UK Property Management Firm

Sector: Property Management & Lettings

Focus: Process Automation, CRM Integration, Efficiency

The Problem

The company faced high overheads, inefficient invoicing, and manual rent collection. Admin staff spent hours reconciling accounts and chasing payments, frustrating both landlords and tenants.

Our Solution

We built a fully automated property and lettings management system to eliminate manual work and improve customer satisfaction.

Key solutions included:

• Lettings Automation:

• Online scheduling for appointments

• Centralised CRM to track lettings opportunities

• Automated workflows for forms, follow-ups, and alerts

• Rent Collection: Integrated with accounting software to automate payment reminders and reconciliation

• Expense Tagging: Created a tagging system linking expenses to specific properties for instant invoicing

• Reporting: Delivered landlord dashboards with real-time property data

The Outcome

• Saved 20+ admin hours per month on invoicing and rent collection

• Cut late rent payments by 40% within first 2 billing cycles

• Reduced risk of vacant properties

• Improved landlord and tenant satisfaction scores

• Enabled staff to focus on growth and service quality

“We were wasting hours chasing rent and sorting payments. Now it’s all automated and I can see the numbers clearly. It’s freed us up to actually grow the business instead of just doing admin.”

– Director, Property Management Firm