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Bhoomi CRM & ERP for the Real Estate Developers

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Presentation on theme: "Bhoomi CRM & ERP for the Real Estate Developers"— Presentation transcript:

1 Bhoomi CRM & ERP for the Real Estate Developers
ABC Info Soft Pvt. Ltd.

2 Company Profile ABC Info Soft Pvt. Ltd.
ABC Info Soft Pvt. Ltd. is a New Generation Information Technology Company, incorporated with a vision to provide world class IT solutions to diversified industries across the Globe. The company was founded in the year and offers Standard & Customized software solutions to various industries, with specialization in providing CRM & ERP Solutions to : The Healthcare Sector The Real Estate industry A Acumen Brilliance B C Commitment

3 CRM for Real Estate Developers
Our Solution Bhoomi CRM for Real Estate Developers Bhoomi Pre Sales CRM Pre Sales Customer Relationship Management Cost Vs Site Visits Follow-ups with reminders Executives Performance Detailed MIS with Dashboard Pre Sales Lead Management Advertisement Details Advertisement Costing Cost Vs Leads Generated Bhoomi Sales CRM Sales CRM Bookings Management Customer Statements Automated Demand Notes Brokers Management Service Tax & Sales tax Interest Applicable Detailed MIS with Dashboard Post Sales Customer Relationship Management Bhoomi Financial Management Bank Postings Bank Reconciliations Dealer Bills Credit & Debit Notes Integrated with Tally Automatic Voucher posting to Tally in respective Ledgers Client Receipts Financial Management Your Logo

4 Bhoomi Our Solution Add On Modules Bhoomi Bhoomi Bhoomi Customer
Portal Online Information to Clients through Website Project Progress Updates pics Next Installment Due details Ticketing System Documents Dispatch Tracking Linked with your website Unique ID & Password to Clients Cost Sheets & Accounts Statements Receipts Details Bhoomi Task Management Project wise Task Lists Task Assigned to multiple Users Add Sub tasks for bifurcation Comments for Tasks and Sub tasks Attachment with tasks and comments Task Progress Monitoring Detailed Timeline Segregate for User, Priority & Period Assign and Track all Tasks to your Team Bhoomi Document Management Attach documents in any format - jpg, bmp, pdf, txt, xml, excel or word Retrieve the documents with Client Name or Booking No and Category Integrated with Post Sales CRM Documents Classification Attach Scanned Documents Booking wise for each Document Category Digital Document Management Your Logo

5 Major Benefits Bhoomi B B T F R E W www.abcinfosoft.com
Bhoomi is an Excellent Tool for Triggering Decisions. It allows decision makers from the level of a CEO to End Users to get details on various activities. B Bhoomi provides a complete holistic view of projects from planning to implementation in terms with Marketing, Sales, Inventory, Payment Receivables vs Payable and Contracts etc. B The objective is to make the entire operations of the company System Driven, rather then Personnel driven. T Facilitation of day-to-day Management. Better accessibility to data so that management can have up-to-the-minute access to information for decision making and managerial control. F Reduced Operating Costs. Lower inventory control cost, lower construction costs, lower marketing costs and lower help desk support costs. Helps track actual costs of activities and perform activity based costing R Eliminate inefficiencies. Better management of Leads, Clients, Payment Follow-ups, Inventory, Vendors, Contractors, Sub-contractors relationships. E Web Enabled ERP with Real Time Information. Take your business on the Internet. Connect multiple locations, Access Information, Run Business Processes and Communicate at any time and from anywhere in the world. W

6 Few Clients Bhoomi Best Deal Housing & Construction Pvt. Ltd., Kaithal
Shree Ridhi Sidhi Buildwell Ltd. Agra Jaya Shiva Constructions & Earth Movers Pvt. Ltd., Panipat K World Developers Pvt. Ltd., Noida Kakad Housing Corporation, Mumbai Koshda Buildcon Pvt . Ltd., Mathura North East Infratech Pvt. Ltd., Delhi Redrow Developments Ltd., Ghana, Africa JUSCO ( A TATA Enterprise), Jamshedpur C&C Towers Ltd, Gurgaon (C&C Constructions Ltd) Chintels India Ltd, Gurgaon Hassconsult Ltd., Nairobi, Kenya Dwarkadhish Buildwell Pvt. Ltd., Delhi Eden Group, Kolkata Indus Valley Promoters Ltd, Meerut Ishaan Infraestates India Pvt. Ltd., Ghaziabad

