There are two sides to the company I do Business Development for: software sales & services for a software solution we produce and support, and project-based consulting.
We have a roster of third party consultants with varying skills that we are able to bid on tendered projects. I need to keep track of their areas of expertise, availability, billable rate, location, and other info to match resources with projects we are able to bid on.
Does anyone here use Pipedrive to manage consulting resources? I am trying to figure out if it would do what I need it to do and am looking for ideas. I am thinking about creating some custom fields, and a web form for each consultant to fill out to provide their details and keep them up to date. Then, I could search for matches when a tender comes out to know who would be a good fit.
Has anyone tried something like this/have better ideas?