Customer Accounting

Customer Accounting

Customer records are currently maintained by almost all organizations, recording daily requests, requests, consultations, reviews, orders, mutual settlements, etc. In order to comprehensively simplify the work of managing and analyzing the customer base, it is envisaged to use modern, smart systems that help to adjust existing information. Highly developed applications allow you to structure an orderly system of management control, automate daily processes. Applications are divided by classification, adapting to certain functional capabilities of the organization's activities, by price ratio, quality indicators, number of users and additional parameters.

In order to acquire a high-tech yet inexpensive program, it is worth monitoring the market, testing the functionality in your own business, because the program will serve you faithfully for many years, replacing dozens of specialists. The software provides for the establishment of organizational processes, steadily increasing the level of quality of service by analyzing the general indicators of reviews, and also contributes to the development of business with the expansion and opening of new branches, outlets, respectively, affecting the increase in revenue. The clear leader among the developments presented on the market is the software "Universal Accounting System", both in price and quality, taking into account the unlimited possibilities provided for each user.

Accounting of clients and organizations

Accounting of clients and organizations in the application is a convenient, fast-acting process that does not require lengthy input of information data, calculations, adjustments, etc. Considering the possibility of maintaining a separate journal for counterparties and organizations, it is possible to quickly transfer the necessary information from one file to another, while supporting various formats. If Excel tables were previously used for counterparties, they can also be used with the possibility of supplementing contacts from various services, using the built-in "Grabber" function. The software does not provide for long-term time losses that complicate processes for users, comprehensively providing optimization of work resources. The application assumes the possibility of using information data, delimiting rights by job title levels, as well as additionally provided opportunities. For example, the manager will have unlimited opportunities, entering under the helm of "Mine". Each employee, registering in the system, will be the owner of a personal account, which will be used by him in the course of daily actions, recording each completed process. In this way, it is possible to minimize the occurrence of errors, falsification of data, damage to material value and losses to the company as a whole.

Accounting of individual clients

Accounting of individual clients involves providing advantageous offers for the company's services or goods. The software allows you to record all counterparties, taking into account their classification into groups, identifying them by certain parameters. Individuals will be included in a separate group, also subdividing into categories into problematic, VIP buyers. The software also offers the ability to log in and work in the system of individuals and legal entities that are not related to the organization. Thus, counterparties will be able to independently log in to their personal account, using personal privileges with displayed individual data by full name, residential address, linked payment and discount cards, reflected accrual of bonus points, reviews, orders, applications, etc. For convenience, individuals can submit applications to specialists by exchanging messages in chats. In addition, the software provides for the use of a mobile version, through which users can log in to the system. The application users will be able to build flexible configurations at their own discretion, taking into account the possibilities that suit any taste.

Accounting of clients and services

Accounting of clients and services is carried out in the system without any obstacles, using electronic journals, tables, databases. The application provides a convenient format for displaying information on the company's services, supplementing the names with a description, cost, conditions of action for promotions, etc. The software is equipped with state-of-the-art capabilities that simplify daily tasks, automating the work of each user. The application has a built-in electronic calculator, which, with the entered calculation algorithms, using a price list, allows you to quickly make a calculation. When calculating, a certain discount for regular customers, promotions, entered promo codes, summarized bonus points, etc. will be taken into account. Agree, with manually performed settlement operations, you can make an incredible number of errors, which subsequently can negatively affect the financial turnover of the company. Therefore, excluding the human factor, automating daily activities, it is possible to improve the work of the business.

Free customer accounting

Free customer accounting allows you to test the functionality provided by the developers. When choosing specialized software, do not assume that it will be provided free of charge for daily use for a long time. Free cheese in a mousetrap, so you need to pay for a quality product. Considering the different price range of development costs, it is worth noting that the software is quite acceptable for any organization, with a one-time payment without the need for monthly subscription fees. It is also worth noting that the software is equipped with various functionality, without the need to purchase additional equipment, applications. If necessary, the software can interact with unlimited reading devices, services, applications. An automated program in test format can be installed from the official website, where reviews are also provided for reading, to make a rational decision when choosing software.

