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LA & COMMISSIONER CRM

Every Local Authority relationship. Captured, scored, surfaced for action.

Health scores per LA. Commissioners mapped. Frameworks tracked. Every email AI-classified and threaded onto the right record. A CRM built specifically for supported accommodation, syncing with your Outlook automatically.

Built inside a live operation Auto-syncs with Outlook UK data residency
The problem

Most providers manage their biggest relationships in someone's inbox.

Knowledge locked in heads

When the senior manager who knows Cardiff leaves, the relationship goes with them. Every conversation with every commissioner lives in someone's personal Outlook. Untracked, untransferable.

Referrals processed like inbox triage

A referral arrives at 9am. Three managers read it, two have a phone call, the YP profile gets scribbled on a notepad, and 4 hours later you respond. Meanwhile another provider already accepted.

Tenders are a 30-hour distraction

Every tender response means stopping operations, cobbling together case studies from memory, finding policy documents in five places, writing the same answers again. Win rate suffers because preparation is rushed.

What you get

Everything that matters about every LA relationship. In one place that fills itself in.

01

LA Master Records

Every Local Authority you work with gets a full intelligence brief: current contracts, commissioning trends, framework status, recent CIW reports. Updated automatically from public data sources.

02

Stakeholder Mapping

Every commissioner, IRO, social worker, procurement lead, and decision-maker mapped to their LA. Org charts visible. Relationship strength scored. Personal context captured.

03

Auto-Synced Interaction Timeline

Every email, call, meeting, and referral logged automatically via Outlook integration. No manual entry. The CRM fills itself in while your team works normally.

04

AI Referral Triage

Referral emails parsed automatically. YP fit scored against your capacity. Initial response drafted. Senior managers review and action in 5 minutes instead of 45.

05

Partnership Plans

Strategic plan per LA with quarterly review cadence. Track progress against your "biggest in Wales" objectives. Every interaction assessed against plan goals.

06

Tender Lifecycle

Every tender pipelined, every framework tracked. Reusable response library. AI drafts standard answers using your real outcomes data. Win rate goes up. Time spent goes down.

How it works

The CRM that fills itself in.

Every email your team sends or receives. Automatically logged on the right LA record. Without anyone doing anything different.

tifaconnect.com/crm/la/cardiff
Cardiff Council email log header showing 5 emails awaiting action, with the first three threads visible. EDT overnight referral, Q2 QBR agenda, risk assessment for a UASC male. Each with AI category and sentiment tags. Click to view full email history.
Outlook auto-sync

Inbound and outbound emails captured via Microsoft Graph. Full conversation threads. No copy-paste. No "I forgot to log it."

AI classification

Every email tagged Referral / Praise / Fee Query / Placement Update / Tender / General. Sentiment: Positive / Neutral / Concerned / Hostile.

Action queue

5 emails awaiting action right now, sorted by priority. Nothing falls through the cracks because it was buried in someone's inbox.

Welsh-built

Frameworks tracked: Cardiff Children Services Framework, WCC Lot 4. Built for UK supported accommodation reality.

Cardiff Council email log. 5 emails awaiting action across the period, first three threads shown · Click to enlarge full email history.

01

Hannah sends an email from Outlook

To Sarah at Cardiff Council. Just like she does today. No new tool to open, no checkbox to tick, no "log this interaction" workflow.

02

TIFA Connect captures it within seconds

Via secure Microsoft Graph integration. The email is logged on Sarah's record, on Cardiff City Council's LA record, and threaded into the partnership timeline.

03

Dan opens TIFA Connect tomorrow morning

And sees Cardiff's complete relationship history. Every interaction, every staff member's contribution, fully threaded. No handovers. No knowledge gaps. No relationships locked in personal inboxes.

Outlook auto-sync, in detail.

The CRM connects to your tenant via Microsoft Graph with secure OAuth 2.0 and encrypted refresh tokens. Your IT team installs us once, and every mailbox in the directory is captured without anyone changing how they work.

