Aiksol360 Real Estate Property Software FAQs
Clear answers for property developers and realty brokerages regarding amortizations, commissions, and our integrated CRM and ERP platforms.
Frequently Asked Questions
What is Aiksol360, and who is it designed for?
Aiksol360 is a comprehensive real estate software ecosystem purpose-built for the Philippine property market. It combines a CRM (Customer Relationship Management) engine for sales pipelines, buyer leads, and agent tracking with an ERP (Enterprise Resource Planning) platform for project accounting, subdivision lot and condominium unit inventories, and collections. It is the ideal all-in-one solution for developers, builders, master brokerages, and realty firms across the property lifecycle.
What do CRM and ERP mean, and how do they differ from generic property management software?
CRM (Customer Relationship Management) is your front-office sales platform dedicated to managing buyer inquiries, tracking viewings, and converting leads. ERP (Enterprise Resource Planning) is your back-office operational command center for project accounting, amortization schedules, Statements of Account (SOA), Post-Dated Checks (PDC), and inventory control.
What is the primary difference between your CRM and ERP platforms?
The two systems operate in tandem across the property sales lifecycle. The CRM functions as your sales and marketing engine (the front-office) to help property specialists capture leads, run follow-ups, and close reservations. The ERP serves as your finance and operations engine (the back-office) that takes over the moment a reservation is signed to manage Contracts to Sell (CTS), buyer equity amortizations, broker commissions, and project financials.
How does your pricing model work? Are there hidden fees?
We provide transparent monthly and annual subscription plans detailed on our pricing page. Subscriptions are accompanied by a one-time onboarding and setup fee covering technical configuration, workflow customization, and staff training. We operate with complete transparency: you only pay the agreed recurring subscription and the one-time implementation fee.
Do you offer a free trial or product demonstration?
Yes. We invite prospective clients to schedule an exploratory live consultation and platform walkthrough with our solutions team without obligation. This session enables us to evaluate your specific operational requirements and demonstrate relevant workflows. Following the consultation, we provide a 3-day guided sandbox trial so your team can test real workflows hands-on.
Can I license CRM and ERP separately, or must I purchase both?
Our software architecture is entirely modular. You can license CRM-only for sales brokerages, ERP-only for developers with established lead funnels, or deploy the bundled suite. You can also mix tiers (e.g., pairing a Pro CRM tier for a large sales force with a Standard ERP tier for your back-office accounting) to control licensing costs.
Can I upgrade or downgrade my subscription plan as my business scales?
Yes. Aiksol360 is built to scale alongside your organization. You can upgrade or adjust CRM and ERP licensing tiers independently at any billing cycle, ensuring you pay only for the user capacity and feature sets you need.
Can system-generated documents and invoices feature our company branding?
Yes. All system-generated documents - including reservation agreements, official payment receipts, Statements of Account (SOA), amortization schedules, and broker commission vouchers - can be customized with your company logo, official address, and corporate styling.
Why choose Aiksol360 over international platforms like Salesforce or HubSpot?
While international CRMs are capable, they are not configured for Philippine real estate workflows. They lack native capabilities for preselling condominium inventory, subdivision lot matrices, monthly buyer amortization schedules, PDC tracking, or Creditable Withholding Tax (BIR Form 2307) calculations out of the box. Aiksol360 is purpose-built for Philippine property development and brokerage operations, eliminating costly third-party custom development.
How does the CRM capture inbound sales leads?
Aiksol360 CRM aggregates inbound buyer inquiries automatically across multiple digital channels: website contact forms, dedicated landing pages, Meta Lead Ads (Facebook and Instagram), Messenger conversations, and inbound WhatsApp messages.
How does the CRM assist in managing sales teams and broker networks?
The platform provides structured team governance: configure sales hierarchies (e.g., 'Metro Manila Projects,' 'Cebu Sales Team'), automate round-robin or territory-based lead distribution, track agent activities (calls, viewings, follow-ups), review real-time conversion leaderboards, and enforce team sales quotas and KPIs.
Does the system prompt sales agents to follow up with prospective buyers?
Yes. Agents and managers can set automated follow-up tasks and milestone reminders. The system triggers automated notifications via in-app alerts and WhatsApp messages to ensure high-intent inquiries are pursued promptly.
Can we broadcast WhatsApp updates and payment reminders to leads?
Yes. Our WhatsApp integration enables sales teams to distribute project updates, price list releases, and payment reminders. You can filter audience segments (e.g., 'Preselling Condo Inquiries') and dispatch targeted communications within seconds.
Is there a dedicated mobile application for property specialists in the field?
Yes. We provide native mobile applications for Android and iOS, allowing on-site agents and sales managers to manage lead pipelines, verify live unit inventory availability, update tasks, and log client interactions on the go.
Does the CRM integrate with Lamudi Philippines or local property portals?
We provide a structured spreadsheet import utility that ingests leads exported from portals like Lamudi or Property24 in seconds. Direct API synchronization with major Philippine property portals is currently active in our core engineering roadmap.
How does Aiksol360 help build trust with overseas clients and OFWs?
Transparency is vital when transacting with Overseas Filipino Workers (OFWs) and foreign property investors. Aiksol360 allows sales teams to generate and send branded Statements of Account (SOA), verified payment receipts, and contract documents via WhatsApp or email instantly, providing buyers with documented clarity over their property equity.
Can the ERP manage installment amortization schedules for lots and condominium units?