Customer Accounting for Business

Accounting of clients for business allows you to analyze the number of requests, terms, volumes of profits. Graphs, diagrams will help analyze requests from counterparties, with their own assessment and reviews and ratings. For the convenience of analyzing the attendance of branches, in accordance with records for appointments with specialists, it is assumed to use a personal identifier, comparing external parameters at the entrance and exit. A universal application helps to combine stores, warehouses, branches for a single management control, analysis. Thus, analyzing the attendance of certain points, it is possible to identify the most popular places and offers for potential buyers. For example, when opening beauty salons, sports centers, banks, it is possible to analyze the most visited points, in order to unload redirecting to other branches, to improve the quality of indicators and increase the development of interest with income volumes. Visitor registration will be carried out both online and offline, including the use of graphs, electronic journals

Client accounting for a trainer

Accounting of clients for a trainer is necessary for the effective construction of work schedules, rational use of the premises, providing individual or group classes. It is quite important for a trainer to analyze the quality of services provided, to develop a client base, taking into account the full workload. By means of software, the trainer and the student will be interconnected at any time, providing additional information on the relevance of training or cancellation, transfer. It is also envisaged to provide additional services in the form of building proper nutrition, interaction in the chat. Also, the trainer, through the software, will be able to reflect current information on the classes held, as well as the remaining lessons on the subscription. The most profitable subscription for students, as well as for trainers, is the provision for several months, ensuring a permanent record, with an increase in income. Also, through the program, it is possible to register for trial lessons, which is extremely important for trainers, given the provision of information in the form of acquaintance with new directions. The trainer can interact with the student, provide information in the form of reports, instructions, and also conduct classes online.

Client accounting in a fitness club

Accounting of clients in a fitness club is carried out automatically, providing for the use of modern electronic devices, turnstiles, cards, bracelets, keys, QR codes. It is also possible to use personal identification, displaying data in the system and providing access to the center. The electronic system for regulating the marks of completed classes allows you to optimize the working time of the staff, as well as include incorrect analysis and management. The software is automated, universal and effective, combining centers into a single network, which allows visitors to attend certain classes in any department. It is possible to analyze the occupancy of fitness centers, redirecting a certain group to other points. Thus, it is possible to disperse sports clubs, while reducing the workload on staff, providing comfortable conditions for each visitor. Counterparties can not only use the services of a fitness club, but also purchase equipment, sports nutrition, making mutual settlements in cash and non-cash form. The application allows you to keep records of cash and non-cash funds, daily summing up the results with the reflection of monetary units in each cash desk and on the current account. The information will be automatically sent to the accounting department.

Accounting for psychologist's clients

Accounting of clients of a psychologist allows to see the dynamics of changes, taking into account the effectiveness of the conducted receptions. Employees, psychologists, administrators, the accounting department and other users do not need to manually enter information that has already been entered once and saved in the database. The application allows to simplify the work of entering registration data, optimizing working time when importing data. The software is multitasking, supports the work of various file formats, which in turn makes it possible to receive, create and send letters by mail with attached files. Information on percentages will be displayed in the system, with the ability to conduct automatic recording for receptions. Using an electronic journal and graphs, it is possible to optimize working time, seeing regular records, with the ability to remind pop-up messages on the monitor screen. Also, to remind patients about records for receptions, sending SMS messages with confirmation of the visit is being considered. To simplify work with contractors, mass or selective sending of information via SMS, WhatsApp, Viber, E-mail is provided, Analysis of patients of a psychologist Keeping records of patients of a psychologist is provided possible with the attachment of documents, invoices and acts, notifications, postcards with congratulations on various holidays, profitable promotions and discounts, opening of new branches.

