KEY INTEGRATIONS
Most residential developers and housing associations already run a CRM, whether that is Salesforce, Dynamics 365 or a sector-specific system. It manages your customer interactions: enquiries, reservations, communications, complaints.
What it does not manage is the evidence.
A CRM does not validate whether the documentation for Plot 47 is complete against your compliance checklist. It does not confirm whether the home demonstration was signed off with photo evidence. It does not tell you whether the warranty certificate was issued and read by the buyer. It does not give your board a portfolio-level view of which sites have outstanding document gaps three weeks before a high-volume completion period.
Guided Home sits alongside your CRM as the assurance layer. Your CRM continues to manage the customer relationship. Guided Home manages the governed record of the asset: the documentation, the inspections, the defects, the handover evidence. It surfaces compliance risk before it becomes a dispute.
The two systems serve different purposes. Where integration is required, Guided Home connects to Salesforce and Dynamics 365 through the Defect Connectivity Hub, so your teams are not duplicating work across systems.
Questions
A CRM manages customer interactions for residential developers and housing associations, including enquiries, reservations, communications and complaints.
No. Guided Home sits alongside your CRM as the assurance layer. Your CRM continues to manage the customer relationship, and Guided Home manages the governed record of the asset.
Guided Home manages the governed record of the asset: the documentation, the inspections, the defects and the handover evidence.
A CRM does not validate whether the documentation for a plot is complete against your compliance checklist. It does not give your board a portfolio-level view of which sites have outstanding document gaps before a high-volume completion period.
Guided Home manages the governed record of the asset and surfaces compliance risk before it becomes a dispute.
The assurance layer your CRM does not provide. Teams evaluating Guided Home alongside an existing CRM can talk that through with us and see how Document Assurance works.
