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Group of programs: Business automation
Planning and management of investment
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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!
Investment planning and management are integral parts of the successful operation of financial companies in many areas. Whether it's a funded background, a consulting company, an investor consortium, or even a network marketing affiliate. Effective management and planning tools will help you achieve great results in business management and ensure systematic revenue growth. It is competent planning that is the key to the company's success, but how exactly should one approach this issue?
Of course, you can hire specialists in these areas to take care of the planning and management of the investment venture. You will have to pay them a monthly salary, taking into account also the possibility of the human factor, which creates the risk of many mistakes. How can you avoid them and at the same time save a lot of money?
In this case, the logical answer is the use of modern technologies in the activities of a financial company, which can contribute to its early development and growth, improvement in planning and other areas related to investments. Modern technologies are capable of a lot, and a program with a competent assembly, a user-friendly interface and powerful functionality is capable of overturning enterprise management.
It is such a program that the "Universal Accounting System" provides, which is interested in the development of useful, high-tech and powerful programs. The financial investment planning app is one of those, opening up many opportunities for the head of an organization. Moreover, employees will find it useful in their activities.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-05
Video of planning and management of investment
This video is in Russian. We have not yet managed to make videos in other languages.
What can the "Universal Accounting System" help with in the field of investment? First of all, it is the ability to safely store an unlimited amount of a wide variety of materials that can be useful both in daily work and in preparation for large events. The software will not only provide effective planning and management, but will also allow you to translate many routine tasks into an automated format that is much more efficient and allows you to get results faster.
How does the main work of "USU" begin? This is the formation of such an information warehouse, which safely stores unlimited volumes of materials in all key areas of your activity. Investment information is easily transferred using the data import already built into the USU toolkit. If the amount of data to work with is not so large, you can simply enter it manually.
Upon completion of the download of materials, you will receive a platform, ready for further work, on which all further operations, including planning, are easily carried out. With a reliable information base, further work is much easier, especially when there is a convenient search engine and backup, which automatically saves the bulk of information.
Investment planning and management with the "Universal Accounting System" goes to a new level. You do not need any more additional tools and equipment, as the software will handle everything on its own. By introducing such technologies into the activities of your institution, you can easily achieve impressive results in all areas. The efficiency, timeliness and comfort provided by USU will appeal to both staff and management.
Download demo version
We currently have a demo version of this program only in Russian.
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.
It is convenient to store the data necessary for planning and management in the field of investments in the information storage "USU".
The multi-user interface is designed to ensure a comfortable work of the entire company, where no one employee will interfere with another using the system.
You can easily configure access to certain areas of control by entering passwords for certain blocks. This is especially useful given that you would like to keep some information confidential.
The control design also changes depending on your preferences, which is possible thanks to more than fifty templates.
Order a planning and management of investment
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!
Planning and management of investment
If you want, you can even change the location of the control buttons, making the control of the application even more comfortable.
In the software, it is convenient to make a variety of automated calculations, which are more accurate than manual ones and do not require additional waste of time.
What's more, you can automate your documentation, which saves you a huge amount of time and helps you translate your valuable resources into more useful channels.
You can also download information about upcoming events into the program, and the built-in planner will already send notifications to keep staff and management prepared.
In the infobase, additional files containing documents, diagrams, graphs, call history, photographs and any other materials that may be useful when working with an investment project are easily attached to ready-made projects.
You can find a lot of additional information in the overview videos of real information specialists!