CRM
Service CRM System
About Service CRM System
A CRM & service management tool for executive services industry, which allows access to company officials and service executives. Companies who offer executive documentation services like human resource, financial services, licensing and insurance management can use this solution to track their operations. When documents are uploaded for any service, the admin receives an instant notification, can review the document and share his comments. Companies can also review their freelancer/staff who performs the services.
Features
- SaaS based platform with subscription plans for companies to register
- Management of client accounts and assign to staff member
- Activate/deactivate any of the 4 default services, reorder services according to priority
- Assign any freelancer to a service and give access to related information
- Document management features for every service for each month
- Alert and notification system for reminders
- Freelance review feature with comments & ratings
- Review removal request for freelancers
- Live chat window to chat with other users of the company
Technologies
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Website Pages
