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How i-RMS helps your business

Dashboard Analytics
Client Relationship Manager (CRM)
Dynamic Service Workflows
Calendar & Scheduling
RFP Sales Process
Assignee Data Records & Reporting
Review Service Activity & Invoicing
Full Communication Storage (Email, Notes, Messaging)
Finance Integration
Document Management
Assignee Apps
Consultant Apps
Operating System
Customer Web Portal
Consultant Apps
Assignee Apps

Operating System

  • Full CRM, Sales and Rates Modules
  • File Management
  • Tailored for Relocation and Moving Industries
  • Flexible System to fit varied client requirements
  • Communication Storage
  • Document Storage
  • Customizable Workflows & Email Templates
  • Integration with Mobile Apps and Finance Systems
  • GDPR Compliant Data & User Access
  • Full Reporting on all data
  • Secure Access with 2 Factor Authentication
  • Build Custom Surveys & Questionnaires

Benefits to Assignee

  • Ensure personal info and documents are centralized and secure
  • Seamless communication through the system and email or apps
  • Transparency from the outset with service status updates from the system

Benefits to your Team

  • Reminders and complete reporting keeps everyone up to date
  • Save time by following pre-made workflows and email templates
  • End-to-end technology from client acquisition to service completion surveys and invoicing

Benefits to your Clients

  • Communication and document storage ensures everything is tracked and reviewable
  • Client access for remote audits and complete reporting ensures trust and transparency

Customer Web Portal

  • View Service List and Information
  • Upload/Download Important Documents
  • View/Update Personal and Service Related Information
  • Download Self-Generated Reports on files and services
  • Request additional services
  • Communication platform through web portal
  • Fill in pulse and service surveys online
  • Support staff contacts listed online

Benefits to Assignee

  • Fill in all personal and service data online
  • Easily access and upload important documents
  • Stay up to date on current services and request new services

Benefits to your Team

  • Reduce back and forth questions through web portal
  • Simplify communication, updates, and document sharing
  • Save time on information gathering

Benefits to your Clients

  • Access all file info without needing to request for an export or update
  • Update data directly in the system
  • Create new initiations and add/update services instantly

Photo Inspection App

  • Conduct property inspections
  • Mark up photos
  • Time stamped photos
  • In app eSignature
  • Instantly generate a move in/out report
  • Track repairs/status over time through photos
  • App usable by consultants and clients
  • Sync all photos and data back to system

Itinerary Apps

Digitized Destination Guides Features

  • Plan and conduct city, property, and/or school tours
  • Planned itineraries synced to client mobile
  • View place data, photos, and location
  • Export and share hard-copy itinerary
  • Multiple itineraries can be planned per file
  • Real-time route tracking and time of visit recorded
  • Rate and take notes on places
  • Generate a day end report immediately
  • Review all places after tour completion
  • All data synced back to system

IM Apps

  • Instant Messenger App tied to file
  • Contacts restricted to file access
  • Support available instantly within business hours
  • Share text, images, video, voice, and location
  • Remote help for unaccompanied property/school search
  • All communication stored in the system
  • No unauthorized access outside of set users

Consultant Apps

  • Mobile version of iRMS system
  • Work remotely on mobile or tablet
  • Review service status through workflows
  • Email directly through the app
  • Work online or offline as required
  • Single point of access for all iRMS apps
  • Share file data with accompanying client
  • File and service info on hand at all times

Benefits to Assignee

  • Service delivery is streamlined through mobile app features
  • Data shared back to the assignee after photo inspections or itinerary tours
  • Reliable communication platform even if consultant is not in office

Benefits to your Team

  • Facilitate remote file management for a flexible work arrangement
  • Speedy updates to both assignee and client through app usage
  • Centralize service delivery and data by syncing app data back to the system easily

Benefits to your Clients

  • Reduce assignee update requirements as all service delivery is streamlined between apps and system
  • Get updates quickly from app generated report
  • Guarantee assignee can access support through app platform

MyRelo Apps

  • User friendly client app
  • View service status and next steps
  • Create your own personal relocation tasks
  • Download/Upload documents in app
  • eSign important documents
  • Built in Destination/City Guide
  • View itineraries in app
  • Review completed tours and visited places
  • View/Update profile and service info
  • Support in a single app
  • Access IM App directly

IM Apps

  • Instant Messenger App tied to file
  • Contacts restricted to file access
  • Support available instantly within business hours
  • Share text, images, video, voice, and location
  • Remote help for unaccompanied property/school search
  • All communication stored in the system
  • No unauthorized access outside of set users

Benefits to Assignee

  • User friendly mobile app contains all service info
  • Document sharing and eSign feature on the go
  • Track itineraries and view important city information from your mobile device
  • Support and communication platform built in

Benefits to your Team

  • Support clients wherever they are through a mobile platform
  • Answer questions immediately through IM, and provide steady updates through task list
  • Instant updates for accompanied tasks such as property and school search

Benefits to your Clients

  • Guarantee client support even in remote areas with mobile app platform
  • Support a growing mobile technology user base
  • Ensure updates and data is quickly shared among all parties involved