I am building a tool for my startup to use internally. Basically, we help companies connect with tech freelancers. So this involves a recommendation process where we go through our database and actually select the right freelancers for a company's requirement. We currently use our CRM (Zoho), Google sheets and Airtable. I want to make this process seamless using a single tool.
Since we have a screening process, our freelancers are spread across the pipeline/"lead stages" For e.g. 'Just filled the form', 'Interview Done', 'Selected'.
Whenever we get a customer requirement, we apply filters and shortlist people not only from the 'Selected' stage but also from the earlier stages.
Can you all suggest a tool (and give me some initial direction) which can be used to implement the following process:
The tool stores data of freelancers (I can for now transfer the data weekly from my CRM - long-term would want to integrate the CRM and this tool)
Allows creation of a "new customer requirement"
It allows us to enter our shortlisting criteria (which we would enter based on customer inputs) for that requirement
Returns a list of freelancers who satisfy those criteria across all lead stages
Allows me to place some rules. For e.g. maximum 5 leads in the "selected" stage, maximum 20 leads in "interview done" stage, etc.
Of course, there is more nuance to it, but if there is a tool that can help me with this, then I can work on top of it to add those nuances.
I am adept with Webflow, so I was thinking of it. But webflow's CMS restrictions and reliance on Zapier for even minor updates makes it a bit of a problem.
I haven't used Bubble, but it seems promising. Not sure about the learning curve though and any other complexities OR problems associated with it.