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Real Estate CRM And ERP Solution

 
 
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Budget: $ 1000-3000
Status: Closed for Bidding
Project Creator:
ColetEstates  
  Rating: (No Feedback Yet)
Required Skills: Microsoft Windows, MySQL, PHP, Security, Web Design / Development
Attached Files: (None)
 
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Description
Currently, we are a single branch Estate Agent based in Kensington London W14. We seek a software solution that would automate the majority of our routine tasks so as we are able to free up more time to use on generating more business.


The solution must incompass a websit (front end optimised), locally hosted database (backend in MySQL), content management system (linking both ends in php) and also be composed of existent Open Source code that is customised to our requirements (e.g. open-realty, open VPN, OS Commerce, etc).


The business functions we would want the solution to cover? Financials, HR, CRM, Sales Invoicing?

Accounting / Financials, HR, CRM, Property Management, Commercial and Residential Letting and Sales, Marketing and Web Management, Project and Inventory Management, VOIP / VPN Call Routing / Monitoring / Recording, etc.


As detailed below:


Accounting / Financials:

Landlord reporting, analysis and forecasting (None/Resident/Offshore, CF and balance sheet statements)

Corporate/Office reporting, analysis and forecasting (multi-bank, full P&L, Payroll, NI Contributions, etc)


Property Management:

Landlord/agent preferred repairer contact billing details

Updating utility companies tenant details as well as the local council tax office etc.

Repair request logging

Job forwarding/monitoring (CORGI certification, plumbing, accounting, etc)

RFPs, RFOs (request for proposals, request for offers, tendering, bid management, etc)

Key monitoring


Commercial and Residential Property Letting:

Registering Property details (floor plans, pictures, video clips/tours, and utility supplier information)

Landlord details (Address, contact details, bank account information, etc)

Rental figures (per week/month/annum, excluding/including bills, currency conversion, etc)

Tenancy Deposit Protection automating the certificate generation process

Prospective tenant details and requirements

Automated viewing management (similar to outlooks reminders in the calendar)

Rental standing orders mandates/reminders


Commercial and Residential Property Sales:

Registering Property details (floor plans, pictures, video clips/tours, and utility supplier information, area/size, local amenities, lease length/freehold, etc)

Landlord details (Address, contact details, bank account information, etc)

Rental figures (per week/month/annum, excluding/including bills, currency conversion, etc)

Hips

Prospective buyer details and requirements

Automated viewing management (similar to outlooks reminders in the calendar)


Marketing and Web Management:

Automatic Matching (letting, sales, management, etc)

Automatic e-mailing, SMS messaging, proactive RSS/ESS, Posting

Automated Portal and website updation (coletestates, findaproperty, primelocation, rightmove, hotproperty, priomemove, roommate, flatshare, etc)

Advertising other service providers (surveyors, solicitors, contractors, plumbers, furniture suppliers, etc)

Advertise office vacancies (admin, IT, accounting, etc)

Website hits logging, enquiry logging


Project and Inventory Management / Development:

Project supervision/management (renovation, extension, loft, basement, timeline/cost management/accounting/stock management)


Key features: (must haves!)

Automation of ALL processes (Letter, contract, reports drafting, marketing, keys logging)

Diary synchronisation especially with outlook/each other (Network able)

Database backed and can update the dynamic coletestates.com website directly

Covering residential and commercial Real Estate for Sales, Letting, Management, Valuation/Surveying services

Multi-Language, Multi-Currency in near real time as possible, Multi-Payment support especially the front end website


We are a company of:
~ 8 + staff


Current systems are:
MS Word, Excel, Outlook, Project, etc.


Main issues with it:
Laborious and not automated enough for the routine tasks.


Currently available off-the-shelf solutions:

PCS Expo
http://www.pcs-expo.co.uk/page.cfm/Action=ExhibList/t=m/goSection=3

1) CFP www.cfp-software.co.uk
2) Gemini + Taurus www.vision-teknology.co.uk
3) Carl Communication www.carlcomms.co.uk
4) Vibra www.vebra.info
5) Manhattan www.manhattansoftware.co.uk
6) Propman www.grosvenorsystems.com
7) ECS www.qubeglobal.com
8) EZPZ www.ezpzsoftware.co.uk
9) Rentpro www.rentpro.co.uk
10) Estatepro www.estate-pro.co.uk
11) Dezrez www.dezrez.com


I hope the above provides working examples of some of the functionality sought.

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