Yes. Designed specifically for Philippine property transactions, the ERP supports flexible payment structures: time-based amortizations (monthly, quarterly), milestone-based terms (e.g., 25% upon structural completion, 10% upon turnover), and periodic balloon payments. The platform calculates amortization schedules automatically and reconciles incoming remittances in real time.
What happens if a buyer requests an amortization restructuring?
The ERP accommodates payment restructuring smoothly. You can adjust equity periods or recalculate amortizations with late penalty surcharges; the engine recalculates the schedule and updates buyer ledgers and cash flow projections automatically.
How does the system administer commissions for in-house agents and external brokers?
The platform automates commission workflows. Configure tiered percentage formulas or fixed unit incentives for in-house sales specialists and accredited realty brokerages. The system calculates payouts based on cleared buyer equity milestones, logs Creditable Withholding Tax (BIR Form 2307), and issues disbursement vouchers.
Can Aiksol360 manage multiple distinct development projects simultaneously?
Yes. The ERP features multi-project architecture, allowing developers to administer multiple subdivision developments and vertical condominium towers within a single master corporate environment. Each project maintains an isolated Chart of Accounts while supporting consolidated corporate reporting.
How does inventory management operate for lots and condo units?
The system provides an interactive, visual inventory matrix displaying live unit statuses: Available, Reserved, Under Contract, Sold, Cancelled, or On Hold. It manages the full property lifecycle, including reservations, allocation mapping, secondary buy-backs, and reassignments.
Does the ERP include a complete property development accounting module?
Yes. The ERP includes a double-entry financial module tailored for property development. It manages multi-tiered charts of accounts, tracks project expenses and contractor progress billings, generates project-specific P&L statements, cash flow forecasts, 6-column trial balances, accounts receivable aging, and collection performance reports.
Does the system maintain an auditable chain of ownership and transfer history?
Yes. Aiksol360 records an immutable audit trail for every lot and condominium unit. Review complete historical ownership records - from initial reservation to subsequent reassignments and final title turnover (CCT/TCT) - ensuring total transparency and rapid dispute resolution.
Is Aiksol360 a cloud-hosted platform or desktop software?
Aiksol360 is 100% cloud-hosted enterprise SaaS. There is no on-premise hardware to install or maintain. Authorized personnel access the platform securely from any modern web browser or through our dedicated mobile companion applications.
What occurs if our site office experiences an internet disruption?
Because Aiksol360 is cloud-based, active internet access is required to sync data. However, the interface is optimized for lightweight bandwidth consumption, operating reliably over 4G/5G mobile hotspots and mobile application connections during broadband outages.
What happens to our corporate records if we discontinue our subscription?
We enforce a 90-day data safety period. Upon subscription termination, your tenant records remain secured in a protected read-only state for 90 days, during which you may reactivate access or export files. Following this window, data is permanently purged pursuant to our security retention standards.
How secure is our commercial data, and who maintains data ownership?
You maintain 100% legal ownership of your business data. Records are hosted within secure cloud infrastructure utilizing TLS transport encryption and AES database encryption at rest. You can export client databases, ledgers, and transaction registries at any time or request an export via [email protected].
Can we restrict staff permissions and data visibility within the system?
Yes. We implement granular Role-Based Access Control (RBAC). Administrators configure user roles (e.g., Sales Specialist, Project Cashier, Financial Auditor) and define precise viewing, editing, and export permissions, including buyer contact masking to prevent client list theft.
Why is Aiksol360 more secure than maintaining property records in Excel?
Spreadsheets are susceptible to file corruption, accidental formula overwrites, and unauthorized copying by departing employees. Aiksol360 protects records within an encrypted database backed by automated daily snapshots. Role-based controls ensure personnel access only authorized records without downloading full databases.
We currently manage operations on Excel. How complex is data migration?
We make the transition seamless. While the platform provides self-service spreadsheet import tools, our technical implementation team offers managed data migration services to transfer historical buyer rosters, property unit inventories, and opening ledger balances accurately.
What is the standard implementation and setup timeline?
System onboarding is efficient. A fully configured corporate tenant - including project hierarchies, user accounts, and branded document templates - is typically provisioned within 3 to 4 business days.
What training and operational onboarding do you provide?
Every deployment includes guided live onboarding sessions for key operational departments. Clients receive 24/7 access to our digital training academy containing video modules, workflow walk-throughs, and step-by-step documentation to facilitate internal onboarding for new hires.
Is customer assistance available in both English and Filipino?
Yes. Our technical support team provides dedicated assistance in both English and Filipino/Tagalog across phone, WhatsApp, and email channels during Philippine business hours.
Are software updates and new platform enhancements included in subscription fees?
Core security updates, maintenance patches, and standard feature optimizations within your licensed tier are 100% automated and included at no extra cost. Major newly released independent modules or higher-tier platform capabilities can be added through subscription upgrades.
Can you engineer custom modules or bespoke workflows for our enterprise?
Yes. While Aiksol360 covers comprehensive real estate workflows out-of-the-box, our software engineering team delivers custom development services for proprietary financial integrations, specialized reporting modules, and third-party API connections.
Our operational staff is not highly technical. Is Aiksol360 easy to learn?
Yes. Aiksol360 is built with an intuitive user experience modeled after modern consumer web applications. Personnel familiar with basic web browsing or smartphone messaging adapt to the system quickly, supported by our patient implementation team.