CRM for HR

crm for hr

CRM for HR

Human resources are that component of an organization, which takes care of humans and their requirements within that organization. Role of an HR in an organization are:

  • Employee recruitment
  • Compensation calculation and rewards management.
  • Maintaining employees relations
  • Health and safety management
  • Training and development management
  • Compliance management

Employees are significant assets of an organization, hence, it is the responsibility to manage and fulfil employees need also.

In today’s competitive world, CRM system are not used only to manage clients and customers, but HR heads are also using CRM technologies to manage human capital of the organisation. Management of human capital approach is termed as Employee / Human Resource Management (ERM / HRM).

Some of the features of an ERM are listed below:

  1. Employees Profile Management

It is important to manage profiles of all the employees. Profiles contains all the information related to employees, which is also displayed in Human Resource Information System tool. A CRM system like Xobber, can be used to store and manage this profiles by human resource management.

  1. Training

It is vital to train your staff on better understanding and directing customers for better customer experience. Training makes employees more exposed to their work concept and provide them the right tools. Through implementing CRM tool, notification for attending training can be easily distributed and also tracked.

  1. Payment

Information regarding employee payroll can be easily managed in a CRM system. An employee can also access this payroll system data and stay up to date with their payment statements, reducing time consumption of both employee and an HR.

  1. Compensation and Rewards Management

It is imperative to motivate the staff to be customer oriented. Compensation and rewards play an important role here in keeping the staff motivated.HR on the basis of employees’ data in a CRM system, can measure their performance and then compensate or reward them on the basis of performance analysis.

  1. Leave Management

Employees get dedicated portal to notify and apply for leaves. They just need to go to the system and update and the information is escalated to his/her HR manager, then it upto manager whether he accepts or rejects this leave application online. Employees annual leaves get automatically adjusted and is notified regularly to the employee.

  1. Meetings and Certifications Management

Managers can schedule and notify about the meeting online to the attendees through an effective CRM system. Meeting venue, timing and propaganda can also be notified online. In earlier days like excel days or when CRM technology was not there, meeting were used to start with people letting know figures and numbers and the proceeding with analysing and planning.

Now, with proper CRM implementation in place every attendee of the meeting knows figures and numbers prior. Meeting are now more purposeful and analytical, people can focus on error correction and reduction and plan next course of actions.

All the employees can also get the opportunity to complete or attain online certifications as and when they need.


A modern CRM tool, like Xobber is meant not only for lead management or customer database management, but it is beyond this. A CRM system is also benefitting an organisation Human Resource Management though implementing a CRM system with clear rules and guidelines. CRM is aiding in improving employees engagement and experience to a significant level.

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