Property CRM Case Study


Our client provides property management services for individual tenants and landlords alike. They provide a very personal service focusing on creating a suitable environment for every tenant, which leads to very high occupancy rates.


The Brief

Our brief was to create a website to market and showcase their services, but more importantly, a CRM system that could manage their growing database of clients. The CRM had to deal with new inquiries and client records and keep confidential records to ensure the business met professional standards.


The Solution

The client had numerous spreadsheets and other software applications. By incorporating these spreadsheets and applications into the CRM, the client managed the whole tenant process more effectively. Applications would be imported directly into the CRM; tenants could see records of their payments and any other property information on a 24/7 basis.

The website provided the critical elements for the two very different demographics, tenant sales and management and landlords looking for an agency to manage their properties.
With a strong focus on mobile solutions, the website utilised client portals to provide easy application processing and live account information whilst lowering the client's time requirement.

Landlords typically require more analytical information such as occupancy rates, rental arrears, maintenance costs and development progress reports.
By providing them with a direct portal, the client could offer this information without lengthy phone calls and the need for creating accounts.



By creating a complete workflow from initial enquiries through the sales funnel to the management of a property, the client has saved hundreds of hours of management time each month. Now prospective clients can see then manage online their property transparently, thereby developing trust in the client.

Landlords can also access the critical information they need to manage their properties when they need to, even out of office hours.

By developing a unified platform, the client can process and manage more clients. At the same time, they ensure their team process every agreement according to the industry best practices and legal requirements.


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