If your team is already using a CRM to manage tenancies, viewings and property management, integrating Notify can help you reduce admin, improve the tenant experience and generate additional revenue from every move-in.
Whether you’re considering an integration or simply want to understand how it works, here’s everything you need to know.
Jump to sections:
- What is the process to integrate Notify into my CRM system?
- Why should I integrate Notify into my CRM?
- Which CRM platforms are compatible with Notify?
- What type of notifications can be sent through Notify?
- What challenges do agencies typically face when integrating third-party tools into their CRM?
What is the process to integrate Notify into my CRM system?
The good news is that integrating Notify is designed to be simple.
Once your agency is registered with Notify, our team will work with you to enable the integration within your CRM. In most cases, the process involves:
- Confirming your CRM platform
- Enabling the Notify integration
- Going live
Once activated, tenancy details can be securely passed from your CRM to Notify at the appropriate stage of the tenancy journey.
Our team manages the setup process and provides support and training throughout implementation, ensuring minimal disruption to your day-to-day operations.
Why should I integrate Notify into my CRM?
The biggest benefit is simple: less admin.
Without an integration, staff may need to manually enter tenancy information into multiple systems, creating extra work and increasing the risk of missed referrals.
By integrating Notify with your CRM, you can:
- Reduce manual data entry
- Save valuable administration time
- Ensure referrals are submitted consistently
- Improve data accuracy
- Generate additional revenue opportunities
- Deliver a smoother tenant move-in experience
The integration works in the background, allowing your team to continue using the systems they already know and trust.
Which CRM platforms are compatible with Notify?
Notify currently integrates with a growing range of CRM and property technology platforms used throughout the UK property industry.
Current integrations include:
- Acquaint CRM
- Reapit
- SME Professional
- Street.co.uk
- GlueDog
Through GlueDog, Notify can also connect with:
- Apex 27
- MRI Software
- iamproperty
As our integration network continues to grow, additional platforms may become available.
If you’re unsure whether your CRM is compatible, our team can advise on available integration options.
What type of notifications can be sent through Notify?
Notify is designed to help streamline the moving process for tenants while reducing administration for letting agents.
Depending on the service being used, Notify can support communication and updates relating to:
- Utility supplier notifications (Including water, energy and council tax)
- Tenant onboarding communications
This helps ensure tenants receive the support they need during their move while reducing the number of utility-related queries agents need to manage.
What challenges do agencies typically face when integrating third-party tools into their CRM?
Many agencies worry that introducing a new integration will create more work than it saves.
Some of the most common concerns include:
“The setup process will be complicated”
We’ve designed our integrations to be straightforward. Our team works directly with your agency to manage implementation and ensure everything is configured correctly.
“My team will need extensive training”
Because Notify works within your existing CRM workflow, there’s very little change required from your team. Staff can continue using the systems they already use every day.
“We’re worried about data accuracy”
Automated data transfer reduces the risk of manual entry errors and helps ensure information is passed securely and consistently.
“The integration might disrupt our current processes”
Notify is designed to complement your existing workflow, not replace it. The goal is to remove manual tasks, not add additional steps.
“We don’t have time to manage another platform”
That’s exactly why agencies choose CRM integrations. By automating referrals and notifications, Notify reduces the need to manage multiple systems manually.
Ready to Connect Notify to Your CRM?
If you’re already using Acquaint CRM, Reapit, SME Professional, Street.co.uk, GlueDog, Apex 27, MRI Software or iamproperty, integrating Notify could be one of the quickest ways to reduce administration and improve your tenant journey.
Our team can guide you through the setup process and help you start benefiting from automated referrals and streamlined move-in notifications with minimal effort from your agency.