possible to save on additional software. Also, integration with the accounting program simplifies the receipt and formation of accounting documentation by printing generated reports and receipts on any printer. In tables and documents, data is entered only once, which, again, saves your precious time and effort. Prediction of schedules and salary payments is carried out automatically, considering the round-the-clock operation of many organizations. All workers will receive fair wages, which are calculated with the help of the program. It records all actions performed by the worker and calculates according to the volume of the tasks.

Formation of reports and charts allows you to competently assess the position in the market, comparing ratings and profitability of various departments and branches, identifying the best and worst employees, controlling the organization of CRM, financial movements of foreign values, and others. Do not forget that all of them will be automated and the efficiency of the exchanger increased for several times.



Order a crm for exchangers

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 exchangers

With the help of mobile devices, applications, and video surveillance, it is possible to organize remote control, which also provides document flow accounting, control over the balance of currency, CRM, the employees, excluding offenses and fraud, audit, money turnover, and others. If you want, make changes to the configuration settings, and our specialists will help with it. Just decide which tools you need and inform our programmers.