CRM for exchange office

CRM for exchange office

The multifunctional CRM program for an exchange office is a convenient and high-quality solution for performing any tasks, significantly simplifying business management and hundreds of exchange transactions with document management. The application is currently an ideal tool that adapts to any field of activity, with the necessary set of tools. When installing the application, there is no risk of errors or loss of funds, time. Also, with properly selected software, it is possible to develop a business, taking into account the opening of new exchange offices with an increase in turnover due to an increase in the number of exchange transactions. We draw your attention to the automated program "Universal Accounting System", which has proven itself only on the positive side in the market, with supported company charter templates and current legislation on the procedure for opening and operating exchange offices. The software differs from similar programs presented on the market by its affordable cost and the absence of a subscription fee, a wide variety of modules and tools. The application can be used in any country, providing a convenient format for customizing the language panel using one or more types, taking into account the fast and high-quality examination of foreign clients. The program is equipped with a beautiful and multifunctional interface with flexible configuration options.

CRM of exchange office

Universal CRM program of the exchange office is used in all companies, even with a small turnover, considering convenience and reliability. When installing the program, there is access to unlimited possibilities, taking into account the fast data entry, storage and transfer, fast issuance and printing of invoices and checks, acts and other documentation. Business management in this area of activity with the wrong approach can lead to negative consequences with an appeal to the representative bodies of the state. If you decide to connect your life with business in such a difficult type of activity, you need to be savvy and responsible, have ingenuity and courage.

Also, any business involves spending a lot of time, effort and nerves, and to resolve this issue and simplify, optimize the task of successfully managing an exchange office, a comprehensive automation of the USU utility is necessary. The application is configured for each working device individually, taking into account the registration of company employees with entry from a shortcut on the desktop. Users independently arrange the workspace, choosing a desktop screensaver from a wide range of theme designs. In order to avoid illegal actions and falsification, theft of information data, individual work in the account by each employee is assumed, with monitoring of work processes by the manager. Remote monitoring of actual actions and processes performed is carried out on the monitor screen of the manager, with synchronized management of all employee computers. Thus, sending information, analysis of the quality and speed of processing requests from clients for currency exchange will be recorded and monitored properly.

CRM exchanger

Universal CRM of the exchanger provides high-quality accounting of clients with business growth. Effective creation of a client base is the key to the success of your business, given the use of up-to-date information with increased efficiency of work processes. In our unique and multifunctional program, all clients will be recorded in a single electronic database with regular addition of information on the course of actions performed. Quick access to history and contact information, payments, orders will help to serve a large flow of clients, automating the collection and systematization of materials. It is also envisaged to provide discounts for regular users of services reflected in client cards. Given the availability of contact information in the electronic CRM database, it is possible to interact with clients by making calls, sending messages Email, WhatsApp, Viber, SMS. When connecting telephony, it is possible to make calls and record them, analyze the history, compare general service indicators, taking the business to a new level. You can perform some processes automatically, setting them in the task planner, monitoring and analyzing quality and speed indicators during execution, which facilitates and speeds up the work of employees. To attract potential clients, it is possible to use contact numbers for subsequent sending of messages from third-party sites, ensuring the expansion of the CRM base and increasing revenue.

CRM for exchanger

Multifunctional CRM software for an exchanger provides not only for working with built-in integrations, but also for establishing communication with potential clients through social networks, placing advertisements with advantageous offers. Thus, it is possible to receive messages and promptly respond using the templates used, redirect a call or chat to a manager, recording additional information in the history. For employees of the exchange office, the PBX telephony function will be quite convenient and effective, in which it is quite cool to see the contact number of an incoming call in the window with a reflection of the client's name, work history. When answering a call, you can immediately address by name, which shocks the client and establishes connections, increasing loyalty. Also, SMS sending serves not only as an information assistant in providing up-to-date information about the status of the business and advantageous offers, but also helps to keep clients' attention, congratulating them on personal or international, national holidays, as well as supervising the quality of service, receiving feedback with an assessment and wishes. Based on the information received, it is possible to identify gaps in the activities of certain structural divisions and improve work at all stages. With reminders of meetings and appointments, it is possible to reduce the number of no-shows. Clients can also independently follow the company's news and offers, taking into account registration on the website and in social networks.

