Transcript Bhoomi Presentation - ERP and CRM Solutions for

Bhoomi
CRM & ERP for the Real Estate Developers
ABC Info Soft Pvt. Ltd.
www.abcinfosoft.com
Company Profile
ABC Info Soft Pvt. Ltd.
ABC Info Soft Pvt. Ltd. is a New
Generation
Information
Technology
Company, incorporated with a vision to
provide world class IT solutions to
diversified industries across the Globe.
A
B
C
Acumen
Brilliance
The company was founded in the year
1996 and offers Standard & Customized
software solutions to various industries,
with specialization in providing CRM &
ERP Solutions to :
Commitment
The Healthcare Sector
The Real Estate industry
Our Solution
Bhoomi
CRM for Real Estate Developers
Pre Sales Customer Relationship Management
Bhoomi
Pre Sales
CRM
• Pre Sales Lead Management
• Advertisement Details
• Advertisement Costing
• Cost Vs Leads Generated
• Cost Vs Site Visits
• Follow-ups with reminders
• Executives Performance
• Detailed MIS with Dashboard
Post Sales Customer Relationship Management
Bhoomi
Sales
CRM
• Sales CRM
• Bookings Management
• Customer Statements
• Automated Demand Notes
•
•
•
•
Brokers Management
Service Tax & Sales tax
Interest Applicable
Detailed MIS with Dashboard
Financial Management
Bhoomi
Financial
Management
• Integrated with Tally
• Automatic Voucher posting to
Tally in respective Ledgers
• Client Receipts
• Bank Postings
• Bank Reconciliations
• Dealer Bills
• Credit & Debit Notes
Your Logo
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Our Solution
Bhoomi
Construction and Inventory Management
Project, Planning & Progress
Bhoomi
Project
Management
• Project - Phases & Sub Phases
• Items, Labor & Equipments
Coefficients for each Work
• Work Templates for Phases
•
•
•
•
BOQ for Each Phase
Monthly & Daily Planning
Daily Progress Monitoring
Detailed MIS with Dashboard
Contracts, Contractor Bills & Payments
Bhoomi
Contractor
Management
• Contractor Management
• Contracts & Rate Contracts
• Contract as per Work templates
• RA Bills of Contractors
•
•
•
•
Deductions in Bills
Contract Qty Comparison
Contractor Payment
Credit & Debit Notes
Purchase & Inventory Management
Bhoomi
Purchase &
Inventory
• Purchase Requirement Analysis
• Request for Quotation
• Quotations & Comparison
• Purchase Order
• Purchase Invoice
•
•
•
•
•
Goods Receipt Note (GRN)
GRN Rejections
Indents from Dept. & Contractors
Issue & Return
Approval & Return
Your Logo
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Major Benefits Bhoomi
B
Bhoomi is an Excellent Tool for Triggering Decisions. It allows decision makers from the level of a CEO to End
Users to get details on various activities.
B
Bhoomi provides a complete holistic view of projects from planning to implementation in terms with Marketing,
Sales, Inventory, Payment Receivables vs Payable and Contracts etc.
T
The objective is to make the entire operations of the company
Personnel driven.
F
Facilitation of day-to-day Management. Better accessibility to data so that management can have up-to-theminute access to information for decision making and managerial control.
R
Reduced Operating Costs. Lower inventory control cost, lower construction costs, lower marketing costs and
lower help desk support costs. Helps track actual costs of activities and perform activity based costing
E
Eliminate inefficiencies. Better management of Leads, Clients, Payment Follow-ups, Inventory, Vendors,
Contractors, Sub-contractors relationships.
W
Web Enabled ERP with Real Time Information. Take your business on the Internet. Connect multiple locations,
Access Information, Run Business Processes and Communicate at any time and from anywhere in the world.
www.abcinfosoft.com
System Driven,
rather then
Few Clients
Bhoomi
•
•
JUSCO ( A TATA Enterprise),
Jamshedpur
•
C&C Towers Ltd, Gurgaon
•
Shree Ridhi Sidhi Buildwell Ltd. Agra
(C&C Constructions Ltd)
•
Jaya Shiva Constructions & Earth
Best Deal Housing & Construction Pvt.
