Why CRM alone is not enough
CRM is designed around prospects and sales activity. A real estate ERP continues into inventory, payment plans, recovery, accounting, land, construction, procurement, possession and reporting.
The core data model
Projects, inventory, members, sales, payment schedules, receipts and financial entries should reference each other so reports can be explained back to source transactions.
Why this matters to management
Connected data reduces duplicate entry, inconsistent balances and time spent reconciling department spreadsheets before management meetings.
See this workflow inside PropLink.
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