Real estate solutions are generally disparate. The CRM is separate from the projects run. For managing facilities etc, generally there is a different solution. However, the unified solution aims at bringing the various aspects of managing a real estate together. A unified solution provides a single view of sales, projects and facility management under one roof.
CRM and Integrated Project Management
The CRM tool can be used separately by a business to manage its sales process – lead to closure. Helps manage potential business in the sales funnel, can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates. In addition, the opportunity reports give a top down view of the health of the business. In the real estate space, integrated with Project Management provides a view into recent activity on any project, track project performance against milestones over time and manage customer relationship.
- Contact management : See all contact information at a glance.
- Project Management : Create a pipeline and activity set for each step in the project to have more granular control of what needs to be done, by whom, and when.
- Task Management : Use OPUS tasks to create to do lists, log meeting notes and phone calls, and set up email reminders.
- Easy Administration : All the power of a CRM without the hassle - add users in one click, easily create permissions and rest assured that your date is secure and private.
PENSIR (PROJECT - EVALUATION - NEGOTIATION - SCHEDULING - IMPLEMENTATION - REVIEW) – Project Management tool for construction and interior designing companies. The tool manages the typical project work flow, creates weekly plan for man and material, schedule etc. The biggest advantage is the ability to generate a quotation and manage versions each time a quotation attribute changes. The tool also helps create running bills for vendors based on daily updates negating the need for additional effort to reconcile, update and rework. The extensive reports and analytical tools like pie chart, bar chart and dash board makes the whole application robust and user friendly. Integrated with accounts and HR makes the application a one stop solution to the project management for the company.
Modules in PENSIR
- Quotation preparation
- Quotation negotiation
- Customer work order
- Work order allocation to Sub Contractors
- Work in progress
- Customer invoice
- Vendor invoice
- Gantt Chart
- Work completion report
What we did
PENSIR – for an infrastructure company
A company in the Construction and Interior Decoration for major clients was looking at a solution manage and monitor multiple projects as is the case of any other company in the similar line of business. The two major issues were - maintaining versions of quotation sent to the client and monitoring running bills from different vendors. Pertaining to Version of Quotation, multiple iterations of the quotation were prepared before the work order is issued. In each version of the quotation, a line item would be deleted or added or modified, quantity of one or more-line items changed multiple time and similarly the quoted price would vary in each version of quotation in one or more-line items. This posed a challenge in maintaining versions with the components as well as visibility to the changes.
Benefits : PENSIR resolved this issue where changes were tracked at user level and was traceable and verifiable. A related issue that was also resolved, was tracking work that was outsourced to vendors. With PENSIR bills submitted by vendors could be tracked against tasks and completion monitored. This helped easy verification for payments. Other key benefits were reports generated to view variances, cash and fund flows helping better management of overruns. The mobile app facility helped site engineers to provide status by uploading photographs of the project, reporting manpower availability and material on real time basis thus improving overall performance of projects