Ltd., Kaithal
•
Chintels India Ltd, Gurgaon
•
Hassconsult Ltd., Nairobi, Kenya
•
K World Developers Pvt. Ltd., Noida
•
Dwarkadhish Buildwell Pvt. Ltd., Delhi
•
Kakad Housing Corporation, Mumbai
•
Eden Group, Kolkata
•
Koshda Buildcon Pvt . Ltd., Mathura
•
Indus Valley Promoters Ltd, Meerut
•
North East Infratech Pvt. Ltd., Delhi
•
Ishaan Infraestates India Pvt. Ltd.,
•
Redrow Developments Ltd., Ghana,
Ghaziabad
www.abcinfosoft.com
Movers Pvt. Ltd., Panipat
Africa
Few Clients
Hospital ERP
•
Sant Parmanand Hospital, Delhi
•
NMC Hospital, NOIDA
•
Sun Flag Hospital, Faridabad
•
Silver Oaks Hospital, Mohali
•
QRG Central Hospital, Faridabad
•
MGS Hospital, Delhi
•
Sunder Lal Jain Hospital, Delhi
•
Majeedia Hospital (Jamia Hamdard
•
Belize Healthcare Partners Limited,
University), Delhi
Belize (South America)
•
Uma Sanjeevni Hospital, Gurgaon
•
Sovereign Gems Hospital, Cochin
•
BhramShakti Hospital Delhi & Bhadurgarh
•
Zheenbos Hospital, Kurdistan, Iraq
•
National Chest Institute, Delhi
•
Norvic International Hospital,
•
Umkal Hospital, Gurgaon
Kathmandu, Nepal
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Bhoomi Advantage Over Competitors
U
Used Worldwide : More than 50 Builders with 200+ Residential and Commercial Projects & 500+ Users .
Fully Menu Driven, User Friendly & Highly Secure with strict User Role based Access.
S
Software as Product and Software as a Service (SAAS) : Pay one time and get the software as a
Product or use the software on annual subscription basis online.
E
ERP with Scalability Comprise all modules of ERP yet you can start with one module and add others
later. Respective data will be updated automatically in all modules.
H
Highly Cost Effective with Latest Technology. Single Cost for Multiple Projects/ Companies. Designed
on asp.net 4.5, MVC & MS SQL.
I
Integrated with Tally, Word & Excel. Automatic Voucher posting to Tally in respective Ledgers. Create
Multiple Customized Demand Notes using MS Word formats. Import and export to Excel.
U
Updated according to Latest Service Tax & Sales Tax Laws. All options available to define multiple
parameters at your end and not depend on us if any rule changed by Government in future.
D
Detailed, Dynamically designed reports which can be Grouped, Sorted and filtered on screen itself.
Design your own Reports using Dynamic SQL Query Designer.
www.abcinfosoft.com
Bhoomi CRM
For Real Estate Developers
Bhoomi CRM takes care of entire
Lead
Management
Business Generation Process and
handling of Customer Relationship
along with its affect on Financial Books.
Sales
Customer
Management
www.abcinfosoft.com
It can be further devided into Three
Modules
Tally
Integration
1.
Pre Sales – Lead Management
2.
Sales Customer Management
3.
Finance integration with Tally
Pre Sales CRM
Lead Management & Sales Tracking
✓
1
Advertisement Details
2
Advertisement Costing
3
Cost Vs Leads Generated
4
Cost Vs Site Visits
5
Follow-ups with Reminders
6
Executives Performance
7
Detailed MIS with Dashboard
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Pre Sales CRM
Leads Management & Sales Tracking
Source
Category
Client
Details
(Print, Internet,
Hordings, Fair,
Walkin, Dealer)
(Name, Mobile,
Email, Address,
Budget, Profile,)
Source
& Cost
Ad
Type
(Full Page, Half
Page, 20Cols,
ROI, etc)
New
Lead
Deal
Closed
Status
& Task
Assign
Final
Status
Product
(Project, Area,
Block, Floor,
PLCs,
Additional Cost,
Attributes, etc)
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Failure
Analysis
Lead
Fail
Pre Sales CRM
Leads Management & Sales Tracking
S
Store complete enquiry details. Check on unique Mobile Number and email id.
