Effective Property crm software for accounting

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hello my name is Johnson I'd like to tell you about our treat so I just want to give you a demo of our suit so Carol sweet is an automated real estate management software that helps you to completely digitize and automate your real estate business you can manage different departments of a real estate company from this same platform it performs mock automated functions for example like sending out automated Betty messages to your client sends out auto payment reminders to clients with partially paid invoices it automatically adds defaults penalty fees to default invoices it's an automated payment acknowledgement receipts they are SMS and email the clients who mostly record their payments so also it sends out daily automated business on the reports continue summaries of the previous day like your total display this or the figures they the 2004 the previous day the total number of customers to town new customers you had the previous day so all these things happen automatically and the focus of currency is so that you can grow your business without having to grow the number of stuffs you have so you can restrict access to different stops based on their walk in the office for example you can restrict your customer services person to just the CRM section you can restrict your accounting person to the accounting section our future HR person to judge the hedgehog section and furthermore like that so with our suite you are able to have annalistic view of your business from the same platform is a review switching between multiple softwares maybe have the CRM software govern accounting software like sage on the other side you have an HR software you can do the whole thing from one platform which saves you cost and also helps you prevent confusion due to jumping from one software to the other so other things you can do with these is a it helps you to record your expenses to get your expense reports your accounting reports manage an assigned tasks run your payroll manage your vendors and much more so I just want to give you a quick demo so Carol Street can be used for managing multiple kinds of businesses like real estate construction retail but I'm gonna give you the demo for managing a property business or a real estate business here so let's say this is where you come to add your properties when you come to Paris to it you can add properties for sale or properties for rent you can add properties that you are selling in installments or you can upload to the selling in outright format so like there are instances where you have payment plans for your properties you're selling in installments like okay three months pmn on five month payment plan 12 most payment plan on Keros which you can you can easily manipulate these things and you can customize your different payment plans even when your prices change you have to come and edit it so you can view your properties you can undo kit properties let's say you finish selling a plot of land inside the number of serviced plots you can come here and allocate that specific plot of land so you can also see your tenants do so as well refine your rental properties and send out messages to them so we have the CRM section under the CRM he shows you all your clients pain a pain for all your properties so on this current section be able to filter clients by the opinion status let's say you wanna see those who are still making payment in all properties you just select on going from here then click on such which is shop wisdom this one's estimated we may only see those who have defaulted default customers are those with the non-lead over their payment expected timelines so if you such use before that across autopsies we found to limit it to a particular estate then our such on receive default customers in this estate search of wisdom for me don't see those who have finished payment in this particular escapes out such it is shot list it for me so we did cover Street you are able to manage your customers based on the payment status based on the properties they are binding and we do to reach out to them send them SMS for instance for example can't take this bottom and send SMS to have the body here so brings up this box I fill in the details and then sanded or send email as the case may be so let's say you want to view a particular client so here is going to show you the full details of this so here now I can view the famous statement of this client to see okay how much he has paid in what format we paid it for instance is paying for wisdom SPT a lot hundred square meters and this is the number of times he has made payment different payment methods the transaction IDs and the balances after each payment so you can get this from Cairo Street and also from here view is received all from here view is imposed by clicking here so if we go back so here you can also upload these documents more like soft copies of a document a contract of serious did or assignment document you wish you to the client you can just hand them and keep a soft copy online so you can access it from anywhere you are and at any time you can also write notes about this file so if we go for that every day like I said initially it sends out automated better messages to your clients every single day he just shot missed all of them were celebrating their babies and sent them ready messages you can even configure currency to send notifications to specific staff members when setting clients we take specific total transaction value are celebrating their babies for instance okay send message to mr. Fehmi sending discretion to mr. Fehmi when clients with greater than 1 million naira or 1 million or $100,000 worth of transactions are celebrating their babies so you can configure pero sweet to do all that for you so on that country too you have the accounting section here you can play with your child here you can play with your chat of account here also you can