Coins ERP+ House Sales facilitates the management and maintenance of data relating to all stages of the sale of a house, from CRM information, foot traffic data, and prospect questionnaires, through to the management of reservation deposit monies and preparation of final accounts.
Key business processes supported:
Sales prospect tracking.
Management of sales process from sales release through reservation to occupation.
Administration of cancellations.
Handling of receipt and processing of all client monies.
Tracking and processing of the buy-in and onward sale of part-exchange properties.
Monitoring of forecast to actual sales performance.
Processing of final accounts including all related financial transactions.
Handling of pre-release reservations, for example early birds.
Main tasks
Prospects | Sales | Part Exchange | Finance |
Log details of a new prospect | Early-bird reservation | Record details of PX property | Enter monies from sale |
Enter prospect's requirements | Reserve a plot | Arrange inspections | Refund monies from cancellation |
Follow up prospect | Record customer extras | Record estate agent for sale | Process journals |
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| Record invoices for part-exchange charges |