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The rating is 4.8 according to 67 companies
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Country availability: Open to all countries
Operating system: Windows
Category: Pharmacy management system

Online customer accounting

Online customer accounting

Online customer accounting

Online customer accounting allows you to rationally compare the dynamics of service attendance, analyze data on requests and completed orders, including delivery and payment acceptance. Accordingly, in order to supervise the business's work activities online, specialized equipment is needed, installation of software, due to which the execution of these operations is real. Modern programs are able to solve various problems, adapt to the company's activities due to a wide variety of functional capabilities. But it is also worth recalling that when implementing software, or rather choosing, it is worth analyzing your own business, identifying weaknesses with subsequent replenishment with digital capabilities. The market has a fairly diverse selection of specialized developments that must, first of all, be tested before purchasing an assistant from an unknown developer. It is also worth reading user reviews, evaluating the functionality, writing down all the pros and cons, with the agony of choice, long time costs, we suggest considering the software from the Universal Accounting System company. The application is an ideal option for any type of business, even with a small budget, having a fairly reasonable pricing policy, a free subscription fee, wide functionality without the need to purchase additional systems and capabilities.

Online program for clients

The online program for clients helps to interact over the network, with the ability to quickly read and provide services and goods, place orders, control the status of requests, etc. Smart, high-tech solutions allow you to fully automate the daily activities of not only employees of various organizations, but also in the daily life of an ordinary person, installing and configuring a mobile application. The USU software provides for unlimited functionality, due to which users will be able to perform any tasks, depending on their life needs, areas of activity of the organization. Each user will be required to undergo initial registration, with the introduction of individual information for the subsequent implementation of various types of tasks.

For convenience and mobility, it is envisaged to use cell phones, tablets, and not only stationary computers for convenient interaction via the internal network or the Internet. Multichannel connection is quite convenient for an organization with a large staff of employees who can interact locally and transmit information data via messages. Thus, it is possible to simplify remote work activities by uniting all departments into a common network. Also, the manager will be able to supervise the work activities of subordinates, seeing everyone on the monitor screen, providing for synchronization of work devices with the main computer, as well as with video surveillance in online format. Recordings from video cameras will be automatically received and saved in the storage, as well as all materials on the company. A convenient format for storing inorganic volumes of files is provided, classified by names, dates, numbers, etc.

Website for customer accounting

The customer accounting website allows you to analyze data on the number of visits, views of services and goods, orders, incoming requests, payments. Given the ability of the software to interact with third-party sites, online stores, mobile applications, it is possible to sell the company's services and goods contactlessly. On the website, as in the mobile application, buyers will be able to register themselves, use the account for subsequent tracking of news, promotional applications with favorable conditions for purchasing goods and services. Placing orders, making cashless payments with a payment card or reading QR codes, transferring funds from current accounts, payment terminals, etc.

The software allows users to independently select the design theme they like to change the screensaver of the device, select any foreign language, save data on selected applications, send requests for subsequent consultation to specialists, etc. The software provides the possibility of unlimited opportunities, both for business and for an ordinary person, providing the possibility of buying and selling services and products outside a certain territory. Delivery can be carried out all over the world, using geographic maps indicating the exact addresses of the location with travel plans for preliminary alignment of scheduled work, calculation of time and the most optimal routes for the courier service. Managers will be able to detail information on the delivery of orders, seeing the status of goods accepted by buyers and those in standby mode, providing an additional link for tracking the location of couriers by the clients themselves.

Customer accounting on the phone

Accounting of clients on the phone is carried out automatically, taking into account the interaction of all devices, synchronizing information data stored in the cloud storage. The software allows you to provide potential clients with up-to-date information on services and goods, reflecting the actual balances of stocks in warehouses and stores, recording information on the location of retail outlets with travel plans. Also, buyers will be able to see additional information on services and goods, opening a price list on the phone with cost, description, name, quality data of products, general characteristics and external parameters with image binding for visual acquaintance, rating.

