Smart Key
 

Smart Key is a CRM integrated with Chart of Accounts developed by the professional team of Smart Vision after the detailed analysis and study of the Developers and Realestate business rules.
It includes the management system for Clients, Sellers, Landlords, Tenants, Properties, Projects and Units with the accounts integration where as all payment transactions of CRM are posted under chart of Accounts to view Ledgers, Trial Balance, Profit/Loss, Balance Sheet etc.

Main Features: Smart Key has all the best features one Realestate CRM can have as follows:

Property Zone:

Property records are supposed to be entered by site administrator. All these properties are basically projects under the communities and Property details include Locations, Specifications, Facilities, Map, Pictures, Reference Details, Marketing, Payment Plan & Finance.

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Unit Zone:

Units will be entered by the site administrator. A unit details includes Fitting, Fixtures, Unit Images, Reference Details, Marketing, Sales Details, Buyer Summary & Payment Plans.

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Client Zone:

Agents will enter their clients’ bio data which will be recorded in the system for security to be viewed by site administrator which includes Personal, General, Company, Reference & Requirements.

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Landlord Zone:

Agents will enter their landlord’ bio data which will be recorded in the system for security to be viewed by site administrator which includes Personal, General, Company, Reference & Requirements.

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Seller Zone:

This zone information of sellers will be entered not only by site administrator but also agents which includes Personal, General, Representative Details, References, Follow Up.

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Tenant Zone

gents will enter their tenant’ bio data which will be recorded in the system for security to be viewed by site administrator which includes Personal, General, Company, Reference & Requirements.

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Property Allotments
Available properties will be allotted by agents to the registered clients and the initial deposits will be collected to provide them the installments schedule. Deposits will reflect accounts automatically.

Reminders and Alerts System
System generated prior reminders will be sent to the clients to deposit their pending dues before the due dates on daily basis.

Installments Management
System will keep the complete record and track of all of the payments including paid and pending installments/payments.

Defaulters Management
System will keep the record of defaulters and calculate system generated escalation charges or penalties for the clients to pay after due dates.

Search Criteria
A search engine will be developed for all sort of searching by date, by weeks, by months or by years will be managed for property zone, unit zone, seller zone, agents, client zone & accounts.

System Generated Reports
All sort of system generated reports will be managed to view page wise or list wise reports for agents lists, clients list, property lists, available properties, allotted properties, defaulters reports &  accounts reports.

Integrated Accounts
An integrated accounts system will be developed to manage the accounts of real estate organization which includes chart of account, Vouchers, General Ledger, Trial Balance, and Balance Sheet, Profit / Loss and some recommended reports as follows:


Chart of Accounts:

Multilevel chart of account will be developed which will be configurable by company's data entry team according to the accounts department recommendations.

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b) Vouchers:
To have a manual transaction, system will provide the vouchers like Bank Payment Vouchers, Bank Receipt Vouchers, Cash Payment Vouchers, Cash Receipt Vouchers & Journal Vouchers.

c) General Ledger :
On the behalf of vouchers, general ledger will be maintained to have a date wise list.

Trial Balance:

From the general ledgers trial balance will be maintained.

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Balance Sheet

Yearly basis Balance sheets will be maintained to have the yearly comparisons.

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System Integrations
It will be an integrated account with CRM system, there will be a single entry for payments or receiving’s which will also reflect accounts automatically by posting the transactions under its head of chart of account.