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Real Estate CRM Software

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Nehal Ameen

on 21 December 2015

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Transcript of Real Estate CRM Software

Real Estate CRM & ERP
Microsoft Dynamics CRM based Real Estate & Property Management System
Microsoft Dynamics ERP (GP)
Thank You
A tool that has the potential to help shape your company culture through extending the software's functionality to provide the benefits of a CRM solution to the Real Estate industry.
Process your customer activities from first contact to handover.
View all activities related to each property, including sales activities, tasks, and related documents.
Market your properties and fill vacancies through comprehensive marketing functionality.
Work in a more goal oriented manner through leads qualification and opportunity management.
System Overview
Administrate your property from basic address information to Finishing Selections and layouts to status details for each unit.
Complete sales and operations management starting from reservations to contract management and handover, then follow up with facility management and provide maintenance services.
Track all payments and commissions with the aid of accurate back office calculations.
System Overview
This module is where you record all your property data:
Zoning and graphical representations
Different Property Types
Modules & Features
Property Administration

Property Administration
The sales team can view Engineering details updated by engineers and report to customers their unit progress.
Locations can be integrated with Google maps.
This module can be used for sales literature to create brochures and different printings.

In this module you can:
Add Reservations
Record sale contracts
Generate payment projections
Setup milestones for down payments
Print and sign contract after confirmation
Perform back office calculations for
Receivables and generate invoices
Commissions: you can create different commission plans allowing agents to know how much they will bring in for each contract.
Sales & Operations
Sales & Operations
Record and track activities related to the sale including:
Viewing of Property
Final handover
Facility Management
Tracks service activities in buildings and units
Keeps maintenance schedules
Tracks tools and equipment, and resources in sites
Opens cases as a result of inquiries, requests, or complains
Change status
Close case, report, and bill
Creating Leads
Segmentation and creating marketing lists
Planning and launching campaigns
Budgeting and resource allocation
Monitor your campaigns and track real time response
Leads Qualification
After targeting the right marketing mix, you start getting leads that are ready to be qualified
and developed into accounts or contacts

for whom proposals are created
and then close the deal to start your property administration and operation
Financial Integration with Microsoft Dynamics GP
Integrate complex property management details with sophisticated billing and accounting functionality.

The Real Estate CRM can be integrated with Microsoft Dynamics GP, where each project can be financially tracked.

After a contract is activated and installments are generated, Receivable Transaction entries are created in MS Dynamics GP for each of the down payments, installments, insurance, and taxes.

After the actual receiving, applying, and issuing invoices or vouchers in the CRM, the same amount is automatically applied, and invoices are also created in MS Dynamics GP, closing the receivable transaction entries created earlier.
General Ledger
Microsoft Dynamics GP
A comprehensive accounting and business management system made up of modules that work together to meet closely related accounting and business management goals.

The system is composed of different integrated modules where each module is setup and configured according to the organization's business needs.
An integral part of the financial management system.
Provides financial information quickly, efficiently, and accurately and provides the fiscal insight needed to make better and timelier business decisions.
Allows you to setup your Chart of Accounts, categories, account segments, and budgets, enter and edit transactions (or transactions can be loaded automatically from CRM), produce financial statements automatically, and maintain history.
Payables Management
Creation and maintenance of vendor accounts and balances.
Entering and editing transactions such as payments, invoices, and credit memos.
Detailed reports, posting journals, and check registers.
Generation of Aged Trial Balance, Vendor Financial Summary, Cash requirements, and other important vendor analysis reports.
Payment schedules for vendor invoices that are paid on an installment basis.
Calculation of Interest and amortization amounts, and whatif analysis to help in determining the best interest rate, payment amount, number of payments, and frequency.
Receivables Management
Tracks customer-related information (brought from CRM) including customer account information, addresses, transactions, balances, and historical records.

Generates Aged Trial Balance reports, customer statements, and other reports.

Receivables Transaction Entry records transactions (Sales / Invoices, Debit Memos, Finance Charges, Service / Repairs, and Credit Memos) and bring related data from CRM.

Taxes can be calculated automatically on Sales/Invoices, Service/Repairs.

Customer payment amounts can be updated immediately from the CRM.

Payment schedules

Commission information
Bank Reconciliation
Fixed Assets
Project Tracking
Go Mobile
You can access any data you need any time from anywhere...
Setup checkbooks and track transactions and balances for each.

Entering or voiding checks, withdrawals, and receipts, increasing and decreasing adjustments.

Automatically update of General Ledger with the transactions.

Move funds between checkbooks through Bank Transfer.

Reconcile Checkbooks and Bank Statements.

Seamless integration for cash, check, and credit card transactions posted in Receivables Management, Payables Management, and Invoicing.

Payments received from customers are displayed receipts in Bank Deposit Entry.

Payments made to vendors or employees automatically decrease checkbook balance.
Property Management categories:
Physical inventory
Asset movement or transfer
Repair and maintenance
Leased assets

Corporate Reporting
Accounting rules (capitalize, depreciate, dispose of)
Effect on General Ledger and financial statements reporting requirements
Departmental / Divisional Accounting
Integration with other accounting functions such as purchasing and sales
Budgeting - Depreciation projections

Tax & Regulatory Reporting
Tracks assets starting from acquisition date through retirement date
Fixed Assets
Assets are grouped according to property type, depreciation method, averaging convention, and depreciable life.
Depreciation calculations and whole-life projections.
Mass retirements while determining gain or loss from sales of assets.
Build Fixed Assets calendars according to fiscal period or calendar year.
A job-costing system designed for businesses who want to analyze their costs, revenues, or both, for a job or a project.
Each construction project can be configured as a separate project in the system.
You can see the profitability of each project, how much is being spent on specific expenses, such as paint or concrete, for all buildings or, for all buildings within a specific development.
Transactions can be assigned to one or more projects during entry and tracked to different departments.
All Transactions can be tracked by different phases if needed such as: (Foundation, Mechanical, Finishing, and Landscaping), so the user will be able to select the appropriate phase when entering transactions.
Project Tracking
Project Budgets can be created and compared to Actual.
Financial transactions are connected with project revenue and expenses according to predefined amount types and breakdown codes.
Operating Costs are automatically calculated using allocated percentages of revenue, labor cost, and material cost to overhead.
Project Distributions can be viewed and corrected through an Edit List prior to posting.
There are Project Analysis reports for project P & L’s and cross-project cost analysis.
Project Tracking can keep information across fiscal years; projects can be closed anytime regardless of the fiscal period.
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