Customizable CRM Solutions for Social Housing
Enhance your social housing operations with pre-configured CRM solutions from Esuasive. Built on Dynamics CRM Online, these solutions offer extensive functionality including business intelligence, housing development, tenant accounts, and more. Integrated with HMS and available on G-Cloud, Esuasive CRM for Social Housing provides a comprehensive platform for managing properties, engaging customers, and streamlining operations.
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Presentation Transcript
CRM for Social Housing Colin Weaver Esuasive 04/07/2025 1
About Esuasive Cloud solutions, leading with CRM Strong partnering ethic Customer value through IP Invested in Social Housing CRM Fully functional, ready to run BUSINESS INTELLIGENCE HOUSING DEVELOPMENT TENANT ACCOUNTS MARKETING & SALES PORTALS ASSET PROPERTIES CASES MANAGEMENT SOCIAL CUSTOMERS PARTNERS ENGAGEMENT RESPONSIVE REPAIRS ACTIVITIES INTEGRATION HOUSING MANAGEMENT SYSTEM MOBILE WORKING PROCUREMENT FINANCE & HR SYSTEMS 04/07/2025 2
About CRM for Social Housing Built on Dynamics CRM Online Pre-configured, but Extensible, customisable Integrates with HMS Standard + Extended editions On G-Cloud 7 & 8 BUSINESS INTELLIGENCE HOUSING DEVELOPMENT TENANT ACCOUNTS MARKETING & SALES PORTALS ASSET PROPERTIES CASES MANAGEMENT SOCIAL CUSTOMERS PARTNERS ENGAGEMENT RESPONSIVE REPAIRS ACTIVITIES INTEGRATION HOUSING MANAGEMENT SYSTEM MOBILE WORKING PROCUREMENT FINANCE & HR SYSTEMS 04/07/2025 3
Esuasive CRM for Social Housing: Pre-configured functionality BUSINESS INTELLIGENCE HOUSING DEVELOPMENT TENANT ACCOUNTS MARKETING & SALES PORTALS ASSET PROPERTIES CASES MANAGEMENT SOCIAL CUSTOMERS PARTNERS ENGAGEMENT RESPONSIVE REPAIRS ACTIVITIES INTEGRATION HOUSING MANAGEMENT SYSTEM MOBILE WORKING PROCUREMENT FINANCE & HR SYSTEMS 04/07/2025
Pre-configured functionality CASES PROPERTIES BUSINESS INTELLIGENCE HOUSING DEVELOPMENT Neighbourhood cases ASBs Complaints Repairs Voids Mutual Exchanges Staircasing Insurance claims Health & safety Occupants Blocks Estates Estate inspections Development schemes Applications Sales & lettings TENANT ACCOUNTS MARKETING & SALES PORTALS ASSET PROPERTIES CASES MANAGEMENT SOCIAL CUSTOMERS PARTNERS ENGAGEMENT INTEGRATION RESPONSIVE REPAIRS ACTIVITIES INTEGRATION ACTIVITIES Document scanning Telephony Self-service portals Third-party providers Repairs Suppliers Managing agents Systems - Housing Management - Finance - Procurement HOUSING MANAGEMENT SYSTEM Tasks Appointments Emails SMS Letters Social MOBILE WORKING PROCUREMENT FINANCE & HR SYSTEMS CUSTOMERS Applications Occupancy Third-party authorisations Individual alerts TENANCIES Account status Arrears status 5 04/07/2025
Why Esuasive CRM for Social Housing? Our approach Technical expertise Accelerated delivery PoC > Pilot > Build phased as required Agile SureStep Customisation through configuration Transition to in house or tailored support Click Dimensions ADX Portals Dynamics CRM Online SharePoint Power BI Microsoft Cloud: Azure, O365 04/07/2025 6
Demo BUSINESS INTELLIGENCE HOUSING DEVELOPMENT TENANT ACCOUNTS MARKETING & SALES PORTALS ASSET PROPERTIES CASES MANAGEMENT SOCIAL CUSTOMERS PARTNERS ENGAGEMENT RESPONSIVE REPAIRS ACTIVITIES INTEGRATION HOUSING MANAGEMENT SYSTEM MOBILE WORKING PROCUREMENT FINANCE & HR SYSTEMS 04/07/2025 7
Takeaways Pre-configured, fully-functional solution Exploits Dynamics CRM standard functionality Easily adaptable and extensible Prefer configuration to customisation avoids expensive rework Fidelity to roadmap protects investment Accelerated delivery, cost effective support 04/07/2025 8
