The program for the account of clients of the enterprise. Automation of work with clients

Class365 is an online CRM system that automates enterprise management. The program has a full-featured CRM-module for effective interaction with clients, organization of teamwork of employees, project and task management.

All clients at a glance.
Manage customer relationships, work productively with leads!

Analysts estimate that companies that do not use CRM technologies lose 30% of their profits daily. New development - CRM-system Klass365 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 record keeping, real-time collaboration.

The program helps to improve the quality of work with clients, increase the speed of processing applications and completing tasks, thereby increasing sales efficiency in general.

The free version of Class365 is ideal for individual entrepreneurs and small businesses that want to get the most out of CRM without the investment.

In addition to CRM, the Klass365 program allows you to keep a full record of sales, movement of goods and Money for integrated enterprise management.

Features of a 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
  • Customization of the client card. The ability to attach events, any files and documents, leave comments on the counterparty
  • A convenient scheduler of cases and meetings, a system of reminders and notifications will not let you forget anything
  • Quick search in the customer base. Save time on order processing

Work with commercial offers:

  • Use ready-made examples commercial offers or use your editable form
  • You can download the quotation drawn up in the system in PDF to your computer or send it to e-mail straight from the system.
  • Keep a log of sent commercial offers, assign statuses
  • Issue invoices and place orders based on commercial offers.

Processing customer orders

  • Reserve an item based on a customer's order.
  • Issue invoices based on a customer's order.
  • Place orders with suppliers, implement and receive payments based on the buyer's order.
  • Assign a status to a buyer's order

Working with goods

  • Search for goods 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 the history of prices for goods
  • Accounting for inventory balances
  • Shelf life control
  • Inventory planning taking into account the pace of sales

And use the free CRM-system for the sales department with the ability to maintain inventory and inventory records.

Key Benefits of Class365 CRM Program

  • 100% security of your data in the system
  • Fast start. No embedding, setup will take a few minutes
  • Wide functionality - in one program
  • Convenient and intuitive interface that is easy to work with
  • There is no connection to the workplace. Do not limit the space of your activity, use the system wherever there is Internet, at any time convenient for you

You don't lose anything - get 30% more orders

We offer a single user version of Class365 completely free of charge. The period of use of the program is not limited. The only restriction- the 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 account.

How to properly account for orders? How to record and process customer and buyer requests without errors? When working with orders and customers, a cloud-based order accounting program will provide invaluable assistance.

Accounting "on the knee": pitfalls of conventional accounting methods

Opening a company, the entrepreneur receives the first orders from customers. As long as they are single, and the turnover is not large, problems with taking into account orders (and, consequently, accounting and tax accounting) does not occur: all data on applications are entered into certain period time: at the end of the week, at the end of the working day or at any other time.

All clients at a glance.
Manage customer relationships, work productively with orders!

It can be a regular journal with a table of orders, a notepad or Excel program. Regardless of which tool the employee of the company responsible for recording orders uses, he enters all the data manually, based on checks, contracts and other documents.

At the first stages of the company's work, it is not difficult to track the quantity and correctness of the execution of orders. But as the number of applications increases, the manager encounters the first difficulties:

  • employees responsible for accounting for orders begin to make mistakes and miss orders;
  • accounting of orders starts to take too much time, and you have to hire a separate employee who would do such work;
  • due to the need to process a large number of orders, even such an employee begins to make more and more mistakes;
  • the manager or other responsible person cannot control the work of employees - both the one who records orders and those who receive and process them.

As a result - low quality of customer service, errors in financial documents, incorrect data in accounting and tax reporting.

Automation of order accounting: advantages of systems

With a large number of orders, the most optimal solution would be to implement an accounting automation system - an order accounting program that could provide non-stop order accounting.

Automation Benefits:

  • absence of errors and omissions;
  • online accounting, i.e. entering data immediately after receipt and processing of the order;
  • ready-made templates, tables, forms of documents, the ability to draw up documents in one or two minutes;
  • ease of use, significant savings in time and money: you do not have to hire a separate employee responsible for order accounting;
  • the ability to account for each stage of order processing.

