CRM for Gig Workers

product

Overview

It is a powerful Customer Relationship Management (CRM) system tailored specifically for gig workers and freelance professionals. It helps manage projects, tasks, client interactions, and work progress efficiently while ensuring smooth operations for both individual gig workers and teams. The software includes features such as task tracking, project management, productivity analysis, leave management, and visual proof of completed work, making it an all-in-one solution for gig-based professionals.

Key Features & Explanations

1. Secure Login & Role-Based Access

    • What it does:
      • Allows Admins, Project Managers, and Gig Workers to log in securely.
      • Role-based authentication ensures users can only access features relevant to their role.
    • Why it’s useful:
      • Protects sensitive data.
      • Ensures gig workers only see tasks assigned to them.

2. Home Page Dashboards

    • What it does:
      • Displays a customized dashboard based on the user’s role.
      • Shows ongoing projects, upcoming tasks, earnings, and key performance indicators (KPIs).
    • Why it’s useful:
      • Provides a quick overview of current work and deadlines.
      • Helps gig workers prioritize tasks efficiently.

3. Project Management (CRUD Features)

    • What it does:
      • Enables Admins and Project Managers to Create, Read, Update, and Delete (CRUD) project details.
      • Allows assignment of gig workers to specific projects.
      • Stores deadlines, objectives, and client references.
    • Why it’s useful:
      • Keeps gig projects organized.
      • Provides clarity on work expectations and deadlines.

4. Task Management & Workflow

    • What it does:
      • Lists all tasks under each project, categorized as Pending, In Progress, or Completed.
      • Allows Project Managers to assign tasks to gig workers.
      • Gig workers can update their task status and submit work reports.
    • Why it’s useful:
      • Helps gig workers manage daily tasks efficiently.
      • Ensures transparency in work progress for clients.

5. Progress Tracking & Reporting

    • What it does:
      • Gig workers can update progress using a structured progress form.
      • Supports file uploads for before-and-after images.
      • Data can be viewed only by the gig worker and authorized project managers.
    • Why it’s useful:
      • Provides proof of work for clients.
      • Reduces disputes about completed tasks.

6. User Management & Role Assignment

    • What it does:
      • Admins can create, update, and delete user accounts.
      • Users are assigned specific roles (Admin, Project Manager, Gig Worker).
    • Why it’s useful:
      • Ensures a well-structured workflow.
      • Prevents unauthorized access to confidential data.

7. Diagnose Report & Issue Tracking

    • What it does:
      • Allows gig workers to upload diagnostic images and notes before starting a task.
      • Helps Project Managers analyze and resolve issues efficiently.
    • Why it’s useful:
      • Ensures proper problem identification before task execution.
      • Reduces errors and miscommunications between workers and clients.

8. Gig Worker Productivity Tracking

    • What it does:
      • Monitors performance based on task completion rates.
      • Uses diagnostic reports and progress updates to measure efficiency.
    • Why it’s useful:
      • Helps gig workers track their personal productivity.
      • Assists managers in fairly evaluating worker performance.

9. Warranty & Service History Management

    • What it does:
      • Stores warranty details related to services or projects.
      • Admins can set warranty durations and upload relevant documentation.
    • Why it’s useful:
      • Helps gig workers maintain records for recurring clients.
      • Ensures clients receive proper post-service support.

10. Gig Worker Leave Management

    • What it does:
      • Gig workers can request leave directly in the system.
      • Admins and Project Managers can approve or reject leave requests.
    • Why it’s useful:
      • Ensures smooth workload distribution when workers take leave.
      • Provides visibility on worker availability for scheduling projects.

11. Before & After Image Documentation

    • What it does:
      • Gig workers can upload visual proof of their work before and after completing a task.
      • Integrated into the Progress Form and Diagnose Report.
    • Why it’s useful:
      • Helps clients and managers verify work quality.
      • Protects gig workers against disputes and false claims.