1. Housing application Presented by Phil Callaghan MD Caltech CRM

2. Caltech CRM Overview Providing CRM systems since 1999
Specifically Microsoft Dynamics CRM since 2005
Housing application - 2 years in development working with Omfax
6 housing sites and counting…. more than 60 in total
Each new site expands on what has already been created
Your team can create new functionality – no need to use us at every turn
We only implement using Microsoft Dynamics Sure Step methodology

3. Modular format Purchase what you need Expand the system as required
On premise or hosted
Full relational database
Links to other software providers
Omfax – Scripting software
Scheduling software
Full API

4. Accessibility Accessed through either:
Web client either https/ http/ Citrix
Outlook
Mobile devices
iPhones, iPads, etc.
All documents can be accessed through CRM or SharePoint

5. Features Universal Search Scripting Tenants Workflows Contacts Rents
Properties
Complaints
Contractors
Appointments
Repairs
Full activity log
Enquiries
Dashboards
Marketing
Reporting

6. Universal Search Search for: Tenants Properties Contacts
Repairs - open and closed

7. Tenants Full tenant history inc. Rents Tenant information
Occupant information
Gas service information

8. Contacts Full personal information including: Tenancy history
Repairs/ Enquiries/ Complaints
All activity data
Warning data
Scripting
Missed appointments

9. Properties Full property information from QL-x Repairs Scripting
Asset details
Google maps
Defects periods
Any other information as required

10. Contractors Full list of contractors details and specialisms
Sorted by area & Post Code
Repair status
Feedback on repairs
Contractor repair history
Full SOR budget reporting

11. Repairs/Enquiries / Complaints
See the status of every repair/ enquiry/ complaint
Full auditable history
Use workflow to escalate
All repairs, enquiries and complaints linked to properties and contacts
Use the comprehensive “Campaign Management Suite” to send out surveys

12. Repairs Full SOR information linked to each repair
Budget tracking against SOR
Repair scheduling
Contractor assignment
Preferred times and escalation

13. Marketing Easily create targeted marketing lists
, letter and phone campaigns
Third party applications available for reads/click-throughs /deletes
Create customer satisfaction surveys
Event management

14. Workflows Uses the Microsoft Workflow engine
Can be used simply or nested with child and parent workflows
Simple to create
Can be run automatically or “on demand”

15. Scripting Use “out of the box” dialogs but quite limited
We have used Omfax scripting on 5 sites
Can be as complex or as simple as required
Fully integrated into CRM
Task management dependent upon answers to scripts
Pre populated scripts
Fully customizable

16. Dashboards User definable dashboards Based on “advanced finds”
Easy to configure and manage
Can show detail by user, by group, by organisation
Updated automatically
Drill down into source data

17. Reporting Full reporting functionality
Create screens then data dump into Excel
Use dynamic pivot tables to update data in Excel
SQL Reporting Services Reports embedded with the application for complex multi entity reporting requirements
SQL reports automatically sent as needed

18. Security Uses Active Directory log on
Full security entity allowing/ not allowing access to every field in the system whether read only – read write access or completely hidden
Uses JavaScript to “hide/show” items on a screen

19. Data QL-x API access? SQL access?
What is the quality like of your data?