Success CriteriaB

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Integration with Accounts/Backbone

Data driven Managerial Control

Dynamic MIS Reports

Robust Consolidation

Seamless Integration

System-DrivenInformation

Have I sold this Flat ?

CustomerAgreement

CustomerDocuments

What was final rate I offered ?

System generated Demand Letter

Area wise flat configuration

How much Service Tax has the customer given ?

Outstanding Payment

Has material received on Site

CRM Automation

CustomerProfile Mgt.

Issue right Material on right time

Material Tracking with

vehicle no

Contractor Management

Pre-Sales Management

Property Configuration

Booking Sales and

Allocations

Accounts Management

MIS Reports CRM

Builder’s Action Items

Manage everything on Tally ERP

Pre-Sales Management

Enquiry & Follow-up Details

Lead Management

Advertisement Master

Broker Commission

Client Details

Executive wise

Conversion rate

Ad-media response

Project wise reports

Property configuration

Project Master Creation

Flat Plot Villa creation

Flat/Plot classification

East west facing

Water front

Private garden

Private pool

Corner plot

Dimensions

Bedrooms

Bathrooms

Parking lot setup

Price setup

Mass modification

Individual price setup

Unique property code

Amenities setup

Invoice Configuration

Stage completion Report

Booking & Allocation

Auto generate allotment letter

Flat swapping

Freeze flat sales

Frozen flat reports

Cost center wise project allocation

Payment due report

Flat/Villa alteration details

Final possession

Payment reminders/history

Blocking/unblocking property

Payment schedule - Date/Stage wise

Booking cancelation

Booking process - stage wise report

project wise

Client booking form with conditions

Auto generate Demand letter

Sales & Purchase

Purchase order processing

Goods inwards note (GIN)

Bill Passing

Purchase Register

Project wise purchases

Material Management

Material group

Unit of measure

Material category

Sales Reports • Project wise sales• Executive wise sales• Land owner flat sales• Fixed amount sale• Square feet sale

Discounts - Regular sale discount

Discounts – Bulk

Management discounts

Postdated Cheque Mgt.

Commercial receipt entry

Department specific summary

Update Work

Progress

Source wise

Inquiry

Recording

Define Payment

Schedule

SALES CYCLE – DATA FLOW

Payment

Receipt

- SMS/Email Sent From Tally using Infosoft Module

Inquiry

Follow-up

Unit

Booking

Ad-on Charges

configuration

Payment Follow-up

& Interest

Calculations

PossessionExtra Work

Customer

Onboarding

Customized

Demand

Letter

Inquiry

Closure

Not Buying

Success

Real Estate Portal

Newspaper Ads

Property Expo

Hoardings

Website

Telephonic/Direct

Advertising

Activity Masters

Payment

Issue

Schedule of

Activities/Task

Stage-wise

Material

Estimates

Material

Requisition

Requisition

Approval

Quotation

Comparison

Purchase Order

Generation

GRN with Vehicle

Number Tracking

(After verification)

Bill receipt &

Verification

Payment

Voucher

Cheque Printing / RTGS

Letter printing

PURCHASE CYCLE – DATA FLOW

Stage-Wise

Material Issue

Material

Consumption

SMS/Email Sent From Tally using Infosoft Module

Contractor Agreements

Contractor bills

Based on work schedule completion

Site engineer approval

TDS deductions

Payable statement

Payments

For a particular project/block

Payment schedule against

Civil

Plumber

Electrical

Paint

Carpenter

Documents

Agreement Generation

Allotment letter

Demand letter generation (Print and

email)

Project wise

Block wise

Sub block wise

Flat/customer wise

Print option available in single click for

all flats/customers

Modification request letter

NOC

Possession letter

Estimation, Provisional application form

View/Access AutoCAD drawings from

Tally

Payment schedule print

Accounts & Statutory

Service Tax Management

TDS Management

VAT Management

Credit Management

Reminder letters

Branch wise reports

Day wise reports

Contract-wise P&L report

Project Cost center

MIS Reports

Management Summary

Payment Schedule

Stage completion (Demand)

Cash flow projection-

Stage-wise

Date-wise

Project-wise

Project-wise Profit & Loss reports

Interest of over due amount

Commission Report

Total tax collected/payable report

Project-wise Balance sheet

Project wise realization amount

Project wise outstanding and with overdue

Flat Status Reports

Allocated, Available blocked & Frozen

Executive wise

Floor-wise

Completion Status

Client Reports

Client register

Bank-wise customer list

Payment history

Cancelation report

Marketing

Activity to

Inquiry ratio

Inquiry

conversion

Ratio

Area / Ref.

wise Inquiry

Report

Stage Wise

Material

Consumption

Quotation

Comparison

Report

Inquiry

Follow-up

Report

Wing wise

Sold/Unsold

Flat Report

Supplier wise

Pending order

report

Daily

Activities

Dashboard

Project wise

payment follow-

up report

Project wise

outstanding vs.

overdue report

Amenities /

Parking

Allotment Report

GRN Report

Ledger

Analysis

Report

Item wise

Pending order

report

Tally User wise

daily activity

report

Tax Payable

vs. receivable

report

Budgeting /

Scenario

Management

Inquiry vs.

Visits vs.

conversion

Communication - Simplified

Remote Access – for working for site & head office

Automatic Inquiry SMS

SMS integration for all transactions & outstanding

Bulk Emails

SMS Balance view

SMS greeting/wishes

Email Demand Letters

Thank you for your inquiry at ####.

Thank you for the

payment of Rs.38,00,000 against

the flat A203

Demand/Reminder letters, Agreements etc.

Festival Greetings & Birthday wishes

Guaranteed Results

Accurate Tax Management

Accurate customer outstanding management

Reduction of manual intervention

In-House low cost CRM

Increased employee efficiency

Increased accountability

Role based activity tracking

Yes, Everything is seamlessly possible

on Tally ERP

Thank You..

+91 937 344 3800

+91 937 244 3800

Contact us for more info

Free demo available for a Licensed Tally User