Internal CRM

[sean8300]

Wishlist of things we would like to have in a custom built CRM

• Followup call sheet (shorturl.at/wxzCL)
• Onboarding
• Tax and New Hire paperwork
• Position Agreement and tier system
• Appreciation Quiz
• Self Assessment
• Peer Assessment
• Time Off requests
• Net Promoter Score
• Tier Structure/Abilities
• Pedigree (name, DOB, hire date, phone, email, headshot, profile, zodiac, gift card pref, personality, hobbies)
• Current bonus level (may as well have a history of this....and pretty much everything else...why not)
• Send/Receive time off requests
• Calendar to Announcements (concerns)
• View PTO
• Announcements Dashboard (company cal with 1-on-1's and time off built in)
• Assets (field and internal)

[sean8300]

This would work beautifully with the dashboard rebuild I started years ago (no longer working, sadly). The focus at that time was on switching the dashboard to cards that showed count of items on our current dashboard (count of processing, count of MLS, count of problems, etc). Because it wasn't finding, loading, parsing, displaying numerous tables the dashboard load time was under a second, instead of the long load times we currently have. While doing this it really starting making me think we should be building modules instead of pages, and this furthers that thought. Can have each of these items appear as modules, can access control those modules, should be quick to develop new things, update old things, and could probably get it to the point that individual employees can modify their own dashboard to show/hide whatever modules they want. Can really customize things. Editors, managers, CSRs could all log in to view things that relate to THEM