Tailored for Your Municipality
Tailored to Your Housing Authority
Every service manager operates differently. Civic Social Housing adapts to your local priorities, waitlist policies, RGI rules, and housing provider landscape — no rigid one-size-fits-all constraints.
The Journey
From Fragmentation to Clarity
Discover
Map your processes, pain points, and integration landscape
Configure
Build workflows, forms, and routing rules on existing modules
Deploy
Phased rollout with role-based training and hypercare support
Evolve
Quarterly reviews to refine and expand as your needs grow
Philosophy
Our Approach to Customization
Civic CRM is built on the principle of configuration over customization — empowering municipalities to tailor the platform without costly custom development.
Approach 01
Policy-Driven Configuration
Encode your local housing policies, priority weighting rules, and RGI calculation formulas directly into the platform. Changes to provincial regulations are reflected without code modifications.
Configuration Patterns
How Municipalities Tailor Civic CRM
From bilingual interfaces to ward-based routing, explore configuration patterns designed for Canadian municipalities. Filter by base module to find relevant patterns.
Implementation
Your Customization Journey
A structured, transparent process that takes your municipality from requirements gathering to a fully tailored deployment. Click each phase to explore.
Phase 1 of 6
Housing Portfolio Assessment
We map your entire housing portfolio — providers, unit inventory, waitlist demographics, and current RGI policies — to establish a comprehensive configuration baseline.
Phase 1 · 2–3 weeks
Housing Portfolio Assessment
We map your entire housing portfolio — providers, unit inventory, waitlist demographics, and current RGI policies — to establish a comprehensive configuration baseline.
Phase 2 · 4–6 weeks
Policy & Rule Configuration
Your waitlist priority rules, RGI calculation formulas, provider compliance requirements, and reporting templates are encoded into the platform's policy engine.
Phase 3 · 2–3 weeks
Data Migration & Validation
Tenant records, waitlist data, provider information, and historical RGI calculations are migrated with full validation and reconciliation against source systems.
Phase 4 · 2 weeks
Provider Onboarding
Housing providers are onboarded with their specific workflows, reporting schedules, and system integrations — phased by provider readiness and portfolio complexity.
Phase 5 · 2–3 weeks
Staff Training & UAT
Role-based training for housing officers, property managers, and finance staff with hands-on UAT using real (anonymized) portfolio data to validate all configurations.
Phase 6 · Ongoing
Go-Live & Continuous Improvement
Phased go-live with dedicated support, followed by quarterly policy reviews to incorporate regulatory changes and optimize workflows based on operational feedback.