Our client, a property management business specializing in rental properties, approached us to develop a custom CRM solution. They aimed to create a streamlined platform that would simplify the management of properties, bookings, and landlord-tenant interactions, while providing a seamless experience for both property managers and tenants. The goal was to build a digital solution that not only improved operational efficiency but also enhanced communication and financial tracking within the property rental business.
Role:
Designer and PM
Industry:
Hospitality Industry
Duration:
22 weeks
Scope
Bespoke is a tailored CRM solution designed specifically for a business that manage properties on behalf of landlords, property owners focusing on maximizing rental income and simplifying the booking process.
This custom CRM streamlines the management of bookings for these rental properties, booking schedules, and financial tracking, all from a centralized, easy-to-use platform.
My Approach
Discovery Phase
Client Consultation: Held in-depth discussions with the property management business to understand their specific needs for managing rental properties, bookings, and landlord-tenant interactions.
Requirement Analysis: Identified key features required for the CRM, including property management, booking systems, financial tracking, and reporting. Defined user roles and workflows for property managers, landlords, and tenants.
Design and Development
UI/UX Design: Designed a user-friendly interface that aligns with the client’s business goals, focusing on ease of use for property managers and landlords to efficiently manage properties, bookings, and financial transactions.
Custom CRM Development: Built a tailored CRM solution with modules for property management, booking and reservation tracking, payment processing, and reporting, allowing the business to streamline operations and automate key workflows.
Data Integration: Integrated external systems, including booking platforms and payment gateways, to provide a seamless experience for tenants and landlords. Ensured real-time data syncing for accurate booking and availability updates.
Testing and Iteration
User Feedback: Conducted usability testing with property managers to gather insights and refine the CRM’s design and functionality based on real-world usage and preferences.
Launch and Ongoing Support
Deployment: Successfully launched the CRM, ensuring all features, including property and tenant management, booking system, and payment integrations, were fully functional.
Post-Launch Support: Provided ongoing support and troubleshooting, addressing any issues and implementing additional features based on user feedback to continuously improve the system's functionality and user experience.
Challenges
Customization Complexity
Ensuring the CRM is flexible enough to cater to diverse landlord and property management needs while maintaining usability.
Data Integration
Integrating various data sources, such as tenant details, booking systems, and financial transactions, into a unified system.
User Access Control
Implementing role-based access control to ensure appropriate permissions for landlords, tenants, and property managers.
Real-Time Updates:
Ensuring real-time booking and availability updates across multiple platforms, preventing double bookings and inaccuracies.
