Property and contact records
Link property records with the relevant landlord, tenant, applicant or contractor using the selected property platform and supported CRM connections.
For estate and letting agencies, property managers and facilities teams handling enquiries, portfolios, occupiers and maintenance.
Improve enquiry follow-up, property onboarding, maintenance handovers and portfolio reporting. Consultancy establishes the process and responsibilities; software supports the selected parts of the customer journey.
An enquiry or maintenance request reaches the right person, with the property, next action and status recorded.
Select the tools that support the agreed process. They are separate from the consultancy programme and subject to platform fit.
Link property records with the relevant landlord, tenant, applicant or contractor using the selected property platform and supported CRM connections.
Log requests, allocate contractors, record progress and organise inspection actions. Connect property operations may fit parts of this workflow.
Connect enquiry capture, viewing bookings and approved follow-up messages to the sales or lettings pipeline.
Track key dates, request documents and prompt the responsible person to review certificates or renewals. The record supports the process; it does not certify compliance.
Property portal feeds, tenancy agreements, client money accounting and rent reconciliation need specialist products and a separate compatibility check. They are not represented as native Connect features.
Explore the full software offeringAgree a maintenance triage process, ownership and the updates customers should receive.
Configure request capture, property references, contractor routing and status messages.
Provide the agreed property tools, reminders and support, with usage and scope stated.
An example of how the services can be combined, not a client case study. Setup fees, monthly subscriptions and any provider usage charges are confirmed before work starts.
Describe what you want to improve. We’ll help you identify the right programme and explain the scope, timetable and fee.
growth@tifa.co.uk ↗