Our company successfully utilizes the Planfix platform for efficient task management.
This tool not only provides timely notifications about upcoming tasks but also simplifies the organization of corporate events and helps track important dates for employees and clients.
- Background
Recently, we received a request from a real estate agency that wanted to consolidate various aspects of their operations in one place. Our team successfully fulfilled their requirements, including merging client cards, credentials, and contact information, generating various types of reports, managing finances, as well as the ability to monitor debts and view the percentage of utilized space.
- The goal
1. Maintenance of details, contacts, leased premises, area, cost per sq. meter, monthly cost, contract dates, and numbers.
2. Financial accounting:
- income (guarantee payment, regular payment, advances);
- financial plan;
- expenses (utilities, salaries, repairs, outsourcing (security, cleaning), taxes (accounting and property), consumables (household chemicals, etc.);
3. Rental prospecting funnel:
- managing the existing database (import/export capability);
- adding new entries and managing the "sales funnel".
- Result
Our team successfully fulfilled requirements, including merging client cards, credentials, and contact information, generating various types of reports, managing finances, as well as the ability to monitor debts and view the percentage of utilized space.
Furthermore, we recognized the importance of periodic reminders for contract expiration dates and set up the system to send payment reminders to clients.
From the initial request to implementation, it took only 42 working days.