MiHaven, an NDIS housing provider, was tracking rooms, entitlements and contracts across spreadsheets and Monday.com with no unified reporting. Relevate built a custom Zoho CRM with SDA-specific data fields, migrated existing data, and trained all 10 users, giving MiHaven a central hub for stakeholders and pipeline visibility.
THE CHALLENGE
MiHaven is a NDIS housing provider that wanted a solution to track and manage the builds and the rooms that were supplied to people in need of care. They were struggling to bring together spreadsheets and disconnected systems to get the data and reporting to run their business effectively. The goal was to provide better care to residents while maximising returns for investors. This meant tracking complex layers of room types, NDIS entitlements, contract renewals and vacancies.
THE SOLUTION
CRM Build-Out
- Customised fields for SDA-specific data capture
- Sales pipeline configuration with defined stages and probabilities
- Integration of URL links to external platforms for seamless navigation
Data Migration & Setup
- Transferred existing data from Monday.com and spreadsheets into Zoho CRM
- Implemented lead capture website forms embedded directly into the CRM
- Fully integrated email system to centralise communication
User Enablement
- Conducted tailored training sessions for all 10 users
- Provided onboarding documentation to facilitate continued use
- Built workflow automation to support MiHaven’s internal processes
THE OUTCOME
Following the implementation, MiHaven experienced a marked improvement in operational efficiency. The team gained better visibility into their sales pipeline, reduced manual data entry and automated several time consuming reporting. Staff adoption was high thanks to the tailored training sessions and MiHaven now uses Zoho CRM as a central hub for managing stakeholders and tracking EOIs.
This project successfully transformed MiHaven’s fragmented system landscape into a unified, scalable CRM solution, aligning with their growth and operational goals.
If your organisation is facing similar challenges or is interested in exploring digital transformation, email us how we can help you achieve your goals.