Clients, via a mobile application, entering the site or online store from a phone, computer will be able to select suitable offers from the company, display them in the basket, with subsequent registration, specifying the address for delivery or pickup, conducting payment transactions. The system will also analyze data on regular requests, issued customer applications, organizing information with the classification of counterparties by category. Based on the distinction between levels and volumes of profits brought, regular requests, it is possible to rationally analyze further joint work with the provision of additional privileges in the form of bonuses, discounts. If the buyer has selected certain items and has not made a purchase, the system will send notification messages about pending goods in the basket, the provision of additional bonuses, etc. When classifying counterparties, it is possible to record data on solvency, age, gender, preferences, place of residence.

Client program for the site

The client program for the site provides beautiful graphics, with convenient tabs for familiarization with the company's applications, as well as the selection and registration of orders. The application provides for the entry and unified work of an unlimited number of users who can jointly perform daily work locally, without rearranging and slowing down the site. The automated program will monitor the availability and balances of inventory, displaying up-to-date information on the site, in the mobile application, various marketplaces, so as not to mislead consumers, excluding the occurrence of misunderstandings, etc. The inventory is carried out by the system automatically, without involving employees in the work, including interaction with high-tech equipment (data collection term and barcode scanner, printer for printing labels and barcodes).

Thus, it is possible not only to quickly and regularly perform inventory, but also to track expiration dates for perishable items. In addition to providing, it is possible to develop a business with sustainable competitiveness, analyzing the market with a comparison of pricing. Also, when selling services and goods online, there is no need to open additional retail outlets, spend money, hire personnel with the expected possible deliveries of orders directly from warehouses. The application for tracking, reliable storage of inventory in warehouses, provides for the use of video surveillance in order to exclude the fact of fraud, theft and damage. For regular customers, discounts are provided, a bonus loyalty system, analyzing data on frequent requests, with a rational calculation of additional privileges, stimulating active purchases with a large check. The total amount of payments for goods and services, summed up with discounts, bonus accruals, is performed by an electronic calculator, providing a convenient and prompt format due to the introduced algorithms.

Customer Accounting Application

The application for customer accounting provides the ability to use certificates, bonus cards, scanning barcodes and QR numbers, with the maintenance of separate journals, where information on buyers, expiration dates, conditions will also be entered. The application also provides the ability to use promo codes, which can be summed up with promotional items. The application does not require wasting time on additional input of existing information, if the information was received in the system, it will be automatically saved for subsequent use during import and export. A convenient format for outputting information from the cloud is also provided, using a contextual search engine, taking into account the delegated capabilities according to the access rights of the users themselves.

The information will be read and saved in the system, providing for the formation of analytical and static reports for the company's management, rationally assessing sales volumes, consumer interest in the company's offers and total revenue. Work with electronic document management is simplified, also providing for the use of templates with the rapid creation of the necessary reports, documents, acts, applications, questionnaires, invoices, etc. For the convenience of management, assessing the labor detail of personnel, it is possible to automate the process of accounting for the workload with wage payments. Thus, for full-time and part-time employees, a certain calculation of the salary amount is provided, depending on a fixed payment or a basis with interest payments.

Project to create an application for customer accounting

The project for creating an application for accounting of clients can be created after consultation with specialists, in a personal form helping to select modules and tools, if necessary, developing them in an additional name. The software, taking into account the interaction with additional services, applications, metering devices, make the program perfect in every sense, adapting to the activities of the organization, working properly for many years, with the replacement of dozens of qualified specialists. In the application, it is possible to carry out accounting when interacting with the 1C system, simplifying the working moments of accountants, cashiers, generating documentation for automatic calculations, filing tax reports, etc. Financial activities will be displayed in the system, with the ability of the manager to analyze profit data for any period of time. The system is available for accepting payments in cash through cash desks, in hand to couriers upon delivery, as well as through money transfers, implying the acceptance of any monetary unit with conversion at the national currency rate.

