A

CRM
SAMPLE REPORT

LOGIN Screen

Login for Sales Login for Recruiters

MAIN PAGE

HOTLIST CONTACT SEARCH PENDING CONTACT SEARCH CONSULTANTS VIEW REPORTS MY REQ sales. OUR REQ sales.
*Sales

HOT LIST
NAME SKILL RATE LOC. VISA CONTAC T

C1

REC. NAME

ABC

SAP-BW

75$

CA

H1/GC

600.122. XYZ 2442

*Sales

Criteria

Company
Search

C2

CONTACT SEARCH

ABCDEFGHIJKLMNOPQRSTUVWXYZ

Comp. name

Contact name
Mr. Kelly

E-mail

Submittals

Xyz inc.

123@xyz.com

Submittals

*Sales

CONTACTS

C2.1

Company Name: XYZ inc Address: 123 street NYC Email: tk@xyzinc.com Cell No: 000-000-0000 Contract : Signed (VIEW)

Name: Tim Kelly State: NY Zip: 11501 website www.xyzinc.com work: 111-111-1111 Ext: 102

Notes: Left a VM Date: 06.01.2008 time 12:05 Submittals Name Position John SQL Developer Rao Java Java,

Details SQL, WIN, SERV J2ee, Ejb

Date 06:01:2008 05.28:2008

Status Submitted Int Scheduled

*Sales

C2.2

Add New Consultant

Self Search

Post Requirement

Current Submittals
NAME ABC SKILL Status Submittal Rate SAP-BW ECI Scheduled 75$ LOC Of project. VISA San Jose CA H1/GC REC. NAME XYZ

*Sales

Add New Consultant

C2.3

Name Location

Skill
Brief Description Rate Day phone: 999.999.9999 Mobile:000.000.000 Evening phone: 111.111.1111 Email: Tim@email.com

Visa
Project Location

*Sales

C2.4 Self Search

Search results Ram Ram V Ram t
Name Email:

.net Sap J2EE

___________________________________________________________________

Project Location Skills

Rate

Brief JD
Source

*Sales

POST REQ
Recruitment Team

C2.5

Skill Location Rate Client

Description

Comments

Submit

*Sales

Pending Contact

C3

ABCDEFGHIJKLMNOPQRST UVWXYZ
Comp. name Contact name E-mail
Status

Xyz inc. abc

Mr. Kelly Mr Brown

123@xyz.com abc@abc.com

Pending Not approved

*Sales

C4

SEARCH CONSULTANT
NAME
NAME: E-MAIL:

SKILLS
PRIMARY SKILLS SECONDARY SKILLS VISA STATUS

NAME
Rao Pawan

TITLE
JAVA SQL DBA

Skills
JAVA, J2ee SQL Server

Status
Available Not Available

Visa
H1B GC

*Sales

Consultant Details:

Skill SAP SD Functional

Tampa FL Evening phone: 111.111.1111 Email: Tim@email.com Visa: US Citizen

C4.1

Name: Tim Brown Day phone: 999.999.9999 Mobile:000.000.000 Tax terms : Corp 2 Corp Buying Rate: $60

Location

Selling rate: $70

Third party Details

Location preference: Anywhere Availability Status: Immediate/1week View Resume View Feedback View Submittals Enter Feedback

Remark:

*Sales

View Reports

C5

Submittal / ECI / PO Company Submittal / ECI / PO Client Submittal / ECI / PO SM Agreement (Client) Touch Base Calls Report

C5.1

Submittal / ECI / PO Company

Comp. name

Submittal

Interview/ECI

PO

Xyz inc. abc

25 30

5 4

1 0

C5.2

Submittal / ECI / PO Client

Comp/ Client. name

Submittal

Interview/ECI

PO

Mr Brown - Xyz inc. Mr cork abc tech

25
30

5
4

1
1

C5.3

Submittal / ECI / PO SM

Month

Submittal

Interview/ECI

PO

JAN 08 Feb 08

100 80

5 4

1 1

Agreements

C5.4

Company Name:

