Client success
Cosy Homes in Lancashire is a council-backed scheme that helps make homes more energy efficient.
It provides free energy advice and grants for heating, insulation and renewable technologies to keep Lancashire homes warm.
Since launching in 2014 with 13 local councils, Cosy Homes has secured over £80 million to support residents.
Before the CRM, some of the services and applications were managed through spreadsheets.
Not only was this a manual task to keep updated, but it also sometimes resulted in duplicated work, the potential for human error and a lack of traceability.
Cosy Homes in Lancashire needed a bespoke CRM that managed applications from customers and supported them with the management of the scheme.
We developed a bespoke CRM which includes:
“We needed a CRM to help organise applications from Lancashire residents and structure our internal processes.
We had a really professional service with Bespoke from start to finish. They listened to our operations and requirements and developed a bespoke CRM that meets our needs.
We continue to meet with Bespoke to develop the CRM as we continue to grow and support more Lancashire residents with a range of home upgrade schemes.
We would 100% recommend the Bespoke team for any businesses looking for a new CRM."
“Working with Cosy Homes in Lancashire on their CRM allowed us to help them streamline their processes and work more efficiently.
It was of great benefit to understand their business at a granular level, enabling us to build an intuitive, user-focused CRM. It is an ongoing development project which allows us to continue working collaboratively with the Cosy Homes team to implement further changes and build on our initial foundation to keep adding value to the CRM.
We have thoroughly enjoyed working with the team and have built a trusted partnership which we hope will long continue."
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