Opportunities of "cloud" services

Automated accounting of orders can be organized in two ways.

First way- install a free order accounting program on a computer or in local network. As a rule, these are complex, multifunctional systems that require maintenance and updating. In order for such a system to work effectively, you need, among other things, to hire an IT specialist or enter into an outsourcing agreement with the company that installed the program.

Second way- use the "cloud" web service. It provides the same features as a regular program, but does not have the drawbacks.

Capabilities of "cloud" web services:

  • you do not need to install a program for accounting applications on a computer, build a local network, introduce an order accounting system into the existing information environment;
  • you save space on your computer's hard drive or local network server; do not spend money on maintenance and program updates;
  • the web service can be used by everyone who has access rights, without time limits and from anywhere in the world: if necessary, an employee can enter order data using a phone, which is most important for field specialists, couriers, employees working in warehouses, transport, production.

Class365: free order accounting software

In order to get at your disposal such a tool that would allow you to keep track of orders from anywhere in the world and at any convenient time, you do not need to buy and install a complex program and rent a dedicated server, which will take half the budget to maintain. It is enough to register and connect to the "cloud" web service Class365.

Class365 - convenient free service where you can keep track of orders. The program is suitable for companies operating in the service sector, retail and wholesale trade as well as online stores. You will be able to work with clients, quickly receive detailed information about a particular product, keep records of orders in real time.

In order to use all the features of the program, you only need to spend a few minutes to register and choose the tariff - "Free", for start-up entrepreneurs and young companies. With the growth of the company and, accordingly, employees, you can increase the number of users by switching to the "Professional" tariff.

Work with clients

Working with clients is an important and integral part of the business. Attentiveness to customers and improvement of work with them is the key to a successful business. We offer you a program for clients that can cope with all challenging tasks. The database program has a multi-user interface that will help you restrict access to the database. Thanks to this function, in the program for clients it is possible to view the chronicle of work for each user and even for each client.

The program for clients is very easy to use, which will allow people of different ages and different types of thinking to understand. Convenient menu layout makes it easy to navigate the system and manage lists.

Working with the program for clients, you have three main menus: modules, directories and reports. Such simple navigation allows for very intensive work and improvement of accounting with customers and customers, customer records, register maintenance and customer records. Everyday work with clients requires a more accurate use of information. If you use our client accounting software, then a frequent category for work will be "Counterparties". In it you will be able to keep a systematic account of counterparties. The AWP program here will show you a convenient database, where each client under his individual number will be in its editable line. This allows you to quickly search for a client in any of the fields. You can also use the card system with bar codes, and search for each client by an individual code. For you, this will become a complete automation.

In the AWP program you will be able to fill in the information on the client very accurately, divide them into categories, select your price list for each client and indicate the card number, and maintain the register of shareholders. It is convenient that you can specify in the fields not only the name or the name of the client, but also the contact person. By specifying the date of birth, you can congratulate him on the holidays and possibly give some kind of encouragement. Thus, you show your attentiveness to the client. And also to carry out contact management and customer management in the database. Also for this field there is a special report that will show you customers and their date of birth for a certain period.

In the program, you can make settlements with customers, as well as settlements with buyers and customers, and accounting for settlements with buyers.

An automated accounting system is an integrated approach to accounting for customers and buyers in any field.

A convenient module in the client program is mailing. By working with the mailing list, you can attract more buyers. Specifying in the field cellular telephone, You can carry out mailing to customers, notifying them, for example, about discounts or congratulating them on the holiday. It is also possible to do mailing to mailboxes. You will not forget the client, and the client accounting software will let you do it accurately and quickly. Mailing through the client program has three important categories: bugs, mailing, and templates. These three submodules will allow you to automatically work with the mailing list, carefully monitor the quality of work in this area. You can specify the date, type of recipients, subject and status of the mailing. The "Errors" submodule will show you not only the error code, but also its content and from which user the error was made, its date and time.

