CRM & Customer Portal

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CRM & Customer Portal

Technology you can rely on

Our CRM solution provides a seamless way to manage housing and tenant communications, bringing together an integrated contact centre, modern customer service tools and a customer portal built on Microsoft Dynamics 365 and Power Apps. Designed specifically for the housing sector, it eliminates synchronisation delays and data transfer issues to create a smooth, consistent experience for customers, staff and tenants. Cloud based and ready to deploy, the platform offers predictable costs, long term support and a secure, easy to use foundation that can grow with your organisation.

Integrated contact centre

All communications are brought together in one place, including voice, email, SMS, live chat, and social channels. With AI powered summaries and chatbots, teams can quickly understand context across conversations, manage interactions more efficiently and provide faster, more consistent responses.

Customer Satisfaction

Teams can manage outbound campaigns, surveys, and satisfaction tracking while being supported by built-in knowledge tools and clear vulnerability or risk indicators. You can use tools such as Microsoft Fabric to identify trends and trigger alerts, supporting proactive action and early visibility of risk or vulnerability.

Flexible self-service

The self service portal gives customers easy access to services at a time and place that suits them. Built on the same database as the core system, it can reflect any process end to end, while remaining highly customisable and can be themed to align with existing branding and marketing suites.

Our approach

Efficient resident communication under one system

To provide the level of service residents need and expect, Housing Providers need innovative and modern technology that supports them. Esuasive's Microsoft-based CRM solution enables first-time problem resolution. 

With a unified database that’s a single point of reference between the CRM and customer portal, the CRM system provides a comprehensive "single view" of tenant information, along with integrated multi-channel communication capabilities. Using Microsoft Power Pages, the customer portal is designed to suit the unique needs of housing providers, their teams and their residents. The self-service portal capabilities allow tenants to raise, view, and manage their own service requests independently, making management more efficient for housing teams.

Immediate data visibility

Complete communication history captures every tenant interaction across all channels, whilst AI summaries provide quick overviews of recent tenant communications without the need to review detailed records.

Smarter operational performance

A single source of truth which consolidates all tenancy information in one location, with visual alerts for critical account information of tenants. Features like queue management and automated routing reduce delays further.

Complete audit clarity

A full audit trail provides necessary documentation for regulatory reviews and internal quality assurance processes. A detailed history of documentation supports case resolutions when disputes or issues arise with tenants.

Simplified accessibility

Multi channel communication options include phone, email, SMS, web chat, Facebook Messenger and WhatsApp, giving tenants simple and flexible ways to engage. Built with tenant uptake in mind, the portal focuses on usability and accessibility, with screen reader compatibility and integrated accessibility tools across all devices.

Multi-language support

Designed to accommodate residents through a multi language portal and CRM, including Welsh, with the flexibility to use custom manual translation packages to ensure key information and services remain clear and accessible.

Specialised security

Secure control of tenant access with Microsoft backed authentication and role-based permissions, ensuring residents only see appropriate information while portal features adjust automatically to their status.

Quick answers

Answering frequently asked questions

Testimonials

“They took time to understand exactly what we wanted and adapted the system to our specific needs. It felt like a true partnership; they listened, adapted, and guided us throughout.”

Jane Harrison
Finance Director
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"The ease with which we can make changes to or extend the core Esuasive system has been something of an ‘eye opener’ for the team here – especially when we compare it to the way things were before with our previous HMS provider."

Neil Jones
Director of Business Change at Trivallis
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“Thank you for your part in helping us launch our new housing management system in June. The launch has been very successful and a big milestone in our efforts to improve service quality and accountability to tenants.”

James Francis
Chief Executive Officer at Saffron Housing Trust
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"Jeremy engaged with us in a professional and efficient manner (as well as being very approachable). He managed to schedule our work in amongst his other demands and delivered quickly and without fuss."

Paul Wells
CDS Co-operatives

“I just wanted to thank you sincerely for the support that you have given to me in my role here at Moat. I really appreciate the hard work of your team at Esuasive on the various projects we have completed together.”

Daniel Johnson
Director of Information Systems at Moat

Related

We offer a whole range of solutions

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