WHAT IS IT?
The ICONI CRM system is designed specifically for supported employment projects. It is an off the shelf product that can be customised to each individual organisation, including their logos and branding.
It is split in to 5 stages of an employability “pipeline”, from registration to barrier removal, then vocational acitvity etc. It is a customer record management system (CRM) that allows you to capture data and monitor the progress of clients.
It tracks clients progress and records outcomes which will be required for funders.
The main advantage is that it stores all your client data in one system, reducing the need for multiple word documents/excel sheets etc.
Tracking client progress with the step-by-step guide to becoming job-ready and a traffic light system to show what has been completed and what still needs to be addressed.
"It's a straight-forward, easy-to-use system that allows you to store client data and track their progress. The colour coding system is particularly useful as it highlights what needs to be finished and what parts need to be completed."
This app advertises good data protection.