LLP CRM implements a claims management solution for Vivus residential projects
Vivus, a company specializing in apartment construction, has expanded its existing CRM system built on Microsoft Dynamics 365 platform with a claims portal solution. The new portal covers the entire claims management process for apartment owners, representatives of the Unit Owners Association and technicians on the developer´s side in case the defect was discovered before the apartment was handed over to the new owner. All communication regarding claims takes place through a client web portal connected to the CRM system.
Automation processes set up in the CRM system monitor and notify relevant users about expiring claim deadlines, manage approval processes and move deadlines. All user management and their login data are also a part of the automation. The system automatically performs various steps during a specific action in the apartment sales cycle. The user interface is highly intuitive, contextual help is available to users directly in the portal, and administrators can easily update this help directly in the interface.
Benefits & innovations:
Vivus no longer has to pay for third-party software (cost savings).
The system is completely managed from the CRM system.
Vivus managers can actively enter the system to see every step of the claims lifecycle.
The data includes images, videos and other claim documentation available directly in the system.
The system contains a number of automations for unit claims periods (after which the claim cannot be accepted), as well as the approval process, deadline postponement, etc.
Before entering claims, the system checks whether the claims category corresponds to a specified room or a common area.
User management and automated support for portal data login distribution to users.
The system is used by Vivus managers and dozens of claims technicians from its subcontractors. There are also thousands of apartment owners and representatives of the Unit Owners Association who can access it through the web portal.
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