Program for regular customers. Client accounting software
Universal program for the accounting your data. Such as customers, sales, orders, partners, suppliers, contracts, shipments, payments, income, expenses, goods, finances, products, equipment, materials, components, etc. Based on any data you have, you can set up accounting. You will receive a program that will contain only the data you need and nothing superfluous. You can search for any fields that you have added, restrict access to users, build reports, and much more. For multi-user work, different users You can allow or block certain fields, columns, rows, functions, menu items, etc. from being seen. The report designer allows you to create a variety of reports on all the data that is in your database.
Main features:
Setting up the data structure. Developing your configuration from scratch.Adding your own fields. The program will only contain the fields you need.
Create your own formulas. For example, to calculate VAT, discounts, profits, salaries, etc.
Setting up cards. Arrange the fields on the card as you like.
Setting up tables. Include only the columns you need in your tables.
Filters. Search data in tables using any fields.
Access rights. Access rights to data by users and user groups: read, change, delete.
Document templates. Such as an invoice, agreement, act, invoice, estimate, etc.
Reports. Almost like pivot tables in Excel. According to any data in the database.
Import data. Any data you have can be imported into the database you create.
Data export. Any data can be exported.
Reminders. For any fields of the Date type, you can set reminders.
Multicurrency accounting. If your work uses multiple currencies, this can be configured.
Changes in the program Universal Accounting Program 1.13.0.70 (10/24/2018):
- A triple error in the configurator when adding an object card that does not have a child table configured has been removed.
The Clients 3.0.5 program is designed to record the company's clients, orders and contacts with clients.
The software product can be customized to suit the needs of your organization.
Information about all clients of your company is in one place - the Client Journal, and can always be easily found the right client or contact
All information about each client is presented clearly in the corresponding client card, in which you can enter all the necessary details, information about the client’s employees, attach any documents, enter contacts or create orders
In the daily bustle of work, you will not forget about the deadlines for contact with a client or congratulate your partners on their birthday - the program will remind you of them
You can display search results from the customer log in tabular formats Excel editors And OpenOffice Calc and convert them into a form convenient for further processing
Support for working with a scanner will allow you to easily load scanned copies of original documents into the program; it is possible to stream scan when using a scanner that supports automatic feeding sheets. You can also attach files of any format.
Access to and work with the Clients 3.0.5 program is strictly regulated: four levels of access are implemented depending on the functions allowed to the user - Administrator, Senior Manager, Manager and for viewing only (without the right to make changes). Additionally, there is the possibility of more fine tuning log access for each access level.
The “See only your own records” function allows you to divide clients between performers, eliminating the possibility of viewing and changing other people’s clients and contacts.
It is possible to generate invoices according to your templates, as a result appearance invoices are exactly the same as is customary in your company - invoices are generated by the program based on *.dot templates in MS Word or OpenOffice Writer
You can not only generate an invoice, but also send it directly from the program to client's email, if necessary, attaching commercial offer and contract files
. The function of filling out TIN details will speed up the entry of clients into the program, reduce the likelihood of errors when filling out cards, and will also notify the client’s status if he is liquidated or is in the process of liquidation
If you require more advanced accounting of your activities and detailed statistics, You can purchase paid version programs "Clients 3.0.5 Prof"
For organizations that require increased reliability of data storage and security of access to information, blocking unauthorized access to data, and possible built-in data encryption, there is version of the program Clients 3.0.5 Professional for Microsoft SQL Server.
For daily automatic archiving of programs by time, you can use free utility Automatic archiving of files.
To install the program:
Example of cost calculation for 2 jobs:
0+1*4000=4000 rub.
Example of cost calculation for 6 jobs:
0+4*4000+1*3000=19000 rub.
Example of cost calculation for 25 jobs:
0+4*4000+5*3000+10*2000+5*1000=56000 rub.
*Price includes 1 year of telephone and online technical support. When selecting the extended option warranty service price additional year support is 20% of the license cost.
* The license period is not limited.
Class365 is an online CRM system that automates enterprise management. The program has a fully functional CRM module for effective interaction with clients, organizations collaboration employees, project and task management.
All clients are at your fingertips.
Manage relationships with clients, lead productive work with leads!
According to analysts, companies that do not use CRM technologies lose 30% of their profits every day. New development- The Class365 CRM system will allow you to take your business to a new level and ensure stable income growth in the future.
