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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 Construction and Inventory Management
Our Solution Bhoomi Construction and Inventory Management Bhoomi Project Management Project, Planning & Progress BOQ for Each Phase Monthly & Daily Planning Daily Progress Monitoring Detailed MIS with Dashboard Project - Phases & Sub Phases Items, Labor & Equipments Coefficients for each Work Work Templates for Phases Bhoomi Contractor Management Contractor Management Contracts & Rate Contracts Contract as per Work templates RA Bills of Contractors Deductions in Bills Contract Qty Comparison Contractor Payment Credit & Debit Notes Contracts, Contractor Bills & Payments Bhoomi Purchase & Inventory Goods Receipt Note (GRN) GRN Rejections Indents from Dept. & Contractors Issue & Return Approval & Return Purchase Requirement Analysis Request for Quotation Quotations & Comparison Purchase Order Purchase Invoice Purchase & Inventory Management Your Logo

5 Major Benefits Bhoomi B B T F R E W
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 Aegis Homes Ltd. , Karnal
C&C Towers Ltd, Gurgaon (C&C Constructions Ltd) Chintels India Ltd, Gurgaon Dwarkadhish Buildwell Pvt. Ltd., Delhi Eden Group, Kolkata Harit Dharaa Projects Pvt. Ltd., Noida Indus Valley Promoters Ltd, Meerut Ishaan Infraestates India Pvt. Ltd., Ghaziabad 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 Utkarsh Jeevan Infrahomes Pvt. Ltd., Bareilly

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 50 Builders with 200+ Residential and Commercial Projects & 500+ 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 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
Management Lead Integration Tally Customer Sales 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 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 Bhoomi Construction and Inventory Management
Bhoomi Construction Management takes care of entire Construction and Inventory Management Process. It can be further devided into Three Modules Project Management Contractor Management Purchase & Inventory Management Management Project Contractor Purchase Inventory &

23 Project Management Project, Planning & Progress ✓ 1 2 3 4 5 6 7
Project - Phases & Sub Phases 1 Items, Labor & Equipments Coefficients for Works 2 Work Templates for Phases 3 BOQ for Each Phase 4 Monthly & Daily Planning 5 Monthly Material Requirement Planning 6 Daily Progress Monitoring 7

24 Project Management Progress Monitoring
Progress Planning Project Monthly Planning (Work, Material & Labor) Phases Material Planning (Used for Purchase) Daily Planning (Work , Material & Labor) Work Labor Material Sub Phases Work Templates Daily Progress (Work, Material & Labor) Work Labor Material Cost Estimate Work Qty Work Estimate BOQ’s Work Work Category Material Labor Equipment Work Material Consumed Labor used Gantt Charts Planning Reports Progress Reports

25 Project Management Project, Planning & Progress D P A A P D D
Drafting Flawless Estimates by doing Accurate Budget Analysis is one of the major requirements of any Real Estate developer. D Project is classified into Phases & Sub Phases and defined in a Tree view. Work Templates attached with each phase P All Works are defined with Items, Labor & Equipments Coefficients and classified as per Work Category. Multiple works and their quantity are defined in work templates to give estimate of total work . A All the Item, Labor, equipment rates are defined for given duration so that whenever there is a change of rate, it can be calculate automatically. All estimates can be done with ease and accuracy. A Project Progress planning is done at multiple levels. For the entire project initially and the for each month and then for each day. P Define the Work to be done on monthly and daily basis and get the items Qty & labor required for the period from the work template and work coefficients. Monthly Material Planning provides critical information for purchase. D Daily Progress Monitoring. Daily work progress is updated along with the material consumed and labor used. Analytic MIS is generated to find the planning vs actual achieved gap and take corrective measures. D

26 Contractor Management
Contracts, Contractor Bills & Payments Contracts & Rate Contracts 1 Contract as per Work templates 2 RA Bills of Contractors 3 Deductions in Bills 4 Contract Qty Comparison 5 Contractor Payment 6 Credit & Debit Notes 7

27 Contractor Management
Service Tax Secure Advance Sale Additions Credit Note Debit Note Phases & Sub Phases Work Items & Qty to be Issued Contractor Contract Daily Progress Contractor Bill Contractor Payment Retention Mobilisation Advance Misc. Sale Tax Service TDS Contract Terms Retention Mobilisation Advance Hold Misc. Material TDS Deductions TDS Material Advance Secure

28 Contractor Management
Contracts, Contractor Bills & Payments Define Contracts & Rate Contracts with all terms like Mobilisation Advance, Misc. Advance, Retention %, Service Tax, Sales tax & TDS Applicable. D Work done to be defined in contract for each phase, the total qty of work done and the items required in the selected phase, work is automatically calculated from work template in the phase. W RA Bills of Contractors are generated every fortnight or monthly. Billing Qty of work is controlled by Total Work Defined in Project Work template/ Contract minus work qty already billed. R Billing Qty can also be picked from the daily progress of the respective work in the respective phase. No Possibility of Over Billing B Bill to handle all Deductions like Hold Amount, Mobilisation Advance, Misc. Advance, Retention & TDS along with the Addition of Sales tax, Service Tax and any Secure Advance Applicable. B Credit Note & Debit Note to Contractor for release or hold of any Advance, Hold Amount, Retention or Security after the bill. C Contractor Payment. Payment of contactor bills and credit notes for any period. Also payment for the Secure Advance and material advance to be made to contractor and deduction of TDS accordingly. C

