Proposal

To: Mr. Pawan Uderani

Bussince name:
Email: Pu@kssre.com
Location: UAE

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 What is PropMover CRM?
Propmover CRM will support real estate agencies for to organize their sales process , improve
efficiency, manage customer relationships and provides the tools to segment sales listings on
lead capture forms within a predefined workflow: from the capture, monitoring, management
of clients and properties, crossing, publication in portals, to the monitoring of rental and sale
operations and their subsequent invoicing and commission calculation.

Features:

Property Listing Management

- Store and manage all listings, past and present in one database.
- Automated matching process for buyer requirements that match new and existing listings.
- Ability to share listing to social media from the system
- Export listings into system stock list from different file formats with option to control fields
that will show for each listing.
- listings are automatically downloaded from third party listing websites that system linked
to it.
- All the information of the properties organized and related to the rest of entities such as
clients, leads or visits
- Data sheet with specific properties for each type of property

Contact Management Module

- Integrated contact profile record as a repository of information about a contact such as
data about the customer, organization, deals, quotes, interactions, notes, etc.
- Eliminate data redundancy through deduplication.
- Customize contacts as custom groups, sources and tags.
- Add Property Alerts and keep the customer up to date with the new listings.
- Document storage: Access and store your documents directly against listings and contacts.

Leads Management Module

- Embedded Contact Leads Management module to manage the process of collecting and
organizing leads, and track customer interactions as single database of contacts and a
complete history of relationships.
- Contact leads capture from websites and social media by using web forms to convert
website visitors and social media prospects into leads.
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- Automatically capture leads from inquiries via emails, chats, and phone calls with option of
migration of contacts through import function from third-party apps or files.
- Plan sales cycle, manage targets, and monitor team performance by setting up forecasts
and quotas. Intuitive and accurate.
- Each lead’s timeline consists of a sequence of tasks that sales agent must complete in each
sales stage. Add tasks to each deal stage and monitor the progress of a deal.
- Option to re-design, automate, implement, manage, monitor, and optimize business
processes.
- Keep track of deals status with opportunity management and ability to check out the status,
cases, previous conversations, and scheduled meetings.
- Manage multiple sales teams and track their deals and pipelines.
- Pipeline visualization to confirm the deals status as closed, pending, follow-up, etc.
- Automated Workflow to track customer behavior; you can use this data to further engage
with customers based on their preferred perspectives.

Marketing Automation Module

- Email/SMS Campaigns: Personalized email/SMS templates to target the right audience and
to engage with customers by sending triggered emails/SMS.
- Webforms: Add new visitors as leads when they fill up the customized web form.
- Social Module: Monitor and engage customers on social media platforms.
- Landing Pages: Create, edit and publish responsive web pages.

Mobile App
- IOS & Android Support.
- Functions: Contacts Access, Tasks, Dashboard, Reports, listing view, Add Notes, View
Customer details, Add/Edit contact, lead and property.

Finance & Commission

- A module to manage receipting, payments, reconciling and end of month reporting.
- Reconciliations: Manually adjust within trust accounts, and manage trust account reconciling
- Deposits & Payments: Receipting, payment entry, refunds and contract handling processes
- Invoicing Process Management.
- Keep track of expenditure, track outstanding & overdue amounts. generate detailed earning
reports.
- Commissions: Calculate commissions, track earnings and forecast revenue., Download & print
commission summaries., Track unsuccessful commission proposals., Report on office and
agent earnings., Calculate Conjunctions, Deduct expenses and superannuation from agent
Commissions.

Calendar & Tasks Module

- Unified management: Both appointments, visits or other events managed from the same
calendar with filter options

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- Log meetings with clients and schedule reminders through a shared calendar.
- Planning: Both visits and calls, custom notes or other organized events
- Alerts: The visit agenda allows to generate notifications by e-mail, and push notifications.
- Task management: Create tasks, reminders, and appointments with overview of upcoming
activities on the activity dashboard.
- Link tasks to Listings, Contacts or Leads for quick access the to the details and tasks.

Reports & Dashboard

- Reports: Generate real-time data reports for property listing, contacts, leads, pipeline,
products, sales targets, team performance, and opportunities. Export reports or charts
quickly, and schedule automated periodic reports to save time.
- Dashboard: Analyze the operation performance of by getting a real-time view of ongoing
activities. Customized sales dashboards display critical sales and support metrics, reports, and
charts for better decision-making across all levels.
- Dashboard by agent: Each agent displays the most relevant information they need in a
personalized way, such as their next tasks, recently updated properties, order notes,
upcoming visits, or the most common queries.

Administration
- User Management: Add and manage your employees as CRM users with a role hierarchy.
Administer them by granting permissions to access information and perform tasks as per their
roles.
- Approvals: Approvals in Propmover CRM allows to create and automate the business
processes by simplifying the required clearances from the administrators or process owners.
- Workflows: streamline the business by automating frequent or repetitive tasks & common
operations with a one-time setup.
- Import & Export: Import contacts easily and records directly into the modules. Field mapping,
duplicate handling and bulk export make the data transfer easy.
- Customization: Modify the label names, company’s logo, custom views, taxes (if applicable),
currencies, and so much more according to business’s interests.
- API access: Transfer data between different application and integrate seamlessly with other
technologies and apps via API access.
- audit logs: View a chronological order of the changes users have made to your account.

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Financial Proposal
Option-1: monthly Subscription
Description Unit Price Total Price
AED AED
PropMover Platform subscription 1-9 users 44/user/month
- Property Listing Management
- Contact Management Module
- Leads Management Module
- Marketing Automation Module 10-19 40.35/user/month
- Mobile App (IOS & Android Support)
- Finance & Commission
- Calendar & Tasks Module More than 20 enterprise
- Reports & Dashboard
- Administration Module

Note: you can check the PROPMOVER CRM website for more pricing
details https://propmover.com/
Option-2: On-Premises Platform – 5 Users

Description Unit Price Total Price

AED AED
PropMover Platform License Payment with 5 Users 25,323.00 25,323.00
- One-time purchase, No annual fees.
- Property Listing Management
- Contact Management Module
- Leads Management Module
- Marketing Automation Module
- Mobile App (IOS & Android Support)
- Finance & Commission
- Calendar & Tasks Module
- Reports & Dashboard
- Administration Module

Terms & Conditions

- All above prices are in Arab Emirates Dirham.

- Validity: This offer is valid for a period of 30 days from the date of this proposal.
- Delivery: the delivery will be within 2-3 weeks from PO and sign contract.
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 - Warranty: 12 months from date of acceptance.
- This offer does not include any hardware, Operating Systems, Database Licenses,
hosting, domain, SSL Certificate, SMS units, SMS gateway, Payment gateway or data
entry services.
- Customer to make available all needed connections and grant VPN access for the server
software.
- Customer to provide all integration tools for any 3rd party software or any hardware.
- Delivery will be considered accepted by testing services and functions and to make full
cycle of transaction successfully.
- Content: All contents are to be delivered by the client in word format with Client logo
must be delivered in high resolution as well.
- Maintenance: 20% yearly maintenance fees after the period of warranty.

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