P
Prioritize your enquiries based on Potential ratings
A
Advance Product Search option on various attributes
A
Assign Leads & Tasks to your Executives & track their working
S
Schedule Follow-ups & Meetings with the clients
T
Track the interactions with different clients through detailed comments
A
Auto catalogue to clients for matching properties
www.abcinfosoft.com
Sales Customer Management
Post Sales Bookings Management & CRM
✓
1
Bookings Management
2
Customer Statements
3
Automated Demand Notes
4
Brokers Management
5
Service Tax & Sales tax
6
Interest Applicable
7
Detailed MIS with Dashboard
www.abcinfosoft.com
Sales Customer Management
Post Sales Bookings Management & CRM
M
Manages Multiple Companies & Projects
D
Designed to Explore the Units sold/available/on-hold as per the client’s preferences.
R
Rule based Pricing - The Pricing for various Units/Unit Types/PLC etc can be defined for different durations
C
Comprehensive Customer Information (Individuals & Non-Individuals). Client’s Income Profile, Investor/ End user,
Nominee, D.O.B, Anniversary Date, Contact Persons, etc very useful for database building & Customer Care.
R
Rates can be defined as per the Payment Plan Type, Floor wise or Floor Unit Type wise. Separate rates for
additional charges for Unit type or Blocks.
M
Multiple Payment Plans according to their types (Construction Linked, Down Payment, Time Linked Plans) for
Basic, PLC and additional Services based on predefined as well as undefined dates.
P
Payment Plans are Customizable for individual customers at Booking Stage.
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Sales Customer Management
Project
Defining
Dealer Management
Company
Basic
Project
Ledgers
PLC
Unit Group
Unit Types
Block/Tower
Additional
Facilities
Brokerage Plan
Additional
Unit
Broker
Floors
Basic
PLC
Basic
Phase /
Occasion
Payment
Schedule
PLC
Additional
Additional
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PLC
Broker Payment
Schedule
Sales Customer Management
Post Sales Bookings Management & CRM
C
Complete Dealer Database. Provision to define multiple Brokerage & payment slabs for varying durations as well
as for different payment plans.
O
Option to define Multi level Dealers Hierarchy and their overwriting brokerage.
E
Employees Incentive Records. Provision to give incentives to company employees, on the bookings made
by them or dealers associated with them
F
Flexible Discount options by the company as well as dealers. Dealer’s discount is adjusted with their brokerage
payable.
F
Facility to define Different Discount Types that may be given at any stage of the project with an option to
decide its effect thereafter.
D
Discount Payment Plans. Discounts can be adjusted as per the payment Plan opted or can be adjusted on any
particular occasion
C
Checklists – Detailed checklist of all pre-requisites and documents required before carrying out any transaction.
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Unit Type
Individual
Bookings
Client
Details
Non
Individual
Unit
Rate
Area
Direct
BSP
Broker
Booking
Payment
Plan
PLC
Employee
Additional
Facilities
Check List
Main Broker
By Broker
Bank
Reconciliation
Sub Broker
Receipt
Discount
Payment
Bank Posting
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Acknowledgement
By
Company
Sales Customer Management
Post Sales Bookings Management & CRM
F
Fully compliant with Service Tax Provisions. Each service charge can be defined as different payable percentage
(25% or 100% or Nil) of the total charge amount and will be levied accordingly.
S
Service Tax is auto Calculated on the due amount as on its effective Date (1st July 2010) and the due amounts
are made due on each charge as per different occasions/ Payment Schedule opted by the customer.
U
User Defined Service Tax Rate and Formula. The Service Tax rate can be defined by users themselves
whenever there is any change in Government Tax rate. Provision for 30% abatement through formula.
S
Sales Tax Provisions: The Sales tax on Construction Cost can be auto calculated wherever applicable. Bifurcation
of Basic Cost into Land & Construction Cost depending upon the Land Area.
R
Receipts Auto Calculation. Service Tax is automatically calculated on reverse basis on the total amount paid
by the customer in every receipt and every charge.
