CRM System Specialist

Propose and implement a CRM system that could make our daily workflow and communication more efficient.

義工服務詳情

我們需要

  • Join a 45-min - 1 hr briefing to understand our workflow in office
  • Propose and implement a user friendly CRM system for providing an online appointment booking system, master list of clients, calendar for office (reserving rooms and indicating appointment time), online intake forms and feedback forms

背景資料

Currently all clients' booking, room reservation, checking and information are done manually so it takes much time to daily input on the excel file. If we create a CRM so the client can directly input their information and we can check easily.

我們可提供的資源

We will provide you with further details on the challenges and difficulties we're facing for our daily operation.

對我們的意義

The system can smooth out daily workflow and create a better communication between the office staffs.

服務日期

19 Mar 2021 - 30 Apr 2021

服務地點

Remote

要求

一共 30 小時

服務時數

技能

  • 數據庫管理
  • 帳戶管理
  • 數據管理

語言

  • Chinese (Cantonese)
  • English

關於機構

ReSource The Counselling Centre

ReSource The Counselling Centre

www.resourcecounselling.org

服務範疇

健康社區發展精神健康

我們的工作

ReSource The Counselling Centre was established almost 50 years ago as a registered charitable organisation offering multi-lingual professional counselling service for people residing in Hong Kong. We offer confidential and professional mental health services such as counselling to individuals, couples, and families, as well as support clients who are in crisis or those with more severe mental illnesses. ReSource aims to empower clients in dealing with their problems and developing their potential. A sliding fee scale provides affordable counselling to all clients.

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