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All-In-One · CRM & Sales

The CRM You Didn't Know You Already Had.

Why pay for HubSpot and an HR system when one login does both? HRMZY ships a complete CRM — from first lead to signed contract to paid invoice — sharing one database with your team, projects and payroll. No sync tools. No double data entry. No second subscription.

HRMZY — Sales Pipeline
📊 Deals, mid-drag
Acme GmbH — $12,000Qualified
Brightline — $8,400Moving →
Verdant Corp — $21,500Proposal
deal → estimate → invoice → payment One chain
Visual PipelinesDrag deals through stages
Sales ForecastingSee next quarter
Real product

Your pipeline, with the deal owner on every row

A live capture of the deals register in HRMZY. Deal value, close date, next follow-up, the agent who owns it and the colleague watching it — all on one line, filterable by pipeline, category and product.

  • Switch between list and pipeline board
  • Follow-ups flagged per deal
  • Import and export the whole pipeline

1

Shared database with your team, projects and payroll

0

Second subscriptions, sync tools or double data entry

4-step

Deal → estimate → invoice → payment, one chain

Portal

Clients log in to view projects, approve estimates and pay

The Full CRM

First lead to paid invoice.

Capability What it does
Leads & PipelinesCapture leads from web forms or manual entry, qualify them, and drag deals through fully customisable pipeline stages. Every deal carries its contacts, notes, files and follow-ups.
Sales ForecastingProjects revenue from your live pipeline — deal values, stages and historical win rates — so you see next quarter before it happens.
Pipeline AnalyticsConversion rates per stage, time-in-stage, bottleneck detection and win/loss trends across your whole funnel.
Client Health ScoresEvery client gets a live health score from engagement, payment behaviour and activity — spot churn risk before the "we're leaving" email.
Email SequencesMulti-step automated follow-up campaigns: enrol a lead once and the sequence nurtures them until they reply or convert.
LinkedIn IntegrationConnect LinkedIn to enrich lead and contact records without leaving HRMZY.
Directory & PortalFull client accounts with a self-service portal: clients log in to view projects, approve estimates, and pay invoices.
Proposals & EstimatesBranded proposals and estimates built from your product catalogue, sent for online acceptance — with e-signature capture.
Contracts & E-SignDraft contracts from templates, send for digital signature, and store the signed record against the client.
Deal & Sales ReportsDedicated reporting on deal flow and sales performance, filterable by owner, period and pipeline.
Pipelines

Deals, mid-drag.

Qualify leads and drag deals through fully customisable pipeline stages — every deal carries its contacts, notes, files and follow-ups.

  • Forecasting projects revenue from your live pipeline, so you see next quarter before it happens.
  • Live client health scores flag churn risk before the "we're leaving" email.
  • Multi-step email sequences nurture each lead until they reply or convert.
  • Branded proposals, estimates and contracts with e-signature capture, stored against the client.
HRMZY — Client Health
📋 Portfolio
Acme GmbHHealthy
BrightlineWatch
Verdant CorpChurn risk
Scored from engagement & payments Live
Email SequencesNurture on autopilot
E-SignProposals & contracts
One Platform, One Login

The CRM is one module of many.

HRMZY CRM

No sync tools. No second subscription.

The CRM is included in every HRMZY plan — sharing one database with your team, projects and payroll.

Start Free 14-Day Trial
Common Questions

CRM & Sales — Frequently Asked Questions

Yes — HRMZY ships a complete CRM, from first lead to signed contract to paid invoice, sharing one database with your team, projects and payroll. No sync tools, no double data entry, no second subscription.

Yes — clients get full accounts with a self-service portal: they log in to view projects, approve estimates, and pay invoices.

Yes — deal → estimate → invoice → payment is one chain.