A
Acknowledgements - All cheques received, are acknowledged first and the receipt is generated only after the
clearance of cheque
T
TDS deduction on Receipts and Acknowledgements. TDS will be automatically deducted at the defined rate at
the time of Acknowledgement & Receipts.
www.abcinfosoft.com
Sales Customer Management
Post Sales Bookings Management & CRM
A
Auto Payment Reminder Alerts as per different payment schedules. Multiple, User defined Letter formats with Mail
Merging provision for all kind of Documents
S
SMS & Email Notifications for various occasions.
A
Auto Interest Calculation for delayed payments after the grace period, which can be levied flexibly as per the
company policy
I
Interest Calculation can be done on Simple/Compound interest (Quarterly/ half yearly/ yearly). Also option to
charge differential interest rates as per slab.
A
Assured Return can be applied to the customers as per the policy and advance cheques for a financial year
can be issued.
O
Option to waive the interest applicable for a client for any occasion in percentage or amount.
F
Fund Transfer facility from one booking to another within or across the projects.
www.abcinfosoft.com
Sales Customer Management
Post Sales Bookings Management & CRM
D
Dealer Bills with TDS & Service Tax. Automatic Dealer Bills depending on collection from clients & Dealer
Payment Schedule. TDS and Service Tax handling on Dealer Bills & Payments as per the Government Norms.
D
Dealer Payment Adjustments. Dealer’s payments can be adjusted to any booking amount
M
Manages Multiple Transfers of unit with detailed history of transferors and transferees. Transfer Charges can be
applicable where ever required as per the company policy.
T
Two Step Cancellation process where the bookings are first marked under cancellation and then cancelled or
revoked as per the discussion with the customer. Option to Buyback unit from the customer against premium.
M
Modification in Bookings like Payment Plan, Unit, Rate, Area, Discounts, PLC’s, Additional Charges, Tax, etc
any time after Booking till Possession. Changes affect after change date
V
Various other Transactions like Refund, Debit Notes & Credit Notes as applicable to Clients and Dealers.
C
Start working Instantly, Import your Project Masters Data and existing Bookings, Receipts from excel format to
Bhoomi
www.abcinfosoft.com
Dashboard & MIS
Hundreds of MIS Reports designed in such a manner that you can have
the same information in many formats, sizes, fields and output methods.
Drill Down
Dashboard
Project Status
Summary
Booking Detail
Report
Unit Status
Report
Cheque Status
Report
Payment
Collection
Report
Ageing
Summary
Occasion Wise
Payment
Collection
Payment Due
Report
Complete
Booking Info
Dealer
Brokerage
Report
Dealer Bill
Report
Employee
Incentive
Report
Document
Report
Transfer
Booking
Report
Cancellation
Report
Buy Back
Report
Refund Report
Interest
Report
Discount
Report
Additional
Charges
Report
PLC Report
Payment
Schedule
Booking Cost
Report
… and many more
www.abcinfosoft.com
Bhoomi
Construction and Inventory Management
Bhoomi Construction Management
Project
Management
takes care of entire Construction and
Inventory Management Process.
It can be further devided into Three
Modules
Purchase
&
Inventory
www.abcinfosoft.com
Contractor
Management
1.
Project Management
2.
Contractor Management
3.
Purchase & Inventory Management
Project Management
Project, Planning & Progress
✓
1
Project - Phases & Sub Phases
2
Items, Labor & Equipments Coefficients for Works
3
Work Templates for Phases
4
BOQ for Each Phase
5
Monthly & Daily Planning
6
Monthly Material Requirement Planning
7
Daily Progress Monitoring
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Progress Monitoring
Project Management
Progress Planning
Project
Phases
Monthly Planning
Material Planning
(Work, Material & Labor)
(Used for Purchase)
Material
Work
Sub Phases
Labor
Daily Planning
(Work , Material & Labor)
Work Templates
Material
Work
Labor
Work
Category
Work
Work Qty
Daily Progress
(Work, Material & Labor)
Material
BOQ’s
Labor
Cost
Estimate
www.abcinfosoft.com
Equipment
Work
Estimate
Work
Planning
Reports
Material
Consumed
Gantt Charts
Labor
used
Progress
Reports
Project Management
Project, Planning & Progress
D
Drafting Flawless Estimates by doing Accurate Budget Analysis is one of the major requirements of any Real
Estate developer.
