Rating: 4.9. Number of organizations: 270

Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

Accounting for money loans

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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!

The accounting of money loans in the USU Software is carried out in the current time mode. When there are changes in monetary credits subject to accounting, all indicators associated with such changes immediately change, and the time for the implementation of related changes is fractions of a second. Money loans have changes in their state of the following order: timely repayment, delay in payment, the formation of debt, accrual of interest, repayment of debt and interest, and others. As soon as one of the above occurs, the existing indicators are automatically recalculated, which correspond to the previous state of money loans, before their new match.

Keeping records of loans, being an automated process, does not take much time and effort for personnel servicing and maintaining cash loans since the program itself performs most of the operations for maintaining cash loans, relieving personnel from them and, thereby, reducing the labour costs of the enterprise and with them its personnel costs. Keeping records of money loans consists of maintaining a database, which is formed as the next monetary loan appears, while the base is functionally itself engaged in maintaining. The duties of the staff include only data entry, specifying parameters for compiling a sample of clients with cash credits, which is used in the preparation of various mailings, practiced both by employees of the enterprise, and automatically sent by the configuration itself for keeping an accounting of money credits.

Who is the developer?

Such automatic mailings are carried out according to the list of subscribers compiled by the configuration to keep records independently, following the specified parameters of money credits. For example, those loans that are suitable for the repayment period fall under the automatic distribution. A notification will be sent with a reminder, if there are cash loans pegged to the currency and repaid in national money, then when the exchange rate changes, an automatic notification will be sent about the change in the amount of the next payment. If there is a delay in cash loans, the accounting software will automatically generate and send a message about the presence of debt and the accrual of penalties. In this case, the participation of personnel in accounting is minimized as the software independently copes with such maintenance. Moreover, to organize mailings, a set of text templates has been prepared for all cases of contacting customers, so mailing can also be automated by the accounting program.

Staff involvement is required when sending messages is targeted to solve marketing problems. Here, managers set the selection criteria to compile a list of subscribers who should receive these messages, according to the enterprise. Then the configuration of keeping records of money loans forms a list of target subscribers, excluding from it those who previously refused to receive advertising information, which is necessarily noted in the client base. Such information comes to it when registering a client in the program and further interacting.

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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?

The task of the personnel to ensure accounting of money loans includes registering clients in the database, entering personal and contact information, adding copies of identity documents, photographing the client with a webcam capture, entering information from which information sources the client learned about the company's services, and agreement whether to receive marketing communications. From this data, at the end of the period, a marketing report will be compiled with an analysis of advertising sites involved in the promotion of financial services, and an assessment of their effectiveness by the difference between the costs of the site and the profit received from it due to new customers who came from there. This allows you to save money by denying unproductive sites and supporting those that give the necessary surge of interest.

To organize mailings and automatically inform borrowers, they use electronic communication in several forms, which are a voice automatic call, Viber, e-mail, SMS, while the sending itself is carried out directly from the client base using the contacts presented in it. All texts are saved in the personal files of clients, to avoid duplicate notification. A report is also being prepared on the number of sent mailings, subscribers reached, their categories, and the quality of feedback, which is determined by the number of new money loans, and requests. As follows from the description, accounting is kept for everything - accounting of clients, accounting of money loans, accounting of personnel, accounting of maturities, accounting of the exchange rate, accounting of debts, accounting of funds issued for money loans, accounting of advertising, and many others. And for each type of accounting, the company receives a report drawn up at the end of the period, with an analysis of this type of activity in terms of costs and profit. Such reports are the best tool in conducting financial activities, as they provide an opportunity to find your bottlenecks in working with clients and to identify trends in the dynamics of indicators.

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Accounting for money loans