Automated systems management allows you not only to work with clients, but also to keep records of employees, keep track of settlements with customers, valuable papers, You have a special report that will show the time work of each employee with the client program for a certain period.

AWP can be downloaded for free in the form of a truncated version on our website or by contacting us by e-mail. By purchasing the program you will have an automated workplace.

You can plan work with clients through our client program. When you open a report on work with clients, you will see the actions of your employee for a certain period. ERP systems is our program, with all its possibilities.

The client program of the CRM system is very versatile, it is an excellent solution for working with clients, employees and the enterprise! It remains only to contact us!

After watching the following video, you can quickly get acquainted with the capabilities of the USU program - the Universal Accounting System. If you can't see the video uploaded to YouTube, be sure to email us, we'll find another way to show the demo!

In addition to the opinions of ordinary users about the USU program, the opinions of experts are now presented to your attention. Anatoly Wasserman was born on December 9, 1952. An engineer by education, he graduated from the Odessa Technological Institute of the Refrigeration Industry. After graduating from the institute, he got a job as a programmer, then as a system programmer. He first appeared on the screen in 1989, taking part in the What? Where? When?" and on the Brain Ring. In the television "Own Game" he won fifteen victories in a row for two years, from 2001 to 2002. and was named Player of the Decade in 2004. According to the sports version of "Own Game" he became a five-time champion of Ukraine. Four-time champion of Moscow in the sports version of "Own Game", bronze and silver medalist in 2017. Silver medalist of the "Connoisseurs" World Games of Connoisseurs in 2010 in "Own Game".

Addition to the program for professional managers: to develop business and increase income. A unique product developed at the intersection of two sciences: economics and information technologies. There are no analogues

As technology advances, life speeds up. Everywhere you need to be in time - because the faster you do things, the more you earn. For this reason, it is very important to have a multifunctional mobile application at hand.

In addition to the opinions of ordinary users about the USU program, the opinions of experts are now presented to your attention. Among them is the first master of the intellectual game "ChGK" Alexander Druz. Six times he was awarded the "Crystal Owl" prize as the best player in the club. Winner of the "Diamond Owl" - a prize for the best player. He received the title of champion of the television version of the Brain Ring. In the television program "Own Game" he won "Linear Games", "Super Bowl", won the "III Challenge Cup" with the team, set an absolute performance record in one game. Author and presenter intellectual games and educational programs on various television channels.

In addition to the opinions of ordinary users about the USU program, the opinions of experts are now presented to your attention. Maxim Potashev - master of the game “What? Where? When? ”, won the Crystal Owl prize four times, twice world champion, three times Russian champion, six-time Moscow champion, three-time winner of the Moscow Open Championship in the ChGK game. According to the results of the general audience vote in 2000, he was recognized as the best player in all the years of the existence of an elite club created in 1975. 50 thousand viewers of the program voted for the candidacy of Maxim Potashev. The "Big Crystal Owl" and the main prize of the anniversary games - "Diamond Star" of the master of the game were awarded. Member of the Board and since 2001 - Vice-President of the International Association of Clubs. By profession - a mathematician, marketer, business coach. He graduated from the Faculty of Management and Applied Mathematics, taught at the Department of General and Applied Economics at the Moscow Institute of Physics and Technology. In August 2010, he was appointed President of the All-Russian public organization Federation of Sports Bridge of Russia. Heads consulting company, which helps various organizations solve problems related to sales, marketing, customer service and business process optimization.

