Works with your existing setup

Start without replacing the systems your branch already uses.

Tiffbox Assist begins with the information already flowing through the branch. No CRM migration is required to start the managed service.

Available now

Familiar routes in. Ready work out.

Available now

Email forwarding

Portal, website and branch enquiries can be forwarded through an agreed intake route with no retyping.

  • Enquiries
  • Property details
  • Direct letter requests
  • Documents and updates
Available now

Agency website property import

With permission, the branch’s own website can be used to initialise or refresh its property register.

  • No property portal scraping
  • Graceful paste import fallback
  • Missing facts remain visible
Available now

WhatsApp text and voice notes

Approved staff numbers can send short instructions and voice notes. Unknown numbers are quarantined for verification.

  • Direct letter requests
  • Viewing notes
  • Vendor updates
  • No retyping
Available now

Reply to revise

The branch can reply to a Tiffbox email with a change or question. Safe revisions are applied and higher risk requests are escalated.

  • Existing monitored reply route
  • Exact access list
  • No cross branch answers

Available after branch setup

Optional routes are switched on deliberately.

Configured module

Ellie phone answering

A diverted or dedicated line can be connected after the branch script, privacy wording, receiving line and acceptance tests are agreed.

Configured module

Secure client portal

Reports are released to a branch through a token that can expire, rotate or be revoked. Portal access is not automatic.

Configured module

Branch branding

Agency logos and colours are configured for customer communications while Tiffbox management reports retain Tiffbox branding.

By agreement

Custom workflows

A Platinum Plus or Enterprise Order Form can define an additional workflow, its unit, capacity and review boundary.

What we do not claim

No logo wall of integrations that do not exist.

Tiffbox distinguishes between an operational route, a tested integration and a planned option. A CRM logo is not displayed unless the connection has been implemented and accepted.

01

Available now Tested in the current service.

02

By agreement Requires branch specific configuration.

03

Planned Not sold as a live integration.

One branch first

Map your current flow before changing it.

The pilot begins with the branch’s existing enquiry, instruction and approval routes.