Intelligent HR Management

Handle all employee-related tasks - from recruitment, onboarding, training, performance management, and engagement – with just one integration
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Use Case

CRM-HR Management System Integration

Employee Onboarding

Onboarding new recruits is simplified, thanks to a unified, up-to-date stream of employee data that flows from the CRM to the HR management system throughout the onboarding process. This eliminates manual data entry and reduces the burden of administrative tasks.

Employee Information Management

HR teams can manage and update the employee data in the management software via the CRM software. Employee records stay consistent and up to date, since any changes made to details like job title, contact information, etc. are automatically synced up.

Performance Management

Sales or performance data from the CRM, such as sales targets, deals closed, or customer feedback, can be incorporated into the performance management process. This provides a holistic view of an employee's performance and supports data-driven performance evaluations and goal setting.

Leave and Attendance Management

Leave and attendance data between the CRM software and the HR management system is synchronized When an employee applies for leave or records attendance in one system, the information is automatically updated in the other system, ensuring accurate records and an efficient leave management process.

Employee Training and Development

HR managers can associate training programs, certifications, or skill development initiatives with employee profiles in the CRM, enabling a comprehensive view of an employee's professional growth and facilitating targeted training interventions.

Employee Engagement and Recognition

HR managers can set up workflows to trigger automated employee recognition messages or rewards based on specific achievements or milestones recorded in the CRM, fostering a positive work environment and promoting employee motivation.