sparkgritLet’s talk
Menu
← All work

Full bespoke CRM · Project 02

SCOOBY

A complete CRM built around the day-to-day work of a small housing charity.

Client
A small housing charity
Type
Secure multi-user CRM
Status
Live, staff login only
The SCOOBY dashboard showing housing, service and move-on information.

The awkward bit

What needed to change.

Generic housing software was too large and too rigid. Information was spread across different places, and getting a reliable view took too long.

One bespoke CRM shaped around the charity: referrals, residents, stays, properties, rooms, casework, repairs, compliance, payments, donations and reporting.

The result

A job that used to take a month can now be completed in minutes.

How it works

Simple on the surface. Thought through underneath.

  1. 01

    The system follows the charity’s real process from referral through a person’s stay and move-on.

  2. 02

    Teams can see the work they need without navigating a system designed for a much larger organisation.

  3. 03

    Dashboards and reports turn live operational records into information the organisation can use.

SCOOBY modules for properties, repairs, compliance, payments and donations.
Record-level information is permanently obscured.

At a glance

  • One shared CRM
  • Housing and casework
  • Repairs and compliance
  • Useful reporting

Have an awkward process of your own?

Tell us how it works now. We will help you see what a simpler version could be.

Start the conversation