We currently have an in house CRM, but need to move to SugarCRM. Must work with Rchilli resume parsing. We set up client accounts under our account. As resumes load each day they are automatically added to a drip email campaign that each user can customize. SMTP will also be customized per client.
Need the ability to create html forms for candidates to complete and the resulting information is logged as a lead in the CRM and notification sent to client.
Summary - Resumes loaded daily via Rchilli resume parser FTP upload into different client accounts, Candidates uploaded are sent email per drip campaign settings.
Ability to create multiple campaigns and upload CSV list to go on other campaigns. Organize candidates and manage.
Hi, a better tool I have used is SmartdbApps, it is way easier to modify and change than sugar and salesforce. if you wish, I can show you how SmartdbApps can easily allow you to create all the forms you want and setup automatic notifications in a snap.