Construction & Real Estate Management

Main activity Building Public works Real estate development Other activity Number of currently active worksites Number of real estate projects Number of planned users Number of computer workstations Number of agencies / sites / offices Number of depots or stores Current organisation of company management

Prospects & clients

Prospect and client database Tracking contacts and exchange history Segmentation of clients by type (public, private, individual) Tracking commercial opportunities Assigning a prospect to a salesperson Reminders and follow-up actions to plan

Calls for tender

Register of calls for tender in progress Tracking submission deadlines Management of the administrative file per tender Preparation and costing of bids Tracking the estimated amount of each bid Management of tender guarantees and bonds History of submitted bids

Results & conversion

Tracking won and lost tenders Recording the reason for a loss Analysis of the win rate Converting a won tender into a worksite Number of tenders submitted per year

Creation and management of worksites Tracking several worksites simultaneously Tracking work progress phases Defining the forecast budget per worksite Tracking actual expenses Comparison of forecast budget vs actual Cost tracking per worksite Tracking material consumption Labour tracking Subcontractor management Service provider management Concrete plant management Tracking completed work Profitability tracking of each worksite Worksite progress reports

Supplier management Price requests Comparison of supplier offers Purchase orders Goods receipts Supplier invoices Tracking supplier debts Management of supplier down payments Assigning purchases to a worksite Assigning purchases to a real estate project Purchase history per supplier Tracking material purchase prices

Management of construction materials Management of products and supplies Management of several depots / stores Stock entries Stock exits Transfers between depots Inventories Stock adjustments Tracking available quantities Minimum stock thresholds Stock alerts Tracking consumption per worksite Stock valuation Stock movement history Import / export of data via Excel

Sales

Management of real estate sales Apartments Villas Commercial premises Land Other properties Client management Quotation management Sales contract management Management of work situations / attachments Invoice management Sales tracking per real estate project Sales tracking per property

Payments

Management of cash payments Management of bank transfer payments Tracking down payments and advances Management of payment schedules Management of payments based on property progress Tracking payments made by each client Tracking the remaining amount to pay Complete payment history Tracking client receivables Sales and payment statements per real estate project

Revenue tracking Expense tracking Treasury management Management of cash payments Management of bank movements Tracking general charges Tracking charges per worksite Tracking charges per real estate project Tracking client receivables Tracking supplier debts Tracking advances and down payments Profitability analysis per worksite Profitability analysis per real estate project Financial reports

Employee management Salary management Bonus management Management of advances & deductions Payslip management (IRG / CNAS)

Creation of real estate projects Building management Management of apartments / premises / villas Identification of each property Property status Available Reserved Sold Under construction Sale price per property Surface area and property characteristics Management of clients linked to properties Reservation management Sales contract management Payment schedule Tracking payments according to progress Amount paid Remaining amount Operation history per property

List of users Definition of user roles Management of access rights Different access depending on the position Manager Accountant Worksite supervisor Sales manager Management Stock manager Purchasing manager Restricting access to certain data History of operations performed by users

Number of computer workstations Operating systems used Internet connection available Need for offline operation Local network available Printers used Invoice / document printers Need to import Excel data Need to export Excel data Need to use the software remotely Need for mobile access Need for automatic backups Need for synchronisation between several sites

List of clients List of suppliers List of products and materials List of product categories List of depots List of worksites List of real estate projects List of properties Rates and sale prices Client balances Supplier balances Current stocks Users and roles Documents or templates currently used

Available features Modules suited to our activity Number of users Installation and configuration Migration of our data Offline operation Data backup Security Remote access Multi-site management Multi-depot management User training Technical assistance Software customisation Integration with our current system