Slice
Customer portal and automated collections workflow that helped Slice improve cashflow and remove friction from the booking journey.
Custom Software DevelopmentAI AutomationSoftware IntegrationsWeb Development
Search Property: Portfolio Management Platform
Portfolio management platform that replaced a Google Sheets planner and gave Search Property a clearer client experience and stronger re-engagement.
The challenge
Search Property was running a key part of the client journey in spreadsheets, which made it harder to scale and harder to deliver a premium experience.
The team needed a better way to manage property planning, client communication, and progress tracking in one place.
The approach
We replaced the spreadsheet workflow with a purpose-built platform designed around how the team actually works.
The new system gave them a cleaner internal process and a more polished client-facing experience, without adding operational drag.
The result
Search Property now has a more robust digital workflow for managing clients and their property plans.
The project helped lift re-engagement by 24% and supported the kind of reporting and communication needed to keep the business moving fast.
Platform visuals
Inside the Search Property project
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