In addition to the opinions of ordinary users about the USU program, the opinions of experts are now presented to your attention. Sergei Karyakin. At the age of 12, he became the youngest grandmaster in world history, which was included in the Guinness Book of Records. Won the Candidates Tournament. Awarded with the FIDE World Cup. World Champion in Rapid Chess, World Champion in Blitz. Honored Master of Sports of Ukraine. Honored Master of Sports of Russia, Grandmaster of Russia. Received the Order of Merit, III degree. Member of the Public Chamber Russian Federation in the sixth. Repeated winner of the children's and youth championships of the world and European countries. Winner and prize-winner of many major tournaments. Champion of the XXXVI World Chess Olympiad as a member of the Ukrainian team, silver medalist of the Olympiad as a member of the Russian team. On his board in the tournament, he showed the best result and received the first individual prize (on the 4th board). Champion of Russia with the best result on board 1. World champion in the Russian team. Reached the semi-finals of the World Cup. Winner of several international tournaments.

Features of the program for customer accounting

Below is a brief list of the features of the USU program - the Universal Accounting System. Depending on the configuration of the software, the list of features may change - become smaller or larger.

  • The client control program supports multiple users at the same time.
  • Each user login of the program that manages customer accounts is protected by a password.
  • By managing the program, each employee can periodically change his password.
  • The program will provide you with reliable accounting and control of all clients.
  • The client control program supports work on a local network through various network protocols.
  • It is possible to manage the program via the Internet, if there is a network of branches or if the manager wants to watch management reporting from home.
  • When working with customer accounting management, the program can choose from the list of blanks the color scheme you like for displaying windows.
  • The name of your organization will be displayed in the title of the main window.
  • When accounting for clients, each report will be generated with the logo and details of your company.
  • The program that automates customer accounting supports working with several open windows, between which you can easily switch using tabs.
  • We care about our clients!
  • When working with client control, you can set the name of your organization, contact details and bank details in the program settings.
  • You will not be special work work with the program and automate your organization. The main menu of the program is simple and clear. It consists of only three items: modules, directories and reports. Modules are needed for everyday work, directories - for customizing the program to the specifics of your company, and with the help of reports you can analyze the results of work for any period of time.
  • Taking into account possible holidays, the program can congratulate clients on their birthday or any other holidays.
  • When controlling customers, using mass mailings, you can notify customers about ongoing promotions or discounts.
  • SMS messages can be sent to operators cellular communication around the world so that customers can receive your notifications wherever they are.
  • Automation allows the manager to create a whole list of management reports.
  • IN software client management is audited on the actions of each user.
  • By automating customer accounting, you will use a lock when editing any table entry so that several employees working at the same time do not overwrite the information entered by another person.
  • The client base is simple and convenient. The program has a quick search by the first letters.
  • The program takes into account and supports data filtering.
  • Given the data, you can easily group them, and the resulting groups collapse and expand. In software new information you can add not only by adding, but also by copying an existing line.
  • When managing customer records, you cannot accidentally delete anything in the program, a confirmation message will always be displayed.
  • In the program that controls customer records, when deleting information from the system, an employee of the company will have to indicate the reason for the deletion.
  • By controlling the work of the company, you can update any information yourself or set automatic updates to always see up-to-date data.
  • The program supports data import. For example, you can download a list of clients at the beginning of work with the accounting system.
  • Any analytical report can be printed.
  • You will be able to control the work of your organization on a new level. Each report can be exported to many known formats.
  • When exporting information to MS Excel, you can use the old and new formats files.
  • Virtually all reports in the customer accounting program are generated for a specified period of time, which allows you to analyze a specific day, month or year.
  • The client accounting automation program can generate a report for each city if there are branches in different cities.
  • Let's start automating your company together!
  • USU software - Universal Accounting System - also includes many other features!

Constant confusion in information, the inability to collect and analyze statistics, instability in sales are the faithful companions of companies that do not keep records of applications, orders and payments of customers at all or do it the old fashioned way, in granary books. You can solve all these problems at once, just install special program to maintain a client base

Why You Should Use a Customer Accounting Software

A customer and transaction accounting system (CRM) is a real help for any business. Evaluate the benefits that you will receive by introducing such a novelty:

  • Getting rid of confusion. Customer accounting software with a detailed database helps to bring clarity to the workflow. You and your employees will always know how much, what and when was sold, how many customers were served, etc. All this will positively affect the productivity of your company.
  • Increasing customer loyalty. The program for accounting for customers and services allows you to divide buyers according to the degree of importance. Create lists of key clients and offer them special conditions. Check out the list potential clients and develop a strategy to turn them into dedicated fans of your product or service.
  • The ability to collect statistics and its detailed analysis. Automation of accounting and registration of customer requests has another benefit: you can always view statistics for the past time, identify weaknesses and strengths and direct all efforts to eliminate shortcomings and develop virtues.

