From Excel Sheets and Paperwork to a Unified System of Business Processes, CRM, BI, and Service Management
What Was Not Working Before Implementation
Project Goal
- No digital database — everything stored in folders and paperwork
- Clients, apartments, and payments were not connected
- Coordinators, accounting, and service departments worked manually
- No clear visibility of available units or apartments under maintenance
- Owner-related data was collected manually
- Excel-based workflows — vulnerable, slow, and difficult to scale
What did the client request?
“Create a unified platform for managing properties, tenants, employees, service requests, and reporting for all business participants — with integration into 1C and BI systems.”
How we solved the task
step by step
step by step
Step 1
CRM and Property Database Setup
- Basic sales funnel for the contract department
- Database of apartments, service requests, and parking spaces
- IP telephony integrated with the customer profile
Result
Digital visibility of all processes — from the first call to payment.
Step 2
Creation of an Apartment Database with Status Tracking
- Ready for rental
- Pending confirmation
- Rented out
- Unavailable, maintenance in progress
Additional features implemented:
- Apartment inventory management
- Linking property assets to contracts
- History tracking for each property
Result
Complete tracking for every property and inventory management without unnecessary spreadsheets.
Step 3
Service and Operational Infrastructure
Organization of department workflows:
- Contract department: leads, property viewings, payments, document scans, transfer to 1C
- Service department: requests, on-site visits, issue resolution
- Coordination department: staff assignment and communication
- Accounting department: automated payment tracking and electronic document management
- HR department: employee movement and shift management
- Messengers and calls: CRM integration
Result
An end-to-end workflow was built across all departments — everything managed in a single interface.
Step 4
BI Reporting and Analytics
Tools implemented:
- BI configurator tailored to the owners’ requests
- Interactive property maps
- Reports for business stakeholders (two founders)
- Tracking of debtors and overdue payments
Result
Management became transparent and predictable, with analytics доступible in just two clicks.
Project Results
500+ properties, each with a complete history
Full transition to a cloud-based platform
Telephony, messengers, and electronic document management — all in one interface
Applications are processed 50% faster
Founders and executives have full access to analytics
The system is ready for expansion into other regions
Project Technology Stack
It’s time to create a platform that works for you.