Customer Relationship Management (CRM)
🔹 Accounts & Contacts – Centralized client and contact management for quick access.
📩 Sales Activities – Organize emails, tasks, and appointments effortlessly.
🚀 Leads & Opportunities – Track potential deals and convert them efficiently.
🎯 Sales Targets & Proposals – Set goals, monitor progress, and create winning proposals.
📊 360° CRM View – Gain insights into client history, preferences, and project needs.
Asset & Lease Management
📂 Centralized Asset & Lease Data – Manage property details, ownership records, lease agreements, and compliance effortlessly.
📊 Monitor Asset & Lease Performance – Track site conditions, financials, tenant agreements, and regulatory compliance in real time.
📅 Lease Schedules & Payment Tracking – Automate rent schedules, monitor due dates, and manage overdue collections with ease.
⚡ Gain Real-Time Insights – Optimize asset utilization, reduce risks, and enhance property value through data-driven decision-making.
Investment Fund Management
💰 Investment Fund Tracking – Manage and monitor investment funds with real-time insights.
🔄 Fund Transactions – Record, track, and analyze financial transactions for better fund oversight.
🏦 Fund Types & Classifications – Categorize funds based on investment strategies and financial goals.
📈 Fund Valuations – Assess fund performance and make data-driven decisions with valuation insights.
Project Management
📌 Estate Projects & Milestones – Plan, track, and manage projects from initiation to completion with clear milestones and tasks.
⏳ Timesheets & Resource Tracking – Log work hours, assign resources, and monitor progress efficiently.
💰 Expense & Mileage Management – Track project-related expenses and mileage reimbursements for accurate cost reporting.
📦 Procurement & Budget Control – Manage material purchases, approvals, and budget allocations seamlessly.
Professional Services
🏢 Building Survey & Assessments – Conduct site surveys, track property conditions, prepare and manage cost schedules.
🏚 Dilapidations Management – Assess repairs, ensure compliance, and maintain Schedules of Condition.
📊 Reinstatement Cost – Calculate rebuilding costs with location adjustments and tender price indices.
📑 Project & Contract Management – Oversee projects, contracts, and payment certifications.
⚠️ Health & Safety – Perform site risk assessments for workplace compliance.
Health & Safety Risk Assessment
- 🛡️ Ensure Workplace Safety: Identify hazards, assess risks, and implement mitigation plans to prevent accidents.
- 📊 Automated Compliance Tracking: Monitor and report safety standards to stay compliant with regulations.
- 👷 Protect Your Workforce: Maintain a safe environment while fostering a culture of safety and care. digitalize building survey diglitalise construction digitalize real estate management construction projects
Contracts & Certificates Management
📑 Project Contracts – Generate, manage, and track project contracts, including terms, conditions, and legal agreements.
📜 Issued Certificates – Maintain a record of contract-related certificates such as Payment, Completion, and Variation Certificates for transparency.
✅ Contract Compliance & Approvals – Ensure adherence to project terms, process approvals, and manage amendments efficiently.
📄 Contract Documentation – Store and organize essential documents like Defects Liability, Final Payment, and Extension of Time Certificates to streamline contract administration.
Equipment Maintenance & Tracking
🔧 Equipment Tracking – Maintain an inventory of all equipment, including details on availability and usage.
📦 Equipment Allocation – Assign equipment to projects or teams, ensuring proper utilization and resource planning.
🛠 Equipment Maintenance – Schedule and track maintenance activities to prevent downtime and ensure safety compliance.
B2B Customer Portal
🔒 Secure Access for Clients – Provide a user-friendly gateway for clients to engage with project data and collaborate seamlessly.
📂 Efficient Document Sharing – View, download, and share files while staying updated on project progress in real time.
📊 Transparency Across Projects – Access estate information, project milestones, and the latest updates to enhance stakeholder collaboration.
Ensure seamless communication and document management for better project efficiency. 🚀