Customer accounting program

Suppose you have a retail furniture business with several physical stores and an online store. You have established product and warehouse accounting, but you are still managing customer databases using notebooks or Excel spreadsheets. The available CRM systems on the market do not suit you in terms of price, and all their options are unnecessary for your business.

You would be satisfied with a customer management program that not only tracks all contacts with them and processes orders but also provides management capabilities for your store, assortment, and customer database in one system.

The Torgsoft customer accounting program is a multifunctional solution that provides comprehensive business management: it keeps records of products, warehouses, and sales, and generates numerous analytical reports for decision-making.

In addition, it includes CRM system features that are sufficient for working with the customer database. Thanks to these features, you will be able to manage customers and products, handle settlements with suppliers, analyze purchasing activity, consumer trends, and sales—all within a single accounting center.

Let's look at the basic and additional options of the Torgsoft customer accounting program.

The Torgsoft customer accounting software can store and organize both basic and additional information about customers: names, contact details, age, date of birth, family members, and more. The Marketing — Customers form is used for customer accounting.

Based on this information, you can create separate customer groups for sending newsletters or setting up promotions. You can also send personalized offers to individual customers.

In the customer card, you can add discount cards, indicate available discount percentages, note subscription consent, interests based on previous purchases, and other important information.

In the "Marketing" mode, you can create and update a list of all incoming and outgoing client contacts with the company: from automatic invoice sending to manually recording negotiation outcomes. You can create a list of deals for each interaction, track sales stages, and record their results.

In Torgsoft, all customer "touchpoints" with the store are collected from various channels: phone, e-mail, chatbots, social media messages, etc. Additionally, you can maintain a call log and send messages through popular messengers. To track calls, you should enable the additional option – Binotel IP telephony. 

For message distribution, you'll need the option Mass Viber, SMS, and email mailings and an active subscription to the Turbosms service.

The Torgsoft customer accounting program can create reminder notifications about important communications with customers or business partners.

The "Reminders" mode becomes available after purchasing the CRM option. The text of the message from or to the client can be added directly in the "Contact" tab.

The Torgsoft customer accounting software stores information about customer purchases and analyzes their buying activity. 

With the help of reports in the program, you can track the most loyal and active customers, analyze the effectiveness of interactions, and assess the overall success of marketing activities.

The program menu item «Buyer Activity Analysis» allows you to view the revenue for a certain period by a specific customer or all clients, across the entire retail network or at a single location. 

There is also the ability to sort customers by different filters: purchased, non-purchased goods, season, supplier, manufacturer, product type, barcode, region, or card issuance period. You can also set a maximum or minimum number of purchases. After analysis, the customer database can be immediately added to a mass mailing list or used for post-sale follow-up calls. 

You can view buying activity directly in the customer's profile and in the «Customer Purchase Analysis» menu.

When the option "CRM. Customer Interaction" is activated in the Torgsoft program, it becomes possible to sort customers by their interests.

By selecting the "Interests" filter, you will see customers who have bought or have not bought products from categories that match their interests. The selection also shows the number of receipts and the total amount of customer purchases according to this filter within the specified period of activity.

In advance, you need to create interest categories in the program, such as cars, books, pets. Then, in the "Fill interests by purchases" menu, specific interests can be automatically assigned to a customer based on the products they frequently purchase. For example, if a customer frequently buys semi-hard cheeses, an interest for this category of product will appear in their card.

This option is useful for further selecting customers with common interests and creating promotions or special offers for them.

For example, a customer who regularly buys semi-hard Alpine cheese "Raclette" will be pleasantly surprised if they receive a newsletter with a promotional price for this type of cheese. Polite service without pushing unnecessary products or services contributes to customer satisfaction.

Torgsoft syncs with Binotel – a virtual telephony service that allows you to control manager communications, track sales via phone, create customer phone number databases, record phone conversations, log missed calls, and more.

To connect Torgsoft and Binotel, you need to register with Binotel and obtain the API and WebSocket key. After that, the customer accounting software will provide access to incoming and missed call notifications, client information and their orders, a customer database with phone numbers, quick order creation in a special program menu, payment verification, and more.

In addition to purchase analysis, the client accounting software allows you to track both overall and individual employee performance. Torgsoft enables you to set sales targets. The software automatically calculates the sellers' salaries: it determines the percentage of the sold products, links the sale of specific items to the seller, and shows the contribution of each employee or team.

This is facilitated by the additional option “Sales Salary Calculation and Seller Motivation, Penalties, and Incentives System”. It is also useful for the sellers, as they can track their performance and achieve better results.

The client management software allows you to set up various discount, bonus, and promotion systems for loyal customers. This encourages repeat purchases and fosters long-term relationships with clients. 

In the program, using the customer database, you can configure the discount amount for a specific product, customer group, a certain sum or quantity of items in the receipt, and set the validity period for the discount.

To evaluate the success of marketing efforts, product layout quality in the store, product assortment, and service level, it's important to track conversion – the ratio of purchases to the number of visitors. For this, visitor tracking is necessary. 

In the Torgsoft customer accounting program, visitors can be tracked using the "Visitor Accounting" option, the GSMcounters service, and synchronization with TK-01 and TK-04 counters.
These counters record information about the number of customers entering and exiting each hour, transmit the data to the GSMcounters server, and then to the Torgsoft program for analysis and comparison with the actual number of purchases during the selected period.

✅ High-quality communication. Integration with SMS, Viber, and e-mail — this module allows you to set up automatic notifications for customers about the status of orders and product delivery in your online store. It also enables you to send marketing campaigns directly from the software to email or messenger regarding promotions, personalized offers, and updates.

✅ Pleasant little things. Gift certificates help your customers quickly choose a gift. You can issue, sell, and reissue certificates, while your customers can use them to pay for goods and services.

✅ Processing online orders and data relevance. Synchronization with the online store allows you to quickly process orders from the website, maintain up-to-date product descriptions, prices on the site, and transfer information about product availability or out-of-stock items in your online store. This increases customer trust in the store and reduces the load on the support team.

✅ Fast order shipment. Synchronization with Nova Poshta and Ukrposhta connects orders with postal services. You can create waybills (TTN) in customer cards in Torgsoft and transfer goods for shipment directly from the program.

✅ Payment convenience. The customer accounting program's option Bank statement for Privat24 and Monobank accounts allows the owner to check payments for all issued invoices, and managers can quickly upload customer payments into the accounting software and link them to a specific invoice. This expands the available payment methods for customers, including IBAN payments, cash on delivery, and online payments.

2. Additional option «CRM. Client Interaction»

3. For IP telephony call accounting — Binotel account Binotel

The Torgsoft client database accounting software is a universal tool for small and medium businesses, enabling significant improvement in customer service quality and profitability. With its extensive functionality for managing client databases, businesses can optimize all processes related to clients — from storing contacts to managing loyalty programs.