Kirkness Associates Limited

• Online Credit Applications: Simplify the application process for clients, ensuring a
  seamless experience.

• Soft Credit Pulls: Protect client credit scores while efficiently assessing eligibility.
• Comprehensive Lender Database: Centralize and manage lender information, including
  specific requirements, for quick and accurate matching.
• Automated Qualification: Instantly identify the most suitable lenders for each client,
  optimizing deal placement.
• Precise Payment and Fee Calculations: Ensure transparency and accuracy with
  automated payment and fee calculations.
• Effortless Document Generation: Generate approval letters, insurance request forms,
  and dealer document requests with ease.
• Real-time Deal Tracking: Monitor the progress of deals from initiation to completion,
  ensuring timely updates.
• Automated Alerts: Receive timely notifications about deal status, funding, and
  reporting, keeping you informed at every stage.
• Detailed Reporting: Generate comprehensive monthly and yearly reports for insightful
  analysis and compliance.
• Centralized Customer Information Storage: Maintain a secure and organized database
  of client information.

• Manage internal and client projects
• Manage Projects in a consistent manner
• Monitor time vs budget for all projects
• Be able to see project progress at a glance

• End-to-End Automation – Streamlines booking, contracts, and travel document management.
• Seamless Integration – Connects easily with external systems, partners and other ERP/CRM solutions.
• Improved Efficiency – Reduces manual work with automated workflows and digital signatures.
• Enhanced Communication – Centralized, traceable messaging between operators, suppliers, and clients.
• Customizable Travel Solutions – Enables dynamic packaging of hotels, tours, and services.
• Revenue Optimization – Supports revenue sharing models and financial tracking.
• Scalability & Flexibility – Adapts to the needs of tour operators, agencies, and travel businesses.

• Lead Collection & Upsales Management: Efficient tracking and nurturing of potential customers.
• Estimation & Approval Automations: Speed up proposal creation and client approvals.
• Contracts & Supplier Invoices: Seamless management of agreements and supplier financials.
• Customer Invoicing & Payments: Automated billing and financial tracking.
• Project & Task Management: Full-scale tracking of projects, milestones, team tasks, and meetings.
• Meetings Management Module: Manage meetings with notes and sync with clients for improved collaboration.
• ChatGPT Integration: AI-powered insights and automation for smarter decision-making.
• Timesheets & Resource Allocation: Monitor employee work hours and optimize workforce utilization.
• Accounting Integration: Seamlessly connects with financial systems for accurate reporting.

Save time, reduce manual effort, and offer your customers a seamless experience from the first click to the final feedback.

An overview of the most important functions:

• Norm-based assignment of duties: Automatic management of maintenance, inspection & tests per system (e.g. via Maqsima).
• Data import & export: Import existing data from Excel, CSV or CAFM systems & return it in the appropriate format.
• Interface capability: Connection to common CAFM systems such as Spartacus, VertiGIS, Speedikon, Waveware.
• LCC analysis: Analysis of life cycle costs individually according to customer requirements.
• Measure management: Planning, assignment & follow-up including deadlines, status & responsible persons.
• Audit & inspection function: Carrying out & documenting audits — also by Drees & Sommer experts on site.
• GAEB export function: Direct export of recorded investments including service items for tenders in GAEB format.
• Scalability & flexibility: Expandable from a simple recording tool to complete operational management support.

• OnPrem
• Email integration
• DMS connection
• Client login
• API
• Speedup
• Slick HTML masks

• Demand planning

• Bill of Materials Management

• Automatic logout In the manufacture of Ffnished articles

• Pricing: the cheapest source of supply

• Bulk prices for flexible pricing

• Sending mail from orders

• Tracking and care of order confirmations

• Complete project management
• Automated quotation preparation
• work processes
• human resource management
• CRM and automated sales process
• Lead editing
• Invoicing and controlling
• EVU process
• Automated forms

• Centralized Privacy Management System
• Audit tool
• Information management system
• Project management
• CRM systems

• Automatic route optimization for field service
• Digital radiator measurement manual
• Import and export via simple API interface
• Automated announcement & delivery note creation
• Prioritize orders

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• Acquisition of new customers through optimized offers

• surety through automatic construction journal

• Profit optimization through post-calculation

• Sales increase through simple billing

• transparency through project and planning