top of page

Features

VocationCRM develops software features to support vocation directors and vocation teams as they scale their vocation programs, manage more discerners, and organize their processes.

Our Feature Methodology

Before committing to add a feature to our software, we consider the following two core concepts:

  1. Shared Utility: Is this feature universally helpful for multiple users? Features that simplify or reduce workload are prioritized, while features that are hyper-specific to a single user's needs are de-prioritized.

  2. Ease of Use: Does this feature complicate or compromise our software ease of use? Our goal is to build a highly-usable, easy-to-understand software for vocation teams.

Submit a Feature Request

Efficiency impact

Current Features & Backlog

Recordsheet

Add a persistent, free-form recordsheet to enable vocation directors to log general notes - not just uploaded documents and activities.

Completed
To Do Items

Track candidate to-do item.

Completed
Profile Photos

Vocation Directors will be able to add profile photos to candidate profiles that will be shown throughout the software.

Completed
Desktop App

Install VocationCRM as a desktop app (Windows, via Google Chrome).

View the Feature Introduction and Instructions here.

Completed
Email Logging

Vocation Directors will be able to BCC ActivityLogger@VocationCRM.com in outbound emails to inquirers. This will add the email subject and date to the Candidate's Profile.

Live Beta Testing
Intake Forms

Integrate your account's VocationCRM's dynamic intake form into your website to accept direct-from-inquirer contact info and establish a profile record.

Live Beta Testing
Custom Stages

Ability to re-name the six default process stages to reflect your internal naming. View the Feature Walkthrough video here.

Completed
KPI Reporting

Reporting page that shows key quantified information for printing / PDF for distribution to community stakeholders.

Live Beta Testing
Email Lists

Quickly access contact information for filtered groups of candidates, for use in bulk emailing or other contacting.

Backlog
Mobile Layout

Make VocationCRM mobile-friendly and accessible on screen sizes other than desktop. Currently in backlog.

Backlog
Private File Upload

Create a second-level secure file upload section that only users with specific permissions or a password can access.

Backlog
bottom of page