Rating: 4.9. Number of organizations: 737

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

Software USU

CRM for 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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  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!

Modern credit institutions vitally need automation projects in order to put their reporting and regulations in order, build clear mechanisms for interaction with the client base, take penalties against debtors on loans, work for the future and attract new borrowers. CRM program for credit institutions is crucial. It stands for Customer Relationship Management and is an indispensable tool when it comes to automating all client-related processes in credit institutions. Our application aims to improve the quality of interactions with consumers. For these purposes, specialized CRM tools have been implemented. Even for ordinary and novice computer users, it will not be difficult to master them in a short time.

On the site of the USU Software, it is easy to find a suitable software solution for credit institutions' needs of daily operation, including a full-featured CRM system for credit institutions. It is efficient, reliable, and fast. At the same time, the configuration cannot be called complicated or hard to learn. CRM parameters of the USU Software are really responsive. You can change them as needed to suit your performance standards. Current credit processes are regulated in real-time, which is informatively displayed on the monitor screen.

It is no secret that the main channels of CRM communication, namely SMS, emails, and voice messages, are considered the key element of the dialogue between the borrower and the credit structure. Each of them is under absolute software control. Special attention is paid to the credit organization for working with debtors, where you can use not only targeted CRM mailing tools to warn the client about the need to pay off loan debt, but also automatic accrual of penalties and other penalties.

Who is the developer?

Do not forget that the system automatically calculates all settlements for credit requests, calculates financial interests in the institution, schedules payments for a clearly defined period. Such an approach to the organization of settlements will significantly relieve the staff of the institution and reduce expenses. The emphasis on the CRM system does not mean that the application does not perform well at other levels of management. In particular, it is very effective in supervising the circulation of regulatory documents. All acts of acceptance and transfer of collateral, loan agreements, cash orders are recorded in the digital journals and various registers.

The system is not ‘locked’ to CRM system, but also easily performs a fairly large amount of analytical work on current processes in order to simplify basic credit operations, but also monitors the exchange rate on the internet. The latest changes can be instantly displayed in the registers of the program and regulated documents. Also, the microfinance organization will fully take control of the most important recalculation, repayment, and addition positions. Each of these positions (including CRM parameters) is displayed in an accessible, informative form. Users do not have to spend extra time to assimilate and process analytical information of the institution.

It is extremely difficult for lending microfinance institutions to ignore the automation trends, the key element of which is the progressive relationship of CRM. Without them, it is impossible to imagine a productive dialogue with borrowers, both loyal clients, and debtors. For work with pledges, a special digital interface has been implemented that allows you to collect information on specific material values, attach images, and all other necessary documents. To make sure that the product works, you should install the demo version of our credit financial application first.

Download demo version

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 USU Software automatically monitors the work of a credit institution, performs an impressive scope of analytical work, and deals with various documenting tasks. It is easy to configure the system parameters on your own in order to effectively work with the client base, monitor staff performance, and regulate key processes in real-time. Completed credit transactions can be transferred to a digital archive in order to raise statistical summaries at any time. CRM tools of the USU Software allow you to control the main communication channels with the borrower, including emails, voice, and audio messages, as well as SMS. The choice of a suitable type of messaging remains the prerogative of the user.

Credit documentation templates are recorded in the digital journal, which allows not to waste time filling out the regulatory form for the acceptance of the transfer of pledge or credit agreements. The organization of the movement of financial assets will become more adaptive. You can apply your own settings and standards at each level. The system is able to quickly calculate interest on credits, carefully schedule payments for a given period, help with reporting to management and regulatory authorities.

Through the CRM system, it is much easier to build a productive dialogue with non-payers, promptly notify about the need to pay off debt, automatically charge a penalty and apply other penalties.

Order a cRM for credit institutions

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!

CRM for credit institutions