Category: EN_ProduktFunkcje

Users of the NOVO Property CRM module are able to create and work on an extensive database containing key information about all types of contractors with whom the company cooperates, including potential tenants looking for premises for rent. An extensive file of each contractor (including persons representing it, with tracking of employment history, classification of contractors), automatic completion of some fields in the contractor’s register directly from the Central Statistical Office database, “scoring” of contractors – tenants, archiving e-mail correspondence and other documents are key opportunities offered by the register of contractors in the NOVO Property CRM module. Its implementation will benefit mainly departments dealing with debt collection, cooperation with suppliers, and above all teams commercializing facilities, which, after several years of work with the NOVO PM module, have a huge knowledge base on potential tenants for facilities to be commercialized in the future

The NOVO Property CRM module offers users a CRM functionality dedicated to the commercial facilities sector, thanks to which users can, among others, instantly record contacts with contractors, plan contacts for the future (which are visible not only on the Dashboard of the module itself, but also on the user’s calendar integrated with the external module, run e.g. in MS Outlook), with particular emphasis on describing the status of negotiations with potential tenants, also for multiple commercial areas simultaneously. The module has built-in functions to support users in their daily work, such as automatically suggesting dates, checking whether there are already scheduled contacts with a given contractor for the future, keeping an archive of correspondence and documents for each contact, previewing the history of all contacts, quick preview of expired contacts and many more

The NOVO Property CRM module offers cross-sectional reporting for managers managing contacts with contractors, including heads of commercialization departments or people managing the debt collection area, both through reports available directly on the module’s managerial dashboard, as well as through dedicated reports presenting, among others expired contacts, full history of contacts with contractors, the potential of contractors – tenants, and the dedicated report “Status of negotiations with contractors – tenants” available in the module presents in a cross-sectional way the status of negotiations with individual tenants for individual commercialized areas / premises

The head of the commercialization department, thanks to the reports available directly from the management dashboard, has the possibility of constant, direct monitoring of the work efficiency of his subordinates or, for example, external agencies. Reports such as: analysis per contractor, average number of contacts made per day, analysis per contacts made or the report presenting the % of signed contracts are great tools presenting data about the team’s work in real time

The virtual reception desk ensures, via a touch screen, quick registration in the NOVO PM module of guests visiting tenants in the facility, practically without the participation of a receptionist. Thanks to this, the facility manager knows at any time how many people from the outside are in the facility, can keep statistics of visits, and thanks to the possibility of integration with a thermal imaging camera (remote temperature measurement), he can ensure higher safety of people working in the facility. Lower costs, higher efficiency and a positive impact on the image of the property manager / owner of the facility are the key benefits from implementing this functionality

Below are sample screens from the NOVO Property Management module

The electronic circulation and approval of purchase documents is an autonomous part of our main NOVO Property Management module. Using this functionality, users have access to an extensive register of contractors / suppliers, with quick addition of new contractors to the system by means of integration with the Central Statistical Office (NIP) database. The system enables the archiving of contracts (and other documents) with suppliers, instant and intuitive addition of a purchase document to the system with the possibility of previewing, on the screen of adding a purchase document, a scan of the purchase document in order to, for example, verify invoice data. The system can send automatic e-mail alerts (notifications about purchase invoices waiting for approval) to people who are in the approval path of purchase documents (per department, cost category, financial limit), and allows to reflect virtually any path of approval in accordance with the client’s internal procedures. An instant preview of the complete purchase document approval history, assigning a purchase document (invoice item) to a specific cost category and budget, a group of rent units, as well as the possibility of integration with the accounting system to automate the posting of approved invoices are additional “flavours” that will certainly users will appreciate. It is also worth adding that it is also possible to parameterize and implement the functionality of Generating transfer packages to the bank for purchase invoices submitted for payment, along with checking the “White List” and the split payment mechanism, along with an appropriate report, which will virtually completely automate the process of managing the circulation of purchase invoices in organization.

Below are sample screens from the NOVO Property Management module

The OCR function enables automatic reading of data from purchase documents sent by the supplier to the client’s e-mail address or read from invoices scanned by the client’s reception, placed on some internal ftp server. In addition, OCR automatically adds a scan of the purchase document to the archive of documents related to the recorded purchase document

Below are sample screens from the NOVO Property Management module

The Purchase order functionality, as an additional functionality to the electronic circulation and approval of purchase documents, allows users, among others, quickly create of purchase orders, adding any number and format of documents to a purchase order, assigning a purchase order to a specific cost category and budget, automatic e-mail alerts to managers who are in the order approval path (e.g. per department, cost category, financial limit), which, by the way, can be freely parameterized, instant preview of the full approval history of each purchase order. However, after approving the purchase order, the system itself will link the purchase order with the purchase invoice(s), with automatic checking of the cost category, the amount (for which the order was approved), the use of the budget (also with adding a recorded invoice to the balance) with automatic “handing over” for additional approval in case of exceedances/non-compliances. Users also have the option of using an extensive order register, with the ability to analyze data using many filters and instant export of reports to the .xls format .xls

Below are sample screens from the NOVO Property Management module

As part of the purchased package, the asset manager can also use the intuitive mobile application, which is a mobile (simplified) version of the NOVO AM reporting module, and allows on-line monitoring of key performance indicators directly via any smartphone

Below are sample screens from the NOVO Asset Management module

One of the very flexible functionalities of the NOVO AM reporting module is the ability to instantly share created reports, e.g. via email, publication on a net disk, publication on the internet, exporting in pdf, csv, xls, html or jpg format

Below are sample screens from the NOVO Asset Management module