When a custom CRM makes sense
A custom tool is useful when your team repeatedly loses time matching information across inboxes or maintaining a process your current system cannot represent well. We first review the software you already use. A configured existing CRM may be the right solution.
Records, ownership and next actions
Define the record that matters: candidate, estimate request, customer or project. Then define the stages, the owner at each stage and the action that moves the work forward. This keeps the interface focused and gives the team a shared process.
The OK Ford Careers recruiting project
Stop Playin built a careers website and custom recruiter CRM for the Oklahoma Ford dealer recruiting project with technical recruiter Megan Lamey. The published portfolio also includes four recruitment ad approaches and a recruiter video. This is our clearest example of creative connected with a business application.
What a first release can include
A scoped CRM may include a request form, record list, detail view, stage changes, notes, source tags and owner notifications. We agree on permissions, duplicate handling, exports and the events that should stop automated reminders. Connections to existing software depend on available access and interfaces.
Measure the process
Useful measures include response time, incomplete requests, time in stage and completed handoffs. Sales or recruiting outcomes need information from the business using the system. We can help define that measurement before launch rather than inventing a success number afterward.