Customer Database Software

Customer Database Software

The program for the customer database provides the necessary accounting, timely formation of invoices, accompanying documentation, reporting, productively affecting the company's activities. Today, programs are equipped with the necessary functionality to perform various tasks that are performed daily by employees of a particular field of activity. The application is selected, as a rule, on an individual basis, providing the necessary modular and instrumental composition, a price range that matches the budget. Comparing the functionality of applications will take time, which, as a rule, each organization lacks. We would like, in turn, to assist and help in the choice. Introduce you to the utility from the company "Universal Accounting System". The automated application provides a suitable modular composition for any business activity, organizing information data with storage in the cloud space, which does not limit the volume and storage periods of materials. Also, the software is suitable for the price segment, even for a start-up business, without hitting the pocket given the lack of a subscription fee. The software is equipped with state-of-the-art functional support for interaction with counterparties, database management, document management, implementation of settlement operations, etc.

Customer database

The customer database will be implemented in electronic form, taking into account the maintenance of individual cards for each counterparty, taking into account the display of detailed information on requests, calls, meetings, sales of services and goods, settlements, including details, scans of documents, numbers of payment and discount cards. The application is automated, promptly implementing the daily tasks of each employee, helping to improve the quality of cooperation with counterparties in personal contact, calls and sent messages. The counterparty database allows you to use contact phone numbers and e-mail to send information letters, notification messages, providing information on discounts and promotions, accrued bonus points, pending product positions, service appointments, etc.

Messages can be sent by voice or text messages to email, via WhatsApp, Viber and SMS messengers. The application will record all customer requests, adjusting and analyzing the quality of service by specialists, recording conversations. Also, to provide information support, it is envisaged to use PBX telephony, accepting incoming calls from counterparties with preliminary reading of phone number contacts and displaying data on the desktop screen, with pre-prepared speech for the subsequent conversation. Thus, it is possible to save time on talking with counterparties, while increasing loyalty and increasing demand, sales of services and goods. Information support for counterparties is also provided by setting up an answering machine, using frequently asked questions.

CRM for customer base

A universal CRM program for a customer base is an integral option of modern applications for organizations in the service or trade sector. Using a CRM database with added additions in the form of customer images, it is possible to identify a person when entering departments, stores, a clinic and other institutions, additionally entering the date and time of the visit in the electronic journal. When classifying consumers by category, including age, gender, problem or VIP status, it is also possible to provide or restrict access. The software also provides control over all processes occurring inside departments, stores, warehouses, using the installation of video surveillance cameras. Video recordings will be saved in the database, taking into account real-time reading.

With video surveillance, it is possible to exclude the facts of fraud, document forgery, information leakage, theft of inventory, third-party penetration and much more. The application has the ability to autonomously form a work schedule, monitoring the productivity of each employee, maintaining a time sheet with subsequent monthly calculation and payment of wages. The application provides the ability to use electronic passes, bracelets that infect the identity of employees, recording the date and time of arrival and departure from the workplace in time sheets. Also, for remote monitoring and analysis of performance, quality of interaction with contractors, efficiency and level of fulfillment of assigned tasks, the manager can evaluate in detail the indicators by displaying information on each subordinate on the monitor screen of the main computer, in separate windows recording personal information.

Free crm for customer base

Free crm for the customer base is provided only in a trial format, a demo version. If you have paid attention, then on the market unverified developer companies provide the program in a limited format or even in a trial version for free, presenting it as a licensed utility. Many gullible entrepreneurs fall for the tricks of scammers, purchasing these applications with subsequent payments in large amounts of money, to expand functionality or restore information data. USU software is an automated and universal product that has proven itself on the positive side, which you can see for yourself by reading the reviews of thousands of satisfied customers around the world.

The software is unique and universal, multifunctional and multi-user. You can work in the application in any part of the world, customizing the language bar using one or more languages simultaneously. Also, a convenient format for setting up configuration parameters, modular, tool composition is provided for users. For the implementation of daily processes. Considering the need for work, with half of the time spent at the workplace, you want to work in comfortable conditions. Therefore, developers provide various designs of desktop screensaver themes. On the internal network, users of all departments united into a single structural chain are provided with the opportunity for remote interaction and transfer of materials by messages. This method allows you to optimize the consumption of labor resources, quickly serving customers, increasing sales of services and goods, increasing the company's profits.