29 Purchase & Inventory Purchase order to Purchase Invoice & Inventory Management Purchase Requirement Analysis, Purchase Request 1 Request for Quotation, Quotations & Comparison 2 Purchase Order 3 GRN & GRN Rejection 4 Purchase Invoice & Rejection 5 Indent from Contractors & Departments 6 Validations of indents and Issue Items 7

30 Indent from Contractor Comparison from Work Order
Purchase & Inventory Purchase Requirement Analysis Monthly Material Planning Indent from Contractor Indent from Sub Store/ Depts. Main Store Stock Goods Rejected Request for Quotation Vendor Comparison from Work Order Quality Check Check Availability Quotation Goods Receipt (GRN) Issue to Sub Store/ Contractors/ Depts. Purchase Order Generation of Purchase Bills Received by Sub Store/ Contractors/ Depts. Taxation & Other Terms Payment Terms Return of Excess/ Rejected Stock Debit / Credit Notes & Taxation Payment

31 Purchase & Inventory Purchase order to Purchase Invoice & Inventory Management All Items are defined with their Group, Manufacturer, Batch, Expiry, Reorder Level, Opening Balance & Max Level. Rate defined for varying periods. A Purchase and Issue Unit of Measurement along with its conversion for each item. Option to Mark items as High Value. P Purchase Requirement Analysis from the Monthly work planning, taking into account pending indents, Already ordered qty, Stock in Hand, Reorder level and Max level to compute accurate item requirement for the month. P Vendors details with Item Groups, Items & Rate Agreement other then Statutory and demographic details. V Request for Quotation to Vendors, quotations received and comparison of all quotation to make decision for the Purchase order to the shortlisted vendor. Generate Purchase Order from Quotation/ Comparison automatically. R While generating Purchase order directly from Purchase Request, details of last five Purchase Rate and the Stock qty displayed for all items. W Item Wise Sale Tax, Discount & Free Qty in Purchase Order. Statutory informations like Service tax, Excise, Insurance, Freight, Delivery Terms & Payment Terms. I

32 Purchase & Inventory Purchase order to Purchase Invoice & Inventory Management The items received via challan are entered and a Goods Receipt Note (GRN) is generated. GRN authenticate the items, manufacturer qty and other terms from Purchase Order. D Items stock are updated on approval of GRN. In case there is some rejection , a GRN Rejection Transaction is entered. W All indents from Contractor and Departments are authenticated for Item Qty from contract/ project work template and items already issued against the respective phase and contract. No possibility of over Indenting of Items. R Items are issued to contractors and departments after validation of Indents, subject to availability of stock. Purchase request is generated for the pending Indents and also reflected in Purchase Request Analysis. B Items not consumed during the day or rejected as per the Daily Work Progress are returned to Store. B Purchase Invoice is generated either from the GRN’s quantity or directly if the invoice is received with the delivery of item. All Statutory terms are picked from the PO. Purchase return can be made after purchase invoice. C Vendor Payment. Payment of Purchase Invoice and credit notes for any period. Also payment for the Advance to be made to vendor and deduction of TDS accordingly. C

33 Leasing & Maintenance Billing
Periodic billing & Payment collection for Lease & Maintenance Unit Details with clients 1 Charges applicable with Tax 2 Monthly/Periodic Billing 3 Variable Service Billing as per Consumption 4 Payment Collection & Receipts 5 Reminders of Bills 6 Cancellation of Bills & Receipts 7

34 Maintenance & Leasing Management
Reports Masters Definition (One Time) Transactions Bills Reprinting Electricity Reading up-dation Company Project Receipts Reprinting Generation of Electricity Bills Units Clients Unit Statement Generation of Maintenance Bills Charges Service Tax Payment Collection Payment collection – Receipt Generation Charges Allocation to Units with billing cycle & Tax applicable Unit Allocation to Clients for Owner & Tenant (User) Interest Report Cancel Bills Reminders Report Reminders SMS Cancel Receipts SMS Report Interests Surcharge Reminder Letter Generation Cancelled Bills Counters Security Sending SMS Cancelled Receipts

35 Leasing & Maintenance Billing
Periodic billing & Payment collection for Lease & Maintenance Multiple Projects at Multiple Locations can be handled simultaneously D All Maintenance Charges (fixed/variable) are defined with details W Monthly or periodic consumption of variable charges (electricity unit consumption) is recorded R Detailed Monthly/ Periodic Invoices. B Generation of Payment Receipts. B Invoice Reminders with Ltae fee & Interest. C Payment history and outstanding record, customer wise/ flat wise. C

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

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