P
Project is classified into Phases & Sub Phases and defined in a Tree view. Work Templates attached with each
phase
A
All Works are defined with Items, Labor & Equipments Coefficients and classified as per Work Category.
Multiple works and their quantity are defined in work templates to give estimate of total work .
A
All the Item, Labor, equipment rates are defined for given duration so that whenever there is a change of rate, it
can be calculate automatically. All estimates can be done with ease and accuracy.
P
Project Progress planning is done at multiple levels. For the entire project initially and the for each month and then
for each day.
D
Define the Work to be done on monthly and daily basis and get the items Qty & labor required for the period from
the work template and work coefficients. Monthly Material Planning provides critical information for purchase.
D
Daily Progress Monitoring. Daily work progress is updated along with the material consumed and labor used.
Analytic MIS is generated to find the planning vs actual achieved gap and take corrective measures.
www.abcinfosoft.com
Contractor Management
Contracts, Contractor Bills & Payments
✓
1
Contracts & Rate Contracts
2
Contract as per Work templates
3
RA Bills of Contractors
4
Deductions in Bills
5
Contract Qty Comparison
6
Contractor Payment
7
Credit & Debit Notes
www.abcinfosoft.com
Contractor Management
Additions
Debit Note
Phases &
Sub
Phases
Items &
Qty to be
Issued
Work
Contract
Contractor
Secure
Advance
Service
Tax
Daily
Progress
Sale
Tax
Contractor
Bill
Deductions
Contract Terms
Contractor
Payment
Secure
Advance
Mobilisation
Advance
Retention
Misc.
Mobilisation
Advance
Retention
Hold
Service
Tax
Sale
Tax
TDS
Material
Advance
Misc.
TDS
www.abcinfosoft.com
Credit Note
Material
Advance
TDS
Contractor Management
Contracts, Contractor Bills & Payments
D
Define Contracts & Rate Contracts with all terms like Mobilisation Advance, Misc. Advance, Retention %, Service
Tax, Sales tax & TDS Applicable.
W
Work done to be defined in contract for each phase, the total qty of work done and the items required in the
selected phase, work is automatically calculated from work template in the phase.
R
RA Bills of Contractors are generated every fortnight or monthly. Billing Qty of work is controlled by Total Work
Defined in Project Work template/ Contract minus work qty already billed.
B
Billing Qty can also be picked from the daily progress of the respective work in the respective phase.
No Possibility of Over Billing
B
Bill to handle all Deductions like Hold Amount, Mobilisation Advance, Misc. Advance, Retention & TDS along with
the Addition of Sales tax, Service Tax and any Secure Advance Applicable.
C
Credit Note & Debit Note to Contractor for release or hold of any Advance, Hold Amount, Retention or Security
after the bill.
C
Contractor Payment. Payment of contactor bills and credit notes for any period. Also payment for the Secure
Advance and material advance to be made to contractor and deduction of TDS accordingly.
www.abcinfosoft.com
Purchase & Inventory
Purchase order to Purchase Invoice & Inventory Management
✓
1
Purchase Requirement Analysis, Purchase Request
2
Request for Quotation, Quotations & Comparison
3
Purchase Order
4
GRN & GRN Rejection
5
Purchase Invoice & Rejection
6
Indent from Contractors & Departments
7
Validations of indents and Issue Items
www.abcinfosoft.com
Purchase & Inventory
Monthly
Material
Planning
Purchase
Requirement
Analysis
Quotation
Indent
from
Sub Store/
Depts.
Goods
Rejected
Request for
Quotation
Vendor
Indent from
Contractor
Comparison from
Work Order
Quality
Check
Goods
Receipt
(GRN)
Main
Store
Stock
Check Availability
Purchase Order
Issue to Sub Store/
Contractors/ Depts.
Payment Terms
Received by Sub Store/
Contractors/ Depts.
Taxation &
Other Terms
Return of Excess/
Rejected Stock
Generation of
Purchase Bills
Debit / Credit
Notes & Taxation
Payment
www.abcinfosoft.com
Purchase & Inventory
Purchase order to Purchase Invoice & Inventory Management
A
All Items are defined with their Group, Manufacturer, Batch, Expiry, Reorder Level, Opening Balance & Max Level.
