Sales and Finance

Customer Database

It allows to create a database of both, potential customers and those who have reserved or purchased a property before. Each customer can be described with a number of basic and additional data, which enables to create his full characteristic. Such information may be also used in future promotional campaign.

It is also possible to track such charasteristics as the history of customer reservations and properties within customer's interest. At the same time, based on a particular customer preference, it is possible to prepare a personalised offer. Develogic also provides a tracking system of customer acquisition sources, full correspondence settlments, current and past agreements. All the information related to a particular customer are available from in one place, making it easy to search. Sales department can, therefore, use it in order to create a personalised offer for a group of customers selected from a customer list.

Basic functionality:

• expanded customer browser
• possibility to register all the contacts with a customer
• property reservation directly from the customer card
• the tracking of the customer acquisition source and expectations (property preferences, financial possibilities and way of financing),
• distribution of tasks connected with the customer (notary appointment, discount approval, office meeting) among other system users,
• Agent Board with full information on all connected events – reservation history, current and future payments, invoice view, as well as information on customer's current service requests,
• generating offers for customers directly form the system, using any template with attachements,
• advanced system of browsing all the elements related to the customer from one place (current and past reservations, current and past agreements, payment schedule details, correction, discount and resignation history, invoices etc.),
• access to online customer service management – customer panel,
• automatic generation and saving of outgoing and incoming correspondence in connection with Develogic Workflow Module and Documents Management.

Property Database and Price List Management

Develogic Sales and Finance Module enables to manage all database of the properties from one place. The system allows to analise property data, make a mass data update, automatically introduce agreement and final area as well as manage both, price and discount policy. Thanks to advanced browser it is easy to find a property meeting customer expectations (area, floor, location, price range), print the offer or reserve it. The system automatically generates the reservation queue and reminds an agent about expiration.

Thanks to an expanded Property Card, Develogic allows to share the offers automatically on websites and portals (price update, property description, plans, imprints etc.) as well as to introduce and modify information on a selected property from developer's offer. Anytime, one can track a full price change history, area and all custorer reservations in order to analise the property history. Develogic is also equipped with built-in system of print generation. Thanks to that, basing on a template prepared earlier, it is possible to generate a full offer, ra eservation agreement or any other document.

The module enables to analise sales, modify prices and, after price list aproval, link them with seasonal promotions, eg. by using an option of empowering a certain group of agents. Moreover, the module allows to track a full history of price and trends' change in a given investment or building.

Basic functionality:

• advanced and easy-to-use property browser,
• expanded property card containing detailed features description,
• mass operations connected with prices and promotions in a given property,
• group management of areas as well as agreement and final prices,
• management of property acceptance date, planning of property sales date,
• automatic generation of property acceptance form directly from the system,
• electronic generation of invitations for property acceptance etc.,
• management of communal area, shares,
• auxiliary premises service and settlement of premises over 150m2,
• system of mass import of premises, areas, prices,
• graphic files management: imprints, plans, location on a floor,
• synchronisation of property data with both, investment website and portals (price update, status information, property description, imprints and plans),
• online property reservation service directly from investment website,
• full history of changes of any operations connected with investment and premises,
• built-in system of discount approval by sales department,
• price policy management for all investment from one board,
• possibility to perform mass action on either all or single properties (price change on chosen property type, eg. net and gross value, set the price for m2, price percent, increase/decrease a property price by given amount),
• management of budget, promotional, minimal price lists as well as price lists customised for defined agents,
• matching with defined properties price lists and matching price lists with promotional campaigns,
• management of price list access permission for defined groups of agents.

Sales agreements management

This Module allows to manage all kinds of sales agreements related to sales of properties included in developer's offer (reservation, preliminary, developer and final agreements). Taking into consideration a defined client (clients) and a property (properties), the value of an agreement as well as payment schedule is generated automatically by the system and can be edited by system users in further steps. The system counts owners' share automatically, set installments dates in the schedule, and calculates the % value of a particular installment in the context of a whole agreement.

