Corefocus Property Management (PM) extends Dynamics CRM for property management agents allowing businesses to join their standard business operations with the sales pipe line and customer relations.
Extended features include:
- Property valuations and inspections
- Property unit management
- Lease management
- Tenant management
- Automated rent/fee generation
- Contract management
- PM is Mobile and tablet enabled
- It Integrates to Back Office Systems (e.g. Microsoft Dynamics GP)
- And also provides all the usual functionality that comes with Dynamics CRM out of the box.
Corefocus PM is embedded within Dynamics CRM and is available on Premise and in the Cloud. Out of the box functions will give your business the ability to capture and manage property portfolios as well as concentrating on the sales opportunities.
Corefocus PM has a built-in fee generation engine which allows automated fee generation for Rents, Fee’s and Rechargeable expenses. All are generated on information held against the properties, property units, leases and tenants.
The relationship between the property entities gives you the flexibility that is required for PM. Fee schedules are created and assigned to leases; the fee schedules are used as a template to generate the fees and prevents you having to create multiple billing routines for similar leases. It also give you the opportunity to create infinite billing cycles such as quarterly, monthly, yearly and English quarters.
Property Management reporting is driven by Dynamics CRM’s powerful reporting engine and SQL Reporting Services. With the power of Dynamics CRM dashboards and excel downloads, the user has complete flexibility on monthly reports and KPI’s.
Corefocus PM also utilises Dynamics CRM’s workflow engine, enabling the system to generate reminders and tasks automatically to teams and users within CRM. The business can be confident that important tasks are completed and recorded within the system without being overlooked.
Corefocus PM has an additional module that can be configured for accounting functionality. Out of the box Corefocus PM will create all fees and expenses generated by the billing engine. This information is available in a billing table which can be extracted by our integration module and entered into an accounting system. We are aware that a business needs a flexible accounting tool and all businesses are slightly different. Corefocus’s integration module gives our customers the chance to build and customise their own solution.