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:
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.
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.
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
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.
Testing Paused
Custom Stages
Ability to re-name the six default process stages to reflect your internal naming. View the Feature Walkthrough video here.
Live Beta Testing
KPI Reporting
Reporting page that shows key quantified information for printing / PDF for distribution to community stakeholders.
Backlog
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.