YCLIENTS - a convenient cloud-based customer accounting service

Accounting and customer management can and should be convenient! It is under this motto that we created YCLIENTS - a cloud service with all CRM functions. With us you:

  1. Remember every client. In the YCLIENTS database, not only basic information about the customer is entered, but also his complete history of visits, preferences analysis and other necessary data.
  2. Download information easily. In order to export data from the CRM YCLIENTS client database, you do not have to make any special efforts. You can get information in just a few clicks, and you yourself can specify who has the right to do this.

View the list of clients online - it's convenient

If from CRM implementations the only thing that stops you is that you have to install and constantly update the application for accounting for customers, then we have good news. YCLIENTS does not require installation, so you can view client lists online for free using any device - phone, tablet, PC.

Maintaining a database of clients and transactions in CRM has never been so easy and convenient! Try the free demo version of YCLIENTS or choose the right plan right away and start working with our customer and order tracking system. Find out about all the possibilities of the program by number

We chose Exiland Assistant to maintain the customer base in our company by trial and error. After the implementation of this system, our sales department showed positive dynamics, the team began to work more efficiently than before. Order processing speed has increased by 22%, we have received a good response from our customers.

A sales manager is an interesting and unusual profession that anyone can master: a student, a professor, a musician. However, succeed Not everyone succeeds in this niche. The success of a manager depends on personal qualities, talent to sell, and from owning an accumulated customer base. It is these managers who always remain on the crest of the wave.


Having a structured list of contacts with addresses at hand, performing a quick search on them, knowing who to call today - this is the basis of successful sales.

Even if you have a small organization, now you should take care of the correct storage and updating of contacts of enterprises and people.

Maintaining a customer base should be easy


Tool selection is an important step

We needed so that the program is so simple that a new employee could work in it from the first day so that you don't have to hire a separate employee to maintain the system and train managers. Moreover, there was an urgent need combine all clients into one common database so that all employees of the company can work with it from their computers.

To account for customers and, in general, the contact database, it is necessary convenient, simple and functional software tool - the so-called CRM-system (customer relationship system). But, unfortunately, most CRMs are quite bulky and inconvenient, and moreover, they are expensive.

The search for the perfect program dragged on...

As a rule, those who are just starting their business maintain a list in Excel, but maintaining a customer database in Excel with a reminder is not possible. Therefore, we did not even begin to consider Excel as a database (DB).

We were looking for a suitable program among network multi-user organizers so that the manager could see the work of all managers. Online organizers are not suitable for us - they store data on the website of the service provider, which does not provide the required level of data security. In addition, they are not functional.

WinOrganizer has the ability to create only a list of friends and acquaintances (and even then it slows down when the database grows strongly), but it does not allow creating a database by enterprises.

Outlook turned out to be quite cumbersome, slowing down too much. Also, Outlook does not have bookmarks, filtering is not conveniently implemented, which makes it difficult to find a specific entry. For a person who values ​​his time, this is unacceptable, so we had to abandon it and continue searching for a more suitable program.

The next candidate was the well-known Microsoft Access. What repelled after installation - there is no simplicity and intuitiveness. We quickly rejected it, because for effective work it required, at a minimum, to be able to program in Visual Basic, be familiar with the basics of database design and know SQL. realities modern business are such that any manager leaves sooner or later, and it will take at least several months to train a new employee to work with Microsoft Access, which absolutely unacceptable for firms in a highly competitive environment.