Each new email is classified in real time by enterprise-grade AI into one of seven categories: Referral, Placement update, Fee query, Tender, Complaint, Praise, Other. Sentiment is flagged. Action-required messages bubble to the top of an AI Action Inbox so nothing falls between people. Internal-only threads, personal correspondence, and obviously-irrelevant items are filtered out before storage.

Everything is stored on UK-resident infrastructure with full retention controls. Subject Access Requests become a 10-minute query, not a fortnight of inbox archaeology.

The compliance dividend

Auto-sync also means full audit trails for CIW reviews, easier subject access request handling, and proper retention policies applied automatically. Better governance, less paperwork.

AI co-pilots

Five specialised co-pilots, each with the right model for the job.

Not one big monolithic AI. Five focused co-pilots, each scoped to a specific job, each running on the model that best fits. Fast where speed matters, deep where reasoning matters.

Email Classification

Reads every inbound email within seconds and tags it: Referral, Placement update, Fee query, Tender, Complaint, Praise, Other. Sentiment scored. Action-required flagged. Routes the message to the right LA record automatically.

Saves ~3 hours per manager per week

Referral Triage

Parses the referral letter, extracts the YP profile into structured fields, cross-checks against current capacity and risk mix, scores fit, and drafts an initial response. Senior staff review and send in under 5 minutes.

Reduces triage from 45 mins to 5

Relationship Strength Scorer

Continuously scores every commissioner relationship using interaction frequency, sentiment trend, response latency, and reciprocity signals. Surfaces relationships in quiet drift before they go cold, and flags the ones to warm up before tender season.

Stops relationships dying in silence

QBR Prep

Generates a complete quarterly business review pack per LA: outcomes, placement movements, incidents, fee variances, key threads, partnership-plan progress. The 8-hour Friday-night spreadsheet job is now a 30-second export.

Saves 6–8 hours per LA per quarter

Tender Response

Drafts standard tender answers using your SOPs, certifications, real outcomes data, and case studies tailored to that LA's typical placement profile. Flags strategic questions for senior input. Bid more, win more.

Reduces tender prep from 30 hours to 5
Strategic capabilities

For providers serious about scaling.

TIFA Connect's CRM was built around a specific goal. TIFA Life becoming the biggest supported accommodation provider in Wales. Every feature exists because we needed it. The same goal-oriented architecture is now available to any provider.

Market mapping at LA level

Visualise your position across all 22 Welsh LAs (or your region's equivalents). Estimated spend per LA, your current market share, target trajectory. The strategic dashboard your board actually wants to see.

Whitespace analysis

Identify LAs you have no presence in but should. Geographic clustering of opportunity. Property pipeline aligned to demand. Decisions about where to expand based on data.

Competitor intelligence

Track other providers in each LA. Spot vulnerabilities (recent CIW issues, leadership changes, contract renewals). Move on opportunities before they're advertised.

Coverage

Every LA in your region. Health-scored, on one map.

Each Local Authority you work with shows up on a single coverage view. Relationship strength banded Strong / Active / Warm / Cold. Drill into Cardiff (or any LA) and see the live partnership health: active placements, commissioners mapped, last interaction, plan progress, referrals in pipeline.

Real outputs

This is what your CRM will look like.

LA Partnership Dashboard · Cardiff City Council
Active placements4
Commissioners mapped12
Recent interactions14 in last 30d
Plan progress 67%
Health score82/100
Referral Triage · Live Queue
YP REF-2014Fit 92%Recommend accept
YP REF-2017Fit 64%Senior review
YP REF-2019Fit 38%Decline draft ready
Tender Pipeline
RCT · Lot 2 SL FrameworkDrafting68%
Cardiff · Children's SL DPSSubmitted74%
Newport · Emergency Lot 1Pre-tender41%
Bridgend · 16+ PathwayWon100%
Stakeholder Map · Cardiff Council
Decision makers
SJSarah Jones · Head of CommissioningStrong
RPR. Patel · Procurement LeadActive
Operational
DTD. Thomas · IRO Service ManagerStrong
EHE. Hughes · Senior SW (Aftercare)Active
MOM. Owen · Placement CoordinatorStrong
LRL. Reed · Quality & SafeguardingActive
Influence
CKC. Khan · Director of Children's ServicesCold
JLJ. Lewis · Cabinet Member (briefing)Cold

