Settling-In Concierge
Industry
Productivity
Client
Settling-In Concierge
Start Date
Mar 2025
Play store URL
App store URL
CRM-Linked Client Relocation Assistant
Settling-In Concierge is a dual-interface platform built to streamline the relocation process through better coordination between partners—such as agents or property managers—and their clients.With integrated mobile apps and a web portal, it enhances visibility, automates communication, and simplifies move-related tasks for all parties involved.
At the core of the experience is a deep integration with Zoho CRM, enabling real-time data sync, personalized service touchpoints, and hands-free progress tracking.
To Simplify Relocation Management and Strengthen Client Relationships, SIC Offers:
- Partner-branded mobile app and splash screen
- Zoho-powered onboarding and real-time move tracking
- Custom push notifications and client messaging
- Dedicated partner portal with discounts and referrals
- Cross-platform access via mobile and web
Together, these tools help partners manage clients more effectively while giving end users a guided, branded, and seamless moving experience.
What We Delivered to Meet Complex Product Demands
- Bi-Directional Zoho CRM Synchronization : The system seamlessly synchronizes client profiles, move statuses, and updates between the app and Zoho CRM using robust bi-directional APIs.
- Event-Driven Real-Time Data Updates : Webhooks and event listeners are employed to trigger instant data refresh and notification delivery whenever relevant changes occur in Zoho CRM.
- Automated Onboarding and Workflow Management : Custom workflows automate client onboarding, progress tracking, and notification dispatch, reducing manual effort and errors.
- Customizable White-Label Branding :Dynamic splash screens and boot splash customization allowing partners to personalize the app experience for their clients.
- Configurable Themes and Runtime Branding Injection : Supported runtime injection of themes and branding elements, allowing easy onboarding of new partners without app redeployment.
- Push Notification System for Targeted Messaging : Push notifications are powered by scalable cloud messaging services, enabling partners to send targeted, personalized alerts to their clients.
- Instant In-App Messaging via Persistent Connections : Real-time communication is enabled through WebSocket or similar persistent connections, facilitating immediate interaction between clients and partners.
- Advanced Notification Campaign Management : Partners can create, schedule, and broadcast custom push campaigns through an intuitive interface, enhancing client engagement.
- Fully Responsive React Web Portal for Partners : The partner dashboard is a responsive web app featuring comprehensive client management and move tracking capabilities.
- Secure Multi-Role Authentication and Access Control: OAuth2-based login flows combined with role-based access control ensure only authorized users access sensitive data and features.
- Discount & Referral Portal Integration : Embedded partner-specific web/discount portals inside the app to drive engagement and add value to end users.
- Background Data Synchronization : The app periodically syncs data in the background, keeping client move statuses current without manual refreshes.
- Offline Data Caching : Clients can update move details offline, with data stored locally and synchronized when connectivity is restored.
- Cloud-Hosted Backend APIs Extending Zoho Functionality : Custom RESTful APIs complement Zoho’s capabilities by managing onboarding, notifications, and partner branding features.
- Containerized Deployment and CI/CD Automation : Containerization and CI/CD pipelines used by the backend services to streamline deployments, testing, and version control.
- Integrated Analytics and Usage Tracking : Partners access detailed dashboards with metrics on app usage, notification performance, and client progress for data-driven decisions.
- Localization-Ready Architecture : Designed to easily support multiple languages, preparing the platform for global partner and client bases.
- Inclusive User Engagement : The apps follow accessibility standards, ensuring usability for a wide range of users including those with disabilities.
Streamlined Cashback Logic
Built centralized cashback engine supporting brand-specific rates, bonuses, guidelines and reward tiers.
Brand-Level UX Requirements
Delivered per-brand custom visuals and purchase flows with dynamic layouts.
Multiple Payment Methods
Implemented dynamic payment gateway switching, including Google Pay and Apple Pay support, with flexible method-based logic.
Engagement with Offers
Introduced Instagram-style stories with time-sensitive brand promotions.
Cashback Tracking
Delivered real-time cashback summaries, purchase timelines, and transparent history logs.
Reward Redemption
Simplified redemption process with seamless integration to Apple Wallet and Google Pay.
Cashback Incentives
Designed gamified scratch cards and refer-to-earn rewards tied to brand behavior.
Social Interaction
- Built a full in-app community with posts, likes, comments, and brand-consistent UX.
Exclusive Travel Deals
- Added cashback on hotel bookings to offer a unique, cross-industry reward experience and enhance user engagement.
Structured User Posts
Integrated rich text editor with formatting, image embeds, and link previews.
User Drop-Off During Offers
- Tracked interaction flows with Mixpanel to optimize events and funnels.
AI-Driven Content Moderation
Implemented AI moderation with customised guidelines to ensure safe and relevant content.
