CRM for primary accounting

 

Magerp CRM for accounting is a system that will help to create a business by modern standards. The Internet program solves a huge number of tasks for both small and medium-sized businesses, makes it possible to simplify the work of employees and reporting.

 

 

PERFORMANCE CAPABILITIES OF SOFTWARE FOR BOOKKEEPING

  • Create personal cabinets for users.
  • Create databases that will be updated and replenished automatically.
  • Calculate salaries, bonuses, travel and holidays allowance on the basis of available data.
  • Keep tax, operational and accounting records.
  • Calculate tax deductions in one click.
  • Fully automate the drawing up of acts and primary reports.
  • Use data when planning the budget.
  • Automate periodic bills and acts.

ADVANTAGES OF ONLINE SOFTWARE FOR ACCOUNTING

You can keep databases of customers, goods, orders, transactions with suppliers with the software configuration for accounting. All transactions and settlements are connected with the accounting module. So the client card will automatically fix the date, amount and details of the transaction. When you reapply, you can prepare the necessary documents in one click.

Using standard templates of documents drawn up by you or that are in the system, the company's employees will be able to quickly draw up a package of documents.

Numerous calculations in the software for accounting are performed automatically. And accordingly, the program for bookkeeping allows you to reduce time to pay bills and process customer applications. Thus, the work of the employees becomes less, and the effectiveness increases

 

CRM system for accounting consists of modules:

 

Primary accounting

CRM for Accounting This is a system that will help to build a business by modern standards. The Internet program solves a huge number of tasks for both small and medium-sized businesses, makes it possible to simplify the work of employees and the process of accounting.

 

Module clients

The module allows you to maintain a single base, create quick deals, a funnel designer for transactions will increase sales and control, a quick ring will speed up the work of managers

 

Task module

The task module is designed to help you accomplish the most things. The module makes it possible to control the execution of a large number of tasks. The calendar

 

Module for mail

To CRM-ERP, you can connect any number of mail accounts with division by department, in any department you can connect any number of boxes. All correspondence with the client.

 

Distribution module

Module for full-fledged sms and email marketing. For distribution, you can create your own letter templates, subscriber groups, mailing list scheduler, Exclusion from the mailing list at the address or domain.

 

Knowledge Base Module

The database for storing files and photos, the Test Designer gives you the opportunity to create your own tests and text and pictures for testing the staff. Tests can be sent

 

Module reports

In the CRM-ERP system there is a set of reports, for each configuration and module. The KPI report will help monitor the funnels of transactions and customers, will show the effectiveness of each employee

To fully automate business processes, control sales and increase potential traffic to the site, connect additional modules to your account.

 

 

Possibilities of module primary accounting

 

This module is perfect for conducting primary accounting of medium and small businesses, for PP and SAP.

If necessary, you can connect crm system to the customer bank, make one or two-way communication with 1c 8 or any other warehouse or accounting program that has the ability to connect.
Functional:

  •     Register of accounts - Invoices, acts, sending documents to the client's mail
  •     Periodic bills and acts - control of periodic bills, with automatic sending of bills and acts
  •     Any number of enterprises you and customers have that could have a machine gun
  •     Cashbox
  •     Check register

Reports

    Operations
    Transaction Report
    Report on contracts
    Report on articles
    Supplier Report

If you tell which report is needed additionally, we will develop it based on the data in CRM.

Free implementation of CRM-ERP system and 30 days as a gift

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