Keeping a business running is as much about managing your customer journey as it is about managing what goes on behind the scenes. OpenCRM has the tools you need to be sure your employees are on track and that essential work is being carried out.
Keep a track of all of the important details about your employee, from when they started, to details about their benefits package or next of kin information.
Keep important documents and track key dates for employee reviews & appraisals linked to their record, ensuring that nothing is lost.
Track Holiday entitlement and have OpenCRM tell you when an employees allocation has been used.
If you need to track assets that are on loan to the employee such as a mobile phone or company transport, simply enter the details in the data fields already provided. You can even link Personnel records together and hold any relationships between two employees.
You can also keep a history of activities for your employees, as well as a record of all communications, including automatic archiving of all emails sent to and received from the employee.
Finally, you can utilise the security options in OpenCRM to limit access to your Personnel module so that key members of your team can work uninhibited and secure within OpenCRM.
Keep it all in one easy access location
Build and save Reports, allowing other users to run them to keep abreast of information that is important to them.
Set up permissions to give users full access to export functionality allowing them to export to CSV, Excel or create a PDF output of the report.
Apply a Graph to a Report using the groupings as the main values on the X-Y axis, choose from different graph types and select the way that values should be displayed.
Information when you need it mostEasily schedule your Reports to be run and emailed to you and your team so you always have the information you need, when you need it.
Do you have information in your system you want your customers to see? Schedule reports to be sent to your customers, using your own email templates, to ensure that everyone is on the same page.
Customise and maximise your view
Specify your Reports to be tabular or summary, deciding which columns you need to see (including custom data) & grouping your data on key values as well as sort orders.
Total pre-defined columns and specify criteria to decide which records to include.
Decide if you want to display the Report as a Graph, Summary or Detail or Full, on the home page, setting the specific users who need to view this report.
Make yourself at home
Add your Reports to your home page, positioning them as you see fit.
Choose whether you see the whole Report or just the Graph.
Now you have the power to easily keep track of every aspect of your business, from one convenient location.