CRM & CLIENT PORTALS / SURREY
WHAT IS INCLUDED
WHY EPSOM
Owners are central to any racing yard. They want updates on their horse's training and health, photos and videos, race plans and clear invoices. Many yards manage this through messaging apps and individual emails, which is time-consuming and easy to get wrong. An owner portal gives each owner a private view of their horses, with updates posted once by the yard and invoices available online.
CRM & CLIENT PORTALS / EPSOM
Consultancies in Epsom need CRMs that track opportunities and project relationships with public and private clients, including frameworks and tender deadlines. Colleges and training providers need systems to manage enquiries through to enrolment, with timely follow-up. Private health and therapy practices benefit from patient portals for bookings, forms and messages, handled with appropriate confidentiality.
IN PRACTICE / EPSOM
A training yard could give each owner a login showing their horses' training updates, vet notes, entries and videos, with monthly invoices available to view and pay.
A further education or training provider might track enquiries through open events, applications and enrolment, prompting staff to follow up applicants who go quiet.
A private physiotherapy or therapy clinic in Epsom could let patients book, complete intake forms and receive exercise plans through a secure portal.
CRM & CLIENT PORTALS ACROSS EPSOM
DELIVERY / EPSOM
Agree the opportunity and evidence of success.
Make direction tangible before delivery expands.
Build in visible, testable releases.
Use real performance to shape what follows.
QUESTION / EPSOM
It can be simple. Staff post updates, photos and videos against each horse from their phones; owners receive a notification and see them in their private area. Invoices can be linked from your accounts package. The aim is to reduce individual messaging while making owners feel better informed.
NEARBY SERVICE COVERAGE