Free CRM for sales management
Class365 offers a free CRM system for the sales department, customer accounting, and real-time collaboration.
The program helps improve the quality of work with clients, increase the speed of processing applications and completing tasks, thereby increasing the efficiency of sales in general.
The free version of Class365 is ideal for individual entrepreneurs and small businesses wanting to get the most CRM capabilities without investment.
Besides CRM program Class365 allows you to keep full records of sales, movement of goods and Money For integrated management enterprise.
Features of the free CRM system for the sales department Class365
Working with the client base
- Simple and convenient accounting of clients and all transactions in a single database
- Detailed history of relationships with each client and partner
- Working with existing and potential clients(leads). Email and SMS distribution
- Individual customization of a client card. Ability to attach events, any files and documents, leave comments on the counterparty
- A convenient scheduler of tasks and meetings, a system of reminders and notifications will not let you forget anything
- Quick search in the customer database. Saving time on order processing
Working with commercial offers:
- Use ready-made examples commercial offers or use your editable form
- You can download the commercial proposal compiled in the system in PDF to your computer or send it via e-mail straight from the system.
- Keep a log of sent commercial proposals and assign statuses
- Issue invoices and place orders based on commercial proposals.
Processing customer orders
- Reserve goods based on the customer's order.
- Issue invoices based on the customer's order.
- Place orders to suppliers, make sales and accept payments based on the buyer’s order.
- Assign status to customer order
Working with goods
- Search for products in the system - by characteristics, article, analogues, supplier. At the same time, in the results you can see prices, balances, reserves and expected income.
- Saving product price history
- Accounting for product balances in warehouses
- Storage period control
- Inventory planning taking into account sales rates
And use a free CRM system for the sales department with the ability to maintain product and warehouse records.
Key advantages of the Class365 CRM program
- 100% security of your data in the system
- Fast start. No implementation, setup takes a few minutes
- Wide functionality - in one program
- Convenient and intuitive interface that is easy to work with
- No connection to the workplace. Do not limit the space of your activities, use the system wherever there is Internet, at any time convenient for you
You have nothing to lose - get 30% more orders
We offer the single-user version of Class365 completely free. The period of use of the program is not limited. The only limitation- number of documents; in the free version, the number of created documents is no more than 300 per year.
You can always remove this restriction and increase the number of program users in your personal account.
Sales accounting program. Client accounting program. Invoicing software. Program for drawing up contracts.
|
Download the client and contract accounting program: Sales accounting for clients of legal entities and individuals. |
Sales accounting software is great for invoicing clients, drawing up contracts and tracking deadlines and renewals.
It is important to understand that the program is not a completely complete solution. This is just an example of a possible configuration. All organizations have their own specifics of doing business and the program can be modified to suit the needs of a specific organization by removing unnecessary functionality and adding missing ones. You can change the types of tables and card forms, add new directories and tables, create printed forms based on samples, etc.
Screenshots
Client's card. Contacts, events, contracts, and invoices are associated with a customer. Invoices can be issued either under a contract or directly to the client without a contract.
Client contact card.
Agreement card. You can bind goods and services to the contract, as well as issue invoices. In the "Print" menu, you can automatically generate a printed form of the agreement with the details of the parties.
Account card. You can link goods and services to your account, as well as accept payments. There can be several payments on one account. In the "Print" menu, you can automatically generate a printed form of the invoice for payment and invoice.
Printable form invoices for payment generated on the basis of invoice card data.
Printable invoice form.
Company card.
For the first 60 launches, the program works in demo mode without any restrictions. After 60 launches, the program will switch to free version mode. Free version can be used without time restrictions.
To purchase the program, you need to select a license type.
Licenses are divided into several types depending on the restrictions on maximum amount simultaneous sessions users - i.e. the number of employees simultaneously working with the database.
| The number of users in the "Users" directory is also limited. | License | Restrictions |
| Price | 1 user can work with the database at the same time. 1 entry in the "Users" directory. You cannot create new fields in tables or change existing ones. | for free |
| Simple | 3 users can work with the database simultaneously. 3 entries in the "Users" directory. | 5,000 rub. |
| Extended | 6 users can work with the database simultaneously. 6 entries in the "Users" directory. | 8,000 rub. |
| Professional | 9 users can work simultaneously with the database. 9 entries in the "Users" directory. | 12,000 rub. |
| Premium | 12 users can work simultaneously with the database. 12 entries in the "Users" directory. | 15,000 rub. |
| Unlimited | no limits. | 20,000 rub. |
The license is paid only once. The license is not tied to specific computer. The license validity period is unlimited.
