We have customised both Microsoft Dynamics CRM COREFIN Property Management is a vertical solution based on Microsoft Dynamics CRM and building upon its standard functionalities. This integrated solution covers all the business processes, related to various types of real estate assets (residential properties, commercial buildings, buildings in progress and more). The functionalities of the system include:

• Allocation of resources, materials and equipment utilised in construction or building projects, as well as all related costs

• Categorisation and profiling for each property (Images, number of rooms, maintenance history etc.)

• Targeted marketing campaigns for prospective and existing customers

• Complete view of customer history and preferences, so that salespeople can offer the right product at the right time

• Tracking communication history with agents, buyers, renters and investors

• Flexible ad hoc reports – late payments, unoccupied premises, common types of service activities, etc.

• Contractual agreements with suppliers, sub-contractors, tenants, leaseholders, etc. All terms, conditions and subsequent amendments are reflected in the system. Contracts can be updated and renewed. All other relevant documentation is managed within the system.

• Receivables and payables, related to each property, matched with the actual cash inflows and outflows are visible in real time. The software tracks rent payments, utility bills, maintenance costs, etc. Reminding letters and invoices are automatically generated

• Integration with web-portal, where customers can make inquires, search for properties, view contracts, etc.

• Service Scheduling automatically considers the expertise and availability of employees, subcontractors, machines, vehicles, facilities, and equipment and group these into teams ready to resolve cases. The Service Calendar helps users visualise the organisation's scheduling commitments and activities. Service activities are automatically tracked and assigned to appropriate users through staged workflows. All the activities, related to cases (for instance, repairs needed or water leaks) are recorded in the system. Expenses and hours worked are entered for each property.