CRM System Specialist

Propose and implement a CRM system 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
  • 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

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

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

Why this is important

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

Project Period

19 Mar 2021 - 30 Apr 2021

Location

Remote

Requirements

30hours in total

Time Commitment

Skills

  • Database Adminstration
  • Account Management
  • Data Management

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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