Customer and team processes in one workspace.
Bolcal's solution bringing customer relationships, quote and task workflows together with HR processes, in a structure adapted to your business.
- Developed by Bolcal
- Tailored to your business
- Setup & training
Illustrative interface drawing prepared by Bolcal.
Keep the history of every customer relationship.
We organise customer records, quotes, contracts, files and tasks around your workflows. A role and permission plan defines the data accessible to each team.
- Customer and quote tracking
- Contracts, files and tasks
- Meeting and team planning
- Staff, leave and shifts
Make your team's daily operations clear.
We define the steps for staff records, leave and shifts together. HR data access and retention rules are configured for your business.
Setup is planned around your business.
During the requirements discussion, we assess your user scenarios, existing infrastructure and required access. We clarify licence, setup, configuration, training and support scope as separate items.
- Requirements and compatibility analysis
- Setup and comprehensive configuration
- User training and handover
Bolcal Business CRM + HRM
Your questions.
How are setup and licence scope determined?
During the requirements discussion, we assess your existing infrastructure and user scenarios. Your proposal lists the product licence, setup, bespoke configurations, training and support scope separately.
Let's bring your idea
to life together.
Let's discuss your needs and create the right roadmap for you.