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  • In Sales Management, the main menu includes Dashboard, Lead Management, Project Management, Status, Purchased Approval, and Reporting.
  • The Dashboard provides an overview of Pending, Today’s, and All calls, along with saved records and a detailed list of Active leads, offering visual insights for efficient management.
  • The Lead Management section includes a Contact List for adding and converting contacts to leads, a Lead List for direct lead addition, and a Reassign Lead function to transfer leads between agents by user type, agent, and lead position.
  • The Project Management section features Venture, Property, and Schemes, allowing easy addition and management of ventures, properties, and schemes, including bulk additions via Excel for efficient project handling.
  • The Status section includes Follow-Up, Property Visit, Completed Visit, After Visit, Purchased, and Not Interested, displaying a calendar with scheduled dates and a detailed list for each selected status.
  • The Purchased Approval section provides options for Pending, Approved, and Rejected, each revealing a well-organized list with comprehensive details for efficient approval management.
  • In the Reporting section, you'll discover options for Ad Hoc Reports and General Reports. When selecting Ad Hoc Reports, you'll be presented with a visual representation showcasing status and customer details. General Reports offer Lead, Agent, and SOC Reports. You can effortlessly obtain the desired file by inputting details into the filters. Additionally, you can request a report by entering the name and narration.
  • The main menu offers Dashboard, Work order, Asset management, Division, and Vendors.
  • In the dashboard, you can find a visual representation of work orders and quick insights into recent incident reports.
  • The work order section offers both corrective and preventive options: Corrective Work Orders enable tracking of incidents, tasks, and closed cases, while Preventive Maintenance allows proactive equipment management with neatly organized orders for easy reference.
  • Efficiently manage assets through Equipment addition, convenient display of equipment details, effortless exploration and management of assets, asset assignment to specific locations or teams, spare parts tracking, and location management, all within the Asset Management section.
  • The division section opens into Departments, Teams, and Staff planner. Under Departments, easily add departments and save in a well-organized department list. Teams can be created by selecting a department, and the teams are saved for easy reference. The Staff Planner allows the use of the calendar to plan tasks efficiently and view upcoming assignments for the day, week, or month.
  • In Vendors, easily add vendor details, including contact information. Once saved, vendors are listed for quick access.
  • In Marketing Management, you’ll find the Dashboard, SMS Management, Mail Management, and Portal Management.
  • Dashboard: Efficiently tracks and manages marketing activities, templates, status, and objectives across various modules.
  • SMS Management: Enables selection of modules and templates and Allows customization of text message templates, addition of titles, and saving of messages.
  • Mail Management: Allows selection of modules and templates, and creation of mail templates with titles, headings, subjects, and messages.
  • Portal Management: Provides comprehensive oversight of all marketing templates and modules.
  • Marketing Management ensures streamlined organization and execution of marketing strategies.
  • In Leasing Management, the main menu includes Dashboard, Lead Management, Tenant Management, Approval, Project Management, Status, Alerts, and Reports.
  • In the Dashboard, you'll find an overview of Total Tenants, Total Months Paid, Total Months Due, and This Month's Rent Received. Additionally, you'll have access to a list of Active Leads, complete with extensive details and visual insights for efficient management.
  • In the Lead Management section, you'll find options such as Add Leads and Lead List. You can easily add leads by entering the necessary details and saving them, or by uploading multiple leads using our downloadable Excel template. The Lead List displays all your added leads, and you can quickly add more leads directly to this list by clicking the "Add Lead" button.
  • The Tenant Management section includes options to add tenants, view tenant lists, manage termination requests, and define request types, all designed to streamline tenant information input, approval tracking, contract termination access, and request type management efficiently.
  • The Project Management section includes Overview, Venture, Add Unit, and Unit Lists, offering insights into ventures, properties, and landlords, easy venture addition, detailed unit entry, and a well-organized list of properties for enhanced usability.
  • The Status section includes Follow-Up, Property Visit, Completed Visit, After Visit, Purchased, and Not Interested, displaying a calendar with scheduled dates and a detailed list for each selected status.
  • In the Alerts section, you'll find options such as Requested List and New Property Request. The Requested List provides insights into the requests made by tenants, while the New Property Request keeps you updated on tenants' new property requests.
  • In Reports, you'll find Leasing Reports including Current Tenant's Report, Vacant Unit Report, and Rent Roll Report. Easily access the most recent tenant reports by searching based on the venture.
  • The main menu includes General ledger, Journal ledger, Customer charges, Approval, Tenant list, Financial Reports, and Settings.
  • In the General Ledger, use filters to access the required ledger, then click ‘Record Journal Entry’ to add your entries.
  • In the Journal Ledger, enter the details to add a general journal entry, and directly access the vendor list to add vendors.
  • In the Customer Charges section, open ‘Add Invoice’, enter the details, save it, and in’ Print Invoice’ select the added invoice for easy printing.
  • In the Approval section, you’ll find the Tenant Approval list for managing tenant approvals and the Rent Approval list for handling rental payment approvals.
  • In the Tenant List, you’ll find well-organized and comprehensive details about tenants.
  • In Financial Reports, you’ll get a quick overview of total revenue and expenses, along with a detailed list of revenue information.
  • In the settings section, you’ll find ‘Charges types’ and ‘Account types.’ Under ‘Charges types,’ you can access the list of charge types and directly add customer charge types. In ‘Account types,’ add the account type and include it in the list of account types.
  • The main menu includes options for accessing the dashboard, adding documents, and generating rental receipts.
  • In the Dashboard, you can conveniently manage all your documents. Easily access recently added files and view a comprehensive display of your documents.
  • In Add Documents, you can quickly upload and save your files. Control access permissions to ensure security. Access your documents anytime, anywhere.
  • In Generate Rental Receipts, you can effortlessly create rental receipts by entering tenant and landlord information.