Client accounting for the master

Accounting of clients for the master allows to regulate work processes, accepting various products for repair, recording in the system information on acceptance, terms of execution of these works, deadlines, cost, etc. In the application it is possible to record all acceptances and issuance of products coming to the master, including classification by terms, volumes of work, in view of the sequence reflecting information from the attachment of images received from the web camera. Each product will be assigned a personal code, by means of which it is possible to track the status of the implementation of practical repair work. Geographical maps will help to broaden horizons, increase the client base, with the ability to provide up-to-date information on the location of the workshop, travel directions and also to calculate the required travel time. When the product is ready, based on the available contact information, it is possible to send informational messages for subsequent issue or delivery of the product. When providing information during the customer's appeal to the workshop, it is possible to find an order, find out the cost of additional services provided, it is possible with the help of a quick search for the necessary information stored in the cloud. Each user will have a certain level of access to the cloud, stored information, ensuring privacy for a long period of time.

Accounting of customer contracts

The application performs the accounting of clients' contracts much faster and better, considering the implementation of these tasks in digital format. All contracts will be classified and saved in the register, monitoring the terms and actions of execution. Expired contracts will be automatically extended or provided for review by specialists. Contracts will be used in template forms for quick filling according to samples. Convenient format of work with document flow allows to reduce the costs of working time of specialists. Based on existing agreements with counterparties, accompanying all conditions with documentation, it is possible to exclude the occurrence of errors, downtime in work.

Customer Accounting - Income and Expenses

Accounting of clients - income and expenses will be automatically calculated by the electronic digital system, displaying the indicator in the accounting reports. For a simplified accounting management system, the application interaction with the 1C system is provided, having constant access to information on financial turnover, expenses and income. In the application, setting up an electronic calculator according to a certain algorithm of actions, taking into account the discounts provided, recalculations when summing up bonus accruals, with the ability to improve the quality of work, and speed up processes. The bonus loyalty system allows you to increase loyalty in relationships with counterparties, recording all information on discounts provided to certain counterparties. For management, unified maintenance of general data on the financial activities of the organization allows structuring, simplifying management, due to systematically received analytical reports.

Based on the received diagrams, graphs, optical reports, it is possible to analyze the most profitable points, opening or closing departments. In addition, based on statistical reporting, it is possible to determine the most popular types of services and goods, distributing budget funds for advertising, purchasing additional products, etc. For competent and rational use of funds, as well as systematic execution of purchases, regular inventory is provided. Inventory, as a rule, is carried out manually for a long time, not always correctly, given the involvement of specialists with the influence of the human factor. With the help of software, this process will be simplified, providing for interaction with high-tech warehouse equipment, reading barcode scanners, data collection terminals, recording each product position in the nomenclature with correct quantitative and qualitative management. In the application, it is possible to monitor the expiration dates of products with certain shelf life.

Download customer records

You can download the customer accounting based on preliminary analysis using a free demo version. The software is multifunctional, does not provide for processes that complicate the work, providing each user with the necessary functionality. For the convenience of working with counterparties, the system assumes maintaining a separate CRM database, which is provided for displaying details, history of requests, visits, applications, records, deliveries of orders, making payments and the presence of debt, the size of the percentage of discounts individually provided during the partnership. The counterparty database provides for attaching scans of documents, images for subsequent reading of attendance at the entrance to branches, stores, salons, etc. Based on the available general indicators of attendance, requests with registration of orders, in the application, it is possible to classify counterparties by categories, which is quite convenient for further cooperation.

Buy customer accounting

Buying customer accounting in the form of specialized software is simply a godsend and an invaluable contribution to business development. In order for you to be able to truly enjoy all the functionality that the developers of the USU company provide, neither time nor additional funds are required, you can quickly and free of charge test the functionality in the test format of the demo version. Also, when purchasing a licensed program, you become the happy owner of an electronic assistant with an additional two hours of technical support provided by specialists free of charge. In addition, there is the possibility of individual selection of modules that correspond to your business. If necessary, modules can be developed personally at your request. To contact specialists for further consultation, you must use the contact numbers listed on the site.