How TIFA Connect surfaces your LA relationships. Live data, one dashboard.

tifa-connect-os.vercel.app/crm/inbox
Cross-LA AI Action Inbox. Page heading, AI-curated badge, sentiment tiles (Hostile 0 / Concerned 8 / Neutral 4 / Positive 2), filter row, and the first two email rows. Click to view the full inbox.

Cross-LA action queue. 14 flagged emails ranked by sentiment and urgency. Hostile and Concerned threads surface first. One-click reply, assign, or mark handled · Click to enlarge full inbox.

Privacy by design Pro

Built for commissioner-grade data handling.

tifa-connect-os.vercel.app/crm/local-authorities/sync
M365 Outlook sync admin view. Top portion showing the heading, KPI tiles (36 emails logged across 8 LAs, 14 action emails surfaced, 6 referrals AI-classified), and the start of the per-LA sync table. Click to view full admin.

M365 Outlook sync admin. 36 emails logged across 8 LAs, 14 action emails surfaced, 6 referrals AI-classified. Refresh tokens encrypted at rest via pgsodium. AI classification runs on anonymised content with Zero Data Retention enabled. Email bodies stored in org-scoped storage. Manager-only read · Click to enlarge.

  • Refresh tokens encrypted at rest with pgsodium. Never visible to the app
  • AI classification performed on anonymised content with Zero Data Retention enabled
  • Email bodies stored in org-scoped la-emails bucket. Manager-only read
The Pro-tier growth layer

The development layer that turns the CRM into a growth engine.

The Pro tier of the LA & Commissioner CRM adds the development layer: AI co-pilot drafting, BDM action queue, and revenue forecasting. Built for providers who want to dominate their region.

AI co-pilot

Draft replies in your voice.

The AI co-pilot reads the incoming email, pulls context from the LA record, and drafts a response using your organisation's tone and previous correspondence. You review and send. Response time drops from hours to minutes.

BDM action queue

Never miss a relationship moment.

Upcoming contract renewals, overdue touchpoints, tender deadlines, and framework reviews. All surfaced in a single prioritised queue. The CRM tells you who to call this week and why.

Pipeline forecast

Know your revenue six months out.

Referral pipeline converted to projected placement revenue. LA-by-LA forecast based on historical conversion rates, current capacity, and active tender status.

Talk to us about Pro-tier access →

The honest comparison

How this compares to what's on the market.

General-purpose CRMs don't understand placements, frameworks, or commissioners. Records-only platforms don't include a CRM at all. We built the growth layer for supported accommodation. Relationship management designed around how this market actually works.

Adult dom-care operating platforms

Built for adult domiciliary care; retrofitted to other settings.

  • ·No CRM concept
  • ·No referral triage
  • ·No tender pipeline
  • ·No Outlook auto-sync
  • ·Wrong sector entirely for 16+ supported accommodation
Generic sales CRMs

Built for B2B pipelines, not commissioning.

  • ·Built for B2B sales pipelines, not commissioning
  • ·No referral concept
  • ·No outcomes data
  • ·No tender library or framework calendar
  • ·You spend 18 months bending it to fit, then leave
Generic care platforms

Care logging tools.

  • ·Care logging only
  • ·No commissioner relationships
  • ·No referral triage
  • ·No tender layer
  • ·No growth or strategy capability

Ready to manage every LA relationship like your biggest one?

Register your interest as a founding partner. We'll show you your LAs and your team's actual interactions running on TIFA Connect within 48 hours of onboarding. No slides, no scripts.