Looking for CRM Expert
Budget: $750 – $1,500 AUD
CRM Requirments for the Staff:
Internal Staff (10-12 ) working internally:
Operations Management- Manage company operations
Sales- Internal team sales management pipelines
Recruitment- Integrate with Zoho Recruit
HR Generalist - Invoicing and Payroll
External Staff (50) working for our clients
HR Staff Profiles
Job Allocation
Payroll Wise
Time Doctor
Staff Login
Client and Project Management
3-Way Communication among Clients, VA, and Operations
Security
Secure password
Find ways to work on the poaching issue
Users not allowed to work out of CRM
Video calls recorded
Audio call recorded
Team collaboration
A secure server system for the client and remote staff to work
Chat Group Chat
Client logins
Operation
Client management
CRM INVOICES/Books/Payroll
A tool that can link and make the process easier
Internal Staff (10-12 ) working internally:
Operations Management- Manage company operations
Sales- Internal team sales management pipelines
Recruitment- Integrate with Zoho Recruit
HR Generalist - Invoicing and Payroll
External Staff (50) working for our clients
HR Staff Profiles
Job Allocation
Payroll Wise
Time Doctor
Staff Login
Client and Project Management
3-Way Communication among Clients, VA, and Operations
Security
Secure password
Find ways to work on the poaching issue
Users not allowed to work out of CRM
Video calls recorded
Audio call recorded
Team collaboration
A secure server system for the client and remote staff to work
Chat Group Chat
Client logins
Operation
Client management
CRM INVOICES/Books/Payroll
A tool that can link and make the process easier