The application helps to monitor marketing activities, contacts with clients, bookings, contracts with payment schedules, payment timeliness. It also allows managing settlements and issuing invoices. It is additionally equipped with an error monitoring device in units, an office, and a mail merger (for paper and electronic mail), service of outgoing e-mail, and data export to company websites. The application has a number of predefined balance sheets and reports, and at the same time allows their individual definition by users.
The extensive configuration panel allows adjustment to individual needs and demands of each developer.
External integration
As CRM Deweloper cooperates with various external applications allowing automation of data forward, it considerably streamlines your company’s operations. Its integration with Word, Excel and Outlook facilitates generating documents thanks to templates, free defining of reports’ appearance, and automatic record of new contacts, dates and e-mails.
The application has also been equipped with devices allowing integration with accountancy and finance programs as regards payments import and invoice export. To facilitate the process of settling payments and issuing invoices, CRM has a “learning device” for contractors’ financial numbers. It also provides a possibility of synchronizing contractors’ files between CRM and accountancy and finance programs.
So far CRM Deweloper has been integrated with accountancy programs of: Microsoft (Ms NAVISION), SAGE Symfonia (Symfonia Premium, Symfonia Forte), Comarch (CDN Optima, CDN XL), RAKS (RaksSQL), Comped (Bonus) and with some less popular like FiK, FERRODO, Probit.
Moreover, the integration device enables data exchange with company websites. It provides regular and automatic update of the current offer, projects, buildings, units. It also allows offer update on property brokerage portals. The scope of exported data and its format is configurable from the application level.
Internal integration
Apart from being able to integrate with products of different companies, CRM Deweloper has been integrated with other ERP2 Deweloper system products:
- with WorkFlow Deweloper - in the scope of initiating, modifying and reading process states, enabling their flexible definition in terms of defining arrangement changes in flats, confirming correction in contracts, document and annexes, and service of reported errors during warranty period.
- with Project Deweloper and with Business Intelligence Deweloper – in the scope of accessibility of data entered into CRM Deweloper, this enables a thorough analysis and reports from selling processes and their comparison with costs incurred by a developer.
Modules and most important functions:
- Client – program managing information on clients, contractors, products and statistics as regards:
• Personal data
• Teleaddress data
• Register of contracts, clients, units
• Graphs of sales dynamics
- Sales – module allowing collecting and processing sales data and generating documents.
Sales functions:
• Unit/building/investment register;
• Creating and using ready templates of contracts and documents;
• Concluding contracts;
• Settling payments;
• Generating and analysing statistics;
• Booking units.
- Secretariat – module organizing and improving office operations as regards:
• Correspondence register;
• Mail merging;
• Incoming and outgoing correspondence register;
• Decreeing documents;
• Envelope printing.
- Invoices – uncomplicated module necessary in sales allowing:
• Invoice issue and register;
• Generating corrections;
• Creating register of VAT invoices;
• VAT invoice export to accountancy and finance programs.
- Serwis Deweloper – module designed to improve correction service. Its functions include:
• Error register;
• Supervision over error removal;
• Work control and settlements of subcontractors;
• Reports and registers.
- mini Mieszkanko – automatic update of data collected from CRM Deweloper on company website, possibility of cooperation with external property services presenting offers from the primary market.
- Correction/Product Storage – register and settlements of additional work commissioned by client, promotion, individual flat arrangements.
- Deweloper on-line – individual website of each client enabling access to current information on contracts, settlements, work progress.
- Surveyor – useful tool in client service allowing:
• creating and conducting research;
• result comparison.
- Special-Purpose Vehicles – module enabling sales and settlements of units by many companies.
- Reminder – reminds of lapsing dates/deadlines for selected tasks: contacts with clients, booking, correction acceptance, uninvoiced payments, etc.
Benefits from implementing CRM Deweloper:
- Increased sales efficiency;
- Increased work effectiveness;
- More efficient work organization in all departments;
- More control over sales department;
- Increased client satisfaction;
- More effective promotion and advertising.
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