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.

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.

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.

Inclusive User Engagement: The apps follow accessibility standards, ensuring usability for a wide range of users including those with disabilities.

Localization-Ready Architecture: Designed to easily support multiple languages, preparing the platform for global partner and client bases.