The project
Dorset Advocacy and Rocket CRM
SILC needed a smarter, more structured way to manage growing demand while remaining compliant with NHS and local authority requirements. The brief was to replace fragmented spreadsheets and manual processes with a system that could bring together client support, communications, and reporting in a secure and unified way.
Why they selected Rocket CRM:
SILC was seeking more than just a technical supplier—they needed a partner who understood the compliance-heavy landscape of health and social care. Rocket CRM’s experience working with charities and public sector clients made them a natural fit. Their ability to simplify complex workflows and deliver practical, user-led solutions gave SILC confidence that they’d chosen the right team.
Our client’s words:
“We were looking for a system that could genuinely support our teams and make life easier—not more complicated. Rocket CRM really listened, took time to understand what we do, and built something that actually works for us. The result is better communication, more time for the people we support, and confidence in our data. We now feel in control.”
— SILC Team Representative
The solution to the problem
The client’s problems
- Fragmented client information is stored across separate systems
- Manual, time-consuming tracking of Direct Payments and PHBs
- Disconnected communication with clients, partners, and councils
- Limited visibility into caseloads, deadlines, and key milestones
- Stressful, resource-heavy processes for producing reports
Our Solution
- Secure CRM containing complete case records and communication logs
- Automated workflows to track care plans, reviews, and compliance dates
- Centralized, permission-based document storage with full audit history
- Task alerts and reminders to keep teams ahead of important deadlines
- Custom dashboards and instant reports for leadership and partners
Rocket CRM replaced SILC’s manual tools with a fully integrated system that supports every part of their service delivery—from first contact to long-term case management. As a result, teams collaborate more efficiently, reporting is now effortless, and service users benefit from more timely, coordinated support.