CRM with HR software
A CRM with HR software in the same workspace.
Veliq CRM includes a People module for small and growing teams: a directory, org chart, time off, attendance, timesheets, onboarding, reviews and goals, next to your customer records.
HRMS features
What the People module covers.
Keep employee records in one directory and see who reports to whom in an org chart.
Time off with live balances, plus attendance and timesheets.
Onboarding templates with checklists. Items can require a typed-name signature, which is not a legal e-signature.
Review cycles, appraisals, feedback and one-on-ones in one place.
Set goals and OKRs, and track competencies for each role.
Record the equipment and assets assigned to each person.
Fit
When CRM and HR belong together.
A smaller company often runs customers and people in the same few hands. One workspace means one login, one permissions model and one place to look. The Growth plan includes CRM and HRMS.
It is not a payroll system, so check what your payroll and compliance needs are before you replace a dedicated HR tool. Read when one system is enough.
A new hire
How a new hire moves through People.
- Add them to the directory
Create the employee record and place them in the org chart.
- Run the onboarding template
Use a template with checklist items. Items can require a typed-name signature, which is not a legal e-signature.
- Track time
Record attendance and timesheets, and let time off draw on live balances.
- Review and set goals
Run review cycles and appraisals, set goals and OKRs, and keep one-on-ones and feedback in one place.
Who it suits
Teams that fit this HR software.
Where a few people run both customers and people operations and want one workspace.
Where time off, attendance and timesheets matter alongside client work.
Move the staff list, leave tracker and review notes into one place with access controls.
HR in the CRM
HR questions, answered.
Can it replace a separate HR system?
For many small teams it covers the directory, time off, attendance, onboarding, reviews and goals. Check payroll and local compliance needs first, since this page lists what is included and nothing beyond it.
Is the HR module on the free plan?
Starter has the core CRM. CRM and HRMS are part of the Growth plan, so ask the team for the current plan matrix. See pricing.
Does it include time off tracking?
Yes. Time off runs with live balances, alongside attendance and timesheets.
Does it include performance reviews?
Yes. Review cycles, appraisals, feedback, one-on-ones, goals and OKRs, and competencies are included.
Is it a payroll system?
No. The People module does not include payroll, so keep your payroll tool and use the CRM for the rest.