Unlock Productivity with the Staff Outsourcing and Resources Booking Module for Perfex CRM

Description

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description of Staff Outsourcing and Resources Booking Module for Perfex CRM

Unlock Productivity with the Staff Outsourcing and Resources Booking Module for Perfex CRM

Outsource your employees, outsourced staff, giving companies greater control over their resources directly within the Perfex CRM admin interface. This module offers a seamless way for businesses to allocate, track, and optimize outsourced employees’ time, helping ensure that projects are staffed appropriately and deadlines are met efficiently.

Key Features and Benefits of Staff Outsourcing and Resources Booking Module for Perfex CRM

1. Efficient Staff Management in One Place

The module integrates directly with Perfex CRM, bringing outsourced staff management into the same space as other business operations. This integration means that companies don’t need to switch between multiple platforms or manually track outsourced team members’ schedules. Staff Outsourcing and Resources Booking Module for Perfex CRM allows managers to easily view, assign, and reassign resources to different tasks and projects all within the familiar Perfex interface.

2. Streamlined Resource Allocation and Scheduling

The Resource Booking component makes it easy to allocate specific time slots and tasks to outsourced team members, ensuring that all resources are utilized optimally. Managers can assign team members based on project requirements, skill levels, or availability, making sure that each project is set up for success from the start. This scheduling capability allows businesses to make strategic decisions regarding which team members should be assigned to each task, ensuring that projects are completed in a timely manner.

3. Enhanced Project Tracking and Accountability

The Staff Outsource module provides robust tracking capabilities that help managers monitor outsourced employees’ activities. Managers can see real-time updates on task completion and resource availability, making it easier to monitor the performance and productivity of outsourced staff. This tracking feature also allows businesses to measure accountability and ensure that work is being completed to standard.

4. Optimized Cost Management

Outsourcing can be cost-effective, but only when resources are managed efficiently. This module helps businesses track time spent on each task, preventing budget overruns and allowing better financial planning. By providing an accurate record of time and resource allocation, the module makes it easier for businesses to stay within budget while still meeting project goals. This level of insight allows companies to allocate funds strategically and make adjustments where necessary to optimize cost efficiency.

5. Flexibility in Scaling Teams

The module is designed for businesses that need flexible staffing solutions, whether for short-term projects or ongoing support. Companies can quickly onboard or offboard outsourced team members as project demands change, giving them the ability to scale their workforce up or down without disruption. This adaptability is crucial for businesses looking to stay agile in a competitive environment, allowing them to respond quickly to market demands or unexpected changes in workload.

6. Improved Collaboration and Communication

By centralizing the management of outsourced staff within Perfex CRM, this module fosters better collaboration between in-house and outsourced teams. Project managers can assign tasks, communicate expectations, and provide feedback within the same interface. This streamlined communication reduces the likelihood of misunderstandings or missed deadlines, ensuring that outsourced team members have a clear understanding of their responsibilities and project requirements.

7. Comprehensive Reporting and Insights

Staff Outsourcing and Resources Booking Module for Perfex CRM includes advanced reporting features that provide valuable insights into resource utilization and project performance. Businesses can access detailed reports on hours worked, tasks completed, and resource allocation, helping managers make data-driven decisions. These insights are invaluable for identifying areas where productivity can be improved or resources can be reallocated to maximize efficiency.

How It Works of Staff Outsourcing & Resources Booking module for Perfex CRM Outsource your employeesThe module is easy to install and integrates directly with Perfex CRM’s admin interface. Once installed, administrators can add outsourced team members to the system and manage them as they would internal resources. Managers can assign tasks to outsourced staff, set deadlines, and monitor progress in real-time. The module’s intuitive design ensures that even those new to Perfex CRM can navigate it effortlessly, making it accessible for a wide range of users.

Outsourced staff can log into the system to view their assigned tasks, track their hours, and communicate with project managers, creating a transparent and collaborative environment. With this module, businesses no longer need to rely on manual tracking or external platforms, as everything is housed within Perfex CRM.

Why Choose the Staff Outsource and Resources Booking Module?

For companies looking to make the most of their outsourced resources, this module provides an all-in-one solution that simplifies scheduling, tracking, and communication. Staff Outsourcing and Resources Booking Module for Perfex CRM not only saves time by reducing the need for manual tracking but also boosts productivity by ensuring that resources are utilized efficiently. Whether managing a small team of freelancers or a large outsourced department, this module provides the tools needed to streamline operations and maximize the value of outsourced staff.

In today’s fast-paced business environment, having a reliable system for managing outsourced employees is essential. Staff Outsourcing and Resources Booking Module for Perfex CRM helps companies optimize their workforce, cut costs, and increase productivity, all within a single, user-friendly platform. By integrating this module into Staff Outsourcing and Resources Booking Module for Perfex CRM, businesses can take full advantage of outsourcing without the hassle of complex resource management, allowing them to focus on growth and success.

Staff Outsourcing and Resources Booking Module for Perfex CRM
Staff Outsourcing and Resources Booking Module for Perfex CRM

Demo

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Here’s how it works:

Once module is activated, a new menu item will appear at the right column of your Perfex admin area, named Staff Outsource and Resources Booking

Admin will be able to create Resources Groups, under which, staff members can be added, as part of a flexible categorization.

Once you create your new group, you will be able to assign staff members available for outsource work at Resources tab.

A complete booking showcase along with the functionality of the module can be previewed in item’s video preview – check out Video Preview button, in the upper section of this page.

Staff Outsourcing and Resources Booking Module for Perfex CRM contains a few other supportive functions for better reporting, i.e: you can generate reports from the Reports menu since it integrates HighchartsJS, export data or list/search groups/bookings in every menu or view your bookings under a Calendar.

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Documentation & Support

Included documentation will help you upload and activate the Staff Outsourcing and Resources Booking Module for Perfex CRM  module inside Perfex CRM, if you are not aware on how to do it. It will also mention quick workflow tips for it. Our Staff Outsourcing and Resources Booking Module for Perfex CRM support team is always around to help. Feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

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Version 1.0b

-Compatibility fixes for PHP8.x

Version 1.0b

-Compatibility fixes for Perfex core v3.x

Version 1.0

-Initial version
-Minimum PHP version required: 7.4

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