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Group of programs: Business automation
Accounting of clients of credit institutions
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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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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!
A credit institution is a specialized institution that provides services for the issuance of loans and borrowings to legal entities and individuals. To establish the work of all indicators, it is necessary to use modern technologies. Automation of work helps to control the accounting of clients of credit institutions. A unified customer base is being formed, which allows you to track the demand for certain services.
Keeping records of customers of credit institutions in the USU Software is reaching a new level. A general sheet is formed, which contains all the details of the borrowers. You can sort or select according to the selected characteristics, which makes it possible to assess the demand for the service and its frequency. A special department is responsible to maintain the table of clients, which interacts directly with them. By quickly creating records, you can serve more clients in less time.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-22
Video of accounting of clients of credit institutions
To ensure accounting of different indicators, various tables are created, which are filled in different departments. For a credit institution, the main areas are client creditworthiness, loan repayment, capacity utilization, and much more. The modern accounting configuration allows any company to operate continuously. Built-in letterhead templates independently generate reporting documentation based on the information entered.
The management of the credit institution is engaged in the careful conduct of its activities. Before the formation of the basic documentation and instructions, the market is monitored to determine the necessary data. To ensure a stable position in the industry and control of clients, you need to have competitive advantages and constantly develop them. The target for the reporting period assumes the level of indicators for the future. If they cannot be achieved within a certain time frame, then adjustments must be made urgently.
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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?
Khoilo Roman
Chief programmer who took part in the translation of this software into different languages.
Instruction manual
USU Software controls all internal processes and provides reports and statements. A separate card is created for each client in the credit institution. It includes passport details, contacts, credit history, and a number of applications. Due to the built-in templates, many fields are filled from the list, which helps employees reduce the time for the same type of records.
Maintaining a stable business is a mechanism that any owner strives to get. It is necessary to constantly monitor the current situation with partners and clients and introduce new technologies. Currently, the choice of information products is extensive, however, you need to choose what is right and suitable for your credit institution. It needs a program that can create transactions related to customers, loans, personnel, inventory, and property. All indicators are entered in separate tables and assume a certain number of values.
Order an accounting of clients of credit institutions
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!
Accounting of clients of credit institutions
USU Software is a new generation program of accounting that can automate most of the production processes. It distributes job responsibilities between departments and employees. Control is carried out in a real-time mode. The created transactions do not contradict the current legislation, which is important as all activities of the credit institution is managed by a governmental organization. This is also beneficial in increasing the loyalty and confidence of clients, so they will be more attracted to your services.
The accounting of clients of credit institutions contains a full range of functions and tools essential in the performance of financial transactions in the company. Moreover, our specialists did their best to thoughtfully create the design of the program, considering its complex set of algorithms. Nevertheless, the software itself is not so complex and easy to understand, which means a rapid mastering of functions. Thus, every employee with the minimum knowledge of computer technologies and no experience in using accounting applications will understand all settings in a matter of days. Also, if there are some problems regarding instructions of exploitation, our IT specialists are ready to conduct master classes and educate your workers with all necessary information.
It is impossible to list all functions that the accounting of clients of credit institutions has. There are only some of them: convenient location of operations, formation of various books, magazines, and statements, access by login and password, modern configurator, accounting of production costs and scrap, high performance, credit calculator, keeping income and expenses, synthetic and analytical accounting, quality control, unified customer base, accounting and tax reporting, compliance with laws and standards, salary and personnel records, recalculation, service level assessment, accounts payable and receivable, identification of late payments, cash flow control, conducting any business activity, work in various currency systems, short-term and long-term loans and borrowings, drawing up plans and schedules, the universality of indicators, task planner for managers, built-in assistant, accounting of production and sales in the organization, advanced analytics, financial analysis, profit and loss calculation, specialized reference books and classifiers, operation log, client feedback, help call, desktop customization, SMS delivery and sending emails, call automation, communication with customers via vibe, receiving applications via the Internet, work with individuals and legal entities, outgoing and incoming cash orders, conducting inventories, continuity, consistency, consolidation, and informatization.