We are a personnel and management consultancy looking for a CRM system. We are particularly interested in personnel consulting with elements of project and campaign management.
The software should meet the following requirements:
Classic CRM:
- Master data, storage of personal data
- Project-related data storage
- Sales activity menus and latest status
- Multiple users can access the system simultaneously.
- VPN
- Archiving field for emails with attachments.
- Newsletter distribution, press releases.
- Interfaces to Microsoft Office and Microsoft Outlook.
- Intuitive and user-friendly operation.
- Campaign management.
- Mobile phone use.
- Financial accounting (from quotation to invoice).
- Cloud solution or server solution.
Core function: Personnel consulting:
- Master data, applicant storage
- Storage of resumes, etc., document management, status
- Campaign-related data storage
- Personnel consulting activities, pull-down menus
- Multiple users can access the system simultaneously
- Build a talent pool
- VPN
- Send job offers
- Interfaces to Microsoft Office and Microsoft Outlook
- Archiving field for emails with attachments
- Full-text search with filter and search function
- Cloud solution vs. server
- Target company lists
- Resume recognition
- Templates for standard letters
- Matching of questionnaire results (e.g., motives)
Approximately 5 software workstations are planned.