see your general ledger Mick your John out postings you won't see your accounting reports like is a full-fledged accounting system so with this you don't need sage or any other accounting software this is pure is a pure country software so this your general ledger I can see all transactions I income filter by any date by this specific account it is it then you can get your trial balance of financial provision of balance sheet the income statement your sales report and others from the same platform then record expenses and get your expense reports so here also we are able to create invoices and the bit written about Cairo Street with that you don't need to be you don't need to be a professional an accounting professional before you are able to do scale suite or you need to add just basic computer knowledge it is very easy to navigate so to create an invoice you just come here very straight to the point select the client all you add a new client so something I forgot to mention this is somebody wants to buy a property and is not in the current dissymmetry you can easily copy a link from the CRM form let's say client you can easily copy a link from here and century when it clicks on the link in the CEO sales form as soon as appears each you get an automated notification from body just leave your sales phone so for example this is the client information page this way you go for kyc when you feel when a client wants to buy a property from you while the client is going to be symmetry just calm oaky a copy this link and send to the clients once it clicks on it you see the same form so you can also customize this form to add order details or other field you would like to know about from the client because if it's not here already you can add extra fields to it so back to our creating invoices so we want to create invoice it's very simple and you don't need to be a professional accountant to be able to do that so right here also we are creating an invoice we must have specified your Commission structure let's say you have a direct Commission plan whereby someone makes you get a percentage of the commission or a fixed amount we cannot specify that but if you can also the Commission structure is flexible let's say right there you're putting on invoice you can select a different Commission structure like choose from Commission structure we select the ones you've created or enter custom Commission the internal mount so it's just like that so here you select the item and then you submit so let's look at invoices so missing Boyce's page you can see all the invoices have been created on this system I can sort between timelines so that I can export and then get a report of sales for decision then one thing of note here in this financial plan menu under which the column payment schedule this payment schedule enables you to see the expected payments of all your clients on the monthly basis let's say you are selling a property for one minute and the client is supposed to pay a hundred thousand every month so every time you come here beginning of the monotonously aspect a payment on the thousand for that client let's say I didn't make payment last month you're gonna see s better payment for this month will be two hundred thousand so you have someone callin on the client hello so I will not seen your payment you expect me a payment of from you I'm down here you can see the total payment you're expecting for the month so it just gives Yoshi to be able to forecast on plan your budget to top image expected for the month and then when they make the payment you on your record it issues on that amount paid so at the end of the month you can see total payment you expecting and total payment you received from the client that we are supposed to pay you on a monthly basis so you cannot do procurement with these purchase orders we use recurring bills account payables your construction materials so if you go for that down you have your each our action so that the h-how section so under the account section you can see a list of all your stuff so this picture is a list of all your stuff I can build any stuff let's say you want know a sign patience to me or if stuff rule I can come to Stockholm and we're treating to Madhu's I want you to see then on the hitch how to use to have the payroll section here you can run your payroll the monthly payroll for your stuff and in running each able to also factor in the taxes the allowance is their deductions and then you still have tax here ta escape so here are you able to scale to assign tags to your staff and they can assign tags to each other so that they can see you become know so they can know one way to measure their productivity so here you're able to see all the tasks that have been assigned and their priorities and once they are done descending expectations to the next party week is in the tax workflow so when is it sends both SMS and email reminders so under this market are section you are able to enlist all your marketers to other your marketers and then if you run in multi-level marketing they'll go to Crete marketers who can bring in other marketers as their downlines and when the downlines makes use the offline marketers also get commissions from those sales so this is Cairo Street and the second section will able to customize several things you can create custom forms from here and great links for them so that you can capture information from either staffs of clients you can also add custom fields to multiple forms on this platform so also you can configure Cairo Street to receive online payments from their customers and many other things you can delete policy so I'd like you to sign up and statues in Paris Street and we will come to help you do training and set off after which Carroll Street is all yours to use so if you have any further questions you have any product concerns you have things you will need better explanations on I'd appreciate if you could just give us a call or reach us via email thank you very much