For each roles different rights & reports access can be assigned
Multiple Roles can be defined
Admin
REAL ESTATE MANAGEMENT ERP MODULES
A Real Estate ERP Software contains integrated applications such as financials, purchase, sales, leads, projects, engineering, etc. and it's essential to automate the information within these modules. Real estate investment firms frequently use ERP solutions to collect payments, pay subcontractors, and manage leasing or rentals. New construction businesses use ERP software to deal with clients, schedule constructions and pay the bills.
Departments Covered
Super Admin Module
Presales Module
Bulk Lead upload and allocation to Presales team by admin
CP Team Module
CP Manager
Every Cp will have his/her own login panel, where he will get all required details
CP Manager will have a separate login panel where he will get all required details
Sales Module
Site wise Closing Manager
Will daily working with system
List of Today followups
List of today followups scheduled
Will have to update every leads afterattending it
Sales Head will have acces to consolidated numbers/ dashboards and all required reports
Reception Module
Based on customer Name & Mobile No will be able to identiify customers
As per company policies, she will take actions
For each Project
Post Sales Module
CRM/ Collection
Booking Process with Required Approvals
Welcome Letters
Allotment Letter
Demand Letters
Legal Module
All Demand & Reminder Letters on Legal ways
Will have all documents
Welcome Letter
Booking Forms
All pre cancellation letters
Receips
Civil Module
Comparison of Estimated vs Actual Civil Module
Indent Process
Work Order Process
Vendor management
Project Estimation
Accounts Module
Checker for all payments in Accounts Reports
Will get all required Accounts Reports
Marketing Module
Source wise all required details in Marketing
Source wise Cost Per Lead reports
Source wise ROI Reports
HR Module
Will Get access of all performance related reports
Core Functionality
Reports For Top Management Board
Operation and Collection Head Module
Sales Head Module
LMS and Call Recording Module
CRM and Collection Module
DST:Direct Sales Team Module
Channel Partner Sales Manager Module
Reception Management Module
Telecalling Team Management Module
Task Allocation Module
Channel Partner Module