- SOLUTIONS
CRM
ERP
What's New
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Download the brochure for a full overview of features and more information.
Intelisense CRMS creates a structured digital record that brings together the information required to manage the Crisis and Resilience Fund safely, compliantly and effectively.
Access a single, secure record that brings together every application, funding, assessment and support interaction, giving teams and partners the full context needed to support each Resident effectively.
Connect crisis payments, housing payments, resilience services and partner activity around one Resident record. Teams can see every application made, every award given and every outcome recorded across the life of the fund.
Manage the entire Resident journey through one connected platform, helping council teams and delivery partners coordinate referrals, support plans and financial aid with greater efficiency.
Replace manual tracking, email-based partner updates and spreadsheet-based fund administration with structured processes and automated workflows. This gives teams more time to focus on Residents rather than administration.
Maintain full visibility of what each support partner is doing, how much of their allocation they have spent and what outcomes they are achieving without losing governance or audit control.
Partners record support activity, log resilience outcomes and raise financial aid cases directly in their portal. The council reviews, approves and tracks every financial decision within the CRM before a payment is made.
Capture the data required for every DWP MI return table at the point of entry, so the six-monthly submission is always ready — not rebuilt from scratch at the deadline.
Every structured field in CRMS maps directly to a DWP MI return table. The MI compliance dashboard mirrors Tables 1–30 in real time, flags incomplete mandatory fields and supports the Section 151 Officer sign-off workflow.
Monitor fund performance through real-time dashboards that provide greater visibility of spend, SLA compliance, partner activity and Resident demographics across every CRF strand.
Give caseworkers live SLA tracking, give finance teams a real-time spend breakdown by strand and partner, and give leadership a clear view of volumes, outcomes and demographic reach — at any point in the reporting period.
Maintain a complete and auditable record of every decision, approval, payment and communication to support governance, DWP oversight and internal accountability.
Record every eligibility decision, financial aid approval, disbursement and outcome against the relevant Resident or case. This supports the council's obligations under the CRF grant conditions, DWP data-sharing requirements and UK GDPR.
Transform structured fund data into reliable reporting that supports confident decision-making across programme managers, finance teams, elected members and the Section 151 Officer.
Connect with Microsoft Power BI, Power Automate, SharePoint and the wider Microsoft 365 ecosystem to create a scalable foundation that evolves with the fund and with the council's wider digital strategy.
Access Resident information quickly, review application history, check SLA status, record assessment decisions and create warm referrals into resilience services all within a single structured interface.
Monitor team workloads, identify SLA breaches, review repeat applicants and manage case assignments using real-time operational dashboards.
Receive referred Resident record support activities, log resilience outcomes, raise financial aid cases and view remaining CRF allocation through a structured partner portal without direct access to the council's internal CRM.
Track spend by strand, by partner and by demographic group. Review financial aid approvals, monitor partner allocation drawdown and extract structured data for the six-monthly DWP MI return.
Gain a clear view of programme performance spend, volumes, outcomes, partner activity and Resident demographics through executive dashboards without needing to access case-level records.
Receive timely decisions, clear communications, accessible support across multiple contact channels and an optional feedback survey that helps the council improve services for future residents.
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