Rate defined for varying periods.
P
Purchase and Issue Unit of Measurement along with its conversion for each item. Option to Mark items as High
Value.
P
Purchase Requirement Analysis from the Monthly work planning, taking into account pending indents, Already
ordered qty, Stock in Hand, Reorder level and Max level to compute accurate item requirement for the month.
V
Vendors details with Item Groups, Items & Rate Agreement other then Statutory and demographic details.
R
W
I
Request for Quotation to Vendors, quotations received and comparison of all quotation to make decision for the
Purchase order to the shortlisted vendor. Generate Purchase Order from Quotation/ Comparison automatically.
While generating Purchase order directly from Purchase Request, details of last five Purchase Rate and the Stock
qty displayed for all items.
Item Wise Sale Tax, Discount & Free Qty in Purchase Order. Statutory informations like Service tax, Excise,
Insurance, Freight, Delivery Terms & Payment Terms.
www.abcinfosoft.com
Purchase & Inventory
Purchase order to Purchase Invoice & Inventory Management
D
The items received via challan are entered and a Goods Receipt Note (GRN) is generated. GRN authenticate the
items, manufacturer qty and other terms from Purchase Order.
W
Items stock are updated on approval of GRN. In case there is some rejection , a GRN Rejection Transaction is
entered.
R
All indents from Contractor and Departments are authenticated for Item Qty from contract/ project work template and
items already issued against the respective phase and contract. No possibility of over Indenting of Items.
B
Items are issued to contractors and departments after validation of Indents, subject to availability of stock.
Purchase request is generated for the pending Indents and also reflected in Purchase Request Analysis.
B
Items not consumed during the day or rejected as per the Daily Work Progress are returned to Store.
C
Purchase Invoice is generated either from the GRN’s quantity or directly if the invoice is received with the delivery
of item. All Statutory terms are picked from the PO. Purchase return can be made after purchase invoice.
C
Vendor Payment. Payment of Purchase Invoice and credit notes for any period. Also payment for the Advance to
be made to vendor and deduction of TDS accordingly.
www.abcinfosoft.com
Leasing & Maintenance Billing
Periodic billing & Payment collection for Lease & Maintenance
1
✓
Unit Details with clients
2
Charges applicable with Tax
3
Monthly/Periodic Billing
4
Variable Service Billing as per Consumption
5
Payment Collection & Receipts
6
Reminders of Bills
7
Cancellation of Bills & Receipts
www.abcinfosoft.com
Maintenance & Leasing Management
Masters Definition (One Time)
Transactions
Reports
Bills Reprinting
Electricity Reading
up-dation
Company
Project
Receipts Reprinting
Generation of
Electricity Bills
Units
Clients
Unit Statement
Generation of
Maintenance Bills
Charges
Charges Allocation to
Units with billing
cycle & Tax
applicable
Service Tax
Payment Collection
Payment collection –
Receipt Generation
Unit Allocation to
Clients for Owner &
Tenant (User)
Interest Report
Cancel Bills
Reminders Report
Reminders
SMS
Cancel Receipts
SMS Report
Interests
Counters
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Surcharge
Security
Reminder Letter
Generation
Sending SMS
Cancelled Bills
Cancelled Receipts
Leasing & Maintenance Billing
Periodic billing & Payment collection for Lease & Maintenance
D
Multiple Projects at Multiple Locations can be handled simultaneously
W
All Maintenance Charges (fixed/variable) are defined with details
R
Monthly or periodic consumption of variable charges (electricity unit consumption) is recorded
B
Detailed Monthly/ Periodic Invoices.
B
C
C
Generation of Payment Receipts.
Invoice Reminders with Ltae fee & Interest.
Payment history and outstanding record, customer wise/ flat wise.
www.abcinfosoft.com
THANK YOU!
ABC Info Soft Pvt. Ltd.
Regd. Office:
315, Chanakya Complex, B-10 & 11, Vikas Marg
Laxmi Nagar, New Delhi-110 092. INDIA
Tel.: +91-11- 2245 9540, 4303 7923
Mobile:+91-98999 43100, +91-98100 68505
E-mail: [email protected]
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