Plentific’s integration with Salesforce gives housing providers a clearer, faster way to manage property services by linking key CRM workflows with day-to-day operational delivery. Repairs, inspections and planned works logged in Salesforce can be routed automatically to Plentific, where they are scheduled, assigned to approved contractors and tracked in real time. Work orders raised in Plentific are also created as Cases in Salesforce so teams have full visibility.
As jobs progress, updates such as status changes, certification and cost details are sent back to Salesforce. This keeps a single, accurate record of tenant interactions and case history. The two-way sync ensures customer service, compliance and property management teams are all working from the same information.
The integration also improves communication. Contact centre agents and housing officers can see real-time job updates, which cuts down follow-up calls and helps improve resident satisfaction. Compliance tasks, safety checks and inspection outcomes are recorded centrally and reflected in both systems.
By connecting operational delivery with CRM, Plentific and Salesforce help housing providers offer more responsive, consistent services. This reduces administrative work, supports regulatory compliance and improves the overall resident experience.