7 Few Clients Hospital ERP Sant Parmanand Hospital, Delhi
Sun Flag Hospital, Faridabad QRG Central Hospital, Faridabad Sunder Lal Jain Hospital, Delhi Belize Healthcare Partners Limited, Belize (South America) Sovereign Gems Hospital, Cochin Zheenbos Hospital, Kurdistan, Iraq Norvic International Hospital, Kathmandu, Nepal NMC Hospital, NOIDA Silver Oaks Hospital, Mohali MGS Hospital, Delhi Majeedia Hospital (Jamia Hamdard University), Delhi Uma Sanjeevni Hospital, Gurgaon BhramShakti Hospital Delhi & Bhadurgarh National Chest Institute, Delhi Umkal Hospital, Gurgaon

8 Bhoomi Advantage Over Competitors
Used Worldwide : More than 80 Builders with 400+ Residential and Commercial Projects & 800+ Users. Fully Menu Driven, User Friendly & Highly Secure with strict User Role based Access. U Software as Product and Software as a Service (SAAS) : Pay one time and get the software as a Product or use the software on annual subscription basis online. S ERP with Scalability Comprise all modules of ERP yet you can start with one module and add others later. Respective data will be updated automatically in all modules. E Highly Cost Effective with Latest Technology. Single Cost for Multiple Projects/ Companies. Designed on asp.net 4.5, MVC & MS SQL. H Integrated with Tally, Word & Excel. Automatic Voucher posting to Tally in respective Ledgers. Create Multiple Customized Demand Notes using MS Word formats. Import and export to Excel. I Updated according to Latest Service Tax & Sales Tax Laws. All options available to define multiple parameters at your end and not depend on us if any rule changed by Government in future. U Detailed, Dynamically designed reports which can be Grouped, Sorted and filtered on screen itself. Design your own Reports using Dynamic SQL Query Designer. D

9 Bhoomi CRM For Real Estate Developers Lead Management
Tally Integration Sales Customer Bhoomi CRM takes care of entire Business Generation Process and handling of Customer Relationship along with its affect on Financial Books. It can be further devided into Three Modules Pre Sales – Lead Management Sales Customer Management Finance integration with Tally

10 Pre Sales CRM Lead Management & Sales Tracking ✓ 1 2 3 4 5 6 7
Advertisement Details 1 Advertisement Costing 2 Cost Vs Leads Generated 3 Cost Vs Site Visits 4 Follow-ups with Reminders 5 Executives Performance 6 Detailed MIS with Dashboard 7

11 Pre Sales CRM Leads Management & Sales Tracking Deal Closed Status
Source & Cost Ad Type (Full Page, Half Page, 20Cols, ROI, etc) Category (Print, Internet, Hordings, Fair, Walkin, Dealer) Client Details (Name, Mobile, , Address, Budget, Profile,) Deal Closed New Lead Status & Task Assign Final Status Lead Fail Product (Project, Area, Block, Floor, PLCs, Additional Cost, Attributes, etc) Failure Analysis

12 Leads Management & Sales Tracking
Pre Sales CRM Leads Management & Sales Tracking Store complete enquiry details. Check on unique Mobile Number and id. S Prioritize your enquiries based on Potential ratings P Advance Product Search option on various attributes A Assign Leads & Tasks to your Executives & track their working A Schedule Follow-ups & Meetings with the clients S Track the interactions with different clients through detailed comments T Auto catalogue to clients for matching properties A

13 Sales Customer Management
Post Sales Bookings Management & CRM Bookings Management 1 Customer Statements 2 Automated Demand Notes 3 Brokers Management 4 Service Tax & Sales tax 5 Interest Applicable 6 Detailed MIS with Dashboard 7

14 Sales Customer Management
Post Sales Bookings Management & CRM M Manages Multiple Companies & Projects Designed to Explore the Units sold/available/on-hold as per the client’s preferences. D Rule based Pricing - The Pricing for various Units/Unit Types/PLC etc can be defined for different durations R Comprehensive Customer Information (Individuals & Non-Individuals). Client’s Income Profile, Investor/ End user, Nominee, D.O.B, Anniversary Date, Contact Persons, etc very useful for database building & Customer Care. C Rates can be defined as per the Payment Plan Type, Floor wise or Floor Unit Type wise. Separate rates for additional charges for Unit type or Blocks. R Multiple Payment Plans according to their types (Construction Linked, Down Payment, Time Linked Plans) for Basic, PLC and additional Services based on predefined as well as undefined dates. M Payment Plans are Customizable for individual customers at Booking Stage. P

