HRM + CRM · Planned

HRM + CRM

Your people and your customers, finally connected.

We are planning a single product for managing your team and your customer relationships, so that work no longer falls between two disconnected tools.

Status: PlannedPeople & Customer Management
Share your requirements

This product is planned and not yet available. The scope below describes what we intend to build.

Illustrative concept — not a product screenshot

The challenge

Two halves of the business, two separate tools.

Many growing teams keep staff information in one place and customer follow-ups in another — spreadsheets, notebooks or chat threads. Responsibility becomes unclear, and opportunities slip through.

Planned · People

Planned capabilities

Know your team.

The HRM side is intended to cover the essentials of managing employees.

Illustrative concept — not a product screenshot

  • People

    Employee records

    Keep employee profiles, roles and documents organised in one directory.

  • People

    Attendance and leave

    Track attendance and handle leave requests through a clear approval flow.

  • People

    Payroll support

    Prepare salary information from attendance and employee data.

Planned · Customers

Planned capabilities

Know your customers.

The CRM side is intended to keep every customer relationship visible and owned.

Illustrative concept — not a product screenshot

  • Customers

    Customer contacts

    A shared record of customers and the conversations your team has had with them.

  • Customers

    Sales pipeline

    See every opportunity and the stage it has reached.

  • Customers

    Follow-ups and tasks

    Assign follow-ups to the right person so customers are not forgotten.

The idea

One place where people and customers meet.

  1. 01 / 03

    Two disconnected lists

    Staff in one file, customers in another.

  2. 02 / 03

    Connect the work

    Each customer and task is linked to a named person.

  3. 03 / 03

    One shared picture

    Managers follow team and pipeline together.

Intended workflow

How we expect teams to use it.

  1. Step 01

    Add your team

    Employees, roles and departments are set up.

  2. Step 02

    Bring in customers

    Customer contacts and open opportunities are recorded.

  3. Step 03

    Assign the work

    Opportunities and follow-ups are owned by named team members.

  4. Step 04

    Review together

    Managers see team activity and customer progress side by side.

Why it matters

Fewer handovers lost in between.

  • Fewer gaps between tools

    Team and customer information is no longer split across systems.

  • Clear ownership

    Everyone knows which customers and tasks they are responsible for.

  • A shared overview

    Managers can follow both people and pipeline in one place.

Questions

About HRM + CRM

When will HRM + CRM be available?

HRM + CRM is a planned product and no release date has been announced. You can contact us to share your requirements.

Why combine HRM and CRM?

Many growing organisations manage their people and their customer relationships in separate tools. Our intention is to bring both into one product so that teams, customers and follow-ups can be managed from a single place.

Can we share our requirements before a product is released?

Yes. Hearing how organisations work today helps us shape our products. Use the contact page to tell us about your needs.

HRM + CRM

Tell us how your team works today.

Your requirements help us shape HRM + CRM into something genuinely useful.

Share your requirements