Smart Contact Management: Centralize Buyers, Sellers, and Rentals in a Single CRM.
At vtigerSpain we are specialized on the vTiger CRM Real Estate Adaptation and its integration with the main portals for the sector. We have extensive experience in this type of project, providing tailored and personalized solutions for effective project management. Real Estate CRM.
We can implement this solution in a customized manner or as a software-as-a-service (SaaS) rental. We have more detailed information about vTiger Real Estate CRM implemented as a SaaS solution
Core Administration Modules
Financial Management Optimization
Record all products and services, along with their respective selling prices, various sales rates (or price lists), applicable VAT, and available stock. Services are special products that do not have stock. There is the option to classify by product families.All products are visible when creating quotes, sales orders, invoices, and purchase orders.Each product has a Warehouse Stock which is increased by every Goods Receipt Note and decremented by every Sales Invoice.
This module allows you to aggregate a set of bank receipts and generate an XML file to be uploaded as a direct debit to the bank, complying with the SEPA standard.
This module records the set of marketing campaigns to be managed from the CRM. You can add N records of Contacts, Leads (or Prospects), or Accounts to a commercial campaign. As a result of a campaign, you get M records of new business opportunities (or sales opportunities) generated.
We can automatically send personalized emails one-by-one to all contacts associated with the campaign and measure the email open rates generated by the contacts.
This module records the set of outstanding Invoice Collections (or Receivables) and marks them as completed after bank reconciliation.Once the collection of an outstanding Invoice is recorded, the Invoice is automatically marked as Paid.A new collection record is created from the Invoice, detailing the remaining collection amount for that specific Invoice.
Payments to suppliers can be recorded in this same module. Payment records are associated with each supplier's purchase invoice, and supplier invoices are automatically marked as paid after the payment is marked as completed.
This module records the set of Purchase Requests, Goods Receipt Notes, and Purchase Invoices issued to suppliers. Every purchase order is associated with a supplier and has a registration date. The purchase order has N associated products/services.When drafting the purchase order, we can select the product price from a special purchasing price list (or purchasing rate).The purchase order is transformed into a Goods Receipt Note (GRN), and when the GRN status is set to 'Received', this causes the product's Stock to be incremented by the N units of that product listed on the Goods Receipt Note.
Records the quotes issued to each account. A given quote consists of N product/service lines to be quoted. Each quote can be printed as a PDF, can be associated with a business opportunity, and has an issue date. Quotes can go through different statuses (created, pending, accepted). From each quote, we can generate a copy of the corresponding Sales Order or Invoice (invoice).
Allows you to export account records, invoices, and bank receipts to Contaplus-compatible CSV files for import into the Contaplus program.
This module records the set of companies, organizations, or individuals that are the source of your revenue and the foundation of your business. Beyond basic information, this module allows you to establish the hierarchical relationship (e.g., Company as the payer for a Student) and manage all interactions over time.
From here, you can directly issue enrollments (or registrations), generate bank receipts (or payment slips) and issue invoices. Furthermore, it allows for the association of business opportunities (or sales opportunities) and the detailed tracking of every lead until its conversion, ensuring complete and centralized commercial management of all accounts.
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