In order to organize accounting of customers and orders, enterprises usually use CRM systems. These are programs specifically designed to automate customer interaction strategies. They make it possible to save customer data and analyze it. Thanks to this, the level of service, loyalty and, as a result, business profits increase.
There are quite a lot of Crm systems (programs). They differ in functionality and, as a rule, require customization for the client. Probably every entrepreneur has heard about 1C CRM. Also popular are RegionSoft CRM, FreshOffice, APEC CRM and many others. In its simplest version, it is a program, in some cases free, that you need to download and install on your computer. However, large enterprises use complex distributed software solutions, requiring the purchase of serious hardware and constant technical support.
In the field of small and medium-sized retail businesses, unfortunately, recording customer data is either absent or occurs in notebooks or Excel tables. Many files or pages are created, which are edited by whom and how they are unknown. Consequently - great amount errors, the need for constant human control, loss of time. But expensive and complicated crm system in a small store or salon - this is really impractical.
How to work with customers in small and medium retail businesses
If you are the owner of a small store, salon, cafeteria or small retail chain, you can keep track of customers and orders using any computer (laptop or tablet) and Internet access. You don't need a traditional CRM system or software that requires installation to manage client base data and order accounting, just use the online service for small and medium-sized businesses.Modern web services, as a rule, include the ability to maintain a database of regular customers, tools for working with orders (including preliminary ones), modules for creating and printing all necessary documents, and . It is this complex functionality that allows you not only to maintain an up-to-date customer database, but also to know the demand for certain goods or services and analyze it. Let's look at the benefits of having statistics and analytics.
For example, if you use the Subtotal online service, you can divide clients (buyers) into any categories. For example, like this:
- ordinary retail buyer, pensioner, mother with child
- owner of a silver card, bronze, gold, etc.
Also, it is possible to enter full name, phone numbers, e-mail and other necessary information into the system specific people, forming a database of personalities (contacts). The presence of such a database will allow you to assign personal discounts in the future. In any case, the entire history of the relationship (what discount was given and to whom), as well as information about the purchases of your client base (with the ability to print all the necessary documents) will be saved in the program.
If you have telephone numbers your clients, you can send an SMS directly from the Subtotal program with special applications or any other information. Thus, using the Subtotal accounting program provides much wider functionality than standard solutions to maintain a customer database and record orders.
In addition to working with clients (buyers), the system provides the ability to save pre-orders and work with them, adjusting the plan for future purchases. All this is excellent material for management analysis, thanks to which you can reduce costs and increase profits.
For example, the Subtotal program includes a reporting module and analytics, with which you can see sales volumes by customer, which customers are the largest by margin, and much more.
Thus, you get the opportunity to quickly optimize your assortment based on an analysis of the most profitable products, best-selling products, a report on current balances and information on pre-orders. Also, the system allows you to effectively manage your assortment by dividing products into categories and analyzing the preferences of your regular audience (buyers) within each of them. As a result, it is possible to reduce the inventory amount while increasing margins and sales. We wrote about how to do this in the article:.
Using the Subtotal program, you can comprehensively automate small and medium-sized retail businesses (from one point of sale to a network of 100 points). This is not only a customer and order accounting program, the service provides everything necessary tools in order to maintain cash, warehouse and management accounting.
Subtotal does not require the purchase of special hardware, but you can easily connect to the service online cash register or any other commercial equipment; if necessary, integration with an online store or online accounting is possible.
A cash register, price tag printer, barcode scanner, scales, etc. can be purchased with the help of our managers. They will select everything you need based on your wishes and budget. We are the official partner of most leading manufacturers of CCP and related devices, thanks to which we have the opportunity to offer you minimum prices for equipment and fast delivery in Russia "to the door".
The first month of using the Subtotal program is a gift. You are provided free setup And technical support. To start keeping automated records, you only need a laptop (or tablet) and Internet access. Simply and experience all the benefits that complex automation can provide in practice.