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HR Professionals - Your HR CRM Launch
Lawrence Martinez
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Lawrence Martinez

HR Professionals - Your HR CRM Launch

Posted on 8th June, 2021 in General News
2 min read

Exe Squared & Westcountry HR Launch Your HR CRM.

HR Professionals contact us today for a free demonstration.

Having been engaged by a leading HR Consultancy, Westcountry HR to provide a fully customised CRM, we set about creating a system designed specifically for use by HR professionals (Your HR CRM).

FEATURES

The Your HR CRM is designed to work with HR professionals in mind. Using the new easy to use system you will benefit from:

  • Bringing your business into one place to manage simply and efficiently.
  • A safe place to store all your client information, making GDPR compliance easy.
  • Make communicating with your existing clients quicker and easier.
  • Drive new business through targeted marketing campaigns from your own data.
  • Ability to log time against client accounts to make invoicing simple and accurate.
  • A central place to record all the products and services you provide, and which client has them.
  • Ability to use centrally stored quote/proposal templates to speed up the pricing and accuracy of your new business.
  • The potential for integration with your accounts system (Quickbooks, Sage etc), using the CRM to feed the information it needs.
  • Use of a task system to make sure your daily activity is complete, and nothing gets missed.
  • Provision of training to ensure you always get the best from your critical new business tool.
  • A completely hand in hand approach to migrating from your current set up to your new Your HR CRM.

All the above requirements are subject to further discussion and agreement. When we have a full view of your data and understand your business processes a bit more, we will be able to accurately work out what development is required to implement any additions you may or may not need.

Your HR CRM 

  • 1-3 users (£5 per additional user, per month)
  • 1 hour user training.                                                   
  • 4 hours support and customisation time (per year).
  • Data migration/import and set up in new system.
  • Monthly hosting and back up of CRM.

Your HR CRM Included Features 

  • Marketing: Campaigns, prospecting, email templates.
  • HR Hub: Time logs, new opportunities, proposals, service contracts, HR services/product directory.
  • Contact: Client company information, contacts information (unlimited).
  • New Business: Proposal templates, quote templates, new client docs, terms and conditions.
  • Projects: Project task system, project milestones, event management.
  • Reports: Report templates, customised reporting, limited report automation.                

Your HR CRM Monthly Fee:                                     £150.00 + VAT

12-month minimum agreement, subject to additional customisation costs depending on individual client requirements. Terms & Conditions Appy.