CRM for currency exchange office

CRM software for a currency exchange office provides for autonomous operation with high-tech accounting, control, and management devices. Cash register equipment allows you to quickly perform currency exchange transactions, recording information in the database. The application makes it easy to input and output information data, using, in addition to manual filling, automatic transfer from any media. When working with documents, Word and Excel files are used. When outputting, a contextual search engine is used, optimizing user work, reducing costs to several minutes. All information on business, financial accounting, document flow and the CRM database will be received and stored in a single cloud storage.

Access is provided to all users without exception, without limiting their safety either in time or in volume. It is possible to protect access to confidential materials by differentiating the level between users, comparing the position. Accordingly, the manager, entering under the role of "Main", has unlimited possibilities. Management and control over the internal processes of each department is carried out hourly, by the minute, recording all actions of both employees and clients. CCTV cameras will read all processes, excluding fraud and theft of funds, information leakage. Also, to improve and simplify work processes, especially related to the exchange of information data, it is envisaged to combine all points and working devices locally connected to a single network or via the Internet.

CRM system for exchange office

The built-in universal CRM system for an exchange office provides for work with various currencies, converting units at the rate. Accounting at exchange offices provides for the reflection of each international transaction in the form of a three-digit code taking into account the ISO 4217 classification. When exchanging currencies at the current rate, the actual rate will be recorded in the database, with automatic calculation by an electronic calculator, using pre-set algorithms. Thus, when conducting all exchange transactions (purchase or sale), reporting on the financial transaction will be generated. The reporting documentation will reflect the status of the convertible currency, rate, date and time of execution, data on the employee at the cash desk and the client. After the time has elapsed, the manager can analyze the data in the system, comparing income and expenses, identifying shortcomings, applying the exchange rate difference, etc. Reports and documents, checks are generated automatically, in a matter of minutes, using built-in templates that comply with legal regulations. Scans will be attached to customer cards for subsequent history analysis. At the same time, total control and management over the business and processes is ensured. The manager can at any time take an extract for any period of time, also using tabular data, graphs or diagrams demonstrating the dynamics of the operations performed.

Free download crm for exchange office

Free download of crm for an exchange office is available from the Internet, but no one will give guarantees of high-quality work. In the free version, you can download only a test version that demonstrates the quality and functionality of the licensed program, in other cases, you should not trust unverified development companies that claim unlimited development possibilities for free. The USU application is affordable for any company, even with a small budget. In the application, you can supervise the work activities of exchange office employees, coordinating their schedules and reflecting the actual work performed. Thus, when accounting for working hours, employees will be paid wages based on general indicators. The software will help in automating sales and transactions for converting funds. The application assumes convenient work on mobile devices, automatically registering employees of the organization and clients. Not only prompt and high-quality customer service is provided, but also discounts are provided. The use of discount cards is available, which reflect the status of the owner. It is also possible to use large-scale maps, reflecting all exchange points for customer travel. Clients can order a particular amount for exchange, and managers can quickly form an application for a selected date, processing quickly using the CRM database and general data in the journals.

Buy crm for exchange office

Buying a CRM for an exchange office has become even more accessible, in addition to unlimited possibilities, providing for a low cost. The software can work together not only with diverse equipment, a website and social networks, but also with the 1C system, implementing the main process for each organization, accounting. Having access to financial activities, the manager will not have questions, comparing income and expenses. Detailed information on grouped and marketing channels, general business development will also be available. The system can work with any currency, reflecting not only the rate, but also the balance. Highlighting data on the sale and purchase of currencies allows employees to quickly navigate when servicing customers. Thus, when a client contacts, it is possible to quickly exchange currencies with the calculation of the equivalent, taking into account the conversion to the national currency. A quick start is provided for each user, even with little experience in the software. For beginners, a knowledge base, a reference book and a support service are provided. For purchasers of software in a licensed version, two-hour technical support is provided. Take advantage of the advantageous offer, without missing the chance to actively develop your business with the automated assistant "Universal Accounting System". We will be happy to receive your application, thank you in advance for your interest and trust.