Industry Accelerator
Purely CRM leverages Microsoft Dynamics 365 and Power Platform to streamline housing program processes. Its Housing Development Accelerator automates applications, approvals, and case management, replacing manual tasks to support efficient program management and accelerate housing growth.
Empower citizens and applicants with a user-friendly mobile and desktop portal to submit funding, loan, or grant applications.
Enhance the efficiency and accuracy of your intake and evaluation processes with AI-driven workflows.
The Client Contact Card centralizes all applicant data, offering a comprehensive view of each case.
Replace manual processes like emails and spreadsheets with automated solutions to handle high-volume applications and reporting needs.
Leverage real-time insights with custom dashboards and reporting tools to monitor key performance indicators.
Ensure every housing project is finalized efficiently with automated close-out processes. Validate final documentation, update land records, and generate comprehensive reports.
Our Housing Development Accelerator framework and apps are based on Microsoft Dynamics 365 and Power Platform. The goal of implementing a custom portal and set of business applications is to support your teams ability and capacity to expedite your Housing Program’s self-serve applicant submission process, intake and document review process, citizen/applicant case management, and the eventual project close-out processes within your government or non-government organization.
Harnessing the power of Microsoft Dynamics 365 and the Power Platform, our development team has created a comprehensive framework and reusable design to build a public-facing self-service portal in support of your Housing Development program. This portal (Mobile and Desktop) enables citizens to submit applications apply for funding, loan or grant incentives. Automated processes and AI help to validate documents to allow your team to scale effortlessly in support of these new planning and development initiatives, action plans, and allocation programs.
See a sample wireframe used within our Accelerator. (left/above)
Powered by Dynamics 365 and the Microsoft Power Platform, our advanced workflow and AI accelerates the evaluation and approval of housing development projects by automating the intake process, and populating relevant fields reducing manual inputs. Internal Service Agents are notified of each new application, and are guided through steps to assess the submitted documents, increasing the accuracy and compliance of your applicant evaluation process.
See a sample wireframe used within our Accelerator. (left/above)
Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Intake Service Agent Workflow Accelerator
Powered by Dynamics 365 and the Microsoft Power Platform, our advanced workflow and AI accelerates the evaluation and approval of housing development projects by automating the intake process, and populating relevant fields reducing manual inputs. Internal Service Agents are notified of each new application, and are guided through steps to assess the submitted documents, increasing the accuracy and compliance of your applicant evaluation process.
See a sample wireframe used within our Accelerator. (left/above)
Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Intake Service Agent Workflow Accelerator
Powered by Dynamics 365 and the Microsoft Power Platform, our advanced workflow and AI accelerates the evaluation and approval of housing development projects by automating the intake process, and populating relevant fields reducing manual inputs. Internal Service Agents are notified of each new application, and are guided through steps to assess the submitted documents, increasing the accuracy and compliance of your applicant evaluation process.
See a sample wireframe used within our Accelerator. (left/above)
Have question?
Reach out to our representative
Steve Ewing, Vice President