A built-in process of agreement terms approval allows a sales department to control discounts given and other changes within agreement conditions. While preparing an agreement one can use a base of defined parameters related to arrangement changes, which, when added, are automatically included into agreement schedule. The addition of the premises to the agreement automatically updates the assets (premises), blocking the ability to add these premises to another agreement.

Once the agreement is approved, the notification for financial department is automatically generated and the payment schedule is included in income reports. Based on agreement details (customer data, agreement designation, property designation, escrow account number, auxiliary account number, etc.), an integrated system conveys the data to Accountant System, where it is used for agreement settlement. Develogic software is compatible with every Accountant system available on the market.

Basic functionality:

• service of agreements defined by developer (reservation, preliminary, developer, final, etc.)
• expanded, efficient and user-friendly agreement browser,
• full module compability with so-called Development Act,
• service of Housing Trust Funds,
• clear presentation of agreements; division into investments, buildings and agreements' types
• defining customer's shares together with calculation of schedule value, including share of the co-owners,
• possibility to transfer data from one agreement type into another (creating preliminary agreement from reservation by transfering payments, documents, invoices, etc.),
• creating schedules based on defined templates and schedule control due to built-in system of notifications, alerts and reports,
• service of discounts approval process according to agent's permissions,
• information on status, date, payment sum available from agreement level and customer card,
• built-in system, which supports settlement accordingly to agreement type and defined value per m2 for a selected project or agreement,
• synchronisation of agreements with Accountant system in order to set settlement within accountant system automatically, eg. based on customer data, agreement designation, escrow account number, property type, agreement type, etc.),

Settlement with the customer

Functionality of settlement within Sales and Finance module provides with opportunity for total eliminaton of delays in data transfer between sales department and financial department. Settlement data are available in the system just after agreement schedule and terms acceptance. Moreover, Develogic allows to import payment for an investment, automatically links payments to contracts, computes agreement balance and charges interest when needed.

Raports are automatically updated when payment is credited to an account. The system allows to browse unbilled receivables and owing to serial invoice function, accountancy is able to prepare invoices and payment notofications for all shareholds and investments within few minutes. By applying Develogic ERP Connectorinvoices can be transfered electronically to Accountant system buffer for further booking on suitable accounts.

Application of Develogic Customer Panel enables to publish information on posted payment as well as payment and invioce notofications in specially prepared developer's service internet website. Providing such a solution allows to resign from paper invoices to e-invoices, which can be downloaded by customer from the portal.

E-mail or sms notifications of posted payment, invoice, or payment deadline can be sent automatically by Develogic Sales and Finance.

Basic functionality:

• agreements' settlement, posting payments and financial documentation service,
• expanded invoice module including advance and final invoice service,
• overview of payments, interest, overdue payments,
• debt collection management including automatic generation of warning notes and demands for payment (also e-mail and sms notofications),
• creating invoices, bills, debit and discretionary notes,
• reports and documents for banks, subtitute investor statement,
• campatibility with any accountant system,
• serial import of payments, matching payments and agreements, serial invoicing
• financial raports – cash flow, loans and payment delays, sales raports, sales and agreement settlement analysis,
• electronic invoice shared by means of Customer Panel,
• electronic data share on agreements, purchased properties, payment schedules and payments credited in online customer service – Develogic Customer Panel.

Reports and Analysis

Modul presents an overview of key information from all the investments and shareholds, necessary for developer and building company management. Moreover, Manager Desktop, with built-in tens of reports, can be used to share standarised reports, without unnecessary waiting for data from sales or financial department.

Basic functionality:

• tens of expanded reports presented in thematic sections (customers, sales, finance, service)
• defining and saving individual reports view
• possibility of data export to MS Excel or any other file format
• manager desktop, indicator analysis, Drill Down raports,
• indicators exceeded alerts sent by e-mail and/or sms,
• possibility of defining raport appearance by user.

