CRM & Tendering Document Controller
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Key skills for this role
About the Role
Key Responsibilities CRM Management: Maintain and update the company's CRM system with customer, consultant, contractor, and project information. Manage and maintain project inf.
Key Skills for This Role
Responsibilities
- Maintain and update the company's CRM system with customer, consultant, contractor, and project information
- Manage project information in Odoo ERP system ensuring accuracy of CRM records, tender documents, and quotations
- Generate CRM reports for management
- Coordinate communication with clients regarding quotations, approvals, and project updates
- Maintain document numbering and revision control
- Register incoming and outgoing project correspondence
- Archive tender and project documents electronically and physically
- Review tender requirements and submission deadlines
- Prepare and compile technical and commercial tender documents
- Organize drawings, specifications, BOQ, method statements, material catalogues, certifications, and company profiles
Requirements
- Experience in CRM management and document control
- Familiarity with Odoo ERP system
- Ability to prepare and compile tender documents
Full Job Posting
Key Responsibilities
- Maintain and update the company's CRM system with customer, consultant, contractor, and project information
- Manage and maintain project information in the Odoo ERP system, ensuring all CRM records, tender documents, project documents, quotations, and customer information are accurate, complete, and up to date
- Generate CRM reports for management
- Coordinate communication with clients regarding quotations, approvals, and project updates
- Maintain document numbering and revision control
- Register incoming and outgoing project correspondence
- Archive all tender and project documents electronically and physically
- Review tender requirements and submission deadlines
- Prepare and compile technical and commercial tender documents
- Organize drawings, specifications, Bills of Quantities (BOQ), method statements, material catalogues, certifications, company profiles, and other required documents
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