Search Results Name Status Date ABC INC Signed July 07 View ABC LLC Signed Oct 06 View

Touch Base Call report

C5.5

Uncalled in 15 days : 105

Contact name Contac
Days Past

Comp. name

Xyz inc. ABC inc

Mr. Kelly Mr. Tim Brown

123.123.1234 000.000.0000

20 18

My Requirements
S.NO
1 2 3 4 5

C5

Time / Date
11:30 / 17-07-2007 10:45 / 17-07-2007 10:00 / 17-07-2007

Skill
SAP Java Linux

Status
Open Unallocated Closed

Our Requirements
SN o
1 2

C6

Time / Date
11:30 / 17-072007 10:45 / 17-072007 10:00 / 17-072007 09:20 / 17-072007 09:00 / 17-072007

Skill
SAP Java

Status
Open Unallocat ed Closed

SM Name
Abhishek Dheeraj

Linux

4 5

Java SAP

Open Open

MAIN PAGE
1.
2. 3. 4. 5.

HOTLIST Third party Search Open Reqs SEARCH CONSULTANTS VIEW REPORTS

*recruitment

HOT LIST
NAME SKILL RATE LOC. VISA CONTAC T

D1

REC. NAME

ABC

SAP-BW

75$

CA

H1/GC

600.122. XYZ 2442

Name Email:

Search results Ram Ram V Ram t

.net Sap J2EE

*recruitment

Criteria

Company
Search

D2

Third Party search

ABCDEFGHIJKLMNOPQRSTUVWXYZ

Comp. name

Contact name
Mr. Kelly

E-mail

Status

Xyz inc.

123@xyz.com

ACTIVE

*Rec

Open Reqs
S. No
1 2 3 4 5

D3

Time / Date

Skill

Status

Sales manger name

Allan

Recruiters Name
Rick

Subs

11:30 / 17-07-2007 10:45 / 17-07-2007 10:00 / 17-07-2007

SAP Java Linux

Open Unalloca ted Closed

Make a sub Make a sub Make a sub

*recruitment

D4

SEARCH CONSULTANT
NAME
NAME: E-MAIL:

SKILLS
PRIMARY SKILLS SECONDARY SKILLS VISA STATUS

NAME
Rao Pawan

TITLE
JAVA SQL DBA

Skills
JAVA, J2ee SQL Server

Status
Available Not Available

Visa
H1B GC

*recruitment

Consultant Details:

Skill SAP SD Functional

Tampa FL Evening phone: 111.111.1111 Email: Tim@email.com Visa: US Citizen

D4.1

Name: Tim Brown Day phone: 999.999.9999 Mobile:000.000.000 Tax terms : Corp 2 Corp Buying Rate: $60

Location

Selling rate: $70

Third party Details

Location preference: Anywhere Availability Status: Immediate/1week View Resume View Feedback View Submittals Enter Feedback

Remark:

*recruitment

D3.1

Make a Submittal

Search . Name

Add A Consultant

Name Location Skill Brief Description Rate Day phone: 999.999.9999 Mobile:000.000.000 Visa Project Location Evening phone: 111.111.1111 Email: m@email.com

Search results Ram Ram V Ram t

.net Sap J2EE

____________________________________

Project Location Skills Brief JD Source

*recruitment

View Reports

D5

Submittal / ECI / PO Vendor Submittal / ECI / PO recruiter Agreement (Third Party)

D5.1

Submittal / ECI / PO Vendor

Comp. name

Submittal

Interview/ECI

PO

Xyz inc. abc

25 30

5 4

1 0

D5.3

Submittal / ECI / PO Recruiter

Month

Submittal

Interview/ECI

PO

JAN 08 Feb 08

100 80

5 4

1 1

Agreements Third party

D5.4

Company Name:

Search Results Name Status Date ABC INC Signed July 07 View ABC LLC Signed Oct 06 View

Mass Mail - Requirement

ADD Email/LIST

Skill Location Rate Client Subject Description From:

Mass Mail - Hotlist

ADD Email/LIST

Subject

From:

Email Content