The search dragged on... However, we did not give up, and once downloading another organizer on the official website, we realized that we had found exactly what we had been looking for for so long. This program turned out to be the Exiland Assistant Enterprise network organizer. It favorably differed from analogues. For example, in LeaderTask, the contact field does not contain a line for Skype, social networks, phones are not divided into home, cell and work, information about clients cannot be entered into it, since this function is not provided. In general, LeaderTask is more of a task manager than client management software.

And Exiland Assistant has everything we need. You can also extend the data structure - add custom input fields, If provided by the program not enough. Data is stored in a secure file on one of the PCs in the local network of the enterprise, and not somewhere in the cloud.

Working with the client base in Exiland Assistant

According to the heads of the sales department of a number of Russian companies, the Exiland Assistant organizer is simple and convenient. The client base accumulated in the Exiland Assistant program is effective resource in the sales process.

Organizer allows you to structure contacts, maintain lists as individuals as well as organizations. To do this, the program has sections "Contacts" and "Organizations".

What does the program consist of?


Free program Exiland Assistant Free

The program organizer contains 6 main sections:

  • Contacts
  • Organizations
  • Tasks
  • Notes
  • Links
  • Events

In the first two sections, you can create an electronic file of people and businesses. To maintain a list of people and organizations, the first 2 sections + the "Events" section are of the greatest interest, since they allow not only storing detailed information about each person and enterprise, but also planning events for them: calls, meetings, keeping a history of communication with them, recording call results or correspondence.

Calls, meetings, tasks: How not to miss a single customer?

Plan any business with the client on the Events tab in the card of a person or organization - the diary will remind you of the event in advance so that you do not forget to contact a potential client in time, remind him of his order, offer a discount or issue an invoice. After the event occurs, write down the outcome of the call/meeting, etc. By the way, you can configure the allowed list of event types and results by yourself in the Tools/Settings menu on the "Events" tab according to your needs.

Sending promotions, price lists, commercial offers to customers by e-mail

Is there a new price list? Have you launched a promotion? Don't forget to do automatic e-mail distribution to potential customers straight from Exiland Assistant. To do this, it is enough to compose the text of the letter (template) once, select recipients from your contacts, indicate your mailbox from which you plan to send out and start the mailing. All this can be done using the menu Service / E-mail mailing list in Personal and Enterprise versions (this function is not available in the Free version - in the free organizer you can only set up a mailing list and send a test letter to the specified mailbox to check in what form it will be delivered).

Good combination of functionality and simplicity

The first thing that immediately caught my eye when we first used Exiland Assistant was its features and ease of use. The very next day, all managers in the company were free to work in it - to maintain a database of their customers. A pleasant moment that distinguishes this diary from the rest is the opportunity for us to:

  • Add new, rename existing field names strictly according to your needs
  • Possibility of e-mail distribution of promotions according to the database of contacts, price lists, discount offers according to a pre-configured template with automatic substitution of data from the database into right places template.
  • Automatic formation any documents in Word with data substitution in them from the client base.

First, we downloaded and tried the free Free version of the organizer, and after installing the server version of the Enterprise organizer, we simply could not get enough of it - all employees could make changes on their computer, and after automatic synchronization with the server, all changes in the database appeared on all computers.

After working a little with this program, we noticed another distinctive feature: by setting a specific task executor in the reminder, the reminder appeared only on his computer and did not interfere with the rest of them doing their work.

In order not to be unfounded, I will give concrete examples: Exiland Assistant consists of six main sections: Contacts, Organizations, Tasks, Notes, Internet Links, Events. Since our company is mainly interested in the "Organizations" and "Tasks" sections, I will dwell on them in more detail. We have hidden the section "Contacts" (individuals) and "Notes" (via Service/Settings/Interface), adapting the program specifically for our company. The "Organizations" section, where we began to maintain a database of organizations, was renamed "Clients".


Each manager has his own group of contacts (for each user, a corresponding subgroup was created by his last name), and the clients, as you can see in the figure, are in different cities. Coming to work, the manager works individually with his group, sometimes checking with the help of a quick search with the data of other managers (so as not to accidentally add someone else's client to his database).

