From overseeing sales and postings, property payments, document management, and more, real estate businesses often find themselves using various different software solutions for key operational processes without any integration between them. To reduce inadequacies, simplify workflows, and allow for seamless data flow, MetaOption suggests using an all-in-one software solution for dealing with your business processes.
Business Central is an all-in-one business management solution for SMEs built on the cloud that automates and streamlines business processes. It includes accounting, sales, project management, billing, relationship management, etc. It is quick and easy to implement, configure, and can support even highly specialized industries such as real estate. Dyn365BC consists of the capabilities of both an ERP solution and a CRM solution for the real estate industry.
Here are some Business Central features for the real estate industry:
Document management
The real estate industry knows exactly how much paperwork goes into transactions, including property sales and rent payments. Dyn365BC is a central point for saving all significant. It links documents directly to contact records so that you will never lose any documents again. The secure electronic signature is built-in with Dynamics 365 Business Central for all parties involved in transactions to easily sign reports online.
Billing
Another important area of real estate operation might include property and tenant management. Whereas, Business Central contains all the billing competencies you need to keep payments on track and generate invoices automatically. Also, you can form a custom payment portal in Microsoft Power Apps and connect it seamlessly with Dyn365BC.
Contact management
A single database helps your real estate business to keep track of all your business contacts and relationships in a simple way. Insert data for all leads, customers, vendors, partners, contractors, employees, and other related business contacts in Business Central. Create tenant cards with licensee information, tenancy terms, rent review date, indexation date, rent elements such as deposit, rent, fixtures and fittings, and funds. Easily search for and display a history of interactions with each contact, including the history of tenancy or property relationship.
Project management
Business Central’s project management functionality allows you to manage and track various types of projects. Also, you can create budgets at the work breakdown structure level and quickly compare them to current progress. Additionally, with Business Central you can use timesheets to track resource and employee hours and usage on jobs and data for invoicing.
Final steps
With Microsoft Dynamics 365 Business Central, you can access your business information from anywhere, at any time, from any device. Even while you’re at an open house or walking a property or construction site. Wherever your real estate business takes you, Microsoft Business Central is a trusted, cloud-based application to help you boost productivity and streamline business processes.
For more information and a tailored demonstration contact us today at MetaOption.