Supported housing CRM · UK

One supported housing CRM for every resident, property and outcome.

Evidwell is supported housing CRM and management software for UK providers. Teams record the work once — referral, support, property checks, incidents and Housing Benefit — and managers see what is happening without rebuilding the story from spreadsheets, inboxes and paper files.

Book a tailored demo ↗What a supported housing CRM does ↓

Why it matters

What should a supported housing CRM actually do?

A generic sales CRM records contacts and conversations. A housing management system records tenancies and rent. Supported housing needs both — plus the support itself. The record has to link each resident’s assessed needs, agreed support, delivered sessions, risks, room, Housing Benefit position and progress toward move-on, so that anyone reviewing it can follow the whole story.

That connected record is what councils ask for when they review exempt accommodation claims, what commissioners ask for at contract review, and what the coming supported housing licensing regime will expect providers to show.

Supported housing CRM vs other systems

What you need	Sales CRM	Housing management system	Supported housing CRM
Needs assessments and support plans	No	No	Yes
Session notes linked to goals	Free-text only	No	Yes
Safeguarding and incident trail	No	Limited	Yes
Rooms, properties and certificates	No	Yes	Yes
Housing Benefit reconciliation	No	Sometimes	Yes
Evidence packs for councils and commissioners	No	No	Yes
Move-on and outcomes	No	No	Yes

Many providers end up running two or three of these side by side and copying data between them. A supported housing CRM removes the copying: support, housing and evidence live in the same record.

Core capabilities

Everything in one supported housing CRM.

Each module adds to the same resident and property record instead of creating another isolated form.

Resident journey

Referral, assessment, placement, support planning, reviews, outcomes and case closure in one pathway. Case management →

Support delivery

Sessions linked to assessed needs and plan goals, with staff ownership, actions and follow-ups. Session recording →

Property assurance

Properties, rooms, inspections, repairs and certificate dates with expiry alerts. Compliance →

Safeguarding and incidents

Concerns recorded separately from ordinary notes, with restricted access and a full management trail.

Housing Benefit

Applications, expected awards, payment files, variances, correspondence and outstanding actions. Housing Benefit →

Digital agreements

Licences, consents and signed documents stored against the resident and property.

Tasks and urgent actions

Overdue reviews, expiring certificates and open incidents surface as actions with an owner.

Move-on

Housing applications, readiness, barriers and destinations, so progress toward independence is visible.

Evidence and reporting

Reports for managers, commissioners, councils and boards from records staff already keep. Evidence →

Connected workflow

From action to evidence in four steps.

Assess

Capture why supported housing is needed, the person’s needs, risks and placement considerations.

Plan

Turn needs into goals, actions, responsibilities and review dates.

Deliver

Record support, follow-ups, incidents and progress from a phone or computer.

Evidence

See what is complete, what is overdue and what supports each outcome.

Running the service

Built for every level of the organisation

Support workers

See today’s residents, record sessions in a couple of minutes on a phone, log an incident, and pick up the actions assigned to them. Nothing to re-type later at a desk.

Service and housing managers

Spot overdue reviews, weak or missing notes, voids, upcoming certificate expiries and Housing Benefit shortfalls from one dashboard — then assign the action and see it closed.

Directors, trustees and commissioners

Occupancy, income at risk, compliance status, safeguarding themes and outcomes across every scheme, with evidence behind each figure rather than a spreadsheet someone built the night before.

Data security and ownership

Separated data — each organisation has its own isolated data environment.
Role-based access — frontline, manager, director and administrator permissions, with sensitive safeguarding records kept apart from ordinary notes.
Audit trail — key changes are logged with who made them and when.
Your data stays yours — export it on request, at any time.

What implementation looks like

Map your workflows — referral, support, property and Housing Benefit processes as they run today.
Import your data — residents, properties, rooms and rent from spreadsheets or a previous system.
Configure — your schemes, document types, priorities and user roles.
Train and go live — short role-based training so staff are recording on day one.

Founding customers get guided implementation from £750 one-off, with a 60-day break option. See pricing or read our buyer’s guide to supported housing software.

What changes

A calmer way to run supported housing.

Day-to-day work and management assurance live in the same system, so action happens while evidence is still current.

A single source of truth for each resident
No more copying between support, housing and finance spreadsheets
Evidence ready for council reviews and licensing
Clear oversight for managers and boards

Questions

What providers ask about a supported housing CRM.

Discuss your own workflow with the Evidwell team at info@evidwelltech.com.

What is a supported housing CRM?+

A supported housing CRM is a system that holds the full record for each resident — referral, needs, support plan, sessions, risks, accommodation, Housing Benefit and move-on — and links it to the properties and staff involved. Unlike a sales CRM, it is built to evidence support, not to track a sales pipeline.

Is Evidwell a care-home system?+

No. Evidwell is designed for supported housing and accommodation-based support, where housing operations, evidence of support and resident independence must be connected. If you deliver CQC-registered personal care, Evidwell can sit alongside your care platform.

Can different organisations keep their data separate?+

Yes. Evidwell is a multi-tenant platform: each customer organisation has its own users, permissions and separated data environment.

Can staff use it on a phone?+

Yes. Frontline workflows are designed for phones, so staff can select a resident, record a session, add actions and save the evidence without unnecessary administration.

How long does implementation take?+

It depends on the size of your service and the quality of your existing data. Guided implementation covers workflow mapping, data import, configuration and staff training, and founding customers have a 60-day break option.

How is Evidwell priced?+

By the number of residents you support, with unlimited staff accounts: Essential £399/month (up to 50 residents), Growth £699/month (51–150) and Enterprise for larger or multi-organisation providers.

Keep exploring

Bring one real process to a 30-minute demonstration.

We will show how Evidwell organises the resident, property, support and evidence trail around it.

Request a demonstration ↗