Customer accounting database

The customer accounting database assumes differentiation by categories, provides for division by wishes, age, gender, regional location of residence, etc. This information will help to rationally evaluate the consumption of certain services and products by consumers. Taking into account changes in the market, pricing, it is worth regularly monitoring the indicators, which subsequently, with the correct development of plans, assumes business expansion and an increase in turnover. The software, based on the services and goods provided to customers, assumes an analysis of service. In order to achieve the desired level of quality of work with consumers, it is envisaged to send SMS messages upon completion of the service or sale of products, with a request to give an assessment, which will subsequently be displayed in the database.

The manager will be able to analyze data collected from contractors, employees, rationally analyzing data and making informed decisions. The software assumes the possibility of optimizing labor resources and reducing the occurrence of various types of errors associated with the human factor. For example, the software helps automate the process of maintaining document flow, promptly creating the necessary files in the supported Ward and Excel formats, converting them into the necessary formats if necessary. When creating various documents, reports, invoices in the system, these files will be displayed in the register taking into account the assigned numbers, dates and responsible employees (cashiers, managers, etc.). To simplify work processes, integration with warehouse and cash equipment is provided. Thus, inventory will take less time, while increasing the quality of the reflected information by quantity, recording in a separate database for goods barcodes, name, description, cost, total quantity, storage location in a warehouse or in stores, etc.

The customer accounting database provides for the promptness of sales of goods that can be presented both online and offline. The interaction of the application with the cash register equipment simplifies the process of reading barcodes and reflecting information in the system, recording sales with instant printing of checks. The automated program also provides for reading data on counterparties, including the use of discount cards, making calculations autonomously, using an electronic calculator daily. The electronic calculator will contain algorithms for subsequent calculations, i.e. indicating the cost of goods or services, the quantity that is entered manually by the seller or cashier, the size of the discount on the promotion or in an individual form presented to regular customers.

When printing receipts, QR codes can be used, which are scanned for subsequent display of information in the application. When returning goods, employees will be able to instantly accept, reflect data in journals on problematic products, recording information and recalculation. Information on products will be reflected in electronic journals taking into account the use of individual cards for products. In addition to product information, it is also envisaged to attach images that visually help employees and customers evaluate external parameters. To increase sales volumes, it is also envisaged to use interaction with marketplaces, a website and social networks, an online store. Thus, customers will be able to go through and select the necessary categories of goods that meet their needs at any time, transfer them to the basket and place an order.

Client base program

The customer base program will work not only with the existing information, but also with additional data read by contacts from various services, using the "Grabber" option. Counterparties can independently register in the online store, on the website, in social networks, various marketplaces, making online purchases taking into account the registration of orders for delivery. The software is equipped with maps to reflect addresses and routes to the nearest stores, branches and institutions, warehouses, as well as marking the point with the delivery address. Thus, couriers will be able to pre-analyze routes, the time required to deliver these orders. On large-scale maps, it is also possible to broadcast information from the geolocation of couriers, analyzing delivery data taking into account completed tasks and expected orders by buyers. Buyers can pay bills in cash and non-cash form. In cash to cashiers or couriers on hand, in non-cash form through banking systems, online transfers, payment terminals, using any monetary units with conversion of funds at the rate of the national bank.

Program for creating a customer base

The program for creating a customer base provides the necessary capabilities that will help each specialist in their daily activities. In addition to working with a database of contractors, it is important to conduct analytics and statistics of the organization's performance as a whole. The software is equipped with a smart task planner, which allows you to optimize the working time of specialists, not allowing them to forget about important, planned events. For example, backup copying, which is required to ensure the safety of information data, will be performed autonomously, according to the deadlines set in the task planner. Inventory can also be performed automatically, both for selected warehouses or products, and uniformly for all items. The formation of reporting documentation for a certain period of time can also be created and provided to management automatically, given the limitless capabilities of the application, providing for automated maintenance of customer records for the services provided by the organization. Thus, when contacting specialists, as well as independently registering on the site, clients can select suitable types of services using the free windows displayed on the graphs, select a suitable time and date, calculate the amount of payment with subsequent registration. Thus, specialists can pre-familiarize themselves with data on clients, previously provided services, purchasing services and products, planned work, etc.

CRM for customer database

Multitasking CRM for the customer database also offers the possibility of a simplified accounting system, integrating with the 1C system. At the same time, the implementation of management and document flow is performed much faster, using a one-time data entry, creating documents based on existing templates, calculations. Universal and multifunctional development will not leave anyone indifferent, given the unlimited possibilities that protect business from losses, guarantees the building of competitive relations. If you want to buy an irreplaceable assistant at an affordable price with high quality work, then quickly follow the link to our official website, download the test version. Additionally, contacting the company's specialists, you get advice, setup support and selection of a modular composition. Even a beginner with basic knowledge of software management can work in the system.