Documents Service

Develogic allows to save both time and money within the field of preparation of such documents as prospectuses, agreements or bank statements. Built-in document generation module enables automation of filling process on the base of earlier templates. Simple and flexible system of templates management has an option of adding new models for further documents (offers with attachments, agreements, overviews for notarial acts, hand over protocol, demand for payment, bank statement, etc.)

Basic functionality:

• tens of documents templates in the system,
• creator of new document templtes ,
• simple and flexible system based on MS Word and MS Excel,
• serial generation of documents (eg. demands for payment),
• automatic saving of generated documents and agreements on customer card (full history),
• possibility of sharing chosen documents on customer portals – in Customer Panel, Middleman Panel, Notary Panel; documents to download by customer,
• automatic assigning incoming and outgoing documents to the customer within Develogic Workflow module and Documents Management.

Service

This functionality enables to manage service of faults from the moment of client's request to the end of service. Under a request consideration it is possible to conduct and supervise an inspection finished with automatically generated report. Moreover, a detailed list of requests helps to be up to date with a service process.

Module simplifies the control over managed properties; available functionalities and user-friendly interface significantly reduce time of administrative actions as well as fault service.

Basic functionality:

• sub-module dedicated to technical and service departments,
• service requests register – classifies all the service requests in groups: active, overdue or closed,
• service request browser which enables to find a request by fault, property, date, agreement designation or customer's data,
• built-in catalogue of service groups or elements, eg. electrical installation, front elevation, plumbing,
• tasks planning and service team management – built-in process of service handling helps with task delegation and tracking of the actions aimed at service closing (eg. by lack of possibility to designate inspection without enclosing inspection report),
• roles of service coordinator, manager or engineer are pre-defined in the system,
• possibility to limit the access to everybody but service workers,
• request information is also available in customer card – sales department has information on every events connected with a customer,
• e-mail notification on assigned task (eg. Assign an inspection to engineer) as well as reminders on overdue or delayed tasks,
• generating all neccessery documents in the system,
• register of requests and possibility to match requests and faults (one request may be linked with few faults),
• faults matched automatically with customer's properties,
• control over guarantee and warranty dates of serviced properties,
• possibility to register a request by Develogic Workflow or by customer directly on website – Customer Panel,
• reports and analysis (eg. Analysis of guarantees, quality, quantity, groups of faulty elements and reports on fault elimination time, etc.).

Website intergration

Develogic offers automatic update of investment website information on properties. Consequently, information on prices, areas, plans and imprints are always valid, which saves time and gives opportunity to focus on sales or other key company operations. Thanks to intuitive configuration system it is easy to choose elements for synchronisation and set automatic update frequency.

Basic functionality:

• safe and flexible integration of system data and investment website,
• possibility to integrate system and investment website in the context of online reservation (all reservations are registered and queued automatically bu Develogic system),
• property status (open, sold, reserved), price change and other chosen data is automatically updated on a website,
• 3D browser of properties on a website; fully inegrated with Develogic Sales and Finance Module.

Customer Panel

Online Customer Service (Customer Panel) provides the possibility of contact by any customer's device. It is simply a communication channel between customer and developer, which simplifies and automates information exchange. Panel presents, inter alia, documents connected with sales agreement realisation (payment notofications, invoices). Additionally, panel includes news and photo gallery on investment, which a customer is interested in, registers questions and answers as well as other information, which minimize the need of telephone contact between developer and customer.

Basic functionality:

• online customer service enables efficient and modern service of developer's customers,
• information on customers' personal data, list of agreements, list of purchased properties with details (designation, area, plans), payment schedule,
• communication with customer service by sending messages to assigned agent via panel and tracking correspondace on a given topic,
• information on building development (photos and visualisation), news, eg. discounts, FAQs, documents' templates,
• due payments according to agreement schedule,
• information on payments left as well as posted payments,
• e-invoice – possibility to replace standard invoices with electronic invoices, which are available on Customer Panel and Sales and Finance Module simultanously.
• Payment notification – for investment covered by MRP; customer can download payment notifications generated by Sales and Finance Module with no need of sending them,
• news and promotions,
• sending messages directly from Customer Panel to assigned agent or chosen department,
• e-mail and sms notifications, eg. due payment, new invoice to download, promotions, etc.,
• FAQs and customer's documents, published based on data from Develogic system,
• available sections:
  • Welcome
  • Personal Data
  • Your Agreements
  • Your Payment
  • Send a Message
  • Photos
  • Q&A
  • Service Request
  • Reminders and Alerts
  • Your Documents

Notary Panel

Develogic offers an innovative approach to communication between developer and notary office. It provides an online communication channel, by which notary public is able to receive neccessery documents in an electronic way.

