Property Management |HR |Accounting | CRM
Sales & Marketing | Task Management |Team Collaboration
You are able to see all property reports; total units or plots, sold (partially and fully paid subscribers), available, etc. See status of all properties.
Allocate property units or land to clients who have completed payment, opt to notify them. See your allocation list. Digitize your allocation clearance process.
Anyone can send & track maintenance or repair requests. Also track recurring facility payment statements for facility management purposes.
Create and manage your sales pipelines, your sales reps can log their prospects & update their deal status, log all their sales activity so you can track their sales activity.
Carrotsuite shows you all expected or upcoming payments from specific clients for the current month so you can follow them up & also for your planning purposes.
You can set & monitor sales targets for teams or individual sales reps, compare performance to set targets. Your sales reps can see their targets & performance when they log in.
Easily in like 3 clicks you can get a shortlist of clients based on their payment status in any of your properties. E.g. Ongoing, Post sales, Allocated and Default clients.
Auto invoice payment reminders, rent payment reminders are sent out (based on your settings;monthly or weekly). Â Auto payment e-receipts are sent for each receipt.
Clients to log in to see their invoices, receipts, make complaints, see all their documents and pictures you have shared specifically with them.
Send clients their payment statements very easily. Export, print or send as email to any requesting client.
You can scan & upload all your client docs so that you or your clients can access them at anytime & from anywhere. This is actually making digital backups of client docs.
Capture, store and access complete information about your customers. You can also add custom fields to capture additional information.
Access comprehensive exportable reports on all your account receivables so you can take action. Likewise, you can see all your account payables; money owed to your vendors.
Setup your expense accounts, record expenses, tag benefactor, cost centres, etc.
View expense reports, by category, by branch & more
Generate all your management reports like income statement, balance sheet, cashflow, cash account reports and others from Carrotsuite.
Rather than manually producing your client docs, use Carrotsuite to automate them – create templates & Carrotsuite will automatically give you complete docs for any client.
Upload your documents and share with any employees who should have access OR make it public for everyone to access.
Carrotsuite doc. version control system allows anyone who already has access to any document to have automatic access to the latest version of that document as soon as it’s updated.
Manage vendors, upload their balances, see their outstanding bills and track all payments made to them.
Add marketers and track their sales, see their deal flow. On the marketers portal, they can log in to see their clients, sales & commissions earned.
Manage your tenants and utilities. Collect rents, service charges, see all vacant properties and soon to expire tenements.
Receive notifications when pre-set events occurs; new customer added, new sale processed, new payment recorded, expense threshold reached or surpassed and much more.
You can easily automate boring and repetitive tasks to minimize human errors with execution. Tasks like automated birthday messaging, sending invoice reminders and more.
Daily, weekly and monthly reports will automatically go out to your team, you can also access different dashboards to help monitor the health and responsiveness of different aspects of your business.
Carrotsuite gives you access to tools you need to manage any team size. Chat & collaborate in real time. Bring your team on board your projects, allocate tasks to them and monitor execution speed.
Before we talk destination, we shine a spotlight across your organization to fully understand its people and technology.
To mitigate any sad occurrences, all data is backed up to a separate server every 3 hours and can be retrieved or recovered if and when the need arises.