15 Sales Customer Management
Project Defining Dealer Management Company Basic Project Ledgers Broker Brokerage Plan P L C Additional Unit Types Unit Group Block/Tower Unit Additional Facilities Floors P L C Broker Payment Schedule Basic P L C Additional Basic Payment Schedule Phase / Occasion P L C Additional

16 Sales Customer Management
Post Sales Bookings Management & CRM Complete Dealer Database. Provision to define multiple Brokerage & payment slabs for varying durations as well as for different payment plans. C Option to define Multi level Dealers Hierarchy and their overwriting brokerage. O Employees Incentive Records. Provision to give incentives to company employees, on the bookings made by them or dealers associated with them E Flexible Discount options by the company as well as dealers. Dealer’s discount is adjusted with their brokerage payable. F Facility to define Different Discount Types that may be given at any stage of the project with an option to decide its effect thereafter. F Discount Payment Plans. Discounts can be adjusted as per the payment Plan opted or can be adjusted on any particular occasion D Checklists – Detailed checklist of all pre-requisites and documents required before carrying out any transaction. C

17 Bookings www.abcinfosoft.com Client Unit Details Booking Payment Plan
Unit Type Rate Area Client Details Non Individual Individual Booking Direct Employee Broker PLC BSP Additional Facilities Payment Plan Discount By Company By Broker Check List Payment Sub Broker Main Broker Bank Reconciliation Receipt Acknowledgement Bank Posting

18 Sales Customer Management
Post Sales Bookings Management & CRM Fully compliant with Service Tax Provisions. Each service charge can be defined as different payable percentage (25% or 100% or Nil) of the total charge amount and will be levied accordingly. F Service Tax is auto Calculated on the due amount as on its effective Date (1st July 2010) and the due amounts are made due on each charge as per different occasions/ Payment Schedule opted by the customer. S U User Defined Service Tax Rate and Formula. The Service Tax rate can be defined by users themselves whenever there is any change in Government Tax rate. Provision for 30% abatement through formula. Sales Tax Provisions: The Sales tax on Construction Cost can be auto calculated wherever applicable. Bifurcation of Basic Cost into Land & Construction Cost depending upon the Land Area. S Receipts Auto Calculation. Service Tax is automatically calculated on reverse basis on the total amount paid by the customer in every receipt and every charge. R Acknowledgements - All cheques received, are acknowledged first and the receipt is generated only after the clearance of cheque A TDS deduction on Receipts and Acknowledgements. TDS will be automatically deducted at the defined rate at the time of Acknowledgement & Receipts. T

19 Sales Customer Management
Post Sales Bookings Management & CRM Auto Payment Reminder Alerts as per different payment schedules. Multiple, User defined Letter formats with Mail Merging provision for all kind of Documents A SMS & Notifications for various occasions. S Auto Interest Calculation for delayed payments after the grace period, which can be levied flexibly as per the company policy A Interest Calculation can be done on Simple/Compound interest (Quarterly/ half yearly/ yearly). Also option to charge differential interest rates as per slab. I Assured Return can be applied to the customers as per the policy and advance cheques for a financial year can be issued. A Option to waive the interest applicable for a client for any occasion in percentage or amount. O Fund Transfer facility from one booking to another within or across the projects. F

20 Sales Customer Management
Post Sales Bookings Management & CRM Dealer Bills with TDS & Service Tax. Automatic Dealer Bills depending on collection from clients & Dealer Payment Schedule. TDS and Service Tax handling on Dealer Bills & Payments as per the Government Norms. D Dealer Payment Adjustments. Dealer’s payments can be adjusted to any booking amount D Manages Multiple Transfers of unit with detailed history of transferors and transferees. Transfer Charges can be applicable where ever required as per the company policy. M Two Step Cancellation process where the bookings are first marked under cancellation and then cancelled or revoked as per the discussion with the customer. Option to Buyback unit from the customer against premium. T Modification in Bookings like Payment Plan, Unit, Rate, Area, Discounts, PLC’s, Additional Charges, Tax, etc any time after Booking till Possession. Changes affect after change date M Various other Transactions like Refund, Debit Notes & Credit Notes as applicable to Clients and Dealers. V Start working Instantly, Import your Project Masters Data and existing Bookings, Receipts from excel format to Bhoomi C

