---
title: "Promisia Connect Custom CRM | Virtual Innovation"
description: "Currently rolling out a custom CRM for stock, rooms and reporting across six retirement and care sites."
canonical: "https://virtualinnovation.co.nz/custom-crm-case-study-promisia/"
language: en-NZ
---
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# Promisia Connect

## Six sites. One clearer view.

Currently rolling out a custom CRM for stock, rooms and reporting across six retirement and care sites.

![Promisia Connect custom CRM shown with fictional demonstration data](/_astro/case-study-screen-promisia.DSApEBH0_ZVa0In.webp)

The real Promisia Connect interface, shown with fictional records and availability.

## Six sites.  
Different ways of working.

Promisia had not found an off-the-shelf system that fitted. Across six retirement and care sites, spreadsheets and disconnected apps made it hard to see the whole group and keep everyone working consistently. Different rooms and housing arrangements needed different ways of managing stock.

## Built around  
their day.

- One place to see activity across the group
- Room, care-bed, apartment and villa stock shaped around each site
- Visual location maps that make availability easier to understand
- Custom reports built around Promisia’s own questions
- Billing tools that help the finance team see the detail

![Promisia Connect location view shown with fictional demonstration data](/_astro/case-study-map-promisia.CXkzv7yG_1lPEtM.webp)

An illustrative location map in the real interface. Records and availability are fictional demonstration data.

## An early finding with real value.

Working closely with the Promisia team, we have moved quickly from their day-to-day challenges to working tools they can try, shape and improve.

Using the new system during rollout, the finance team identified a potential $35,000 billing gap. An early finding that shows why clearer visibility matters.

Promisia Connect is still rolling out. We are proud of what we are building together, with each stage shaped by the people using it.

- Six sites with one clearer group view
- Operational reporting shaped around the work
- A staged rollout with ongoing team feedback

## What could work  
better in your business?

Let’s find out in a free 30-minute chat.

[Let’s talk about it](https://go.virtualinnovation.co.nz/widget/bookings/discovery-call-vi)[Explore custom software development](/software-development/)

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