ZOHO Social Housing CRM

TRANSFORMING SOCIAL HOUSING WITH THE I4H-ZOHO CRM

At i4H, we understand that great service delivery in social housing relies not only on people and policies but also on the tools used to support them. That’s why we partnered with Zoho Corporation, a global leader in cloud-based software solutions, to bring you the CRM platform built specifically for the unique needs of the social housing sector.

This wasn’t about adapting an off-the-shelf product — it was about building a solution from the ground up that reflects the real, on-the-ground challenges faced by housing providers, staff, and most importantly, residents.

HOW THE PARTNERSHIP CAME ABOUT

Our collaboration with Zoho began with a shared vision: to modernise resident engagement and operational delivery through intelligent technology. From the outset, we wanted to bridge the gap between housing organisations and the rapidly evolving expectations of tenants.
Conversations with providers revealed the same frustrations again and again — fragmented systems, slow manual processes, and a lack of real-time visibility.

So, rather than continuing to rely on outdated and inflexible systems, we brought together Zoho’s technical expertise and i4H’s housing insight to co-create a bespoke CRM designed around the sector’s needs.

CHALLENGES THE CRM WAS DESIGNED TO SOLVE

Social housing is complex. Providers are responsible not only for property management but for supporting residents, often in vulnerable or high-need situations. The CRM had to be intelligent and flexible.

Here are just a few of the challenges our CRM addresses:

• Disjointed Data Systems: Many housing associations rely on multiple legacy systems that don’t communicate with each other. This slows down case handling and makes it difficult to see a full picture of resident needs. The CRM consolidates data into a single, unified platform — improving speed, accuracy, and collaboration.
• Inefficient Workflows: Repairs, complaints, lettings, arrears, and ASB cases are often handled via spreadsheets or outdated portals. Our CRM introduces streamlined, automated workflows, reducing manual effort and enabling staff to focus on delivering real value.
• Lack of Resident Insight: Without joined-up data, it’s hard to spot patterns — like tenants repeatedly reporting similar issues or being at risk of arrears. The CRM includes AI-driven dashboards and predictive analytics that allow providers to anticipate and prevent problems before they escalate.
• Regulatory Demands: With growing pressure from the Regulator of Social Housing on accountability and service standards, organisations need real-time reporting and audit trails. The CRM is designed to meet these requirements, ensuring full transparency and compliance.

WHAT MAKES THIS CRM DIFFERENT?

This isn’t a generic CRM with a few housing features bolted on. It’s a sector-specific platform designed in collaboration with housing features bolted on. It’s a sector-specific platform designed in collaboration with housing professionals, with features shaped directly by frontline feedback.

Key features include:

• Resident 360 – A complete view of every resident interaction, from rent payments to support needs.
• Integrated Case Management – From repairs to safeguarding, staff can manage cases end-to-end in one place.
• AI-Enhanced Analytics – Real-time dashboards offer insights into team performance, emerging risks, and service delivery trends.
• Mobile-First Design – Built for staff on the go, whether they’re on estate walkabouts or home visits.
• Automation Tools – Reduce admin with automated reminders, escalations, and workflow approvals.
• Customisable Modules – Every provider is different. The CRM can be adapted to reflect each organisation’s structure, priorities, and service models.

We’re continuing to work closely with clients to roll out the CRM.. Every deployment is a learning opportunity, and we’re proud to evolve the platform even further with our sector partners. If you’re a housing provider looking to streamline operations, strengthen resident relationships, and prepare for the future — this CRM was built for you. Contact us for a demo or a consultation on how the i4H-Zoho CRM could transform your housing services.

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