Client Accounting Server

The customer accounting server also provides for maintaining a separate customer base, taking into account the use of existing information, as well as data filled in when copying contacts from third-party services. Maintaining a customer base will reflect contact information, residential addresses for delivery and analysis of demand for services and products in a certain region. Payment data taking into account the systematic nature and report of total profit, reviews, accumulated bonus points and discount sizes, document scans and the proposed image for subsequent reading when entering offline stores, branches, etc. The application helps to carry out information distribution of text and voice messages, in an individual or mass format, providing counterparties with up-to-date information about the organization's news, promotions, discount events, draws, accumulated bonus points, as well as congratulating on various holidays and receiving responses with reviews and ratings for service. To analyze the quality of the support service, managers, administrators, and other employees of the organization, an assessment of the skill level is viewed based on relationships with counterparties. The assessments received upon completion of the services provided, as well as the sale of goods, allow us to rationally assess the overall picture of the quality of service.

Customer Accounting Service

The customer accounting service allows you to evaluate quality indicators taking into account the incoming volumes of positive or negative applications. The application assumes the ability to interact with counterparties via telephone communication, accepting incoming calls with a full display of detailed information on each subscriber, providing preparation for subsequent conversations while answering the call and addressing by name. Addressing by name, providing information quickly and correctly affects the increase in loyalty of relationships with counterparties. It also provides for recording of conversations. Setting up an answering machine allows you to quickly serve customers, while reducing the workload of employees. The program has become even more accessible to evaluate through a demo version, which is downloaded in a free format with subsequent preservation of the accumulated information for work in a licensed program. We remind you that when you purchase a licensed version of the utility, you will receive two hours of free technical support from specialists.

Video of the program for online customer accounting

CRM system capabilities for online customer accounting

The following list represents some features of Special Software. Depending on the configuration of the software, a list of features may vary.

  • The automated program allows you to improve service, simplify work with large volumes of information data flows, and supervise and manage intra-organizational activities;
  • he application can integrate with an unlimited number of devices, applications, services, productively affecting business activities;
  • he utility allows an unlimited number of employees to simultaneously perform work tasks collectively, with the exchange of information messages;
  • alculations made by the application are always correct and quickly reflected in tables, invoices, delivery notes and other documentation, with the algorithms configured in the calculator;
  • t is possible to remotely monitor ongoing processes in all departments, assessing the quality of work of staff and visitors;
  • ormation of work schedules and analysis of work activity helps to rationally calculate the total amount of monthly wages;
  • nteraction and acceptance of payments can be carried out in cash and non-cash transfers of funds from current accounts when linking payment cards, reading QR codes, and using payment terminals;
  • nformation on financial activities will be reflected in the accounting department, promptly providing the manager with detailed reports on the work done, expenses and income;
  • MS, Email? WhatsApp messages help to quickly send materials to counterparties, with feedback;
  • o receive incoming calls, specialists can use PBX telephony;
  • orking with digital document management ensures the prompt creation of materials in supported Word and Excel formats, forming, sending and receiving files;
  • he application performs control and accounting of material assets many times faster, providing for integration with high-tech equipment;
  • ast delivery can be achieved by using built-in geographic maps;
  • pplications are processed quickly, with questionnaires and card templates available, with automatic display of date and time, selecting goods and services, specialists, indicating the delivery address, and the counterparty from the CRM database;
  • he utility has a beautiful design, easy and perfect menu, with an introduction to the general parameters when installing the demo version.

Free download of online customer accounting software

Below are the download links. You can download the software presentation in PowerPoint format and demo version free of charge. Moreover, the demo version has a function of limitation: by time of use and functionality.

Have questions about the demo version?
Our technical support service will help you!
Write or call us. Contacts here.

Buy the program

If you want to purchase software, contact us by phone, Skype or write us an email. All contact details you can find here. You can discuss all the details with our specialists and then they will prepare a contract and an invoice.