Project Brief: Customised CRM

Working Options is a charity that organises and host various workshops for young people (14-18) to help prepare them for entrance into the workplace. This involves having regular events at schools and colleges, which they managed manually with spreadsheets, PowerPoint documents, and numerous hours of manual input and data processing. To complicate matters all of their staff were home-based without a main “hub” or head office within which to implement a centralised solution.

The implementation of SuiteCRM, tailored with bespoke modules after gathering staff input, significantly streamlined data processing by automating repetitive tasks. Hosting the CRM on secure servers ensures that staff can conveniently access the system from any location or device, enhancing efficiency and flexibility in their operations.

Example SuiteCRM dashboard:

Suite CRM

Based on this we configured and customised the software for our client to include:

  • A central and bespoke database of Schools, Colleges and partners;
  • A central database of contacts at the above institutions;
  • Workflow process to remind staff of key tasks (due to schedule next event, tasks for in-progress events etc.);
  • Expanded events details to track specific key tasks and indicators around the events;
  • An additional module to store and process event feedback data;
  • An additional module to auto-generate pre-event worksheets for attendees;
  • An additional module to auto-generate post-event PowerPoint documents sent out to institutions and volunteers;
  • Various reports built either in the standard reporting tool or as a custom dashlet;
  • Implementation of Google Maps Integration to allow easy viewing of volunteers near to events.

SuiteCRM is an open-source and highly customisable Customer Relationship Management system. It allows you to create simple client records, up to workflow-driven custom database systems. It has a healthy community and client base with a series of commercial modules that allow you to integrate with the major online services that businesses require.

Example SuiteCRM dashboard:

“Would highly recommend working with IceStar Media. Mark is reliable, friendly and professional and works with people with little IT knowledge and experience really well! Mark has been brilliant to work with on setting up and maintaining our CRM system.”

Lauren Monk: Working Options

SuiteCRM