21 Dashboard & MIS Hundreds of MIS Reports designed in such a manner that you can have the same information in many formats, sizes, fields and output methods. Drill Down Dashboard Project Status Summary Booking Detail Report Unit Status Report Cheque Status Report Payment Collection Report Ageing Summary Occasion Wise Payment Collection Payment Due Report Complete Booking Info Dealer Brokerage Report Dealer Bill Report Employee Incentive Report Document Report Transfer Booking Report Cancellation Report Buy Back Report Refund Report Interest Report Discount Report Additional Charges Report PLC Report Payment Schedule Booking Cost Report … and many more

22 Customer Portal Online Information to Clients through Website ✓ 1 2 3
Linked with your website 1 Unique ID & Password to Clients 2 Cost Sheets & Accounts Statements 3 Receipts Details 4 Project Progress Updates pics 5 Next Installment Due details 6 Ticketing System 7 Documents Dispatch Tracking 8

23 Customer Portal Online Information to Clients through Website L U C A
Linked to your company website and provide the direct access to clients of the real time status. Unique ID & Password. Each Client will be provided a unique ID and Password with a very strict security access rights. U Clients can access the complete information of their booking including cost sheets, payment schedule, account statement live. C All the Receipts with the current status can be accessed and printed if required. A Progress Update. You can upload the latest picture of the project progress tower wise and the clients can see it on their portal for their respective booked unit. P C Customer Ticketing System. Customers can generate tickets for any query or complaint and it will reach directly to the concerned persons desk. Customers can track the progress of their tickets as well online. Documents Tracking. It has an inbuild module for managing dispatches and the status will be available to the clients online. They can directly go to the tracking site from portal. D

24 Task Management Assign and Track all Tasks to your Team ✓ 1 2 3 4 5 6
Project wise Task Lists 1 Task Assigned to multiple Users 2 Add Sub tasks for bifurcation 3 Comments for Tasks and Sub tasks 4 Attachment with tasks and comments 5 Task Progress Monitoring 6 Detailed Timeline 7 Segregate for User, Priority & Period 8

25 Task Management Progress Update Add Comments Task Completed
List Project New Task Assign to Users Attachments Description Start Date End Date Expected Time Priority Task Details Sub Task 1 Task Details Sub Task 2 Task Details Sub Task 3 Sub Task 4 Task Details Progress Update Add Comments Task Completed to User on every Update Timeline for All activities

26 Task Management Assign and Track all Tasks to your Team D C A A E D G
Define Task List for various Projects Separately Create Tasks with Title, Detailed Description, Attachments, Priority and Estimated Time C Add as many Sub tasks to bifurcate the main Task and make it easier to analyse the progress and delegaryion of tasks. A Add Comments to tasks and sub tasks at any stage and everyone can visualize the comments. Also update the task with the status and Progress %. Also add attachment with comments. A Notification to every user on creation or updation of any task assigned to him or comment received on the task. E Detailed Timeline to monitor the activities of every executive with respect to any task or project or task list. D Get MIS information based on Users, Projects, Task list, Tasks and Sub Tasks for any specified Period. G

27 Document Management Digital Document Management ✓ 1 2 3 4 5 6 7 8
Making Documents Intelligent 1 Instant Access 2 Support for multiple file types 3 Categorisation for Various Document types 4 Secured but Unlimited Access 5 Customised File View 6 Improved, faster and more flexible search 7 Integrated with Post sales and other modules 8

28 Document Management Digital Document Management M D S I U C I
Making Documents Intelligent. high quality of digitization and swift conversion of physical documents into electronic formats . M Documents are structured and categorised in a knowledgeable format and are intelligently indexed. The structuring of files and documents is such that the access can be restricted for the users. D Support for multiple file types: PDF, Doc, Docx, ODT, Google Docs, TIFF, JPEG, Xls, BMP, etc S Instant Access. It makes the information contained therein easily searchable and instantly accessible I Unlimited But Secured Access. The structuring of files and documents is such that the access can be restricted for the users. No restriction on the number of times a user can access and download information. U Customised File View. Information can be stored at document level and the file view can be customised for specific view by the users. C Integration. This module is integrated with the sales, project management and other modules seamlessly I

29 THANK YOU! ABC Info Soft Pvt. Ltd. Regd. Office:
315, Chanakya Complex, B-10 & 11, Vikas Marg Laxmi Nagar, New Delhi INDIA Mobile: ,


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