Master Data Management and Process Automation
Master Data Management is managed and maintained for Buildings, Units, Parking, Payment Plans (Construction Linked and Time Linked) and Pricing (PLCs, Rate per Sft, Lumpsum Pricing, GST, Interest Calculations). Discount limits can also be set. All the processes post closure of sales are automated to almost 90% to 95%.

Booking Documents
All booking documents like the Welcome Letter, Allotment Letter, Stamp duty Letter, First Invoice and Payment receipts can be sent to customers without human intervention through multiple modes of communication like Email, SMS & WhatsApp.

Invoicing
Proactive and Reactive invoicing mechanisms are both available in automation mode. Multiple reminders can also be sent automatically with or without interest amounts. Invoices along with architect certificates and construction photographs can also be sent automatically.
Interest Calculations
Interest Calculations with MCLR + 2% is possible in SOT CRM. This can be incorporated in any communication the organization desires.
Payments and Collection
Collections can be done on time due to timely communication and process automation. This improves cash flows for the organization.
Payment receipts are issued with instrument copies for reconciliation with customers and internal finance teams.

Incremental Revenues
The CRM Manager can focus on generating more customer referrals by implementing targeted engagement and referral strategies, thereby contributing incremental revenues and supporting the long-term growth of the business.
Progressive Client Profiling
Progressive profiling can be carried out for clients based on their stage in the customer lifecycle, enabling the collection of relevant information over time. This helps create more personalized experiences, strengthen customer engagement, and build long-term relationships with clients.
Personalized Communication Mode
As part of the buying process, co-owners can choose their preferred method of communication, allowing the business to deliver a more personalized and convenient customer experience.
Bulk Printing
Bulk printing provision is available for invoices and Payment Receipts.
GST and Interest Calculations
SOT can do GST calculations the way you want. The GST rates can be different for different components. Any changes in GST rates can be done in minutes.
Interest Calculations with MCLR + 2% is possible in SOT CRM. This can be incorporated in any communication the organization desires.

Financial Institution Details
All data related to the home loan institution of the client can be tracked in SOT. Automated communication like invoices, payments, receipts, et cetera can be sent to home loan institutions also.
Document Templates
Customized templates can be prepared by the organization based on the ongoing requirement under the DIY model.
Inventory Management
Real time inventory management is possible for units and parking. Slice and Dice Facility is available as well.
Document Storage
All important documents can be stored with respect to the transaction and can be retrieved from any place, anywhere. These documents can be downloaded in bulk and on an individual basis based on the requirements.
Brokerage & Reference Payouts
Improved Brokerage and Reference Payout details can be tracked.


