Innovative Scheme Management Software
CSM launched in 2017 and from zero beginnings has grown into a meaningful force in the community schemes management marketplace. Our software is developed and owned 100% by ourselves providing solid financial accounting and easy to use communications modules, thereby simplifying the lives of our Clients and saving them time.
We invite you to visit our Milestones and Testimonials menu links to see our rate of growth and what our Clients have to say about our software and support.
+27 (0)44 533 5757: Plettenberg Bay
+27 (0)84 403 7733: Johannesburg
+27 (0)82 338 5580: Port Elizabeth
Quick step-by-step setup to get the scheme running. This includes Scheme & Banking details; Financial Periods & Chart of Account imports; Scheme Stationary & Notes; Specialized Email Library and Docs Viewer setup.
View SlideshowEasy to setup system by simply having importing .xls (Excel) spreadsheets from your previous system that includes Owner & Supplier details; Closing Balances for Owners, Suppliers and the Trial Balance.
View SlideshowThe User Dashboard shows different aspects of CSM which is controlled by your Administrator. On the Owners Dashboard Owners are given access to their invoices and statements as well as other important documents like Applications; AGM Minutes; Rules; etc. Trustees have more access to information on the Trustee Dashboard such as Management Reports; Financial Records; etc.
View SlideshowCSM is a fully IFRS compliant accounting system using the double entry system to provide a comprehensive set of books that include Invoices; Purchase Notes; Journals & Cashbook. All sets of books include recurring invoices, purchases notes and journals. In the Cashbook, import your bank statement and map your transactions for future allocations.
View SlideshowSimple and flexible Management Reports module takes the stress out of merging financial reports by a few simple clicks. Email to the Trustees directly from the same screen.
View SlideshowWe provide a comprehensive suite of reports: Income Statement; Balance Sheet; Trial Balance; Levy Roll Report; Budget Variance Report, various Detailed Ledgers and more. Export to PDF or Excel for ease of use.
View SlideshowThis feature allows debtor administrators to make sure that they stay on top of the outstanding accounts. Admin related and other charges, collections commission, cash deposit fee, sms charges and interest in arrears can be viewed and processed here. A letter of demand and final legal handover can be sent all from one tab.
View SlideshowLegal Handovers have never been easier. Create an Attorney user, email them details with one click and let them access and edit the information online. No more paperwork and long trails of emails. All documentation is stored online so both Managing Agent and Attorney to view and edit.
View SlideshowOn demand ability, on all key screens, to Add and Edit tasks and schedule them for email and sms notifications for yourself or other agents in the office. This is an integral element of our website and has extensive, easy to use capability.
View SlideshowFully integrated Notes Recording which allows you to provide a detailed 'paper trail' on each owner. Action Dates can be set for follow up reminders on recorded notes, so you don't forget to follow up any query.
View SlideshowCommunicate with your owners using ad hoc email messages or message templates created and stored in the Message Library for quick and easy, ongoing use, including personalized bulk emailing capability. View entries in the Email History table and choose to receive email reminders for follow up.
View SlideshowSend sms’es to any and all categories of people in your database including your owners, trustees, colleagues and third parties. View entries in the SMS History table.
View SlideshowWe provide a wide variety of tools that include Clear Tables, Task Manager, Docs Viewer, Emails and Email Tracking, Export and Import of Excel spreadsheets, SMS, Backup/Restore and Activity table for you be hands on in the program.
View SlideshowCreate directories and store documents online giving you quick and easy access thereto. This can be used for Lease Agreements, Mandates as well as Utility bills. Give access to the Owners to view and/or download important documents.
View SlideshowWe provide “one to one” training using Skype for talking and sharing of screens to help you settle quickly and easily into using our website. There is also, a comprehensive help section with manuals and other guidelines at your fingertips. Support uses Skype for quick response to any queries that you have.
View SlideshowManaging Agents
Schemes
Users
Units
The initial fee covers the setup of your agency and schemes as well as training on the functionalities of the various features and modules, in CSM.
2 - 5 users
R175 each, per month
6 - 10 users
R150 each, per month
11+ users
R125 each, per month
Unit Transaction Fee - R4.00 per unit, per month, based on the number of units in the scheme. This is NOT a per invoice fee.
The initial fee covers the setup of your scheme and training on the functionalities of the various features and modules, in CSM.
2 - 5 users
R175 each, per month
6 - 10 users
R150 each, per month
11+ users
R125 each, per month
Unit Transaction Fee - R5.00 per unit, per month, based on the number of units in the scheme. This is NOT a per invoice fee.
Hourly rate as stated above, pro rata per half hour
Hourly rate as stated above, pro rata per half hour
250
R0.60 per credit
500
R0.55 per credit
1000 +
R0.50 per credit
I’ve been working on the program for a month now and whilst I only have a handful of schemes on at the moment, I can’t stop raving about this software.
The ongoing changes are also a positive sign that this software will evolve with us and true to your word – “we can customize and make it work for you”.
Can’t believe it took us so long to take this step.
With the recent advances in technology, and the new regulations governing Sectional Title and CSOS, the industry needs to keep pace, and we find that CSM is meeting those needs
After many months of searching for a suitable computer software management package to accommodate our Homeowner Associations and Body Corporates, we found “CSM”, and we are so glad we did.
I have been working on CSM for the past 6 months and am loving it! We were on the Pastel System and I honestly would not go back.
We thought we were operating optimally, until the changeover to CSM. We really had no idea of how administratively challenged we were when comparing our “old back office systems” to CSM.
Stellar Property Management launched in March 2018 with CSM software. The CSM team have been supportive throughout. As a start-up, we relied upon the team for advice and direction. This was forthcoming in every instance; the support team always patient and willing to help.
We have been using CSM for over two years now and have not looked back. It is an impressively user friendly system, resulting in valuable time saved to focus on other pertinent areas of community scheme management.
BCM Trac is a superb accounting package. I especially like the fact that it covers all bases, yet is extremely user-friendly.
I so often receive professional support from you whenever I need it. Thank you for always being so kind and helpful.
I don't always thank you but have a burden this very moment to let you know how I appreciate your help and support.
