HR Management Bespoke Personnel CRM Solution

Crispin Rhodes had been using off-the-shelf CRM solution 'Pipe Drive' in the past. Recently, as the business scales up, they find it not sufficient for the scaling business. 

It was creating roadblocks to growth and further operational efficiency as the present system was not coping well with their dynamic requirements from the business.

Crispin Rhodes required a tailored workflow solution. Such a solution would offer its customers a dedicated portal with particular CRM functionalities. 

While allowing the staff of the organization to use the rest of the system for internal use, it required the ability of the clients to post complaints directly through the site which should be responded on by Crispin Rhodes very quickly

We have designed a customized workflow system for Crispin Rhodes that is thoroughly designed to help them function efficiently in operations and support growth. 
It contains a client access portal through which the clients are able to log in and view relevant documents, while they are allowed to upload files when needed.

A key feature of the system is KPI reporting, that provides insight into the performance of an individual. This goes beyond identifying high achievers, but also those who require more support.

The CRM also provides an inbuilt accounting module, through which Crispin Rhodes can trace the expenses that the company incurs and monitor every financial activity, including personal sales performance. This is critical for delivering detailed financial insights and strategic decision support.

Our customized solution delivers an integrated range of reports to each and every department: that way, every aspect of the business can be under surveillance and well managed. This custom-made system will help Crispin Rhodes enhance their workflow, streamline operations, and continue growing well.