ContactBuilder: The Complete Solution for Housing Associations

Posted by ContactBuilder on 10th December 2021 -

We know that as a housing association you have many of the same needs and requirements as a housebuilder. You need to track sales leads, have the ability to communicate with potential buyers as well as current tenants, an area to process reservations, and a full reporting suite. You need the capability to fill out application forms for your prospective purchasers or for them to do it themselves, and the ability to process payments. 

With such a wide-ranging set of requirements, these are often spread across a variety of systems and applications that are not able to be integrated. We understand that this can make your job more difficult, time consuming and lead to unnecessary stress for you and your team. Tasks get missed, SMS and emails are delayed, processes aren’t followed, and reporting on your data becomes a struggle.

That’s where ContactBuilder comes in. Not only are we the leading lead-management system specifically designed for the house building sector, our cloud-based system is an intuitive, user-friendly customer relationship management (CRM) system that can be accessed from any internet enabled device. We have put every feature and function you could need in one place. Arrange a demo today to see just what we mean. 

We’ve got the housing association process sorted from start to finish.

Our customer portal module, a branded portal for your potential buyers and current owners gives access to all the information they need throughout the buying process and the additional steps needed to facilitate a shared-ownership purchase. 

For applications, there are online forms to make the process quicker and easier - whether that is a standard application form, a staircasing form or another customer form, our applications module works seamlessly with the rest of the ContactBuilder system and the customer portal module. This allows your team and your buyers access and updates within the system to keep all parties in the loop. Once the application is completed a predefined workflow can be applied, ensuring all of your tasks are finished. 

Payments and charges are a required function for you and many payment gateways don’t allow direct integration with your CRM system. Our automated online payment module ensures you are GDPR compliant and allows you to collect payments safely and securely. Our system also allows you to design specific payment plans for each buyer, and can send out automated reminders for upcoming or overdue amounts.

ContactBuilder ensures that your buyers’ experience is seamless and easy, our customer journeys module can help you save time by automating some of your key emails when specific steps along the journey are completed. Via the use of HTML email templates, you can create branded emails for key trigger points such as checks being completed after application or contracts being exchanged. 

And to top it off, if you’re looking for help with your aftercare, or are already using an aftercare software package like Clixiflix, we have that covered too. Our support tickets module is a system that can be added for the reporting of snags or any other issues, including the option to upload photos. This information can be passed onto the relevant contactor or developer and gives you a record for the buyers’ contact profile, all kept safely in one place. 

Contact us via email: [email protected] or call: 07881378870 for more details