Client Management Software

Client Management Software

The program for managing clients assumes the reflection of complete information on each, providing work with electronic cards, regularly filled in and supplemented with up-to-date information on interaction with counterparties. Modern high-tech developments contribute to the active growth of customer interest in the company's offers in the service or trade sector, providing expansion, increased recognition, and increased revenue. At the moment, almost all organizations use specialized developments in order to acquire the necessary skills, as well as the utilization of labor resources by building competitiveness in the market. Modernized business process management implies fast customer service, record keeping, work with document flow, settlement activities, etc. For a company selling inventory without specialized software is indispensable, given the need for regular quantitative accounting, analytics of sales data taking into account changes in the nomenclature, including changes in pricing. It is quite difficult to choose a client management program from the wide variety of developments presented on the market, but here too I would like to help with a recommendation, drawing attention to the high-quality and automated utility "Universal Accounting System".

The application stands out among similar developments not only by its uniqueness, beautiful design, multitasking interface, but also by its affordable pricing policy. In addition to the low cost, the program does not require monthly payments at all. The universal and multitasking utility offers a wide range of tools that the user selects personally for daily work. To ensure comfortable working conditions, users are also offered a wide variety of themes for the screensaver of the work panel, from the shortcut of which the login to the system is available. Users will be able to log in to the utility during installation and configuration of the system, by passing individual registration with the recording of personal work information.

Thus, it is possible to identify each employee, recording in the timesheet the correct information with the general calculation of the monthly salary. Salaries are calculated on a fixed, piecework basis, and also based only on the percentage of sales of services or goods. Information on employees will be displayed in the timesheets, daily recording the date and time of arrival and departure to the workplace, with the general calculation of the volume of time worked and tasks completed. Given the versatility and multichannel nature of the software, it is assumed that remote interaction between users will be possible, with the exchange of information messages. It is also noted that each employee will have personal capabilities and not only labor activity, but also access rights to confidential materials. General data will be stored in cloud storage, with classification and storage reliability, according to a long term in unlimited volumes, with support for different file formats.

CRM for customer management

The CRM information system for customer management offers the reflection of personal data in a single database with the addition of existing contact information, application histories, consultations, settlements, deliveries, returns, document scans and attached photographs for identification when visiting stores, company branches. The application provides a convenient format for using information data on counterparties, which can be filled in by reading information from third-party resources. The availability of up-to-date data provides the ability to interact with counterparties in various ways. For example, when sending information messages in a selective or single mailing to mobile operators or e-mail, using letter templates. Information messages are sent to notify about various company news, planned discounts and promotions, completed orders and accrued bonus points, the need to make a payment, unfinished purchases in the basket of an online store or in a mobile application, as well as to receive feedback with an assessment of the quality of service.

It is extremely important to take into account and analyze customer service, because the loyalty of customers, their presence in the life of the company, and as a result, reflected in income, depend on a competent approach. The next method of interaction is the ability to provide advisory assistance when customers seek help from managers and administrators. In order to optimize working hours, it is assumed that a modern PBX telephony and answering machine function will be used. Thus, when reading a contact phone number, the specialist answering the incoming call will address the client by name, while seeing full information on the monitor screen with orders, returns, pending deliveries, payment status, etc. It is also envisaged to use large-scale maps that not only allow you to specify a point with customer delivery addresses, but also calculate the total travel time for the courier, the cost of services. The use of large-scale maps in the CRM system for customer management is also used as a reflection on the website or on various platforms of information about the location of stores or branches where customers can also contact. At the entrance to the organization, records will be made with personal identification. Thus, classifying counterparties by categories, either provision or restriction of access is provided. Surveillance cameras will help to record everything that happens, with recording and transmission of video materials.

Accounting and customer management

Accounting and management of clients is automated, documenting data in the system. Analysis by clients allows rational calculation of the total profit brought, providing bonus points as gratitude and encouragement. Bonus points are electronic means that can be used for subsequent settlements for orders. Accounting will be carried out with high-quality document management, using templates for prompt creation of materials, moving information from available sources. At the same time, the process of information output is automated, using a contextual search engine that simplifies work and saves time. The program copes with accounting and management of clients promptly, analyzing requests, registrations or unfinished purchases. If the buyer has not placed and paid for the order, with the goods waiting in the basket, the system will read, analyze and send a reminder message. Registration through the site allows you to select and order goods at home at any time.

At the same time, it has been scientifically proven that psychologically this is a fairly powerful trading tool. As a rule, online buyers make purchases more often and for a larger amount than in stores. The program performs calculations automatically, using the price tag on the company's offers in the nomenclature. In this case, not only the payment amount will be calculated, but also the size of bonuses and discounts. Algorithms are entered in advance so that employees do not waste time on routine tasks, while performing calculations without errors. Information on all financial movements, payments will be reflected in automatic form in accounting, when integrated with 1C. Convenience includes not only constant access to financial resources and reports, but also saving time on performing tasks on entering information, calculations, etc. Payments in an effective form will be accepted through cash desks, as well as payment terminals, banks, mobile applications. The universal application implies support for various currencies, with conversion. The online system allows you to place orders, pay, and deliver without leaving your home in a contactless manner. Fast, convenient, and efficient is the company's motto.

Automation of customer accounting

Automation of customer accounting also involves keeping records using electronic charts, recording the date and time of free windows for selected services according to the price list. It also provides for the selection of specialists from a single journal of company employees (beauty salons, clinics, dentistry, banks, etc.), highlighting contractors from the CEM database, including provided discounts, with the ability to highlight cells in a certain color. The application also offers automation of calculation of settlement transactions. When recording for appointments in the system, detailed information on contractors will be entered, an SMS message will be sent in advance for the coordination and approval of the visit. Thus, it is possible to optimize the expenditure of time, while establishing work schedules. Registration of QR and bar codes, high-tech equipment is possible not only when reading discount and payment cards, but also when performing inventory. Inventory is necessary for every company, with small or large volumes of available products recorded in the nomenclature.

The nomenclature displays detailed information on each product name, provides not only a description, assigned barcodes, but also additions in the form of total quantity, cost price and VAT, storage location in warehouses and stores, liquidity, ratings, attaching pictures, etc. High-tech warehouse equipment will be used during inventory, quickly reading each position and reflecting actual indicators in the database, while comparing expiration dates. Thus, warehouse accounting will be carried out effectively, promptly replenishing missing positions, and a sale will be provided for illiquid assortment, with a subsequent change in the assortment. With the automation of customer accounting, it is much easier to do business, regulate processes, and develop in the right direction. To independently evaluate the functionality provided by the developers, you just need to follow the link below, install a free demo version. The demo version is a reflection of the licensed utility, only with a limited validity period. If you have additional questions, you can ask them to consultants at the contact phone numbers listed on the site