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Builder's business on Tally ERP Platform
- 2. Success CriteriaBusinessValue Integration with Accounts/Backbone Data driven Managerial Control Dynamic MIS Reports Robust Consolidation Seamless Integration System-Driven Information Have I sold this Flat ? Customer Agreement Customer Documents What was final rate I offered ? System generated Demand Letter Area wise flat configuration How much Service Tax has the customer given ? Outstanding Payment Has material received on Site CRM Automation Customer Profile Mgt. Issue right Material on right time Material Tracking with vehicle no Contractor Management
- 3. Pre-Sales Management Property Configuration Booking Sales and Allocations Accounts Management MIS Reports CRM Builder’s Action Items Manage everything on Tally ERP
- 4. Pre-Sales Management Enquiry & Follow-up Details Lead Management Advertisement Master Broker Commission Client Details Executive wise Conversion rate Ad-media response Project wise reports
- 5. Property configuration Project Master Creation Flat Plot Villa creation Flat/Plot classification East west facing Water front Private garden Private pool Corner plot Dimensions Bedrooms Bathrooms Parking lot setup Price setup Mass modification Individual price setup Unique property code Amenities setup Invoice Configuration Stage completion Report
- 6. Booking & Allocation Auto generate allotment letter Flat swapping Freeze flat sales Frozen flat reports Cost center wise project allocation Payment due report Flat/Villa alteration details Final possession Payment reminders/history Blocking/unblocking property Payment schedule - Date/Stage wise Booking cancelation Booking process - stage wise report project wise Client booking form with conditions Auto generate Demand letter
- 7. Sales & Purchase Purchase order processing Goods inwards note (GIN) Bill Passing Purchase Register Project wise purchases Material Management Material group Unit of measure Material category Sales Reports • Project wise sales • Executive wise sales • Land owner flat sales • Fixed amount sale • Square feet sale Discounts - Regular sale discount Discounts – Bulk Management discounts Postdated Cheque Mgt. Commercial receipt entry Department specific summary
- 8. Update Work Progress Source wise Inquiry Recording Define Payment Schedule SALES CYCLE – DATA FLOW Payment Receipt - SMS/Email Sent From Tally using Infosoft Module Inquiry Follow-up Unit Booking Ad-on Charges configuration Payment Follow-up & Interest Calculations PossessionExtra Work Customer Onboarding Customized Demand Letter Inquiry Closure Not Buying Success Real Estate Portal Newspaper Ads Property Expo Hoardings Website Telephonic/Direct Advertising Activity Masters
- 9. Payment Issue Schedule of Activities/Task Stage-wise Material Estimates Material Requisition Requisition Approval Quotation Comparison Purchase Order Generation GRN with Vehicle Number Tracking (After verification) Bill receipt & Verification Payment Voucher Cheque Printing / RTGS Letter printing PURCHASE CYCLE – DATA FLOW Stage-Wise Material Issue Material Consumption SMS/Email Sent From Tally using Infosoft Module
- 10. Contractor Agreements Contractor bills Based on work schedule completion Site engineer approval TDS deductions Payable statement Payments For a particular project/block Payment schedule against Civil Plumber Electrical Paint Carpenter
- 11. Documents Agreement Generation Allotment letter Demand letter generation (Print and email) Project wise Block wise Sub block wise Flat/customer wise Print option available in single click for all flats/customers Modification request letter NOC Possession letter Estimation, Provisional application form View/Access AutoCAD drawings from Tally Payment schedule print
- 12. Accounts & Statutory Service Tax Management TDS Management VAT Management Credit Management Reminder letters Branch wise reports Day wise reports Contract-wise P&L report Project Cost center
- 13. MIS Reports Management Summary Payment Schedule Stage completion (Demand) Cash flow projection- Stage-wise Date-wise Project-wise Project-wise Profit & Loss reports Interest of over due amount Commission Report Total tax collected/payable report Project-wise Balance sheet Project wise realization amount Project wise outstanding and with overdue Flat Status Reports Allocated, Available blocked & Frozen Executive wise Floor-wise Completion Status Client Reports Client register Bank-wise customer list Payment history Cancelation report
- 14. Marketing Activity to Inquiry ratio Inquiry conversion Ratio Area / Ref. wise Inquiry Report Stage Wise Material Consumption Quotation Comparison Report Inquiry Follow-up Report Wing wise Sold/Unsold Flat Report Supplier wise Pending order report Daily Activities Dashboard Project wise payment follow- up report Project wise outstanding vs. overdue report Amenities / Parking Allotment Report GRN Report Ledger Analysis Report Item wise Pending order report Tally User wise daily activity report Tax Payable vs. receivable report Budgeting / Scenario Management Inquiry vs. Visits vs. conversion
- 15. Communication - Simplified Remote Access – for working for site & head office Automatic Inquiry SMS SMS integration for all transactions & outstanding Bulk Emails SMS Balance view SMS greeting/wishes Email Demand Letters Thank you for your inquiry at ####. Thank you for the payment of Rs.38,00,000 against the flat A203 Demand/Reminder letters, Agreements etc. Festival Greetings & Birthday wishes
- 16. Guaranteed Results Accurate Tax Management Accurate customer outstanding management Reduction of manual intervention In-House low cost CRM Increased employee efficiency Increased accountability Role based activity tracking Yes, Everything is seamlessly possible on Tally ERP
- 17. Thank You.. +91 937 344 3800 +91 937 244 3800 Contact us for more info Free demo available for a Licensed Tally User