What types of programs exist?

In total, the Exiland Assistant program has three editions:

  • Free (single-user free, having a basic set of features). Designed primarily for home users;
  • Personal (paid single-user with an extended set of features);
  • Enterprise (network multi-user). Designed for office work. Allows you to maintain a database of clients and tasks for projects for a group of users (each user may have their own rights).

Your task, first of all, is to understand which edition of Exiland Assistant: network or single-user is right for you to organize a client base.

If you have already decided on the version, you can download the client base (Free or Enterprise Demo version) for free from the official download page and install it by following the simple step-by-step instructions in the file readme.txt

The transition between versions is provided, so you can easily switch, for example, from a demo version to a full version without losing data.

Free version Free (local single user)

The program for maintaining a client base can be downloaded for free - this is the Free version. It has a basic set of features and is more suitable for the home.

In the task section, we enter information about when and to whom to ship the goods or call. The links to sites section is the best suited for storing suppliers' and competitors' websites, which allows us to be always up to date recent changes and respond more quickly to them.

Personal version (local single user)

There is also Exiland Assistant Personal organizer- single-user, suitable for both home use, and for a small office to maintain a database by an individual employee.

Although we do not use the "Contacts" and "Notes" sections at work, they are very convenient for home use. For example, in the "Contacts" section, you can store information about your friends, acquaintances, colleagues, relatives. It is enough to click on any person in the table, and all the necessary information about this person is displayed right there on the sidebar (details panel):

  • photo;
  • means of communication (telephones, e-mail addresses, accounts in social networks);
  • address of registration and residence;
  • age;
  • hobby;
  • and other detailed information about the person;

For convenience, when using the program at home, you can hide the "Organizations" section and others. In notes, you can save a sudden thought, a pie recipe or any other information and then, if necessary, quickly find it using a quick or detailed search.

Enterprise version for maintaining a database of clients (network multi-user)

In order to create a common database for the entire enterprise, it is necessary to install in addition its server part, which is called Exiland Assistant Server and comes free with the Enterprise version. Enterprise version- to maintain an up-to-date client database in an organization where access is required from any machine on the local network. Exiland Assistant Server is a stand-alone program that can be installed on a single computer or a computer of one of the users, which is most often turned on and accessible over a local network. Its purpose is to synchronize client PC data with a central database. Program page

How to get started with the program?

Download free version Free, if the single-user version is enough for you, or the Enterprise Demo version, if you plan to work with the client base on the local network at the same time as a group of users.

Unpack the downloaded zip file. A folder will appear in which you will find a readme.txt file with a simple step by step instructions for installation and configuration. Installation is quite simple and is designed for an inexperienced PC user.

A pleasant feature is the presence in the program of a module for importing data from Microsoft Excel and OpenOffice Calc, as well as from csv files. Therefore, if you keep a list of people in Excel, you can easily import it into Exiland Assistant to do not retype manually.

Summing up

Exiland Assistant is a versatile tool that is perfect for most customer acquisition tasks for sales managers in any industry or service and for home use. Besides, he will replace several programs at once: a contact book, a link and note keeper, a password keeper, an organizer (task planner), a program for storing contacts, a diary of thoughts, etc.

I would recommend this wonderful organizer program for Windows to every entrepreneur, a modern active person, both for personal use and for maintaining a database of clients and project tasks.

In general, Exiland Assistant combines many comfortable daily work functions while maintaining ease of learning and use. The ability to make cold calls directly from the program (+ integration with Skype), send letters to your database of potential customers, print on a printer, sort, filter, perform a quick search, synchronize people's contacts with Microsoft Outlook, import data from Excel, export data to HTML , Word, Excel, txt, etc. - this is only a short list of additional service features that increase the convenience of working with the database.

Exiland Assistant is simple and effective, perfect for small businesses - young companies that have been on the market for less than 10 years.