CRM System IT Specialist

Develop a CRM computer program that could make our daily workflow and communication more efficient

Project Details

What we need

  • Join a 45-min - 1 hr briefing to understand our workflow in office
  • Create a user friendly CRM IT program 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

Background

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.

What we have

(1) Explanation the flow of the current manually booking system (2) Q &A with our administrators on daily workload

Why this is important

This computer program can smooth out daily workflow and create a better communication between the office staffs, allowing us to organise and manage client's information easily and accurately.

Project Period

15 May 2021 - 14 Jul 2021

Location

Remote

Requirements

8hours perweek

Time Commitment

Skills

  • Database Adminstration
  • Office Adminstration
  • Data Management
  • Wordpress Design

Language

  • Chinese (Cantonese)
  • English

About the Organization

ReSource The Counselling Centre

ReSource The Counselling Centre

www.resourcecounselling.org

Causes

HealthCommunity DevelopmentMental Health

What we do

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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