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Customized a CRM for a Tenant Referencing Services Company to Make it More Advanced_Web Banner.webp

Success Story

Services:
  • Platform & Integrations
  • Customer Relationship Management (CRM)
  • Technology Solutions

Cybage Customized a CRM For a Tenant Referencing Services Company to Make it More Advanced, Accurate, and Convenient

Software & Hi-Tech
Posted On: 22 March, 2024

About the Client

  • UK's leading tenant referencing company with over 20 years of industry experience.
  • Provides the most comprehensive range of products and services to letting agents across the UK.
  • Provides referencing services to residential lettings market.
  • Plans to expand into the residential lettings market, serviced office environment, and referencing for recruitment agencies.

Business Needs

  • Providing a progressive tenant referencing system for letting agents with unrivalled efficiency, accuracy, and reliability as prime objectives
  • Help letting agents and tenants efficiently track and manage all their tenant reference reports online

Solutions

  • Customized the MS CRM 2013 offering one of the most advanced, accurate, and easy-to-use referencing workflow system for prospective tenants and guarantors
  • Built comprehensive reporting features in the CRM system to present background check reports in simple, detailed, and easy-to-read formats
  • Developed flexible and powerful features in the CRM system with the help of integrated tools to make it user-friendly
  • Enhanced the CRM system’s user interface (UI) to make it fluid and user-friendly with a unique look and feel
  • Implemented a fast, simple, and secure online reference check application submission process to enable the applicants and the letting agents complete the background check application seamlessly
  • Implemented a quick-invoicing functionality in the CRM system

Business Impact 

  • Optimized CRM user experience by developing a user-friendly UI
  • Reduced entry level errors and liabilities by building fast, simple, and secure online application submission process
  • Enhanced user data security through the implementation of a reliable and secure MS CRM
  • Expedited and simplified online invoice generation for any billing period
  • Enabled agents to make informed decisions due to the comprehensive and easy-to-read reports
  • Boosted user insight into tenants’ rent affordability and saved time before submitting a rental application

Technology Stack

Customized a CRM for a Tenant Referencing Services Company to Make it More Advanced_Tech stack.webp
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