Thanks to our solution there is no need for time-consuming, hand preparation of documents for notary public and sending them by e-mail or posting them. The system sends all the neccessery documents automatically to Notary Panel and, nextly, informs notary officer on data uploading and the need for document preparation. Notary officer, after preparing document, may suggest a date of signing. All parties receive notification (e-mail, sms) automatically.

The solution is based on the mechanism of the management of processes and Develogic documentation.

Basic functionality:

• special online channel on website for cooperation between developer and notary officer,
• automatic transfer of data from Sales and Finance Module; data presented in pre-defined automatically-filled agreement template,
• list of notary office tasks, including deadlines and list of agreement to prepare,
• agreements' repository for developer's eployees; automatic transfer of prepared documents to Develogic Sales and Finance and match them with customer card,
• e-mail and sms notification,
• notary calendar.

Agent Panel

Agent Panel increases sales opportunities by providing cooperating estate agencies with a special internet platform. Using the platform, agents can make a property reservation and information on that is automatically send to Develogic system. Each reservation is automatically veryfied (regardless whether the customer is new or not) and matched with an agent who also receives a confirmation of reservation.

Basic functionality:

• property base including price lists shared by developer to an agent
• real-time synchronisation of data with Sales and Finance Module
• built-in property browser, possibility to present a developer's offer by an agent
• possibility of making reservation using the panel (reservation info is automatically transfered to sales department representative who may accept or reject it; customer data are automatically added to Sales and Finance Module)
• generating reservation agreements – using the panel, an agent is able to generate a reservation agreement, which is filled automatically with custorem personal data, property data, payment terms, etc. and hand it to customer,
• built-in e-mail and sms notifications – this solution informs on the end of reservation, agent's tasks, change in price of a property,
• price lists management – developer's employees can share certain price lists with chosen agents
• commissions – agent's sales commission is automatically calculated by Develogic Sales and Finance module based on reservations and number of agreements.

Integration with portals and websites

Thanks to data transfer mechanism, the system provides developer's offers automatically to estate portals in order to present them. The system also provides update of current prices, properties' descriptions, plans, imprints, etc., so that developer can be sure that data presented on portals are always valid.

Basic functionality:

• synchronisation timetable – a user is able to plan synchronisation time, choose data to be synchronised and data to be hidden (eg. certain properties may be not presented on a website, presented as sold, etc.)
• real-time or set time intervals synchronisation,
• a wide range of data to share:
  • designation: property, building, floor, location, etc.
  • parts of property – basic area, additional area
  • property layout together with area and visualisation
  • plans
  • specifications
  • investment description
  • description of investment surrounding and infrastructure
  • promotional prices information
  • information on property reservation queue
  • 3D visualisation
• all the information are downloaded directly from Develogic Sales and Finance.

Integration with Accountant System

Develogic Sales and Finance may be fully integrated with accountant systems, which allows to make the process of investment settlement automatic. Integration mechanisms provide the possibility to synchronise customers, to share data neccessery to generate customer's account in accountant system (optional), to import payments data from accountant system into Develogic as well as to export invoices electronically into certain account in developer's financial system.

Basic functionality:

• real-time integration,
• settlement generated automatically based on agreements' data from Sales and Finance Module,
• integration of:
  • customers,
  • settlements,
  • agreements,
  • sub-accounts connected with an agreement
  • invoices
• integration is possible with every ERP system available on European market,
• possibility to adapt integration mechanisms as well as a range of data synchronisation according to developer's needs.