Benefits of Using the PSM ERP System
Real Estate Inventory
Real estate inventory features include hierarchical property definitions, feature descriptions, construction stage definitions, unit class creation, bulk unit creation, default unit attributes, and unit linking.
Inquiry Log/Tracking
Inquiry management includes inquirer profiles, contact notes, funding sources, budgets, tracking, follow-ups, tasks, and reminders. Opportunity management includes assigning inquiries to sales executives, upgrading or downgrading opportunities, and tracking the pipeline. Inquiry analysis covers advertising media budgets, inquiry sources, funding sources, and conversions.
Booking Management
Booking management includes unit booking and management; links to owners, joint owners, lenders, and brokers; customizable payment schedules; payment categorization by charge type; and single bookings for multiple units, such as an apartment and parking spaces. It also provides automatic stamp duty and registration fee calculations, a checklist of key user-defined events, and a register of postdated checks.
Automatic Letter Creation
In PSM, you can automatically create demand letters, stage completion letters, notices of possession, and possession letters.
Integrated CRM
PSM includes a CRM application for real estate. Clients can be individuals or organizations. Features include client profiles and contact notes, task creation and allocation for service requests, multiple roles for a single entity, a unified client view, and hierarchical relationships between entities and clients.
Payment & Receipts/Collections Management
Payment and receipts/collections management includes payment receipts, allocation of payments by charge type, receipt cancellations, receipts from postdated checks, interest calculations and receipts, and receipt reprinting.
Industry-Standard MIS Reports