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» SAMProspect

» SAMSales


Features:

 
» SAMSales includes all the functionality of SAMProspect, plus the following:
» Unlimited Projects and Units
Track any number of projects, units, contracts, subjects, and deposits.
» Unit Inventory Detail Tracking (PSF amounts,  Colours, Rooms, etc.)
Prior to selling, for each lot/unit, track financial and other details, including user-defined fields.
» Automatic Status Calculation (Available, Pending, Subject, Firm, Closed, Cancelled)
SAM keeps track of the status of each Deal, based on the information you enter. For example, if a Subject has been entered and is still outstanding, the Status for the Deal will be Subject. In addition to Subjects, SAM uses Acceptance Date, Completion Date, and Cancellation Date to determine the Status of a Deal.
» Unlimited Adjustments (Options) Details
SAM can maintain a list of the possible Adjustments (also known as Options, Additions or Extras) which are available for different Projects and Unit Types. Then, during entry of a Deal, these and other options can be attached or entered.
» Commissions Handling
  • SAM's powerful commissions module lets you track an unlimited number of commissions/fees per Deal, as well as payments to Agents.

  • Commissions can be entered as a formula, based on other numbers such as Unit Price.

  • Payments can be made on account, or applied against a specific Deal.

  • Request for Payment report provides the backup details required by accounting.

  • SAM's commission reports and on-screen enquiries always let you know how much is payable to each Agent, so that over-payment is easily avoided.

  • As payments are applied to specific Deals, allocations of commissions against specific Projects are reported for each Agent.
» Two Full Customer Records per Deal
SAM allows two full customer records, including name, address, and contact information.
» Purchaser Activities
For each project, set up a program of purchaser communications triggered by milestones such as Contract Written Date, Firm Date, Closing Date, etc.
» Customer Service Management
Enter Customer Service Requests, each with an unlimited number of Items. Create work orders based on these Items. Track warranty expirations, and analyse service request types and time to complete.
» Notification of Subjects and Deposits Coming Due
Reminders at log-in, and full display of Subjects/Conditions and Deposits coming due or past due.
» A Wide Variety of Built-in Reports
Reports are SAM's best feature. Over 40 different reports are available, and most of these allow customization (columns included, sort order).
» Ability to Copy / Paste Into Other Applications
For additional flexibility, SAMSales reports can be pasted into Excel for further analysis.
» Overview    » Features    » Demo
 
 
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